Elmwood Wealth Management, Inc. Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$252.3B
Holdings
129
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (129 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SBUXSTARBUCKS CORP | 4,777 | $437.7M | 0.17% | |
| 102 | SOSOUTHERN CO | 4,000 | $367.3M | 0.15% | |
| 103 | DDTOINNOVATOR ETFS TRUST | 11,200 | $359.3M | 0.14% | |
| 104 | ABBVABBVIE INC | 1,916 | $355.6M | 0.14% | |
| 105 | BSVVANGUARD BD INDEX FDS | 4,425 | $348.2M | 0.14% | |
| 106 | XENEXENON PHARMACEUTICALS INC | 10,824 | $338.8M | 0.13% | |
| 107 | URIUNITED RENTALS INC | 446 | $336.0M | 0.13% | |
| 108 | VEUVANGUARD INTL EQUITY INDEX F | 4,858 | $326.6M | 0.13% | |
| 109 | SCHMSCHWAB STRATEGIC TR | 11,480 | $322.0M | 0.13% | |
| 110 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,393 | $315.5M | 0.13% | |
| 111 | DUKDUKE ENERGY CORP NEW | 2,620 | $309.2M | 0.12% | |
| 112 | NVSNNOVARTIS AG | 2,553 | $308.9M | 0.12% | |
| 113 | CITHE CIGNA GROUP | 894 | $295.5M | 0.12% | |
| 114 | PAUGINNOVATOR ETFS TRUST | 7,300 | $295.4M | 0.12% | |
| 115 | USXFISHARES TR | 5,322 | $287.0M | 0.11% | |
| 116 | PJUNINNOVATOR ETFS TRUST | 6,950 | $276.3M | 0.11% | |
| 117 | NSCNORFOLK SOUTHN CORP | 1,070 | $273.9M | 0.11% | |
| 118 | MOALTRIA GROUP INC | 4,550 | $266.8M | 0.11% | |
| 119 | RTXRTX CORPORATION | 1,709 | $249.5M | 0.10% | |
| 120 | PFEPFIZER INC | 10,281 | $249.2M | 0.10% | |
| 121 | VBVANGUARD INDEX FDS | 1,051 | $249.0M | 0.10% | |
| 122 | BNDVANGUARD BD INDEX FDS | 3,336 | $245.6M | 0.10% | |
| 123 | AXPAMERICAN EXPRESS CO | 675 | $215.3M | 0.09% | |
| 124 | IBMINTERNATIONAL BUSINESS MACHS | 730 | $215.2M | 0.09% | |
| 125 | MRKMERCK & CO INC | 2,607 | $206.4M | 0.08% | |
| 126 | ZJANINNOVATOR ETFS TRUST | 7,800 | $205.3M | 0.08% | |
| 127 | UJANINNOVATOR ETFS TRUST | 5,000 | $202.3M | 0.08% | |
| 128 | CDXSCODEXIS INC | 21,695 | $52.9M | 0.02% | |
| 129 | GONGERON CORP | 28,200 | $39.8M | 0.02% |
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