Elmwood Wealth Management, Inc. Portfolio Holdings

Elmwood Wealth Management, Inc.

  • $221 Million
  • Q1 2025

Elmwood Wealth Management, Inc. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $221 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 $7.61M, Vanguard Ftse Developed Market with a value of $7.16M, Ishares Treasury Floating Rate with a value of $7.08M, Ishares Short Term National Mu with a value of $6.4M, and Jp Morgan Ultra Short Mun Inco with a value of $6.22M.

Examining the 13F form we can see an decrease of $6.95M in the current position value, from $228M to 221M.

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

Portfolio value $221 Million
ETFs: $153 Million
Technology: $16.1 Million
Financial Services: $14.7 Million
Healthcare: $11.2 Million
Consumer Defensive: $7.57 Million
Communication Services: $4.95 Million
Industrials: $4.86 Million
Consumer Cyclical: $4.27 Million
Other: $4.15 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.03B
$481,000 0.22% of portfolio
67,789
Q1 2025 Added 0.02%
$1.95B
$369,000 0.17% of portfolio
11,007
Q4 2024 Added 44.7%
$484M
$44,000 0.02% of portfolio
28,285
Q1 2025 Added 7.96%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $221 Million
  • Prior Value $228 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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