Elm3 Financial Group, LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Alpharetta, GA
CIK
0002011201
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 101 113,786 ICLO, AMZN, NVDA, LLY 13F-HR 5/6/2025 000201120125000001
Q4 2024 90 117,253 ICLO, NVDA, BRLN, MSFT 13F-HR 1/27/2025 000166773125000138