Elm3 Financial Group, LLC Q4 2024 13F Top Portfolio Holdings

Elm3 Financial Group, LLC Q4 2024 13F Top Portfolio Holdings

2 weeks from now

Dec 31, 2024  · Elm3 Financial Group, LLC reported 90 holdings with total value $117 M as of Q4 2024. Top holdings included ICLO, NVDA, BRLN, MSFT, and LLY. Elm3 Financial Group, LLC …

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Elm3 Financial Group, LLC 13F Filings

2 weeks from now

Elm3 Financial Group, LLC reported 90 holdings with total value $117 M as of Q4 2024. Top holdings included ICLO, NVDA, BRLN, MSFT, and LLY ... 13F Portfolio Filings Most recent …

13f.info

Elm3 Financial Group, Llc 13F Filings - Sensamarket.com

2 weeks from now

Elm3 Financial Group, Llc reported 90 holdings with total value $117.25M as of Q4 2024. Top holdings included ICLO, NVDA, BRLN, MSFT ... Elm3 Financial Group, LLC 13F Portfolio …

sensamarket.com

Margaret Nickens - Elm3 Financial Group LLC - Form 13F Portfolio ...

2 weeks from now

List of top 200 securities held by Elm3 Financial Group LLC: Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis …

secform4.com

Elm3 Financial Group, Current Portfolio, 13F Holdings (2025

2 weeks from now

Past Performances and the history of Asset Under Management Elm3 Financial Group, LLC. Current Holdings: 90Stocks Top holdings: ICLO(10.41%) NVDA(6.28%) BRLN(5.46%) …

gurufocus.com

Tracking Baillie Gifford's 13F Portfolio - Q4 2024 Update

2 weeks from now

Baillie Gifford's 13F portfolio value decreased from ~$134B to ~$130B, with top holdings in Amazon, MercadoLibre, NVIDIA, Shopify, and Spotify. Significant stake increases were made …

seekingalpha.com

FORTRESS FINANCIAL GROUP, LLC Top 13F Holdings

2 weeks from now

Dec 31, 2024  · Fortress Financial Group is a large advisory firm with 288 clients and discretionary assets under management (AUM) of $250,759,876 (Form ADV from 2024-07-23). Their last …

whalewisdom.com