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  Name: Elk River Wealth Management LLC
  City: DENVER
  State: CO
  Zip: 80202
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $491,715,000
  Total Value Change : $-28,664,000
  Securities Held Change : -13
   
All Securities Held : 97
  New Positions : 6
  Closed Positions : 19
  Increased Positions : 9
  Unchanged Positions : 16
  Decreased Positions : 66

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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (JIRE)1 Year Chart         JIRE Jpmorgan International Rese... 7 New $0.00 $17,912,000 286,041 3.64% 17,912,000 286,041 0.268    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 25 New $757.70 $6,746,000 8,671 1.37% 6,746,000 8,671 0.001    Drug Manufacturers - ...
   (HQY)1 Year Chart         HQY Healthequity Inc 36 New $0.00 $3,832,000 46,940 0.78% 3,832,000 46,940 0.053    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc 82 New $277.52 $283,000 937 0.06% 283,000 937 0    Internet Software & S...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 84 New $903.99 $266,000 294 0.05% 266,000 294 0    Semiconductor - Speci...
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 96 New $3,195.40 $201,000 69 0.04% 201,000 69 0    Restaurants

      6 Records Found
  1    
Page 1 of 1
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