Elmwood Wealth Management, Inc. Q2 2025 Filing

Filed July 28, 2025

Portfolio Value

$252.3M

Holdings

129

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (129 positions)

#	Stock	Shares	Value	% Portfolio
101	SBUXSTARBUCKS CORP	4,777	$438K	0.17%
102	SOSOUTHERN CO	4,000	$367K	0.15%
103	DDTOINNOVATOR ETFS TRUST	11,200	$359K	0.14%
104	ABBVABBVIE INC	1,916	$356K	0.14%
105	BSVVANGUARD BD INDEX FDS	4,425	$348K	0.14%
106	XENEXENON PHARMACEUTICALS INC	10,824	$339K	0.13%
107	URIUNITED RENTALS INC	446	$336K	0.13%
108	VEUVANGUARD INTL EQUITY INDEX F	4,858	$327K	0.13%
109	SCHMSCHWAB STRATEGIC TR	11,480	$322K	0.13%
110	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,393	$316K	0.13%
111	DUKDUKE ENERGY CORP NEW	2,620	$309K	0.12%
112	NVSNNOVARTIS AG	2,553	$309K	0.12%
113	CITHE CIGNA GROUP	894	$296K	0.12%
114	PAUGINNOVATOR ETFS TRUST	7,300	$295K	0.12%
115	USXFISHARES TR	5,322	$287K	0.11%
116	PJUNINNOVATOR ETFS TRUST	6,950	$276K	0.11%
117	NSCNORFOLK SOUTHN CORP	1,070	$274K	0.11%
118	MOALTRIA GROUP INC	4,550	$267K	0.11%
119	RTXRTX CORPORATION	1,709	$250K	0.10%
120	PFEPFIZER INC	10,281	$249K	0.10%
121	VBVANGUARD INDEX FDS	1,051	$249K	0.10%
122	BNDVANGUARD BD INDEX FDS	3,336	$246K	0.10%
123	AXPAMERICAN EXPRESS CO	675	$215K	0.09%
124	IBMINTERNATIONAL BUSINESS MACHS	730	$215K	0.09%
125	MRKMERCK & CO INC	2,607	$206K	0.08%
126	ZJANINNOVATOR ETFS TRUST	7,800	$205K	0.08%
127	UJANINNOVATOR ETFS TRUST	5,000	$202K	0.08%
128	CDXSCODEXIS INC	21,695	$53K	0.02%
129	GONGERON CORP	28,200	$40K	0.02%

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