Element Pointe Advisors, LLC Purchases and Sells in Q4 2024

Element Pointe Advisors, LLC

$425 Million
Q4 2024

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	6.58K + 2.4%	$570.51 - $610.59 $3.75M - $4.02M	281K $165M
VGSH	20.8K + 10.99%	$58.02 - $58.88 $1.21M - $1.23M	211K $12.3M
SPY	203 + 0.28%	$567.81 - $607.81 $115K - $123K	72.3K $42.3M
SBCF	26K + 114.89%	$25.57 - $30.9 $665K - $804K	48.7K $1.34M
MRVL	1.86K + 21.36%	$70.31 - $124.78 $131K - $232K	10.6K $1.17M
AVGO	570 + 10.52%	$159.67 - $250.0 $91K - $143K	5.99K $1.39M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SNOW	3.91K New	$109.65 - $186.51 $428K - $729K	3.91K $603K
ASML	576 New	$658.43 - $872.27 $379K - $502K	576 $399K
DXCM	3.97K New	$65.68 - $81.01 $261K - $321K	3.97K $308K
MU	3.18K New	$84.16 - $113.41 $267K - $360K	3.18K $267K
CRM	687 New	$270.87 - $367.87 $186K - $253K	687 $229K

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	-3.65K - 3.77%	$70.06 - $77.43 $255K - $282K	92.9K $6.53M
VTEB	-3.9K - 3.77%	$49.79 - $51.14 $194K - $199K	99.4K $4.98M
ICLN	-3.16K - 4.33%	$11.35 - $14.51 $35.8K - $45.8K	69.8K $794K
VOO	-999 - 3.5%	$521.84 - $558.82 $521K - $558K	27.5K $14.8M
BK	-1.45K - 6.48%	$70.82 - $81.87 $103K - $119K	21K $1.61M
TWLO	-94 - 2.19%	$63.73 - $114.96 $5.99K - $10.8K	4.2K $453K

Activity Summary All Purchases 20 New Holdings 5 Increased Positions 15 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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