Elk River Wealth Management, LLC
Q4 2024 13F Holdings
- Locationdenver, CO
- Num holdings
99
- Value ($000)
$552,267
- Date Filed02/03/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | S&P DIVID ETF | 78464A763 | $52.20M | 10 % | 395,119 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $35.43M | 6 % | 307,533 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $33.63M | 6 % | 191,921 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $29.38M | 5 % | 49,904 | ||
AAPL APPLE INC | COM | 037833100 | $26.68M | 5 % | 106,529 | ||
AVGO BROADCOM INC | COM | 11135F101 | $26.07M | 5 % | 112,455 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $22.18M | 4 % | 52,632 | ||
JIRE J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $20.08M | 4 % | 343,248 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $18.48M | 3 % | 97,629 | ||
VLUE ISHARES TR | MSCI USA VALUE | 46432F388 | $17.41M | 3 % | 164,889 |
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