ER

Elk River Wealth Management, LLC

13F
Elk River Wealth Management, LLC
Last update 2025-04-11 93 Stocks (3 new)
Value $534.00 Mil Turnover 4 %
Countries:
Top Holdings: SDY(10.43%)RSP(6.37%)IJR(6.31%)IVV(5.36%)AAPL(4.38%)
Summary Stock Picks Current Portfolio
Elk River Wealth Management, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SDY 		SPDR Dividend ETF
410,636
55,715.9
+3.93%
10.430
+0.39%
0.280
+0.48%
+2.12%
19,844.3
 
RSP 		Invesco S&P 500 Equal Weight ETF
196,391
34,021.3
+2.33%
6.370
+0.14%
0.050
-1.96%
+1.31%
72,292.2
 
IJR 		iShares Core S&P Small-Cap ETF
322,392
33,712.5
+4.83%
6.310
+0.29%
0.040
-8.60%
-7.11%
78,387.3
 
IVV 		iShares Core S&P 500 ETF
50,992
28,652.6
+2.18%
5.360
+0.11%
0.000
-3.46%
+0.48%
586,322.1
 
AAPL 		Apple Inc
105,404
23,413.4
-1.06%
4.380
-0.05%
0.000
-13.85%
-15.76%
3,143,095.2
Hardware
JIRE 		JPMorgan International Research Enhanced Equity ETF
365,172
23,268.8
+6.39%
4.360
+0.26%
0.360
+5.85%
+15.40%
7,027.3
 
MSFT 		Microsoft Corp
52,600
19,745.5
-0.06%
3.700
0%
0.000
+11.40%
+7.95%
3,368,800.5
Software
VLUE 		iShares MSCI USA Value Factor ETF
171,926
18,335.9
+4.27%
3.430
+0.14%
0.280
-3.17%
+2.70%
6,450.5
 
AVGO 		Broadcom Inc
107,158
17,941.6
-4.71%
3.360
-0.22%
0.000
-1.29%
-0.78%
1,078,321.4
Semiconductors
GOOGL 		Alphabet Inc
97,459
15,071.1
-0.17%
2.820
-0.01%
0.000
-11.19%
-13.10%
2,001,793.4
Interactive Media

Elk River Wealth Management, LLC's Historical Top Holdings Breakdowns

Elk River Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LHX 		L3Harris Technologies Inc2025-03-31Add
+1.05%
●
194.65 ($209.61) 222.86
$223.24
6.50%
Add 600.81%
31,123
26,682
PEP 		PepsiCo Inc2025-03-31Reduce
-0.64%
●
142.64 ($148.84) 156.42
$130.05
-12.62%
Reduce -91.21%
2,204
-22,870
CMG 		Chipotle Mexican Grill Inc2025-03-31Add
+0.62%
●
47.79 ($54.38) 59.89
$52.03
-4.32%
Add 1903.91%
69,135
65,685
ADBE 		Adobe Inc2025-03-31Sold Out
-0.61%
●
377.84 ($428.84) 464.11
$401.69
-6.33%
Sold Out
0
-7,516
GS 		The Goldman Sachs Group Inc2025-03-31New Buy
+0.52%
●
524.81 ($601.74) 672.19
$611.99
1.70%
New holding
5,073
5,073
ITA 		iShares U.S. Aerospace & Defense ETF2025-03-31Sold Out
-0.50%
●
144.84 ($152.74) 159.5
$168.76
10.49%
Sold Out
0
-18,936
SDY 		SPDR Dividend ETF2025-03-31Add
+0.39%
●
128.74 ($134.5) 138.67
$134.08
-0.31%
Add 3.93%
410,636
15,517
COST 		Costco Wholesale Corp2025-03-31Reduce
-0.29%
●
890.62 ($974.97) 1076.86
$1,000.39
2.61%
Reduce -10.11%
15,619
-1,757
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Add
+0.29%
●
102.49 ($112.84) 119.96
$106.70
-5.44%
Add 4.83%
322,392
14,859
JIRE 		JPMorgan International Research Enhanced Equity ETF2025-03-31Add
+0.26%
●
58.04 ($62.65) 65.84
$67.52
7.77%
Add 6.39%
365,172
21,924

Elk River Wealth Management, LLC Total Holding History ($B)

To

Elk River Wealth Management, LLC's Asset Allocation

To

Elk River Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Elk River Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Elk River Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Elk River Wealth Management, LLC's Holdings Heat Map

Size field:

Elk River Wealth Management, LLC's Holdings Bubble Chart

Elk River Wealth Management, LLC News

  • 1

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