Element Wealth, LLC Incresed Positions in Q2 2025

Element Wealth, LLC

  • $209 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
2.45K
+ 44.12%
$210.28 - $289.91 $515K - $710K
8K $2.32M
MSFT
Microsoft Corp

Technology
1.1K
+ 34.77%
$354.56 - $497.45 $388K - $545K
4.24K $2.11M
WMT
Walmart Inc.

Consumer Defensive
7.91K
+ 115.14%
$81.79 - $99.98 $647K - $791K
14.8K $1.44M
LLY
Eli Lilly & CO

Healthcare
900
+ 196.08%
$713.71 - $898.95 $642K - $809K
1.36K $1.06M
META
Meta Platforms, Inc.

Communication Services
204
+ 7.44%
$484.66 - $738.09 $98.9K - $151K
2.95K $2.17M
AMZN
Amazon Com Inc

Consumer Cyclical
1.5K
+ 32.11%
$167.32 - $223.3 $251K - $335K
6.18K $1.36M
PLTR
Palantir Technologies Inc.

Technology
1.89K
+ 48.24%
$74.01 - $144.25 $140K - $273K
5.82K $792K
IEFA
Ishares Tr

ETFs
128
+ 0.25%
$67.83 - $84.09 $8.68K - $10.8K
51.8K $4.32M
NVDA
Nvidia Corp

Technology
1.09K
+ 25.81%
$94.31 - $157.99 $102K - $172K
5.29K $836K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.4K
+ 2.32%
$51.16 - $62.02 $71.8K - $87.1K
62K $3.85M
JPIE
J P Morgan Exchange Traded Fd
4.62K
+ 18.25%
$45.12 - $46.32 $208K - $214K
29.9K $1.39M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.98K
+ 12.19%
$49.79 - $50.75 $198K - $202K
36.6K $1.86M
FDVV
Fidelity High Dividend ETF

ETFs
2.65K
+ 18.66%
$43.6 - $52.02 $115K - $138K
16.8K $875K
ORCL
Oracle Corp

Technology
1
+ 0.05%
$122.82 - $218.63 $123 - $219
2.01K $439K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.71K
+ 51.06%
$71.28 - $83.74 $122K - $143K
5.05K $422K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.49K
+ 28.7%
$100.04 - $100.54 $149K - $150K
6.68K $671K
DNL
Wiswisdomtree Tr

ETFs
770
+ 3.35%
$32.16 - $40.27 $24.8K - $31K
23.7K $955K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.66K
+ 9.1%
$37.51 - $45.52 $62.2K - $75.4K
19.9K $899K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.01K
+ 6.92%
$27.3 - $31.8 $54.9K - $64K
31.1K $988K
RDVY
First Trust Rising Dividend Ac

ETFs
1.56K
+ 27.68%
$51.6 - $62.74 $80.4K - $97.8K
7.19K $451K
GOOG
Alphabet Inc.

Communication Services
321
+ 12.56%
$146.58 - $180.01 $47.1K - $57.8K
2.88K $510K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.27K
+ 12.48%
$22.81 - $22.97 $97.4K - $98.1K
38.5K $882K
PG
Procter & Gamble CO

Consumer Defensive
708
+ 40.07%
$157.66 - $172.39 $112K - $122K
2.48K $394K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.7K
+ 10.37%
$22.3 - $22.57 $82.4K - $83.4K
39.3K $884K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.73K
+ 33.88%
$22.09 - $22.44 $82.3K - $83.6K
14.7K $329K
JNJ
Johnson & Johnson

Healthcare
609
+ 32.29%
$146.36 - $159.82 $89.1K - $97.3K
2.5K $381K
IEMG
Ishares Inc

ETFs
1.12K
+ 1.69%
N/A
67.2K $3.6M
IVE
Ishares S&P 500 Value ETF

ETFs
246
+ 10.65%
$168.34 - $195.42 $41.4K - $48.1K
2.56K $499K
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
LMT
Lockheed Martin Corp

Industrials
33
+ 6.48%
$430.82 - $486.45 $14.2K - $16.1K
542 $251K
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
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
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