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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$217B
$1.52 Million 0.69% of portfolio
2,482
Q1 2025 Reduced 5.45%
$59.8B
$1.44 Million 0.65% of portfolio
5,463
Q1 2025 Reduced 5.68%
$185B
$1.4 Million 0.63% of portfolio
9,350
Q1 2025 Reduced 8.23%
$106B
$1.4 Million 0.63% of portfolio
5,722
Q1 2025 Reduced 6.44%
$585B
$1.35 Million 0.61% of portfolio
3,860
Q1 2025 Reduced 0.28%
$0
$1.36 Million 0.61% of portfolio
65,503
Q1 2025 Added 5.33%
$146B
$1.32 Million 0.59% of portfolio
6,429
Q1 2025 Reduced 4.83%
$145B
$1.31 Million 0.59% of portfolio
5,536
Q1 2025 Reduced 0.25%
$0
$1.29 Million 0.58% of portfolio
12,270
Q3 2024 Added 3.37%
$168B
$1.28 Million 0.58% of portfolio
16,364
Q1 2025 Reduced 5.66%
$0
$1.25 Million 0.56% of portfolio
26,213
Q1 2025 Added 29.81%
$0
$1.23 Million 0.55% of portfolio
52,374
Q1 2025 Reduced 0.9%
$39.3B
$1.19 Million 0.54% of portfolio
4,617
Q1 2025 Reduced 2.12%
$373B
$1.15 Million 0.52% of portfolio
6,747
Q1 2025 Reduced 1.73%
$220B
$1.15 Million 0.52% of portfolio
11,652
Q1 2025 Reduced 13.43%
$76.4B
$1.1 Million 0.49% of portfolio
4,322
Q1 2025 Reduced 2.48%
$0
$1.02 Million 0.46% of portfolio
5,613
Q2 2024 Reduced 6.65%
$41.3B
$990,000 0.45% of portfolio
20,458
Q1 2025 Reduced 0.49%
$47.6B
$964,000 0.44% of portfolio
17,205
Q1 2025 Reduced 0.43%
$160B
$958,000 0.43% of portfolio
4,528
Q3 2024 Added 0.98%
$0
$924,000 0.42% of portfolio
38,000
Q1 2025 Reduced 20.9%
$409B
$885,000 0.4% of portfolio
5,342
Q1 2025 Reduced 0.34%
$18.1B
$874,000 0.39% of portfolio
10,628
Q1 2025 Reduced 5.76%
$0
$837,000 0.38% of portfolio
25,233
Q1 2025 Reduced 5.61%
$38.4B
$827,000 0.37% of portfolio
4,469
Q1 2025 Reduced 3.87%
$0
$799,000 0.36% of portfolio
4,616
Q1 2025 Added 0.13%
$0
$724,000 0.33% of portfolio
2,636
Q4 2024 Reduced 7.28%
$187B
$637,000 0.29% of portfolio
2,042
Q1 2025 Reduced 0.97%
$92.7B
$650,000 0.29% of portfolio
10,243
Q1 2025 Reduced 1.21%
$143B
$640,000 0.29% of portfolio
2,355
Q1 2025 Added 3.74%
$61.7B
$630,000 0.28% of portfolio
3,697
Q1 2025 Added 34.34%
$0
$570,000 0.26% of portfolio
1,019
Q4 2024 Reduced 25.51%
$0
$582,000 0.26% of portfolio
24,425
Q1 2025 New
$748B
$526,000 0.24% of portfolio
638
Q1 2025 Added 3.4%
$0
$523,000 0.24% of portfolio
10,368
Q1 2025 Reduced 25.1%
$0
$503,000 0.23% of portfolio
8,105
Q1 2025 Reduced 0.63%
$276B
$519,000 0.23% of portfolio
3,273
Q2 2024 Reduced 1.36%
$300B
$513,000 0.23% of portfolio
3,068
Q1 2025 Reduced 10.24%
$113B
$496,000 0.22% of portfolio
3,551
Q1 2025 Added 30.74%
$922M
$481,000 0.22% of portfolio
67,789
Q1 2025 Added 0.02%
$108B
$476,000 0.21% of portfolio
4,861
Q1 2025 Reduced 2.02%
$0
$460,000 0.21% of portfolio
9,256
Q1 2025 Reduced 13.95%
$166B
$454,000 0.21% of portfolio
6,400
Q1 2025 Reduced 1.54%
$103B
$454,000 0.21% of portfolio
2,087
Q1 2025 Added 2.45%
$49.2B
$438,000 0.2% of portfolio
3,060
Q1 2025 Added 17.83%
$94.3M
$426,000 0.19% of portfolio
468,240
Q1 2025 Reduced 76.89%
$337B
$406,000 0.18% of portfolio
1,941
Q1 2025 Reduced 7.83%
$100B
$367,000 0.17% of portfolio
4,000
Q2 2024 Reduced 14.77%
$2.03B
$369,000 0.17% of portfolio
11,007
Q4 2024 Added 44.7%

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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