Element Wealth, LLC Incresed Positions in Q3 2025

Element Wealth, LLC

  • $219 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
74
+ 0.25%
$620.67 - $670.08 $45.9K - $49.6K
29.8K $20M
ITOT
Ishares Core S&P Total U.S. St

ETFs
503
+ 0.83%
$135.0 - $146.02 $67.9K - $73.4K
60.9K $8.87M
CVX
Chevron Corp

Energy
3K
+ 38.06%
$145.57 - $161.83 $436K - $485K
10.9K $1.69M
IDV
Ishares Tr

ETFs
11.9K
+ 104.58%
$34.54 - $37.28 $412K - $445K
23.3K $853K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.88K
+ 4.64%
$62.09 - $66.51 $179K - $191K
64.9K $4.24M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.76K
+ 9.17%
$79.76 - $85.78 $220K - $237K
32.9K $2.79M
NVDA
Nvidia Corp

Technology
985
+ 18.61%
$153.3 - $186.58 $151K - $184K
6.28K $1.17M
FXU
First Tr Exchange Traded Fd Ut

ETFs
5.79K
+ 29.38%
$41.97 - $45.5 $243K - $264K
25.5K $1.16M
AVUS
American Centy ETF Tr Avantis

ETFs
2.68K
+ 71.75%
$101.2 - $109.16 $271K - $292K
6.41K $696K
PLTR
Palantir Technologies Inc.

Technology
242
+ 4.16%
$130.68 - $186.97 $31.6K - $45.2K
6.06K $1.11M
FDVV
Fidelity High Dividend ETF

ETFs
3.7K
+ 21.94%
$52.42 - $55.71 $194K - $206K
20.5K $1.14M
JPM
Jpmorgan Chase & CO

Financial Services
182
+ 2.28%
$282.78 - $316.06 $51.5K - $57.5K
8.18K $2.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
140
+ 4.1%
$546.99 - $602.2 $76.6K - $84.3K
3.55K $2.13M
WMT
Walmart Inc.

Consumer Defensive
1.48K
+ 10.02%
$94.4 - $104.27 $140K - $154K
16.3K $1.68M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.26K
+ 44.74%
$84.28 - $89.46 $190K - $202K
7.31K $649K
GOOG
Alphabet Inc.

Communication Services
151
+ 5.25%
$175.16 - $255.24 $26.4K - $38.5K
3.03K $737K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9.16K
+ 8.37%
$46.51 - $50.07 $426K - $458K
119K $5.57M
RDVY
First Trust Rising Dividend Ac

ETFs
2.44K
+ 33.95%
$62.38 - $67.29 $152K - $164K
9.63K $647K
UNH
Unitedhealth Group Inc

Healthcare
365
+ 27.06%
$237.77 - $353.61 $86.8K - $129K
1.71K $591K
BX
Blackstone Inc.

Financial Services
11
+ 0.15%
$152.77 - $188.68 $1.68K - $2.08K
7.22K $1.23M
JNJ
Johnson & Johnson

Healthcare
333
+ 13.35%
$155.17 - $185.42 $51.7K - $61.7K
2.83K $524K
JPIE
J P Morgan Exchange Traded Fd
2.58K
+ 8.63%
$46.01 - $46.55 $119K - $120K
32.5K $1.51M
HDV
Ishares Core High Dividend ETF

ETFs
682
+ 9.84%
$118.16 - $123.66 $80.6K - $84.3K
7.61K $932K
GOOGL
Alphabet Inc.

Communication Services
17
+ 1.02%
$174.36 - $254.72 $2.96K - $4.33K
1.68K $407K
VLO
Valero Energy Corp

Energy
12
+ 0.39%
$131.77 - $175.63 $1.58K - $2.11K
3.12K $531K
MSFT
Microsoft Corp

Technology
25
+ 0.59%
$491.09 - $535.64 $12.3K - $13.4K
4.27K $2.21M
EEM
Ishares Msci Emerging Markets

ETFs
754
+ 6.93%
$48.07 - $53.4 $36.2K - $40.3K
11.6K $620K
IVZ
Invesco Ltd.

Financial Services
11
+ 0.08%
$16.17 - $23.0 $178 - $253
13K $299K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.03%
$303.93 - $329.86 $304 - $330
3.89K $1.28M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
563
+ 30.87%
$132.9 - $142.03 $74.8K - $80K
2.39K $336K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.7K
+ 8.54%
$45.07 - $47.56 $76.4K - $80.7K
21.6K $991K
FXR
First Trust Industrials/Produc

ETFs
192
+ 0.98%
$75.64 - $80.06 $14.5K - $15.4K
19.7K $1.54M
XOM
Exxon Mobil Corp

Energy
396
+ 4.35%
$105.83 - $117.22 $41.9K - $46.4K
9.49K $1.07M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.85K
+ 19.86%
$26.38 - $27.95 $75.1K - $79.6K
17.2K $469K
RTX
Raytheon Technologies Corp

Industrials
11
+ 0.29%
$144.19 - $167.33 $1.59K - $1.84K
3.87K $646K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
838
+ 27.38%
$79.83 - $84.0 $66.9K - $70.4K
3.9K $327K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.46K
+ 37.96%
$55.61 - $57.37 $81.1K - $83.7K
5.3K $302K
SPG
Simon Property Group Inc

Real Estate
20
+ 0.72%
$159.93 - $187.67 $3.2K - $3.75K
2.78K $522K
DNL
Wiswisdomtree Tr

ETFs
1.69K
+ 7.13%
$38.31 - $41.06 $64.8K - $69.5K
25.4K $1.03M
FIW
First Trust Water ETF

ETFs
120
+ 0.92%
$107.54 - $115.08 $12.9K - $13.8K
13.2K $1.48M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
449
+ 1.44%
$31.79 - $33.42 $14.3K - $15K
31.5K $1.05M
TRMK
Trustmark Corp

Financial Services
1.03K
+ 12.94%
$36.46 - $41.06 $37.7K - $42.5K
9.02K $357K
SO
Southern CO

Utilities
420
+ 5.79%
$90.83 - $96.0 $38.1K - $40.3K
7.67K $726K
IJS
Ishares S&P Smallcap 600 Value

ETFs
222
+ 7.67%
$98.99 - $112.2 $22K - $24.9K
3.12K $344K
PFE
Pfizer Inc

Healthcare
1.43K
+ 9.33%
$23.29 - $25.88 $33.2K - $36.9K
16.7K $425K
CVS
Cvs Health Corp

Healthcare
337
+ 7.97%
$58.75 - $76.5 $19.8K - $25.8K
4.56K $344K
AFL
Aflac Inc

Financial Services
322
+ 12.93%
$98.09 - $111.7 $31.6K - $36K
2.81K $314K
PEP
Pepsico Inc

Consumer Defensive
273
+ 16.2%
$133.81 - $152.16 $36.5K - $41.5K
1.96K $274K
MO
Altria Group, Inc.

Consumer Defensive
261
+ 5.72%
$57.75 - $67.68 $15.1K - $17.7K
4.83K $318K
Activity Summary
Buys All Purchases 115 New Holdings 15 Increased Positions 100 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 1 Puts 0
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