Elm-Partners-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ABBV", "SCHH", "STNE", null, "MUB", null, null, null, "IWS", "MSFT", null, null, null, "IJR", "IWD", "VHT", "VGSH", "IEMG", "IVV", "AAPL", "SPY", "GS", null, "IEFA", null, null, null, null, null, "SPLG", "VNQ", "VOE", "VWO", null, "IWN", null, null, "SCHB", "IVE", null, "BBCA", "VPL", null, "VGT", null, "VFH", "VEA", "VGK", null, "VXUS", "VTEB", "BND", "VBR", "VB", "VOO", "VTV", null, "BBEU", "SCHF", "SCHA", "IUSV", null, "XLK", "ITOT", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 66
- Total Value
- 1553086108
- Accession Number
- 0001172661-25-001759
- Form Type
- 13F-HR
- Manager Name
- Elm-Partners-Management
Data Enrichment
65% identified43 identified23 unidentified
Holdings
66 positions
Manager:
Search and click to pin securities to the top
Page 4 of 4
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
463 | QoQ -13.61% (-73)YoY NEW(+463) | All Managers (Combined) | $252.9K | YoY NEW(+$252.9K) | |
(cusip464287176)✕ | 2.3K | YoY NEW(+2.3K) | All Managers (Combined) | $250.0K | YoY NEW(+$250.0K) |
AbbVie Inc.(ABBVcusip00287Y109) | 1.2K | QoQ +1.47% (+17)YoY NEW(+1.2K) | All Managers (Combined) | $244.3K | YoY NEW(+$244.3K) |
1.5K | YoY -3.39% (-53) | All Managers (Combined) | $227.7K | ||
(cusip81369Y704)✕ | 1.7K | All Managers (Combined) | $227.1K | ||
(cusip97717W851)✕ | 2.0K | QoQ NEW(+2.0K) YoY NEW(+2.0K) | All Managers (Combined) | $220.4K | QoQ NEW(+$220.4K) YoY NEW(+$220.4K) |