Element Wealth, LLC Purchases and Sells in Q3 2025

Element Wealth, LLC

$219 Million
Q3 2025

Top Buys

Incresed Positions

100 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	74 + 0.25%	$620.67 - $670.08 $45.9K - $49.6K	29.8K $20M
ITOT	503 + 0.83%	$135.0 - $146.02 $67.9K - $73.4K	60.9K $8.87M
CVX	3K + 38.06%	$145.57 - $161.83 $436K - $485K	10.9K $1.69M
IDV	11.9K + 104.58%	$34.54 - $37.28 $412K - $445K	23.3K $853K
IJH	2.88K + 4.64%	$62.09 - $66.51 $179K - $191K	64.9K $4.24M
VYMI	2.76K + 9.17%	$79.76 - $85.78 $220K - $237K	32.9K $2.79M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMH	1.58K New	$275.84 - $326.36 $436K - $515K	1.58K $515K
RNST	10.7K New	$35.52 - $39.77 $380K - $426K	10.7K $395K
NFLX	294 New	$1147.87 - $1297.18 $337K - $381K	294 $352K
AVDE	3.26K New	$73.24 - $79.04 $239K - $258K	3.26K $257K
APP	344 New	$335.1 - $718.54 $115K - $247K	344 $247K
RF	9.09K New	$24.03 - $27.41 $218K - $249K	9.09K $239K

Top Sells

Reduced Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIVO	-42.8K - 19.44%	$42.39 - $44.63 $1.82M - $1.91M	178K $7.91M
MDY	-1.66K - 39.64%	$567.09 - $607.37 $943K - $1.01M	2.53K $1.51M
SPY	-1.9K - 22.64%	$617.65 - $666.84 $1.17M - $1.26M	6.48K $4.32M
IJR	-8.21K - 16.81%	$108.46 - $120.63 $891K - $990K	40.6K $4.83M
QTEC	-2.18K - 22.49%	$208.95 - $229.72 $456K - $501K	7.52K $1.73M
TFLO	-5.2K - 2.86%	$50.45 - $50.65 $262K - $263K	177K $8.93M

Options

Calls

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	1.3K New	$617.65 - $666.84 $803K - $867K	1.3K $866K

Activity Summary All Purchases 115 New Holdings 15 Increased Positions 100 All Sells 55 Reductions 55 Sold out 0 Calls 1 Puts 0

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