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	Shares	Value	% Portfolio
101	AMTAMERICAN TOWER CORP NEW	2,087	$454K	0.19%
102	FQIDIGITAL RLTY TR INC	3,060	$438K	0.18%
103	CRBUCARIBOU BIOSCIENCES INC	468,240	$428K	0.18%
104	ABBVABBVIE INC	1,941	$407K	0.17%
105	XENEXENON PHARMACEUTICALS INC	11,007	$369K	0.15%
106	SOSOUTHERN CO	4,000	$368K	0.15%
107	DDTOINNOVATOR ETFS TRUST	11,200	$351K	0.14%
108	VBVANGUARD INDEX FDS	1,572	$348K	0.14%
109	BSVVANGUARD BD INDEX FDS	4,425	$346K	0.14%
110	DUKDUKE ENERGY CORP NEW	2,611	$318K	0.13%
111	SCHMSCHWAB STRATEGIC TR	11,479	$301K	0.12%
112	NVSNNOVARTIS AG	2,651	$296K	0.12%
113	PJUNINNOVATOR ETFS TRUST	7,950	$294K	0.12%
114	CITHE CIGNA GROUP	894	$294K	0.12%
115	VEUVANGUARD INTL EQUITY INDEX F	4,822	$293K	0.12%
116	URIUNITED RENTALS INC	446	$280K	0.11%
117	PAUGINNOVATOR ETFS TRUST	7,300	$276K	0.11%
118	MOALTRIA GROUP INC	4,550	$273K	0.11%
119	PFEPFIZER INC	10,326	$262K	0.11%
120	NSCNORFOLK SOUTHN CORP	1,070	$253K	0.10%
121	USXFISHARES TR	5,322	$248K	0.10%
122	BNDVANGUARD BD INDEX FDS	3,336	$245K	0.10%
123	MRKMERCK & CO INC	2,632	$236K	0.10%
124	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,406	$233K	0.10%
125	RTXRTX CORPORATION	1,714	$227K	0.09%
126	KOCTINNOVATOR ETFS TRUST	7,600	$222K	0.09%
127	KAUGINNOVATOR ETFS TRUST	9,200	$221K	0.09%
128	GONGERON CORP	28,285	$45K	0.02%

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