Element Wealth, LLC Incresed Positions in Q3 2024

Element Wealth, LLC

  • $187 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KRE
Spdr S&P Regional Banking ETF

ETFs
2
+ 0.17%
$47.94 - $59.23 $95.9 - $118
1.17K $66K
LQD
Ishares Iboxx $ Investment Gra

ETFs
47
+ 7.97%
$106.11 - $113.72 $4.99K - $5.34K
637 $71K
FDRR
Fidelity Covington Tr Divid Et

ETFs
1
+ 0.04%
$46.51 - $51.5 $46.5 - $51.5
2.6K $133K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
8
+ 0.55%
$46.17 - $51.13 $369 - $409
1.45K $74K
EFG
Msci Eafe Growth ETF

ETFs
42
+ 11.54%
$96.84 - $108.77 $4.07K - $4.57K
406 $43K
TLT
Ishares Barclays 20+ Year Trea

ETFs
28
+ 12.79%
$89.91 - $101.33 $2.52K - $2.84K
247 $24K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.19%
$83.76 - $91.82 $83.8 - $91.8
525 $47K
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.93%
$179.99 - $201.6 $360 - $403
216 $43K
XLE
Energy Sector Spdr

ETFs
50
+ 30.49%
$84.35 - $93.39 $4.22K - $4.67K
214 $18K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
17
+ 4.03%
$116.79 - $133.54 $1.99K - $2.27K
439 $57K
PFF
Ishares Trust Ishares Pfd And

ETFs
6
+ 0.9%
$31.18 - $33.5 $187 - $201
671 $22K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
25
+ 2.31%
$21.9 - $24.73 $548 - $618
1.11K $26K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2
+ 0.33%
$92.1 - $95.52 $184 - $191
614 $58K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13
+ 17.81%
$59.93 - $66.52 $779 - $865
86 $5K
SCMB
Schwab Strategic Tr Mun Bd ETF
1.44K
+ 64.06%
N/A
3.68K $0
Pimco ETF Tr
250
+ 48.08%
N/A
770 $0
EVF
Eaton Vance Senior Income Trust

Financial Services
182
+ 1.39%
$6.01 - $6.49 $1.09K - $1.18K
13.3K $81K
GOOGL
Alphabet Inc.

Communication Services
76
+ 3.72%
$148.65 - $191.18 $11.3K - $14.5K
2.12K $351K
CVX
Chevron Corp

Energy
210
+ 2.83%
$137.88 - $161.97 $29K - $34K
7.62K $1.12M
VLO
Valero Energy Corp

Energy
12
+ 0.39%
$132.81 - $163.48 $1.59K - $1.96K
3.06K $413K
Activity Summary
Buys All Purchases 87 New Holdings 16 Increased Positions 71 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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