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Anthem shares owned by Kaufman Rossin Wealth

Quarter-by-quarter ownership of Anthem (ELV) shares owned by Kaufman Rossin Wealth from 13F filings

Historical chart of Kaufman Rossin Wealth investment in Anthem

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All positions including Anthem held by Kaufman Rossin Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Anthem by Kaufman Rossin Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 642 323.12
2025-03-31 $382k 879 434.96

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American Centy Etf Tr Intl Smcp Vlu (AVDV)
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Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Intl (IDEV)
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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Apple (AAPL)
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Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Adobe Systems Incorporated (ADBE)

View all positions for Kaufman Rossin Wealth

Top funds holding Anthem

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Sanders Capital
Geode Capital Management
Artisan Partners Limited Partnership
First Eagle Investment Management
Harris Associates L.P
Morgan Stanley
Capital Research and Management Company - Division 3
Invesco
Grantham, Mayo, Van Otterloo & Co
Massachusetts Financial Services
Ubs Global Asset Management Americas

View all funds holding Anthem