Element Wealth, LLC Incresed Positions in Q4 2024

Element Wealth, LLC

  • $187 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWP
Ishares Russell Mid Cap Growth

ETFs
20.4K
+ 282.3%
$116.4 - $138.52 $2.37M - $2.83M
27.6K $3.5M
IVV
Ishares Core S&P 500 ETF

ETFs
789
+ 2.6%
$570.51 - $610.59 $450K - $482K
31.1K $18.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
35.4K
+ 25.12%
$22.39 - $23.45 $792K - $830K
176K $4.05M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
10K
+ 52.77%
$29.73 - $30.81 $299K - $310K
29.1K $886K
AAPL
Apple Inc.

Technology
343
+ 3.15%
$221.69 - $259.02 $76K - $88.8K
11.2K $2.81M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
9.55K
+ 4.4%
$40.26 - $42.88 $384K - $410K
227K $9.17M
AMZN
Amazon Com Inc

Consumer Cyclical
32
+ 0.66%
$180.88 - $232.93 $5.79K - $7.45K
4.87K $1.07M
BX
Blackstone Inc.

Financial Services
18
+ 0.23%
$148.45 - $199.05 $2.67K - $3.58K
7.99K $1.38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.98K
+ 4.02%
$113.92 - $127.38 $225K - $252K
51.2K $5.89M
SCHX
Schwab Strategic Tr Us Large C

ETFs
235K
+ 197.28%
$22.4 - $68.28 $5.27M - $16.1M
354K $8.22M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.01K
+ 174.35%
$94.43 - $105.47 $95K - $106K
1.58K $160K
QUAL
Ishares Msci Usa Quality Facto

ETFs
479
+ 60.86%
$176.42 - $186.91 $84.5K - $89.5K
1.27K $225K
FDVV
Fidelity High Dividend ETF

ETFs
1.85K
+ 15.78%
$49.66 - $52.63 $91.7K - $97.2K
13.6K $676K
IWM
Ishares Russell 2000 ETF

ETFs
344
+ 67.58%
$216.13 - $242.4 $74.3K - $83.4K
853 $188K
WMT
Walmart Inc.

Consumer Defensive
36
+ 0.48%
$79.1 - $95.7 $2.85K - $3.45K
7.47K $674K
V
Visa Inc.

Financial Services
1
+ 0.06%
$273.87 - $320.91 $274 - $321
1.82K $573K
RDVY
First Trust Rising Dividend Ac

ETFs
1.21K
+ 28.99%
$58.65 - $64.37 $70.8K - $77.7K
5.37K $317K
CRM
Salesforce, Inc.

Technology
2
+ 0.18%
$270.87 - $367.87 $542 - $736
1.11K $372K
EFG
Msci Eafe Growth ETF

ETFs
691
+ 170.2%
$96.83 - $106.88 $66.9K - $73.9K
1.1K $106K
GOOG
Alphabet Inc.

Communication Services
27
+ 1.09%
$163.08 - $198.16 $4.4K - $5.35K
2.5K $475K
EFV
Msci Eafe Value ETF

ETFs
1.24K
+ 180.55%
$51.78 - $57.15 $64.4K - $71.1K
1.93K $101K
NVDA
Nvidia Corp

Technology
80
+ 2.24%
$117.0 - $148.88 $9.36K - $11.9K
3.66K $491K
META
Meta Platforms, Inc.

Communication Services
9
+ 0.32%
$554.08 - $632.68 $4.99K - $5.69K
2.83K $1.67M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1K
+ 273.22%
$55.45 - $61.08 $55.5K - $61.1K
1.37K $75K
SCHG
Schwab Strategic Tr Us Large C

ETFs
21.2K
+ 300.0%
$25.93 - $105.3 $551K - $2.24M
28.3K $789K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.5K
+ 36.28%
$21.81 - $22.48 $54.5K - $56.2K
9.4K $205K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.05%
$161.86 - $196.66 $162 - $197
2.12K $401K
TRMK
Trustmark Corp

Financial Services
533
+ 6.28%
$30.94 - $39.97 $16.5K - $21.3K
9.02K $318K
CSCO
Cisco Systems, Inc.

Technology
5
+ 0.06%
$52.45 - $60.02 $262 - $300
8.08K $478K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.46K
+ 34.51%
$21.25 - $22.07 $52.2K - $54.2K
9.57K $204K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
80
+ 1.85%
$563.99 - $620.12 $45.1K - $49.6K
4.42K $2.52M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
352
+ 28.27%
$126.68 - $134.74 $44.6K - $47.4K
1.6K $203K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2.24K
+ 22.56%
$22.71 - $23.47 $50.8K - $52.5K
12.2K $277K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
593
+ 27.53%
$75.44 - $80.53 $44.7K - $47.8K
2.75K $208K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.1K
+ 13.23%
$24.82 - $25.48 $52K - $53.4K
17.9K $446K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
610
+ 1.0%
$61.68 - $67.87 $37.6K - $41.4K
61.7K $3.84M
ETR
Entergy Corp

Utilities
1.83K
+ 100.11%
$73.19 - $156.4 $134K - $287K
3.66K $277K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.42K
+ 2.69%
N/A
54.3K $1.29M
HON
Honeywell International Inc

Industrials
2
+ 0.13%
$202.84 - $236.0 $406 - $472
1.52K $344K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.34K
+ 2.25%
$25.0 - $25.11 $33.5K - $33.6K
60.9K $1.53M
IYW
Ishares Dj Us Tech ETF

ETFs
175
+ 63.41%
$148.14 - $166.23 $25.9K - $29.1K
451 $71K
IVE
Ishares S&P 500 Value ETF

ETFs
216
+ 10.41%
$189.5 - $206.17 $40.9K - $44.5K
2.29K $437K
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
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.58K
+ 4.63%
$22.1 - $22.59 $34.9K - $35.6K
35.6K $791K
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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