Elk River Wealth Management, LLC
Q1 2025 13F Holdings
- Locationdenver, CO
- Num holdings
93
- Value ($000)
$534,208
- Date Filed04/11/2025
- Form type13F-HR
- CIK0001844107
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | S&P DIVID ETF | 78464A763 | $55.72M | 10 % | 410,636 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $34.02M | 6 % | 196,391 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $33.71M | 6 % | 322,392 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $28.65M | 5 % | 50,992 | ||
AAPL APPLE INC | COM | 037833100 | $23.41M | 4 % | 105,404 | ||
JIRE J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $23.27M | 4 % | 365,172 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $19.75M | 4 % | 52,600 | ||
VLUE ISHARES TR | MSCI USA VALUE | 46432F388 | $18.34M | 3 % | 171,926 | ||
AVGO BROADCOM INC | COM | 11135F101 | $17.94M | 3 % | 107,158 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $15.07M | 3 % | 97,459 |
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