Element Wealth, LLC Purchases in Q4 2024

Element Wealth, LLC

  • $187 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FENY
Fidelity Covington Tr Msci Ene

ETFs
2
+ 0.59%
$23.14 - $26.91 $46.3 - $53.8
341 $8K
Ishares Bitcoin Trust ETF
4.68K
New
N/A
4.68K $0
IVZ
Invesco Ltd.

Financial Services
88
+ 0.45%
$16.78 - $18.63 $1.48K - $1.64K
19.8K $345K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.46%
$197.36 - $217.3 $197 - $217
217 $43K
HEFA
Ishares Currency Hedged Msci E

ETFs
1
+ 2.33%
$34.42 - $35.88 $34.4 - $35.9
44 $1K
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.93%
$162.69 - $181.35 $163 - $181
108 $17K
Pimco ETF Tr
32.8K
+ 4263.38%
N/A
33.6K $0
Lam Research Corp
3.03K
New
N/A
3.03K $0
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
164
+ 0.41%
$23.25 - $23.37 $3.81K - $3.83K
39.8K $927K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
3
+ 3.16%
$58.46 - $65.6 $175 - $197
98 $5K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
4
+ 1.8%
$70.63 - $78.23 $283 - $313
226 $16K
PFF
Ishares Trust Ishares Pfd And

ETFs
7
+ 1.04%
$31.23 - $33.51 $219 - $235
678 $21K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1
+ 0.16%
$93.52 - $95.37 $93.5 - $95.4
615 $57K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1
+ 0.43%
$64.85 - $73.04 $64.9 - $73
231 $15K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11
+ 1.7%
$44.04 - $49.49 $484 - $544
657 $28K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
45
+ 4.06%
$21.0 - $23.52 $945 - $1.06K
1.15K $24K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
29
+ 1.83%
$91.94 - $100.02 $2.67K - $2.9K
1.61K $149K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
489
+ 100.0%
$18.41 - $40.87 $9K - $20K
978 $18K
EMGF
Ishares Msci Emerging Markets

ETFs
3
+ 0.49%
$45.23 - $51.49 $136 - $154
611 $27K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
3
+ 0.22%
$37.33 - $40.39 $112 - $121
1.38K $51K
ORCL
Oracle Corp

Technology
24
+ 1.13%
$165.41 - $192.43 $3.97K - $4.62K
2.14K $356K
IQLT
Ishares Msci Intl Quality Fact

ETFs
2
+ 0.15%
$37.12 - $41.23 $74.2 - $82.5
1.32K $49K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
77K
+ 198.83%
$27.54 - $83.04 $2.12M - $6.39M
116K $3.21M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
50
+ 1.1%
$115.08 - $119.55 $5.75K - $5.98K
4.61K $533K
PRU
Prudential Financial Inc

Financial Services
23
+ 0.4%
$114.59 - $129.52 $2.64K - $2.98K
5.79K $685K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.08%
$442.29 - $483.08 $885 - $966
2.41K $1.09M
SHEL
Shell PLC

Energy
40
+ 0.69%
$60.63 - $70.23 $2.43K - $2.81K
5.81K $364K
MSFT
Microsoft Corp

Technology
20
+ 0.62%
$406.35 - $454.46 $8.13K - $9.09K
3.27K $1.38M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.05%
$114.45 - $127.21 $229 - $254
3.83K $442K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.9K
+ 191.86%
$26.93 - $84.95 $240K - $756K
13.5K $370K
CORP
Pimco Investment Grade Corp Bd

ETFs
14
+ 0.21%
$95.1 - $99.41 $1.33K - $1.39K
6.57K $624K
MDT
Medtronic PLC

Healthcare
4
+ 0.14%
$79.61 - $92.24 $318 - $369
2.86K $228K
VLO
Valero Energy Corp

Energy
24
+ 0.78%
$118.59 - $144.02 $2.85K - $3.46K
3.08K $378K
IDV
Ishares Tr

ETFs
10
+ 0.08%
$27.03 - $29.92 $270 - $299
12.3K $335K
STWD
Starwood Property Trust, Inc.

Real Estate
397
+ 1.23%
$18.95 - $20.37 $7.52K - $8.09K
32.7K $619K
MRK
Merck & Co., Inc.

Healthcare
149
+ 3.87%
$96.31 - $114.76 $14.4K - $17.1K
4K $397K
LLY
Eli Lilly & CO

Healthcare
4
+ 0.84%
$727.2 - $932.06 $2.91K - $3.73K
479 $369K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
279
+ 1.55%
$40.41 - $45.12 $11.3K - $12.6K
18.3K $739K
VICI
Vici Properties Inc.

Real Estate
125
+ 0.91%
$28.27 - $33.19 $3.53K - $4.15K
13.8K $402K
KO
Coca Cola CO

Consumer Defensive
51
+ 0.86%
$61.74 - $71.71 $3.15K - $3.66K
5.98K $372K
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.54%
$485.52 - $625.25 $1.94K - $2.5K
742 $375K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.39K
+ 5.1%
$67.29 - $73.38 $93.3K - $102K
28.6K $1.94M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3
+ 0.03%
$99.2 - $108.47 $298 - $325
8.87K $883K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
3.63K
+ 1.45%
$13.12 - $14.37 $47.6K - $52.2K
255K $3.46M
IXUS
Ishares Tr

ETFs
1.3K
+ 4.82%
$65.95 - $72.56 $86K - $94.6K
28.3K $1.87M
ABBV
Abb Vie Inc.

Healthcare
77
+ 1.45%
$164.99 - $203.87 $12.7K - $15.7K
5.41K $960K
IEFA
Ishares Tr

ETFs
1.71K
+ 3.38%
$70.06 - $77.43 $120K - $132K
52.4K $3.68M
PAXS
Pimco Access Income Fund

Financial Services
1.37K
+ 0.6%
$15.13 - $17.17 $20.7K - $23.5K
228K $3.46M
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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