Elmwood Wealth Management, Inc. Portfolio Holdings
Q3 2025•136 long positions•$279.6M portfolio value
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Holding140 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $10.9M 3.9% | +$2.0M Bought | — 215.4K shares | 175.5K → 215.4K +$2.0M | +22.73% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.9M 3.18% | +$383.5K Bought | — 148.2K shares | 141.8K → 148.2K +$383.5K | +4.51% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $7.8M 2.78% | +$489.4K Bought | — 153.6K shares | 144.0K → 153.6K +$489.4K | +6.71% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $7.4M 2.66% | +$210.7K Bought | — 145.6K shares | 141.5K → 145.6K +$210.7K | +2.92% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.2M 2.56% | +$1.1M Bought | — 141.2K shares | 119.2K → 141.2K +$1.1M | +18.54% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.7M 2.39% | +$91.8K Bought | — 90.4K shares | 89.2K → 90.4K +$91.8K | +1.39% | — — | Q1 2024 Held for 1y 8m | |
Consumer Electronics Technology | $6.6M 2.36% | +$946.5K Bought | 0.0% 25.9K shares | 22.2K → 25.9K +$946.5K | +16.76% | $3.78T Mega Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $6.6M 2.35% | -$192.2K Sold | — 61.4K shares | 63.2K → 61.4K −$192.2K | -2.85% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.5M 2.33% | +$1.5M Bought | — 129.6K shares | 100.1K → 129.6K +$1.5M | +29.45% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.3M 2.24% | +$180.6K Bought | — 154.6K shares | 150.1K → 154.6K +$180.6K | +2.97% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $6.3M 2.24% | +$179.8K Bought | — 167.7K shares | 162.8K → 167.7K +$179.8K | +2.96% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.9M 2.13% | +$372.9K Bought | — 68.1K shares | 63.9K → 68.1K +$372.9K | +6.69% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $5.5M 1.97% | +$99.0K Bought | — 57.0K shares | 56.0K → 57.0K +$99.0K | +1.83% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $5.3M 1.91% | +$1.2M Bought | 0.0% 28.6K shares | 22.1K → 28.6K +$1.2M | +29.26% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.2M 1.86% | +$307.9K Bought | — 88.5K shares | 83.3K → 88.5K +$307.9K | +6.28% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.8M 1.73% | +$7.5K Bought | — 126.2K shares | 126.0K → 126.2K +$7.5K | +0.15% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.7M 1.67% | +$108.5K Bought | — 177.6K shares | 173.5K → 177.6K +$108.5K | +2.37% | — — | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $4.3M 1.52% | +$923.6K Bought | 0.0% 8.2K shares | 6.4K → 8.2K +$923.6K | +27.67% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.1M 1.47% | +$243.5K Bought | — 81.4K shares | 76.6K → 81.4K +$243.5K | +6.29% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.1M 1.47% | +$89.9K Bought | — 78.6K shares | 76.9K → 78.6K +$89.9K | +2.24% | — — | Q1 2024 Held for 1y 8m | |
Specialty Retail Consumer Cyclical | $4.0M 1.43% | +$412.8K Bought | 0.0% 18.3K shares | 16.4K → 18.3K +$412.8K | +11.48% | $2.34T Mega Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $4.0M 1.41% | +$4.8K Bought | — 86.3K shares | 86.2K → 86.3K +$4.8K | +0.12% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.8M 1.35% | +$245.9K Bought | — 77.0K shares | 72.0K → 77.0K +$245.9K | +6.97% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.7M 1.34% | -$33.1K Sold | — 65.6K shares | 66.2K → 65.6K −$33.1K | -0.88% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $3.7M 1.33% | +$71.8K Bought | — 56.6K shares | 55.5K → 56.6K +$71.8K | +1.96% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.7M 1.33% | +$129.2K Bought | — 81.9K shares | 79.1K → 81.9K +$129.2K | +3.59% | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $3.7M 1.33% | +$493.5K Bought | 0.0% 15.3K shares | 13.2K → 15.3K +$493.5K | +15.36% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.4M 1.23% | -$61.9K Sold | — 139.3K shares | 141.8K → 139.3K −$61.9K | -1.77% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.4M 1.22% | +$163.5K Bought | — 26.2K shares | 25.0K → 26.2K +$163.5K | +5.02% | — — | Q4 2022 Held for 2y 11m | |
Financial - Credit Services Financial Services | $3.3M 1.16% | +$93.9K Bought | 0.001% 5.7K shares | 5.6K → 5.7K +$93.9K | +2.97% | $514.21B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.2M 1.16% | +$214.5K Bought | — 113.0K shares | 105.5K → 113.0K +$214.5K | +7.07% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.2M 1.16% | — | — 78.9K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.2M 1.14% | -$5.8K Sold | — 63.7K shares | 63.8K → 63.7K −$5.8K | -0.18% | — — | Q3 2023 Held for 2y 2m | |
Banks - Diversified Financial Services | $3.2M 1.13% | +$116.7K Bought | 0.0% 10.0K shares | 9.6K → 10.0K +$116.7K | +3.85% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $3.1M 1.12% | -$26.8K Sold | 0.001% 3.4K shares | 3.4K → 3.4K −$26.8K | -0.85% | $410.27B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.1M 1.12% | +$436.0K Bought | — 62.8K shares | 54.1K → 62.8K +$436.0K | +16.18% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 1.09% | +$1.0M Bought | — 59.9K shares | 40.2K → 59.9K +$1.0M | +49.08% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 1.06% | +$2.4M Bought | — 124.4K shares | 25.1K → 124.4K +$2.4M | +395.97% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.0M 1.06% | +$267.6K Bought | — 59.7K shares | 54.3K → 59.7K +$267.6K | +9.96% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.9M 1.05% | +$44.4K Bought | — 68.4K shares | 67.3K → 68.4K +$44.4K | +1.53% | — — | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $2.8M 1.02% | +$165.9K Bought | 0.0% 5.6K shares | 5.3K → 5.6K +$165.9K | +6.21% | $1.08T Mega Cap | Q3 2022 Held for 3y 2m | |
Internet Content & Information Communication Services | $2.8M 0.988% | +$12.2K Bought | 0.0% 11.3K shares | 11.3K → 11.3K +$12.2K | +0.44% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.7M 0.968% | +$155.5K Bought | — 59.3K shares | 55.9K → 59.3K +$155.5K | +6.1% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.5M 0.891% | +$60.5K Bought | — 24.2K shares | 23.6K → 24.2K +$60.5K | +2.49% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.5M 0.877% | +$168.1K Bought | — 45.3K shares | 42.1K → 45.3K +$168.1K | +7.36% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.4M 0.853% | +$7.7K Bought | — 31.1K shares | 31.0K → 31.1K +$7.7K | +0.32% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.2M 0.797% | -$57.1K Sold | — 24.3K shares | 24.9K → 24.3K −$57.1K | -2.5% | — — | Q4 2021 Held for 3y 11m | |
Medical - Devices Healthcare | $2.1M 0.759% | +$82.4K Bought | 0.001% 15.8K shares | 15.2K → 15.8K +$82.4K | +4.04% | $233.12B Mega Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $2.0M 0.73% | +$147.3K Bought | — 50.2K shares | 46.6K → 50.2K +$147.3K | +7.77% | — — | Q4 2021 Held for 3y 11m | |
Medical - Healthcare Plans Healthcare | $1.9M 0.693% | +$76.0K Bought | 0.001% 5.6K shares | 5.4K → 5.6K +$76.0K | +4.08% | $312.73B Mega Cap | Q4 2021 Held for 3y 11m |
