Elmwood Wealth Management, Inc. Portfolio Holdings

Elmwood Wealth Management, Inc.

  • $228 Million
  • Q4 2024

Elmwood Wealth Management, Inc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $228 Million distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $8.22M, Ishares Treasury Floating Rate with a value of $8.06M, Vanguard Ftse Developed Market with a value of $6.76M, Ssga Active ETF Tr Spdr Doblel with a value of $6.32M, and Ishares Short Term National Mu with a value of $6.27M.

Examining the 13F form we can see an increase of $5.93M in the current position value, from $222M to 228M.

Below you can find more details about Elmwood Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $228 Million
ETFs: $153 Million
Technology: $18.5 Million
Financial Services: $14.3 Million
Healthcare: $14.2 Million
Consumer Defensive: $7.55 Million
Communication Services: $5.91 Million
Consumer Cyclical: $5.24 Million
Industrials: $4.95 Million
Other: $4.37 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.42B
$431,000 0.19% of portfolio
11,007
Q4 2024 Added 44.7%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $228 Million
  • Prior Value $222 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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