Element Wealth, LLC Purchases and Sells in Q1 2025

Element Wealth, LLC

$181 Million
Q1 2025

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TFLO	16.5K + 9.29%	$50.48 - $50.68 $833K - $837K	194K $9.84M
JAAA	16.2K + 98.65%	$50.48 - $51.04 $818K - $827K	32.6K $1.65M
MINT	5K + 2645.5%	$100.32 - $100.76 $502K - $504K	5.19K $522K
VTI	1.63K + 69.45%	$271.18 - $303.12 $441K - $493K	3.97K $1.09M
AGG	2.7K + 4.54%	$95.85 - $99.25 $259K - $268K	62K $6.14M
JPIE	6.6K + 35.29%	$45.46 - $46.18 $300K - $305K	25.3K $1.17M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	10.9K New	$100.34 - $100.68 $1.09M - $1.1M	10.9K $1.1M
FBND	10.5K New	$44.41 - $45.98 $468K - $485K	10.5K $481K
VEA	8.6K New	$47.4 - $52.99 $407K - $455K	8.6K $436K
MUB	2.53K New	$104.71 - $107.69 $265K - $272K	2.53K $266K
T	8.79K New	$21.56 - $28.28 $189K - $248K	8.79K $248K
GILD	1.95K New	$89.14 - $117.41 $174K - $229K	1.95K $218K

Top Sells

Reduced Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-1.06K - 3.4%	$554.06 - $615.85 $586K - $652K	30.1K $16.9M
IJR	-836 - 1.63%	$102.49 - $119.96 $85.7K - $100K	50.3K $5.26M
SCHX	-7.69K - 2.17%	$21.75 - $24.28 $167K - $187K	347K $7.66M
AAPL	-1.03K - 9.17%	$209.68 - $247.1 $216K - $255K	10.2K $2.27M
ITOT	-171 - 0.26%	$120.29 - $134.6 $20.6K - $23K	64.5K $7.87M
SCHA	-2.43K - 2.14%	$23.16 - $27.04 $56.4K - $65.8K	111K $2.6M

Activity Summary All Purchases 64 New Holdings 8 Increased Positions 56 All Sells 78 Reductions 78 Sold out 0 Calls 0 Puts 0

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