Element Pointe Advisors, LLC Purchases in Q3 2024

Element Pointe Advisors, LLC

$411 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
IVV Ishares Core S&P 500 ETF ETFs	12.2K + 4.66%	$520.18 - $576.82 $6.36M - $7.05M	275K $158M
JEPI J P Morgan Exchange Traded Fd ETFs	65.4K + 17.02%	$54.98 - $59.51 $3.59M - $3.89M	449K $26.7M
SHY Ishares Barclays 1 3 Year Trea ETFs	17.5K + 3.31%	$81.31 - $83.29 $1.42M - $1.45M	545K $45.3M
EWJ Ishares Msci Japan ETF ETFs	20.2K + 23.32%	$63.12 - $72.99 $1.28M - $1.48M	107K $7.66M
QUAL Ishares Msci Usa Quality Facto ETFs	4.75K + 6.01%	$162.64 - $179.3 $772K - $851K	83.8K $15M
VGSH Vanguard ETFs	17.5K + 10.16%	$57.74 - $59.13 $1.01M - $1.03M	190K $11.2M
IEFA Ishares Tr ETFs	3.92K + 4.23%	$70.09 - $78.74 $275K - $309K	96.6K $7.54M
EWW Ishares Inc Msci Mexico ETF ETFs	10.7K New	$57.0 - $57.0 $612K - $612K	10.7K $612K
VRT Vertiv Holdings CO Industrials	5.5K + 108.15%	$86.66 - $86.66 $477K - $477K	10.6K $917K
AAPL Apple Inc. Technology	182 + 0.95%	$207.23 - $234.82 $37.7K - $42.7K	19.4K $4.51M
ENPH Enphase Energy, Inc. Technology	3.77K New	$95.77 - $123.65 $361K - $467K	3.77K $426K
DELL Dell Technologies Inc. Technology	4.14K + 115.74%	$87.89 - $145.97 $364K - $604K	7.72K $915K
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	6.04K + 6.21%	$49.93 - $51.15 $302K - $309K	103K $5.28M
LEN Lennar Corp Consumer Cyclical	2.04K New	$142.5 - $192.45 $291K - $393K	2.04K $382K
RYLD Global X Fds Russell 2000 Cove ETFs	11.3K New	$15.22 - $16.33 $171K - $184K	11.3K $182K
SBCF Seacoast Banking Corp Of Florida Financial Services	2.53K + 12.56%	$23.0 - $28.7 $58.1K - $72.5K	22.6K $602K
AVGO Broadcom Inc. Technology	4.85K + 857.6%	$136.27 - $1745.86 $661K - $8.47M	5.42K $935K

Activity Summary All Purchases 17 New Holdings 4 Increased Positions 13 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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