Element Wealth, LLC Incresed Positions in Q4 2024

Element Wealth, LLC

  • $187 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
391
+ 0.59%
N/A
66.7K $3.58M
EEM
Ishares Msci Emerging Markets

ETFs
1.47K
+ 14.4%
$41.82 - $47.36 $61.6K - $69.8K
11.7K $489K
SPG
Simon Property Group Inc

Real Estate
28
+ 0.81%
$167.23 - $183.84 $4.68K - $5.15K
3.48K $599K
TDIV
First Trust Nasdaq Technology

ETFs
490
+ 3.98%
$78.03 - $82.13 $38.2K - $40.2K
12.8K $1.01M
HYG
Ishares Tr

ETFs
203
+ 84.58%
$78.09 - $80.04 $15.9K - $16.2K
443 $34K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.44K
+ 2.87%
$23.88 - $24.32 $34.4K - $35K
51.6K $1.24M
USB
Us Bancorp \De\

Financial Services
7
+ 0.14%
$43.98 - $53.66 $308 - $376
5.05K $241K
IFRA
Ishares Tr

ETFs
154
+ 57.46%
$45.94 - $51.71 $7.07K - $7.96K
422 $19K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
20
+ 4.56%
$129.96 - $144.97 $2.6K - $2.9K
459 $63K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 4.48%
$521.84 - $558.82 $3.13K - $3.35K
140 $75K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
3.51K
+ 100.0%
$27.45 - $55.56 $96.4K - $195K
7.02K $198K
IJS
Ishares S&P Smallcap 600 Value

ETFs
12
+ 0.39%
$104.59 - $118.05 $1.26K - $1.42K
3.07K $332K
TFC
Truist Financial Corp

Financial Services
9
+ 0.17%
$41.51 - $48.1 $374 - $433
5.26K $228K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
108
+ 0.66%
$50.62 - $50.97 $5.47K - $5.5K
16.4K $832K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1
+ 0.05%
$83.09 - $89.28 $83.1 - $89.3
1.98K $167K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2
+ 0.66%
$63.19 - $73.31 $126 - $147
307 $21K
DNL
Wiswisdomtree Tr

ETFs
2.01K
+ 9.75%
$35.98 - $39.39 $72.4K - $79.3K
22.7K $815K
FDIS
Fidelity Covington Tr Msci Con

ETFs
1
+ 0.53%
$85.33 - $104.24 $85.3 - $104
190 $18K
SCHA
Schwab Strategic Tr Us Small C

ETFs
56.6K
+ 99.28%
$25.33 - $51.16 $1.43M - $2.89M
114K $2.94M
EVF
Eaton Vance Senior Income Trust

Financial Services
162
+ 1.22%
$6.14 - $6.3 $995 - $1.02K
13.4K $82K
K
Kellogg CO

Consumer Defensive
3
+ 0.12%
$80.34 - $81.29 $241 - $244
2.54K $205K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
166
+ 193.02%
$22.01 - $66.82 $3.65K - $11.1K
252 $5K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
9
+ 0.62%
$50.53 - $55.55 $455 - $500
1.46K $74K
SCMB
Schwab Strategic Tr Mun Bd ETF
3.68K
+ 100.0%
N/A
7.35K $0
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.1%
$261.5 - $284.63 $262 - $285
1.05K $276K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.46%
$197.36 - $217.3 $197 - $217
217 $43K
FNDA
Schwab Fundamental U S Small C

ETFs
95
+ 100.0%
$29.26 - $59.11 $2.78K - $5.62K
190 $5K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
117
+ 100.0%
$22.02 - $46.16 $2.58K - $5.4K
234 $5K
FNDX
Schwab Fundamental U S Large C

ETFs
258
+ 200.0%
$23.49 - $71.77 $6.06K - $18.5K
387 $9K
SCHR
Schwab Intermediate Term Us Tr

ETFs
59
+ 100.0%
$24.19 - $50.58 $1.43K - $2.98K
118 $2K
SCHP
Schwab Strategic Us Tips ETF

ETFs
25
+ 100.0%
$25.74 - $53.78 $644 - $1.34K
50 $1K
Pimco ETF Tr
32.8K
+ 4263.38%
N/A
33.6K $0
FENY
Fidelity Covington Tr Msci Ene

ETFs
2
+ 0.59%
$23.14 - $26.91 $46.3 - $53.8
341 $8K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
164
+ 0.41%
$23.25 - $23.37 $3.81K - $3.83K
39.8K $927K
HEFA
Ishares Currency Hedged Msci E

ETFs
1
+ 2.33%
$34.42 - $35.88 $34.4 - $35.9
44 $1K
FSTA
Fidelity Covington Tr Msci Con

ETFs
1
+ 0.57%
$49.28 - $52.29 $49.3 - $52.3
175 $8K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1
+ 0.57%
$70.31 - $77.39 $70.3 - $77.4
175 $12K
IVZ
Invesco Ltd.

Financial Services
88
+ 0.45%
$16.78 - $18.63 $1.48K - $1.64K
19.8K $345K
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.93%
$162.69 - $181.35 $163 - $181
108 $17K
PFF
Ishares Trust Ishares Pfd And

ETFs
7
+ 1.04%
$31.23 - $33.51 $219 - $235
678 $21K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1
+ 0.43%
$64.85 - $73.04 $64.9 - $73
231 $15K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
4
+ 1.8%
$70.63 - $78.23 $283 - $313
226 $16K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4
+ 0.76%
$51.33 - $53.74 $205 - $215
528 $27K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1
+ 0.16%
$93.52 - $95.37 $93.5 - $95.4
615 $57K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
3
+ 3.16%
$58.46 - $65.6 $175 - $197
98 $5K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
489
+ 100.0%
$18.41 - $40.87 $9K - $20K
978 $18K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
29
+ 1.83%
$91.94 - $100.02 $2.67K - $2.9K
1.61K $149K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
45
+ 4.06%
$21.0 - $23.52 $945 - $1.06K
1.15K $24K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11
+ 1.7%
$44.04 - $49.49 $484 - $544
657 $28K
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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