Elmwood Wealth Management, Inc. Portfolio Holdings

Elmwood Wealth Management, Inc.

  • $206 Million
  • Q2 2024

Elmwood Wealth Management, Inc. has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $206 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $9.56M, Ssga Active ETF Tr Spdr Doblel with a value of $6.93M, Jp Morgan ETF Tr Ultra Short I with a value of $6.8M, Vanguard Ftse Developed Market with a value of $6.63M, and Ishares Treasury Floating Rate with a value of $6.57M.

Examining the 13F form we can see an decrease of $12.7M in the current position value, from $219M to 206M.

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

Portfolio value $206 Million
ETFs: $135 Million
Healthcare: $17 Million
Technology: $15 Million
Financial Services: $12.4 Million
Consumer Defensive: $7.51 Million
Communication Services: $5.54 Million
Consumer Cyclical: $5.03 Million
Industrials: $4 Million
Other: $4.38 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.6B
$1.5 Million 0.73% of portfolio
67,174
Q2 2024 Reduced 1.07%
$351M
$205,000 0.1% of portfolio
9,800
Q1 2024 Reduced 50.52%
$1.73B
$111,000 0.05% of portfolio
26,200
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $206 Million
  • Prior Value $219 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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