Element Wealth, LLC Purchases in Q2 2025

Element Wealth, LLC

  • $209 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
220
+ 17.36%
$152.42 - $182.82 $33.5K - $40.2K
1.49K $271K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.31K
+ 24.11%
$21.57 - $21.99 $49.8K - $50.7K
11.9K $260K
XOM
Exxon Mobil Corp

Energy
1.26K
+ 16.0%
$99.93 - $119.04 $125K - $149K
9.1K $980K
IDV
Ishares Tr

ETFs
58
+ 0.51%
$27.79 - $34.84 $1.61K - $2.02K
11.4K $393K
PFE
Pfizer Inc

Healthcare
2.27K
+ 17.43%
$21.59 - $24.84 $49K - $56.4K
15.3K $370K
DGRO
Ishares Core Dividend Growth E

ETFs
200
+ 1.66%
$55.22 - $63.94 $11K - $12.8K
12.3K $783K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.06%
$144.7 - $178.6 $145 - $179
1.66K $292K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
79
+ 1.98%
$58.41 - $72.69 $4.61K - $5.74K
4.06K $295K
UNH
Unitedhealth Group Inc

Healthcare
607
+ 81.81%
$274.35 - $599.47 $167K - $364K
1.35K $420K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
16
+ 1.66%
$376.48 - $440.65 $6.02K - $7.05K
978 $430K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
118
+ 6.92%
$114.78 - $133.31 $13.5K - $15.7K
1.82K $243K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
128
+ 4.36%
$68.45 - $79.52 $8.76K - $10.2K
3.06K $243K
USB
Us Bancorp \De\

Financial Services
26
+ 0.51%
$36.4 - $45.76 $946 - $1.19K
5.09K $230K
MUB
Ishares National Muni Bond ETF

ETFs
162
+ 6.4%
$102.31 - $105.8 $16.6K - $17.1K
2.69K $281K
MRK
Merck & Co., Inc.

Healthcare
714
+ 17.83%
$73.47 - $87.12 $52.5K - $62.2K
4.72K $373K
KO
Coca Cola CO

Consumer Defensive
228
+ 4.01%
$68.37 - $73.9 $15.6K - $16.8K
5.91K $418K
CRM
Salesforce, Inc.

Technology
21
+ 2.0%
$236.26 - $291.15 $4.96K - $6.11K
1.07K $292K
VLO
Valero Energy Corp

Energy
13
+ 0.42%
$104.69 - $141.77 $1.36K - $1.84K
3.11K $418K
IJS
Ishares S&P Smallcap 600 Value

ETFs
11
+ 0.38%
$83.54 - $100.04 $919 - $1.1K
2.9K $288K
GILD
Gilead Sciences, Inc.

Healthcare
79
+ 4.06%
$96.91 - $113.0 $7.66K - $8.93K
2.03K $224K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1
+ 0.04%
$89.58 - $95.01 $89.6 - $95
2.72K $258K
CMCSA
Comcast Corp

Communication Services
388
+ 4.74%
$32.84 - $36.72 $12.7K - $14.2K
8.57K $305K
Fidelity Covington Trust
8.99K
New
N/A
8.99K $0
CGMS
Capital Grp Core Plus Income E
7.79K
+ 18.45%
N/A
50K $0
Fidelity Covington Trust
4.4K
+ 35.57%
N/A
16.8K $0
Exchange Traded Concepts Tru
16.8K
New
N/A
16.8K $0
Fidelity Covington Trust
7.86K
New
N/A
7.86K $0
Blackrock ETF Trust Ii
4.06K
+ 18.27%
N/A
26.3K $0
Proshares Tr
12.6K
New
N/A
12.6K $0
Newsmax Inc
13.8K
New
N/A
13.8K $0
Pimco ETF Tr
8.22K
+ 18.21%
N/A
53.4K $0
Lam Research Corp
1
+ 0.04%
N/A
2.81K $0
EVF
Eaton Vance Senior Income Trust

Financial Services
169
+ 1.24%
$5.15 - $5.81 $870 - $982
13.8K $78K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
232
+ 9.51%
$483.48 - $539.8 $112K - $125K
2.67K $1.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
719
+ 5.28%
$24.32 - $27.87 $17.5K - $20K
14.3K $379K
PFN
Pimco Income Strategy Fund Ii

Financial Services
25
+ 0.12%
$6.87 - $7.56 $172 - $189
21.7K $160K
PFL
Pimco Income Strategy Fund

Financial Services
16
+ 0.1%
$7.76 - $8.58 $124 - $137
15.8K $131K
MO
Altria Group, Inc.

Consumer Defensive
33
+ 0.73%
$55.56 - $60.91 $1.83K - $2.01K
4.57K $267K
MDT
Medtronic PLC

Healthcare
7
+ 0.25%
$80.68 - $88.86 $565 - $622
2.84K $247K
AFL
Aflac Inc

Financial Services
1
+ 0.04%
$99.77 - $112.45 $99.8 - $112
2.49K $262K
ABBV
Abb Vie Inc.

Healthcare
12
+ 0.23%
$170.16 - $206.27 $2.04K - $2.48K
5.32K $987K
CVX
Chevron Corp

Energy
255
+ 3.35%
$133.73 - $168.51 $34.1K - $43K
7.87K $1.13M
AAPL
Apple Inc.

Technology
104
+ 1.02%
$172.42 - $223.89 $17.9K - $23.3K
10.3K $2.12M
Activity Summary
Buys All Purchases 94 New Holdings 26 Increased Positions 68 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Element Wealth, LLC Portfolio

Follow Element Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Element Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Element Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email