Elm Advisors
Latest statistics and disclosures from Elm Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEU, VTI, VOO, IVV, SPY, and represent 43.55% of Elm Advisors's stock portfolio.
- Added to shares of these 1 stock: SCHX.
- Reduced shares in these 10 stocks: BRK.A (-$8.1M), VTI (-$7.3M), VEU (-$7.2M), IVV (-$5.5M), SPY (-$5.3M), AAPL, MDY, VB, VOO, VV.
- Sold out of its positions in A, AMZN, AME, BAC, BRK.A, BMY, CWT, KO, CL, CMCSA.
- Elm Advisors was a net seller of stock by $-98M.
- Elm Advisors has $74M in assets under management (AUM), dropping by -58.83%.
- Central Index Key (CIK): 0001362987
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Portfolio Holdings for Elm Advisors
Elm Advisors holds 45 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Past Filings by Elm Advisors
SEC 13F filings are viewable for Elm Advisors going back to 2013
- Elm Advisors 2022 Q1 filed April 1, 2022
- Elm Advisors 2021 Q4 filed Jan. 11, 2022
- Elm Advisors 2021 Q3 filed Oct. 5, 2021
- Elm Advisors 2021 Q2 filed July 6, 2021
- Elm Advisors 2021 Q1 filed April 5, 2021
- Elm Advisors 2020 Q4 filed Jan. 8, 2021
- Elm Advisors 2020 Q3 filed Oct. 6, 2020
- Elm Advisors 2020 Q2 filed July 8, 2020
- Elm Advisors 2020 Q1 filed April 7, 2020
- Elm Advisors 2019 Q4 filed Jan. 22, 2020
- Elm Advisors 2019 Q3 filed Oct. 10, 2019
- Elm Advisors 2019 Q2 filed July 3, 2019
- Elm Advisors 2019 Q1 filed April 5, 2019
- Elm Advisors 2018 Q4 filed Jan. 8, 2019
- Elm Advisors 2018 Q3 filed Oct. 5, 2018
- Elm Advisors 2018 Q2 filed July 10, 2018