Elmwood Wealth Management, Inc. Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$243.8M
Holdings
128
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (128 positions)
| Stock | Value |
|---|---|
USFRWISDOMTREE TR | $7.6M |
VEAVANGUARD TAX-MANAGED FDS | $7.2M |
TFLOISHARES TR | $7.1M |
CALIBLACKROCK ETF TRUST II | $7.0M |
SUBISHARES TR | $6.4M |
JMSTJ P MORGAN EXCHANGE TRADED F | $6.2M |
TOTLSSGA ACTIVE ETF TR | $6.0M |
JPSTJ P MORGAN EXCHANGE TRADED F | $5.6M |
VGSHVANGUARD SCOTTSDALE FDS | $5.5M |
AAPLAPPLE INC | $5.3M |
IDVOAMPLIFY ETF TR | $5.0M |
BILSPDR SER TR | $4.7M |
AQLTISHARES TR | $4.7M |
SCHXSCHWAB STRATEGIC TR | $3.9M |
GPIXGOLDMAN SACHS ETF TR | $3.9M |
MEARISHARES U S ETF TR | $3.8M |
CMFISHARES TR | $3.7M |
VRPINVESCO EXCH TRADED FD TR II | $3.6M |
JPIBJ P MORGAN EXCHANGE TRADED F | $3.5M |
PAPRINNOVATOR ETFS TRUST | $3.5M |
PJANINNOVATOR ETFS TRUST | $3.5M |
COSTCOSTCO WHSL CORP NEW | $3.4M |
LOUPINNOVATOR ETFS TRUST | $3.3M |
PJULINNOVATOR ETFS TRUST | $3.2M |
AMZNAMAZON COM INC | $3.1M |
VWOVANGUARD INTL EQUITY INDEX F | $3.1M |
VTEBVANGUARD MUN BD FDS | $3.1M |
AIRRFIRST TR EXCHANGE TRADED FD | $3.1M |
MAMASTERCARD INCORPORATED | $3.1M |
IEMGISHARES INC | $3.1M |
MLNVANECK ETF TRUST | $3.1M |
ELDWISDOMTREE TR | $2.9M |
GSIEGOLDMAN SACHS ETF TR | $2.8M |
UNHUNITEDHEALTH GROUP INC | $2.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.8M |
SCHCSCHWAB STRATEGIC TR | $2.8M |
GSLCGOLDMAN SACHS ETF TR | $2.8M |
POCTINNOVATOR ETFS TRUST | $2.6M |
BNDXVANGUARD CHARLOTTE FDS | $2.6M |
NDIVAMPLIFY ETF TR | $2.6M |
MSFTMICROSOFT CORP | $2.4M |
JPMJPMORGAN CHASE & CO. | $2.4M |
EUSAISHARES INC | $2.3M |
NVDANVIDIA CORPORATION | $2.2M |
CRMSALESFORCE INC | $2.2M |
DFCADIMENSIONAL ETF TRUST | $2.1M |
GOOGLALPHABET INC | $2.0M |
ABTABBOTT LABS | $2.0M |
SCZISHARES TR | $2.0M |
FLOTISHARES TR | $1.9M |
ULSTSSGA ACTIVE ETF TR | $1.8M |
PIOINVESCO EXCH TRADED FD TR II | $1.8M |
GOOGALPHABET INC | $1.8M |
VCITVANGUARD SCOTTSDALE FDS | $1.7M |
JAAAJANUS DETROIT STR TR | $1.6M |
INTUINTUIT | $1.5M |
TRVTRAVELERS COMPANIES INC | $1.4M |
PEPPEPSICO INC | $1.4M |
MRSHMARSH & MCLENNAN COS INC | $1.4M |
ARKGARK ETF TR | $1.4M |
VVISA INC | $1.4M |
DHRDANAHER CORPORATION | $1.3M |
UNPUNION PAC CORP | $1.3M |
MUBISHARES TR | $1.3M |
SCHWSCHWAB CHARLES CORP | $1.3M |
SHMSPDR SER TR | $1.2M |
ABGCENCORA INC | $1.2M |
SCHASCHWAB STRATEGIC TR | $1.2M |
ROKROCKWELL AUTOMATION INC | $1.2M |
DISDISNEY WALT CO | $1.2M |
PGPROCTER AND GAMBLE CO | $1.1M |
ECLECOLAB INC | $1.1M |
VIGVANGUARD SPECIALIZED FUNDS | $1.1M |
TLTEFLEXSHARES TR | $1.0M |
MCHPMICROCHIP TECHNOLOGY INC. | $990K |
DDOMINION ENERGY INC | $965K |
HONHONEYWELL INTL INC | $959K |
SCHOSCHWAB STRATEGIC TR | $925K |
JNJJOHNSON & JOHNSON | $886K |
MCXMCCORMICK & CO INC | $875K |
GEMGOLDMAN SACHS ETF TR | $837K |
RSPINVESCO EXCHANGE TRADED FD T | $800K |
VTIVANGUARD INDEX FDS | $725K |
NKENIKE INC | $650K |
ETNEATON CORP PLC | $640K |
ACNACCENTURE PLC IRELAND | $637K |
PANWPALO ALTO NETWORKS INC | $631K |
PWZINVESCO EXCH TRADED FD TR II | $583K |
SPYSPDR S&P 500 ETF TR | $570K |
LLYELI LILLY & CO | $527K |
GSSTGOLDMAN SACHS ETF TR | $524K |
4I1PHILIP MORRIS INTL INC | $520K |
TBILRBB FD INC | $516K |
CVXCHEVRON CORP NEW | $513K |
VXUSVANGUARD STAR FDS | $503K |
BXBLACKSTONE INC | $496K |
NTLAINTELLIA THERAPEUTICS INC | $482K |
SBUXSTARBUCKS CORP | $477K |
PULSPGIM ETF TR | $460K |
TRVCCITIGROUP INC | $454K |
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