Elmwood Wealth Management, Inc. Portfolio Holdings

Elmwood Wealth Management, Inc.

  • $222 Million
  • Q3 2024

Elmwood Wealth Management, Inc. has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $222 Million distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $8.26M, Vanguard Ftse Developed Market with a value of $7.52M, Ssga Active ETF Tr Spdr Doblel with a value of $6.65M, Vanguard with a value of $6.36M, and Jp Morgan ETF Tr Ultra Short I with a value of $6.12M.

Examining the 13F form we can see an increase of $16.4M in the current position value, from $206M to 222M.

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

Portfolio value $222 Million
ETFs: $147 Million
Technology: $17.7 Million
Healthcare: $17.3 Million
Financial Services: $12.7 Million
Consumer Defensive: $7.83 Million
Industrials: $5.13 Million
Communication Services: $5.09 Million
Consumer Cyclical: $4.81 Million
Other: $4.24 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.12B
$1.39 Million 0.63% of portfolio
67,774
Q3 2024 Added 0.89%

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $222 Million
  • Prior Value $206 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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