Element Wealth, LLC Purchases and Sells in Q2 2025

Element Wealth, LLC

$209 Million
Q2 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPM	2.45K + 44.12%	$210.28 - $289.91 $515K - $710K	8K $2.32M
MSFT	1.1K + 34.77%	$354.56 - $497.45 $388K - $545K	4.24K $2.11M
WMT	7.91K + 115.14%	$81.79 - $99.98 $647K - $791K	14.8K $1.44M
LLY	900 + 196.08%	$713.71 - $898.95 $642K - $809K	1.36K $1.06M
META	204 + 7.44%	$484.66 - $738.09 $98.9K - $151K	2.95K $2.17M
AMZN	1.5K + 32.11%	$167.32 - $223.3 $251K - $335K	6.18K $1.36M

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMLP	109K New	$45.07 - $52.57 $4.93M - $5.75M	109K $5.35M
QTEC	9.7K New	$149.56 - $212.83 $1.45M - $2.06M	9.7K $2.06M
FDN	6.78K New	$200.29 - $269.33 $1.36M - $1.83M	6.78K $1.83M
FXR	19.5K New	$60.85 - $74.22 $1.19M - $1.45M	19.5K $1.45M
FIW	13.1K New	$90.26 - $108.05 $1.18M - $1.41M	13.1K $1.41M
FXU	19.7K New	$37.86 - $43.29 $747K - $854K	19.7K $835K

Top Sells

Reduced Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TFLO	-12.5K - 6.45%	$50.47 - $50.66 $632K - $635K	182K $9.21M
PAXS	-17.9K - 8.15%	$14.15 - $16.12 $254K - $289K	202K $3.05M
SGOV	-4.11K - 37.7%	$100.35 - $100.71 $412K - $414K	6.79K $683K
PDO	-21.3K - 8.57%	$12.24 - $13.88 $261K - $296K	228K $3.07M
HTAB	-15.4K - 10.34%	$18.44 - $19.31 $283K - $297K	133K $2.49M
IBTF	-11.3K - 31.71%	$23.29 - $23.38 $264K - $265K	24.4K $570K

Activity Summary All Purchases 94 New Holdings 26 Increased Positions 68 All Sells 69 Reductions 69 Sold out 0 Calls 0 Puts 0

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