Element Wealth, LLC holdings history

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308 is the total number of securities Element Wealth, LLC has owned. The longest Element Wealth, LLC has owned a single stock is 16 quarters.

Element Wealth, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR16166.30%9.47%11.04%Q4 2019Q3 202316
IJR ISHARES TR16163.53%4.98%5.94%Q4 2019Q3 202316
IEFA ISHARES TR16162.56%4.73%6.76%Q4 2019Q3 202316
SCHX SCHWAB STRATEGIC TR16163.20%4.10%5.56%Q4 2019Q3 202316
SPY SPDR S&P 500 ETF TR16162.38%3.68%5.27%Q4 2019Q3 202316
IEMG ISHARES INC16161.90%3.32%5.42%Q4 2019Q3 202316
IJH ISHARES TR16162.52%3.30%3.84%Q4 2019Q3 202316
SCHM SCHWAB STRATEGIC TR16161.93%2.81%3.64%Q4 2019Q3 202316
SCHA SCHWAB STRATEGIC TR16161.76%2.70%3.62%Q4 2019Q3 202316
QEFA SPDR INDEX SHS FDS16160.84%2.12%3.34%Q4 2019Q3 202316
MDY SPDR S&P MIDCAP 400 ET...16161.39%1.82%2.36%Q4 2019Q3 202316
AGG ISHARES TR16160.68%1.54%5.20%Q4 2019Q3 202316
FIDI FIDELITY COVINGTON TRUST16160.88%1.43%1.95%Q4 2019Q3 202316
SCHE SCHWAB STRATEGIC TR16160.55%1.35%2.68%Q4 2019Q3 202316
AAPL APPLE INC16160.78%1.33%1.63%Q4 2019Q3 202316
ISTB ISHARES TR16160.07%1.06%3.79%Q4 2019Q3 202316
SCHG SCHWAB STRATEGIC TR16160.32%1.05%3.02%Q4 2019Q3 202316
IWF ISHARES TR16160.02%1.03%3.76%Q4 2019Q3 202316
HDV ISHARES TR16160.59%0.94%1.26%Q4 2019Q3 202316
CVX CHEVRON CORP NEW16160.29%0.90%1.56%Q4 2019Q3 202316
TDIV FIRST TR EXCHANGE-TRAD...16160.52%0.63%0.76%Q4 2019Q3 202316
FB META PLATFORMS INC16160.34%0.60%0.75%Q4 2019Q3 202316
ABBV ABBVIE INC16160.29%0.59%0.88%Q4 2019Q3 202316
JPM JPMORGAN CHASE & CO16160.22%0.57%0.68%Q4 2019Q3 202316
NVG NUVEEN AMT FREE MUN CR...16160.30%0.54%0.91%Q4 2019Q3 202316
VCSH VANGUARD SCOTTSDALE FDS16160.37%0.54%0.85%Q4 2019Q3 202316
CVS CVS HEALTH CORP16160.35%0.54%0.75%Q4 2019Q3 202316
NOBL PROSHARES TR16160.50%0.53%0.60%Q4 2019Q3 202316
IVW ISHARES TR16160.02%0.53%2.06%Q4 2019Q3 202316
MSFT MICROSOFT CORP16160.36%0.50%0.66%Q4 2019Q3 202316
DGRO ISHARES TR16160.34%0.45%0.68%Q4 2019Q3 202316
NEA NUVEEN AMT FREE QLTY M...16160.28%0.45%0.68%Q4 2019Q3 202316
SO SOUTHERN CO16160.36%0.44%0.60%Q4 2019Q3 202316
IJS ISHARES TR16160.17%0.44%3.54%Q4 2019Q3 202316
RF REGIONS FINL CORP NEW16160.15%0.42%1.02%Q4 2019Q3 202316
AMZN AMAZON COM INC16160.29%0.41%0.49%Q4 2019Q3 202316
FNY FIRST TR EXCNGE TRD AL...16160.28%0.40%0.48%Q4 2019Q3 202316
VFL DELAWARE INVTS NATL MU...16160.22%0.37%0.59%Q4 2019Q3 202316
NAD NUVEEN QUALITY MUNCP I...16160.23%0.37%0.57%Q4 2019Q3 202316
DLN WISDOMTREE TR16160.29%0.36%0.42%Q4 2019Q3 202316
DIA SPDR DOW JONES INDL AV...16160.25%0.36%0.63%Q4 2019Q3 202316
PJP INVESCO EXCHANGE TRADE...16160.29%0.35%0.43%Q4 2019Q3 202316
EFA ISHARES TR16160.16%0.35%0.54%Q4 2019Q3 202316
FEX FIRST TR LRGE CP CORE ...16160.26%0.34%0.39%Q4 2019Q3 202316
FYX FIRST TR SML CP CORE A...16160.25%0.34%0.39%Q4 2019Q3 202316
FNX FIRST TR MID CAP CORE ...16160.26%0.33%0.37%Q4 2019Q3 202316
MRK MERCK & CO. INC16160.22%0.32%0.42%Q4 2019Q3 202316
T AT&T INC16160.14%0.29%0.42%Q4 2019Q3 202316
FDT FIRST TR EXCH TRD ALPH...16160.18%0.27%0.37%Q4 2019Q3 202316
FEM FIRST TR EXCH TRD ALPH...16160.17%0.27%0.41%Q4 2019Q3 202316
V VISA INC16160.22%0.26%0.29%Q4 2019Q3 202316
WMT WALMART INC16160.20%0.24%0.30%Q4 2019Q3 202316
DMB BNY MELLON MUN BD INFR...16160.15%0.23%0.34%Q4 2019Q3 202316
DTN WISDOMTREE TR16160.18%0.23%0.35%Q4 2019Q3 202316
IDV ISHARES TR16160.02%0.23%0.31%Q4 2019Q3 202316
MO ALTRIA GROUP INC16160.15%0.23%0.30%Q4 2019Q3 202316
IWP ISHARES TR16160.01%0.22%0.41%Q4 2019Q3 202316
VO VANGUARD INDEX FDS16160.14%0.20%0.25%Q4 2019Q3 202316
TIP ISHARES TR16160.12%0.18%0.25%Q4 2019Q3 202316
VNQ VANGUARD INDEX FDS16160.13%0.18%0.22%Q4 2019Q3 202316
XLY SELECT SECTOR SPDR TR16160.13%0.18%0.30%Q4 2019Q3 202316
FDVV FIDELITY COVINGTON TRUST16160.04%0.17%0.26%Q4 2019Q3 202316
IVE ISHARES TR16160.07%0.15%0.25%Q4 2019Q3 202316
XLP SELECT SECTOR SPDR TR16160.10%0.15%0.28%Q4 2019Q3 202316
SCHD SCHWAB STRATEGIC TR16160.12%0.13%0.16%Q4 2019Q3 202316
IYR ISHARES TR16160.07%0.10%0.16%Q4 2019Q3 202316
EVF EATON VANCE SR INCOME TR16160.05%0.10%0.24%Q4 2019Q3 202316
FTEC FIDELITY COVINGTON TRUST16160.03%0.10%0.21%Q4 2019Q3 202316
VB VANGUARD INDEX FDS16160.07%0.09%0.10%Q4 2019Q3 202316
RSP INVESCO EXCHANGE TRADE...16160.03%0.09%0.11%Q4 2019Q3 202316
EMB ISHARES TR16160.05%0.07%0.13%Q4 2019Q3 202316
IUSG ISHARES TR16160.02%0.07%0.17%Q4 2019Q3 202316
LQD ISHARES TR16160.04%0.06%0.16%Q4 2019Q3 202316
PFF ISHARES TR16160.01%0.05%0.08%Q4 2019Q3 202316
DON WISDOMTREE TR16160.03%0.04%0.05%Q4 2019Q3 202316
PEY INVESCO EXCHANGE TRADE...16160.02%0.04%0.09%Q4 2019Q3 202316
VTI VANGUARD INDEX FDS16160.00%0.03%0.20%Q4 2019Q3 202316
ILF ISHARES TR16160.00%0.02%0.10%Q4 2019Q3 202316
FHLC FIDELITY COVINGTON TRUST16160.01%0.01%0.01%Q4 2019Q3 202316
FNCL FIDELITY COVINGTON TRUST16160.01%0.01%0.01%Q4 2019Q3 202316
FDIS FIDELITY COVINGTON TRUST16160.01%0.01%0.01%Q4 2019Q3 202316
USMV ISHARES TR16160.01%0.01%0.03%Q4 2019Q3 202316
FIDU FIDELITY COVINGTON TRUST16160.01%0.01%0.01%Q4 2019Q3 202316
FSTA FIDELITY COVINGTON TRUST16160.01%0.01%0.01%Q4 2019Q3 202316
FENY FIDELITY COVINGTON TRUST16160.00%0.00%0.01%Q4 2019Q3 202316
FMAT FIDELITY COVINGTON TRUST16160.00%0.00%0.00%Q4 2019Q3 202316
FCOM FIDELITY COVINGTON TRUST16160.00%0.00%0.00%Q4 2019Q3 202316
FUTY FIDELITY COVINGTON TRUST16160.00%0.00%0.00%Q4 2019Q3 202316
QQQ INVESCO QQQ TR1230.11%3.83%7.80%Q4 2019Q3 202315
PRU PRUDENTIAL FINL INC15150.44%0.57%0.70%Q1 2020Q3 202315
STWD STARWOOD PPTY TR INC15150.42%0.57%0.70%Q1 2020Q3 202315
BX BLACKSTONE INC15150.40%0.53%0.71%Q1 2020Q3 202315
WFC WELLS FARGO CO NEW15150.36%0.50%0.61%Q1 2020Q3 202315
SCHK SCHWAB STRATEGIC TR15150.10%0.49%1.50%Q1 2020Q3 202315
IVZ INVESCO LTD15150.24%0.40%0.58%Q1 2020Q3 202315
PFE PFIZER INC15150.23%0.34%0.51%Q1 2020Q3 202315
UNH UNITEDHEALTH GROUP INC15150.25%0.29%0.38%Q1 2020Q3 202315
QQQE DIREXION SHS ETF TR1410.21%0.24%0.28%Q4 2019Q3 202315
HBI HANESBRANDS INC15150.04%0.18%0.30%Q1 2020Q3 202315
QUAL ISHARES TR15150.01%0.01%0.06%Q1 2020Q3 202315
XLE SELECT SECTOR SPDR TR15150.00%0.00%0.01%Q1 2020Q3 202315
DEM WISDOMTREE TR14140.34%0.40%0.49%Q2 2020Q3 202314
SPG SIMON PPTY GROUP INC NEW14140.31%0.39%0.54%Q2 2020Q3 202314
DVYE ISHARES INC14140.20%0.39%0.52%Q2 2020Q3 202314
SHY ISHARES TR770.05%0.35%1.02%Q4 2019Q3 202314
KO COCA COLA CO14140.20%0.24%0.32%Q2 2020Q3 202314
VBR VANGUARD INDEX FDS14140.02%0.03%0.03%Q2 2020Q3 202314
IWN ISHARES TR14140.01%0.01%0.01%Q2 2020Q3 202314
RZG INVESCO EXCHANGE TRADE...14140.00%0.00%0.00%Q2 2020Q3 202314
XLG INVESCO EXCHANGE TRADE...14140.00%0.00%0.00%Q2 2020Q3 202314
RFG INVESCO EXCHANGE TRADE...14140.00%0.00%0.00%Q2 2020Q3 202314
PDP INVESCO EXCHANGE TRADE...13130.17%0.46%1.66%Q3 2020Q3 202313
XOM EXXON MOBIL CORP1210.20%0.36%0.45%Q4 2019Q3 202313
FSK FS KKR CAPITAL CORP13130.16%0.25%0.34%Q3 2020Q3 202313
GOOG ALPHABET INC13130.17%0.23%0.28%Q3 2020Q3 202313
PG PROCTER AND GAMBLE CO13130.17%0.21%0.27%Q3 2020Q3 202313
CSCO CISCO SYS INC1120.19%0.21%0.23%Q2 2020Q3 202313
GOOGL ALPHABET INC13130.10%0.18%0.25%Q3 2020Q3 202313
GOVT ISHARES TR1210.00%0.14%0.49%Q4 2019Q3 202313
IJK ISHARES TR13130.02%0.04%0.12%Q4 2019Q4 202213
ROBT FIRST TR EXCHANGE-TRAD...13130.00%0.01%0.08%Q3 2020Q3 202313
IWM ISHARES TR12120.02%1.17%5.19%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.48%0.55%0.67%Q4 2020Q3 202312
VLO VALERO ENERGY CORP1110.20%0.27%0.36%Q2 2020Q3 202312
VYMI VANGUARD WHITEHALL FDS12120.15%0.22%0.32%Q4 2020Q3 202312
CMCSA COMCAST CORP NEW840.17%0.20%0.26%Q3 2020Q3 202312
SDY SPDR SER TR810.11%0.14%0.17%Q4 2019Q3 202312
IUSV ISHARES TR12120.06%0.12%0.30%Q4 2020Q3 202312
DWX SPDR INDEX SHS FDS12120.10%0.12%0.14%Q4 2019Q3 202212
ACWI ISHARES TR12120.00%0.07%0.23%Q4 2020Q3 202312
VYM VANGUARD WHITEHALL FDS12120.05%0.07%0.11%Q4 2020Q3 202312
TLT ISHARES TR12120.00%0.06%0.27%Q4 2019Q3 202212
IGIB ISHARES TR1110.01%0.05%0.10%Q4 2019Q3 202312
IWS ISHARES TR12120.02%0.03%0.05%Q4 2020Q3 202312
VLUE ISHARES TR12120.00%0.01%0.02%Q4 2020Q3 202312
DIVO AMPLIFY ETF TR11115.06%5.48%6.15%Q1 2021Q3 202311
PDO PIMCO DYNAMIC INCOME O...11112.06%2.40%2.78%Q1 2021Q3 202311
RTX RAYTHEON TECHNOLOGIES ...11110.19%0.22%0.28%Q4 2020Q2 202311
IEI ISHARES TR11110.02%0.21%0.45%Q1 2021Q3 202311
SPY SPDR S&P 500 ETF TR530.14%0.20%0.46%Q1 2020Q3 202311
VZ VERIZON COMMUNICATIONS...830.15%0.19%0.24%Q3 2020Q2 202311
MUB ISHARES TR1010.04%0.05%0.06%Q4 2019Q3 202211
EFG ISHARES TR920.00%0.01%0.01%Q4 2020Q3 202311
MBB ISHARES TR810.00%0.00%0.01%Q4 2019Q3 202311
IEUR ISHARES TR10100.00%0.53%0.79%Q2 2021Q3 202310
BLE BLACKROCK MUNI INCOME ...10100.24%0.35%0.44%Q2 2021Q3 202310
IPAC ISHARES TR10100.00%0.23%0.38%Q2 2021Q3 202310
EWC ISHARES INC10100.00%0.09%0.17%Q2 2021Q3 202310
IHI ISHARES TR820.00%0.03%0.16%Q1 2020Q3 202210
MGP MGM GROWTH PPTYS LLC990.28%0.31%0.34%Q1 2020Q1 20229
DIS DISNEY WALT CO720.14%0.22%0.31%Q3 2020Q2 20239
QQQ INVESCO QQQ TR330.12%0.17%0.39%Q3 2020Q3 20239
CWB SPDR SER TR810.06%0.10%0.14%Q4 2019Q3 20229
RDVY FIRST TR EXCHANGE-TRAD...990.03%0.08%0.11%Q3 2021Q3 20239
VUG VANGUARD INDEX FDS610.01%0.03%0.04%Q4 2019Q3 20239
ILCG ISHARES TR990.02%0.02%0.03%Q3 2021Q3 20239
SCHF SCHWAB STRATEGIC TR810.02%0.02%0.03%Q2 2021Q3 20239
ESGE ISHARES INC990.00%0.00%0.01%Q4 2020Q4 20229
XBI SPDR SER TR630.00%0.00%0.01%Q2 2021Q3 20239
IXN ISHARES TR990.00%0.00%0.00%Q4 2020Q4 20229
BLOK AMPLIFY ETF TR540.00%0.00%0.00%Q2 2021Q3 20239
GLD SPDR GOLD TR880.24%0.27%0.33%Q4 2021Q3 20238
AFL AFLAC INC880.16%0.20%0.22%Q4 2021Q3 20238
MMM 3M CO510.15%0.17%0.20%Q1 2021Q3 20238
HON HONEYWELL INTL INC610.15%0.17%0.18%Q4 2020Q2 20238
IWO ISHARES TR880.13%0.16%0.18%Q4 2020Q3 20228
ESGU ISHARES TR440.08%0.10%0.11%Q2 2021Q3 20238
IWD ISHARES TR710.00%0.08%0.11%Q1 2020Q3 20238
NLY ANNALY CAP MGMT INC710.06%0.07%0.10%Q4 2019Q2 20228
REM ISHARES TR440.04%0.05%0.06%Q2 2021Q3 20238
EZU ISHARES INC880.03%0.04%0.04%Q4 2021Q3 20238
SPYG SPDR SER TR530.01%0.03%0.04%Q1 2021Q3 20238
SCHH SCHWAB STRATEGIC TR510.00%0.01%0.02%Q1 2020Q3 20238
IGSB ISHARES TR880.00%0.00%0.00%Q4 2020Q3 20228
SHYG ISHARES TR880.00%0.00%0.00%Q4 2020Q3 20228
PIMCO ACCESS INCOME FUND772.31%2.57%2.96%Q1 2022Q3 20237
ITOT ISHARES TR770.35%0.99%1.69%Q1 2022Q3 20237
IXUS ISHARES TR770.08%0.56%1.10%Q1 2022Q3 20237
PEG PUBLIC SVC ENTERPRISE ...770.28%0.34%0.40%Q1 2022Q3 20237
SHELL PLC770.28%0.30%0.35%Q1 2022Q3 20237
RDSB ROYAL DUTCH SHELL PLC520.21%0.24%0.35%Q1 2020Q4 20217
EEM ISHARES TR770.05%0.18%0.29%Q1 2022Q3 20237
EGP EASTGROUP PPTYS INC430.15%0.17%0.22%Q2 2021Q3 20237
DTH WISDOMTREE TR770.10%0.11%0.14%Q1 2022Q3 20237
FDRR FIDELITY COVINGTON TRUST770.04%0.06%0.08%Q1 2022Q3 20237
SPDW SPDR INDEX SHS FDS520.01%0.05%0.07%Q1 2021Q3 20237
XT ISHARES TR770.02%0.04%0.06%Q1 2021Q3 20227
TLH ISHARES TR770.02%0.03%0.04%Q1 2022Q3 20237
IJJ ISHARES TR770.01%0.02%0.02%Q2 2020Q4 20217
BBF BLACKROCK MUN INCOME I...660.43%0.50%0.61%Q4 2019Q1 20216
VICI VICI PPTYS INC660.30%0.35%0.40%Q2 2022Q3 20236
LYFT LYFT INC660.16%0.21%0.25%Q4 2020Q1 20226
SCHB SCHWAB STRATEGIC TR660.01%0.11%0.18%Q2 2022Q3 20236
HYG ISHARES TR660.04%0.08%0.13%Q4 2019Q1 20216
SUB ISHARES TR660.04%0.04%0.05%Q4 2020Q1 20226
TFLO ISHARES TR559.18%9.71%10.78%Q3 2022Q3 20235
IBTD ISHARES TR550.18%0.66%0.92%Q3 2022Q3 20235
IBDQ ISHARES TR550.04%0.61%0.90%Q3 2022Q3 20235
IBDO ISHARES TR550.15%0.60%0.89%Q3 2022Q3 20235
IBTE ISHARES TR550.09%0.57%0.81%Q3 2022Q3 20235
IBDP ISHARES TR550.06%0.54%0.82%Q3 2022Q3 20235
JNJ JOHNSON & JOHNSON320.15%0.17%0.21%Q4 2021Q3 20235
NMZ NUVEEN MUN HIGH INCOME...550.12%0.14%0.15%Q3 2021Q3 20225
ICVT ISHARES TR410.02%0.09%0.12%Q1 2022Q3 20235
DVY ISHARES TR550.07%0.08%0.10%Q3 2022Q3 20235
SPYV SPDR SER TR550.06%0.06%0.07%Q1 2021Q1 20225
SPMB SPDR SER TR550.04%0.05%0.05%Q1 2021Q1 20225
VBK VANGUARD INDEX FDS550.03%0.03%0.04%Q3 2021Q3 20225
IGOV ISHARES TR550.03%0.03%0.04%Q1 2021Q1 20225
VTV VANGUARD INDEX FDS210.01%0.02%0.03%Q4 2019Q3 20235
MTUM ISHARES TR410.00%0.01%0.02%Q4 2019Q3 20235
VXF VANGUARD INDEX FDS550.01%0.01%0.01%Q3 2021Q3 20225
IWC ISHARES TR550.01%0.01%0.01%Q3 2021Q3 20225
IUSB ISHARES TR320.00%0.01%0.02%Q2 2022Q3 20235
EFV ISHARES TR320.01%0.01%0.01%Q2 2022Q3 20235
PBW INVESCO EXCHANGE TRADE...550.00%0.00%0.00%Q2 2021Q2 20225
IBTF ISHARES TR440.53%0.64%0.74%Q4 2022Q3 20234
FRA BLACKROCK FLOATING RAT...440.16%0.22%0.24%Q1 2020Q4 20204
BGT BLACKROCK FLOATING RAT...440.16%0.20%0.22%Q1 2020Q4 20204
BLK BLACKROCK INC440.16%0.17%0.19%Q4 2022Q3 20234
IBDR ISHARES TR440.09%0.16%0.24%Q4 2022Q3 20234
IBDS ISHARES TR440.10%0.15%0.21%Q4 2022Q3 20234
VOT VANGUARD INDEX FDS440.13%0.13%0.13%Q4 2022Q3 20234
IJT ISHARES TR440.11%0.11%0.12%Q4 2022Q3 20234
IBDT ISHARES TR440.06%0.10%0.13%Q4 2022Q3 20234
IBHC ISHARES TR440.08%0.09%0.09%Q4 2022Q3 20234
IBHD ISHARES TR440.08%0.09%0.09%Q4 2022Q3 20234
ISHARES TR440.02%0.03%0.04%Q4 2022Q3 20234
IMTM ISHARES TR440.02%0.02%0.03%Q4 2022Q3 20234
IQLT ISHARES TR440.02%0.02%0.03%Q4 2022Q3 20234
EMGF ISHARES INC440.01%0.01%0.02%Q4 2022Q3 20234
SIZE ISHARES TR440.01%0.01%0.01%Q4 2022Q3 20234
VMBS VANGUARD SCOTTSDALE FDS210.00%0.01%0.01%Q4 2019Q3 20234
FSK FS KKR CAPITAL CORP330.24%0.26%0.29%Q4 2019Q2 20203
XSOE WISDOMTREE TR330.17%0.22%0.26%Q1 2022Q3 20223
CRM SALESFORCE INC330.18%0.18%0.19%Q1 2023Q3 20233
LVHD LEGG MASON ETF INVT TR210.16%0.16%0.17%Q4 2021Q4 20223
JEPI J P MORGAN EXCHANGE-TR...210.12%0.15%0.20%Q1 2022Q3 20233
IQDG WISDOMTREE TR330.13%0.15%0.16%Q1 2022Q3 20223
SCHWAB STRATEGIC TR330.08%0.08%0.09%Q1 2023Q3 20233
EMCB WISDOMTREE TR330.07%0.08%0.08%Q1 2022Q3 20223
MIC MACQUARIE INFRASTR HOL...330.04%0.04%0.05%Q4 2021Q2 20223
XLV SELECT SECTOR SPDR TR210.00%0.04%0.07%Q3 2020Q3 20233
IBTG ISHARES TR330.02%0.04%0.07%Q1 2023Q3 20233
IBTH ISHARES TR330.02%0.04%0.07%Q1 2023Q3 20233
SOXX ISHARES TR330.03%0.04%0.04%Q1 2023Q3 20233
USRT ISHARES TR330.01%0.02%0.03%Q1 2023Q3 20233
IGV ISHARES TR330.02%0.02%0.02%Q1 2023Q3 20233
KRE SPDR SER TR330.01%0.02%0.02%Q1 2023Q3 20233
IMCG ISHARES TR330.01%0.01%0.01%Q1 2023Q3 20233
XLRE SELECT SECTOR SPDR TR330.00%0.00%0.00%Q1 2023Q3 20233
IXJ ISHARES TR330.00%0.00%0.00%Q1 2023Q3 20233
IYE ISHARES TR330.00%0.00%0.00%Q2 2022Q4 20223
LLY LILLY ELI & CO220.18%0.19%0.20%Q2 2023Q3 20232
FIRST TR EXCHNG TRADED...220.17%0.17%0.17%Q2 2023Q3 20232
ADBE ADOBE SYSTEMS INCORPOR...220.15%0.15%0.16%Q2 2023Q3 20232
TAP MOLSON COORS BEVERAGE CO220.15%0.15%0.15%Q2 2023Q3 20232
TEVA TEVA PHARMACEUTICAL IN...220.10%0.12%0.15%Q2 2023Q3 20232
JPIB J P MORGAN EXCHANGE-TR...220.07%0.07%0.08%Q1 2022Q2 20222
HYS PIMCO ETF TR220.07%0.07%0.07%Q2 2023Q3 20232
IBDW ISHARES TR220.05%0.05%0.05%Q2 2023Q3 20232
IBDU ISHARES TR220.03%0.03%0.04%Q2 2023Q3 20232
IBDV ISHARES TR220.03%0.03%0.03%Q2 2023Q3 20232
SMMU PIMCO ETF TR220.03%0.03%0.03%Q2 2023Q3 20232
MUNI PIMCO ETF TR220.03%0.03%0.03%Q2 2023Q3 20232
FV FIRST TR EXCHANGE-TRAD...220.02%0.02%0.02%Q4 2021Q1 20222
MINT PIMCO ETF TR220.01%0.01%0.01%Q2 2023Q3 20232
IYW ISHARES TR220.01%0.01%0.01%Q2 2023Q3 20232
AMPLIFY ETF TR220.01%0.01%0.01%Q2 2023Q3 20232
BOND PIMCO ETF TR220.01%0.01%0.01%Q2 2023Q3 20232
XLK SELECT SECTOR SPDR TR220.01%0.01%0.01%Q2 2023Q3 20232
SCZ ISHARES TR220.01%0.01%0.01%Q2 2023Q3 20232
IFRA ISHARES TR220.00%0.00%0.00%Q2 2023Q3 20232
STPZ PIMCO ETF TR220.00%0.00%0.00%Q2 2023Q3 20232
SPLG SPDR SER TR220.00%0.00%0.00%Q2 2023Q3 20232
XLC SELECT SECTOR SPDR TR220.00%0.00%0.00%Q2 2023Q3 20232
SLYV SPDR SERIES TRUST112.83%2.83%2.83%Q4 2019Q4 20191
SCHZ SCHWAB STRATEGIC TR111.68%1.68%1.68%Q4 2019Q4 20191
BND VANGUARD BD INDEX FDS110.42%0.42%0.42%Q3 2022Q3 20221
EZM WISDOMTREE TR110.31%0.31%0.31%Q4 2019Q4 20191
DGS WISDOMTREE TR110.29%0.29%0.29%Q4 2019Q4 20191
K KELLOGG CO110.16%0.16%0.16%Q4 2022Q4 20221
PBP INVESCO EXCHANGE TRADE...110.04%0.04%0.04%Q4 2019Q4 20191
BSV VANGUARD BD INDEX FDS110.03%0.03%0.03%Q3 2022Q3 20221
FLOT ISHARES TR110.02%0.02%0.02%Q4 2022Q4 20221
IFV FIRST TR EXCHANGE-TRAD...110.02%0.02%0.02%Q3 2023Q3 20231
PIMCO ETF TR110.02%0.02%0.02%Q3 2023Q3 20231
CPE CALLON PETE CO DEL110.02%0.02%0.02%Q1 2020Q1 20201
PID INVESCO EXCHANGE TRADE...110.02%0.02%0.02%Q3 2023Q3 20231
FJUN FIRST TR EXCHNG TRADED...110.02%0.02%0.02%Q3 2023Q3 20231
IEV ISHARES TR110.01%0.01%0.01%Q3 2023Q3 20231
DIVB ISHARES TR110.01%0.01%0.01%Q3 2023Q3 20231
RDSA ROYAL DUTCH SHELL PLC110.01%0.01%0.01%Q1 2020Q1 20201
BIV VANGUARD BD INDEX FDS110.01%0.01%0.01%Q3 2022Q3 20221
FNDX SCHWAB STRATEGIC TR110.01%0.01%0.01%Q3 2023Q3 20231
BLV VANGUARD BD INDEX FDS110.00%0.00%0.00%Q3 2022Q3 20221
SCHI SCHWAB STRATEGIC TR110.00%0.00%0.00%Q3 2023Q3 20231
FNDF SCHWAB STRATEGIC TR110.00%0.00%0.00%Q3 2023Q3 20231
FNDA SCHWAB STRATEGIC TR110.00%0.00%0.00%Q3 2023Q3 20231
SPUU DIREXION SHS ETF TR110.00%0.00%0.00%Q2 2020Q2 20201
FNDE SCHWAB STRATEGIC TR110.00%0.00%0.00%Q3 2023Q3 20231
SCHR SCHWAB STRATEGIC TR110.00%0.00%0.00%Q3 2023Q3 20231
FNDC SCHWAB STRATEGIC TR110.00%0.00%0.00%Q3 2023Q3 20231
SCHP SCHWAB STRATEGIC TR110.00%0.00%0.00%Q3 2023Q3 20231
EBND SPDR SER TR110.00%0.00%0.00%Q3 2023Q3 20231
PHO INVESCO EXCHANGE TRADE...110.00%0.00%0.00%Q2 2021Q2 20211
RPV INVESCO EXCHANGE TRADE...110.00%0.00%0.00%Q1 2020Q1 20201
SCHC SCHWAB STRATEGIC TR110.00%0.00%0.00%Q3 2023Q3 20231
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Element Wealth, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Element Wealth, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Element Wealth, LLC owns currently or has owned in the past.