Element Wealth, LLC Purchases in Q4 2024

Element Wealth, LLC

  • $187 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
716
+ 5.76%
$60.73 - $64.94 $43.5K - $46.5K
13.1K $805K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.51K
+ 4.59%
$22.72 - $23.0 $34.4K - $34.8K
34.5K $787K
EMR
Emerson Electric CO

Industrials
2
+ 0.11%
$108.13 - $134.33 $216 - $269
1.83K $226K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
120
+ 59.41%
$201.32 - $217.44 $24.2K - $26.1K
322 $66K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
314
+ 16.47%
$131.66 - $144.0 $41.3K - $45.2K
2.22K $293K
IGRO
Ishares Tr International Divid

ETFs
353
+ 144.67%
$67.76 - $74.48 $23.9K - $26.3K
597 $40K
EEM
Ishares Msci Emerging Markets

ETFs
1.47K
+ 14.4%
$41.82 - $47.36 $61.6K - $69.8K
11.7K $489K
IEMG
Ishares Inc

ETFs
391
+ 0.59%
N/A
66.7K $3.58M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.58K
+ 4.63%
$22.1 - $22.59 $34.9K - $35.6K
35.6K $791K
SPG
Simon Property Group Inc

Real Estate
28
+ 0.81%
$167.23 - $183.84 $4.68K - $5.15K
3.48K $599K
HYG
Ishares Tr

ETFs
203
+ 84.58%
$78.09 - $80.04 $15.9K - $16.2K
443 $34K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.44K
+ 2.87%
$23.88 - $24.32 $34.4K - $35K
51.6K $1.24M
USB
Us Bancorp \De\

Financial Services
7
+ 0.14%
$43.98 - $53.66 $308 - $376
5.05K $241K
FV
First Trust Dorsey Wright Focu

ETFs
187
New
$57.47 - $62.82 $10.7K - $11.7K
187 $11K
IFRA
Ishares Tr

ETFs
154
+ 57.46%
$45.94 - $51.71 $7.07K - $7.96K
422 $19K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
20
+ 4.56%
$129.96 - $144.97 $2.6K - $2.9K
459 $63K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 4.48%
$521.84 - $558.82 $3.13K - $3.35K
140 $75K
GLD
Spdr Gold Trust

ETFs
27
+ 1.42%
$236.59 - $257.5 $6.39K - $6.95K
1.93K $466K
IYR
Ishares Tr

ETFs
44
New
$90.74 - $102.87 $3.99K - $4.53K
44 $4K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
3.51K
+ 100.0%
$27.45 - $55.56 $96.4K - $195K
7.02K $198K
IJS
Ishares S&P Smallcap 600 Value

ETFs
12
+ 0.39%
$104.59 - $118.05 $1.26K - $1.42K
3.07K $332K
PDP
Invesco Exchange Traded Fd Tr

ETFs
43
New
$102.88 - $117.55 $4.42K - $5.05K
43 $4K
TFC
Truist Financial Corp

Financial Services
9
+ 0.17%
$41.51 - $48.1 $374 - $433
5.26K $228K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
108
+ 0.66%
$50.62 - $50.97 $5.47K - $5.5K
16.4K $832K
DNL
Wiswisdomtree Tr

ETFs
2.01K
+ 9.75%
$35.98 - $39.39 $72.4K - $79.3K
22.7K $815K
FDIS
Fidelity Covington Tr Msci Con

ETFs
1
+ 0.53%
$85.33 - $104.24 $85.3 - $104
190 $18K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1
+ 0.05%
$83.09 - $89.28 $83.1 - $89.3
1.98K $167K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2
+ 0.66%
$63.19 - $73.31 $126 - $147
307 $21K
SCHA
Schwab Strategic Tr Us Small C

ETFs
56.6K
+ 99.28%
$25.33 - $51.16 $1.43M - $2.89M
114K $2.94M
K
Kellogg CO

Consumer Defensive
3
+ 0.12%
$80.34 - $81.29 $241 - $244
2.54K $205K
EVF
Eaton Vance Senior Income Trust

Financial Services
162
+ 1.22%
$6.14 - $6.3 $995 - $1.02K
13.4K $82K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
27
New
$51.09 - $55.27 $1.38K - $1.49K
27 $1K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
117
+ 100.0%
$22.02 - $46.16 $2.58K - $5.4K
234 $5K
SCHP
Schwab Strategic Us Tips ETF

ETFs
25
+ 100.0%
$25.74 - $53.78 $644 - $1.34K
50 $1K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
166
+ 193.02%
$22.01 - $66.82 $3.65K - $11.1K
252 $5K
Fidelity Covington Trust
5.44K
New
N/A
5.44K $0
FNDA
Schwab Fundamental U S Small C

ETFs
95
+ 100.0%
$29.26 - $59.11 $2.78K - $5.62K
190 $5K
FNDX
Schwab Fundamental U S Large C

ETFs
258
+ 200.0%
$23.49 - $71.77 $6.06K - $18.5K
387 $9K
SCHR
Schwab Intermediate Term Us Tr

ETFs
59
+ 100.0%
$24.19 - $50.58 $1.43K - $2.98K
118 $2K
Blackrock ETF Trust Ii
1.5K
New
N/A
1.5K $0
Blackrock ETF Trust Ii
16.5K
New
N/A
16.5K $0
Ark 21 Shares Bitcoin ETF
3.02K
New
N/A
3.02K $0
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.1%
$261.5 - $284.63 $262 - $285
1.05K $276K
SCMB
Schwab Strategic Tr Mun Bd ETF
3.68K
+ 100.0%
N/A
7.35K $0
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
9
+ 0.62%
$50.53 - $55.55 $455 - $500
1.46K $74K
CGMS
Capital Grp Core Plus Income E
31.2K
New
N/A
31.2K $0
Blackrock Inc
322
New
N/A
322 $0
FSTA
Fidelity Covington Tr Msci Con

ETFs
1
+ 0.57%
$49.28 - $52.29 $49.3 - $52.3
175 $8K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1
+ 0.57%
$70.31 - $77.39 $70.3 - $77.4
175 $12K
Activity Summary
Buys All Purchases 149 New Holdings 19 Increased Positions 130 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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