$108 Million is the total value of Element Wealth, LLC's 158 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 20.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $9,332,000 | +11.2% | 24,859 | -0.5% | 8.64% | -3.6% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $7,914,000 | +8.4% | 25,225 | -4.0% | 7.33% | -6.1% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $6,407,000 | +28.9% | 69,718 | -1.5% | 5.93% | +11.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $6,312,000 | +16.7% | 91,355 | +1.8% | 5.84% | +1.1% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $3,869,000 | +20.5% | 16,834 | -2.8% | 3.58% | +4.4% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $3,568,000 | +21.3% | 40,092 | -6.9% | 3.30% | +5.1% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $3,566,000 | +5.8% | 39,204 | -6.2% | 3.30% | -8.3% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $3,465,000 | +14.8% | 50,826 | -6.6% | 3.21% | -0.5% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $3,270,000 | +10.2% | 63,329 | +10.0% | 3.03% | -4.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $3,234,000 | +18.6% | 52,124 | +0.9% | 2.99% | +2.8% |
| IWM | New | ISHARES TRrussell 2000 etf | $3,091,000 | – | 15,765 | +100.0% | 2.86% | – |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,969,000 | +8.2% | 7,940 | -3.1% | 2.75% | -6.2% |
| QEFA | Sell | SPDR INDEX SHS FDSmsci eafe strtgc | $2,754,000 | +6.9% | 39,420 | -5.4% | 2.55% | -7.3% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,544,000 | +26.8% | 6,058 | +2.3% | 2.36% | +9.9% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,999,000 | +7.7% | 31,329 | +290.0% | 1.85% | -6.7% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,925,000 | -45.3% | 7,984 | -50.8% | 1.78% | -52.6% |
| FIDI | Buy | FIDELITY COVINGTON TRUSTint hg div etf | $1,771,000 | +23.2% | 96,665 | +6.4% | 1.64% | +6.8% |
| PDP | Sell | INVESCO EXCHANGE TRADED FD Tdwa momentum | $1,698,000 | +9.3% | 19,357 | -4.8% | 1.57% | -5.3% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $1,654,000 | -38.9% | 12,878 | -45.2% | 1.53% | -47.1% |
| AAPL | Sell | APPLE INC | $1,482,000 | +13.0% | 11,171 | -1.4% | 1.37% | -2.1% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,371,000 | +27.7% | 11,602 | +27.5% | 1.27% | +10.6% |
| SCHK | Sell | SCHWAB STRATEGIC TR1000 index etf | $1,360,000 | +4.7% | 36,370 | -7.7% | 1.26% | -9.3% |
| HDV | Buy | ISHARES TRcore high dv etf | $1,174,000 | +27.3% | 13,391 | +16.9% | 1.09% | +10.4% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,157,000 | +11.0% | 37,745 | -3.0% | 1.07% | -3.8% |
| FB | FACEBOOK INCcl a | $718,000 | +4.2% | 2,630 | 0.0% | 0.66% | -9.6% | |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $676,000 | -0.1% | 13,667 | -11.6% | 0.63% | -13.4% |
| STWD | Buy | STARWOOD PPTY TR INC | $665,000 | +30.1% | 34,446 | +1.7% | 0.62% | +12.8% |
| NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $659,000 | +7.7% | 39,256 | +0.5% | 0.61% | -6.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $652,000 | +25.4% | 5,128 | -5.1% | 0.60% | +8.6% |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $650,000 | +0.5% | 7,808 | 0.0% | 0.60% | -12.9% | |
| PRU | Buy | PRUDENTIAL FINL INC | $615,000 | +23.5% | 7,881 | +0.6% | 0.57% | +7.0% |
| ABBV | Buy | ABBVIE INC | $600,000 | +23.0% | 5,599 | +0.4% | 0.56% | +6.7% |
| CVX | Buy | CHEVRON CORP NEW | $568,000 | +20.3% | 6,725 | +2.5% | 0.53% | +4.4% |
| NOBL | PROSHARES TRs&p 500 dv arist | $563,000 | +10.8% | 7,044 | 0.0% | 0.52% | -4.1% | |
| DVYE | Buy | ISHARES INCem mkts div etf | $562,000 | +67.3% | 15,100 | +35.3% | 0.52% | +44.8% |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $559,000 | +5.7% | 36,995 | +0.4% | 0.52% | -8.3% |
| EFA | ISHARES TRmsci eafe etf | $536,000 | +14.8% | 7,340 | 0.0% | 0.50% | -0.6% | |
| CVS | Buy | CVS HEALTH CORP | $534,000 | +17.9% | 7,817 | +0.8% | 0.49% | +2.1% |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $528,000 | – | 2,275 | +100.0% | 0.49% | – |
| IVZ | Buy | INVESCO LTD | $528,000 | +53.5% | 30,284 | +0.4% | 0.49% | +33.2% |
| FNY | Sell | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $522,000 | +17.8% | 7,977 | -3.6% | 0.48% | +2.1% |
| SO | Buy | SOUTHERN CO | $500,000 | +13.9% | 8,132 | +0.5% | 0.46% | -1.3% |
| BBF | Buy | BLACKROCK MUN INCOME INVT TR | $499,000 | +3.3% | 37,375 | +0.4% | 0.46% | -10.5% |
| WFC | Buy | WELLS FARGO CO NEW | $479,000 | +28.4% | 15,881 | +0.1% | 0.44% | +11.6% |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $472,000 | +36.8% | 11,468 | +17.2% | 0.44% | +18.4% |
| NAD | Buy | NUVEEN QUALITY MUNCP INCOME | $467,000 | +6.1% | 30,406 | +0.5% | 0.43% | -8.1% |
| BX | Buy | BLACKSTONE GROUP INC | $466,000 | +24.6% | 7,194 | +0.4% | 0.43% | +7.8% |
| VFL | Buy | DELAWARE INVTS NATL MUN INCOsh ben int | $448,000 | +7.2% | 33,989 | +0.4% | 0.42% | -7.2% |
| DGRO | Sell | ISHARES TRcore div grwth | $442,000 | -2.0% | 9,865 | -12.9% | 0.41% | -15.1% |
| MSFT | Sell | MICROSOFT CORP | $429,000 | +1.7% | 1,928 | -3.8% | 0.40% | -12.0% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $427,000 | -1.6% | 1,396 | -10.7% | 0.40% | -14.9% |
| AMZN | Buy | AMAZON COM INC | $427,000 | +6.8% | 131 | +3.1% | 0.40% | -7.5% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $421,000 | +34.5% | 26,123 | -3.7% | 0.39% | +16.8% |
| FYX | Sell | FIRST TR SML CP CORE ALPHA F | $398,000 | +28.0% | 5,166 | -3.9% | 0.37% | +11.1% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $387,000 | +33.4% | 4,539 | +1.2% | 0.36% | +15.5% |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $382,000 | +12.0% | 5,202 | -3.7% | 0.35% | -2.7% |
| FNX | Sell | FIRST TR MID CAP CORE ALPHAD | $377,000 | +21.2% | 4,543 | -3.6% | 0.35% | +5.1% |
| PJP | Sell | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $347,000 | -3.9% | 4,864 | -13.8% | 0.32% | -16.8% |
| FEM | Sell | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $339,000 | +12.3% | 13,419 | -3.7% | 0.31% | -2.8% |
| MGP | Buy | MGM GROWTH PPTYS LLC | $337,000 | +13.5% | 10,770 | +1.3% | 0.31% | -1.6% |
| IDV | Buy | ISHARES TRintl sel div etf | $335,000 | +25.9% | 11,364 | +6.5% | 0.31% | +9.2% |
| DIS | Buy | DISNEY WALT CO | $334,000 | +48.4% | 1,845 | +1.9% | 0.31% | +28.8% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $330,000 | -6.2% | 3,071 | -15.3% | 0.31% | -18.6% |
| FDT | Sell | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $331,000 | +8.2% | 5,856 | -3.8% | 0.31% | -6.4% |
| T | Buy | AT&T INC | $326,000 | +3.8% | 11,337 | +3.0% | 0.30% | -9.9% |
| PFE | Buy | PFIZER INC | $324,000 | +8.0% | 8,801 | +7.8% | 0.30% | -6.2% |
| MRK | Buy | MERCK & CO. INC | $306,000 | -1.0% | 3,734 | +0.1% | 0.28% | -14.2% |
| QQQE | DIREXION SHS ETF TRnas100 eql wgt | $298,000 | +16.4% | 3,966 | 0.0% | 0.28% | +1.1% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $284,000 | +12.3% | 811 | -0.1% | 0.26% | -2.6% |
| DMB | BNY MELLON MUN BD INFRASTRUC | $281,000 | +4.1% | 20,058 | 0.0% | 0.26% | -9.7% | |
| KO | Sell | COCA COLA CO | $280,000 | +10.7% | 5,103 | -0.5% | 0.26% | -4.1% |
| V | Buy | VISA INC | $280,000 | +11.1% | 1,279 | +1.3% | 0.26% | -3.7% |
| WMT | Buy | WALMART INC | $274,000 | +3.4% | 1,903 | +0.5% | 0.25% | -10.2% |
| HBI | Buy | HANESBRANDS INC | $261,000 | -7.1% | 17,918 | +0.4% | 0.24% | -19.3% |
| MO | Buy | ALTRIA GROUP INC | $258,000 | +9.3% | 6,300 | +3.0% | 0.24% | -5.2% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $256,000 | +26.7% | 3,152 | +91.0% | 0.24% | +9.7% |
| FSK | Buy | FS KKR CAP CORP | $255,000 | +5.8% | 15,382 | +1.0% | 0.24% | -8.2% |
| XOM | New | EXXON MOBIL CORP | $246,000 | – | 5,960 | +100.0% | 0.23% | – |
| PG | Sell | PROCTER AND GAMBLE CO | $245,000 | -3.9% | 1,761 | -3.9% | 0.23% | -16.5% |
| LYFT | New | LYFT INC | $244,000 | – | 4,958 | +100.0% | 0.23% | – |
| DTN | Sell | WISDOMTREE TRus divid ex fncl | $229,000 | -14.6% | 2,730 | -23.2% | 0.21% | -25.9% |
| RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $227,000 | – | 6,762 | +100.0% | 0.21% | – |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $219,000 | -0.9% | 3,730 | +0.2% | 0.20% | -14.0% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $217,000 | +1256.2% | 2,114 | +2197.8% | 0.20% | +1082.4% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $211,000 | – | 2,952 | +100.0% | 0.20% | – |
| VO | VANGUARD INDEX FDSmid cap etf | $205,000 | +17.8% | 990 | 0.0% | 0.19% | +2.2% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $203,000 | -15.4% | 3,883 | -25.0% | 0.19% | -26.6% |
| HON | New | HONEYWELL INTL INC | $200,000 | – | 939 | +100.0% | 0.18% | – |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $199,000 | +9.3% | 1,238 | 0.0% | 0.18% | -5.2% | |
| IWO | New | ISHARES TRrus 2000 grw etf | $198,000 | – | 690 | +100.0% | 0.18% | – |
| EVF | Sell | EATON VANCE SR INCOME TRsh ben int | $194,000 | -13.8% | 30,436 | -20.4% | 0.18% | -25.0% |
| TIP | ISHARES TRtips bd etf | $191,000 | +1.1% | 1,498 | 0.0% | 0.18% | -12.4% | |
| GOOG | ALPHABET INCcap stk cl c | $187,000 | +19.1% | 107 | 0.0% | 0.17% | +3.0% | |
| SPY | Sell | SPDR S&P 500 ETF TRput | $187,000 | -57.0% | 500 | -61.5% | 0.17% | -62.8% |
| VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $180,000 | – | 2,963 | +100.0% | 0.17% | – |
| VNQ | VANGUARD INDEX FDSreal estate etf | $180,000 | +7.8% | 2,117 | 0.0% | 0.17% | -6.2% | |
| FDVV | Buy | FIDELITY COVINGTON TRUSThigh divid etf | $175,000 | +75.0% | 5,437 | +50.1% | 0.16% | +51.4% |
| BGT | Sell | BLACKROCK FLOATING RATE INCO | $175,000 | -16.3% | 14,861 | -20.0% | 0.16% | -27.4% |
| FRA | Sell | BLACKROCK FLOATING RATE INCO | $175,000 | -16.3% | 14,424 | -20.5% | 0.16% | -27.4% |
| QQQ | INVESCO QQQ TRput | $157,000 | +12.9% | 500 | 0.0% | 0.14% | -2.0% | |
| SDY | New | SPDR SER TRs&p divid etf | $156,000 | – | 1,473 | +100.0% | 0.14% | – |
| DWX | Buy | SPDR INDEX SHS FDSs&p intl etf | $145,000 | +62.9% | 3,979 | +51.4% | 0.13% | +41.1% |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $138,000 | +16.0% | 2,150 | 0.0% | 0.13% | +0.8% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $124,000 | +6.0% | 1,833 | 0.0% | 0.12% | -8.0% | |
| GOOGL | ALPHABET INCcap stk cl a | $110,000 | +19.6% | 63 | 0.0% | 0.10% | +4.1% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $105,000 | +26.5% | 540 | 0.0% | 0.10% | +9.0% | |
| IYR | Sell | ISHARES TRu.s. real es etf | $102,000 | -25.5% | 1,187 | -30.7% | 0.09% | -35.6% |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $102,000 | +17.2% | 802 | 0.0% | 0.09% | +1.1% | |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $101,000 | -26.8% | 964 | -35.7% | 0.09% | -36.1% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $95,000 | +6.7% | 741 | -6.3% | 0.09% | -7.4% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $87,000 | +117.5% | 997 | +106.8% | 0.08% | +88.4% |
| NLY | New | ANNALY CAPITAL MANAGEMENT IN | $85,000 | – | 10,009 | +100.0% | 0.08% | – |
| CWB | New | SPDR SER TRblmbrg brc cnvrt | $80,000 | – | 966 | +100.0% | 0.07% | – |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $74,000 | -14.9% | 638 | -18.3% | 0.07% | -25.8% |
| PFF | Buy | ISHARES TRpfd and incm sec | $72,000 | +7.5% | 1,862 | +1.4% | 0.07% | -6.9% |
| IUSV | New | ISHARES TRcore s&p us vlu | $64,000 | – | 1,024 | +100.0% | 0.06% | – |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $61,000 | -59.9% | 702 | -60.0% | 0.06% | -65.4% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $59,000 | -37.9% | 663 | -44.3% | 0.06% | -45.5% |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $55,000 | – | 600 | +100.0% | 0.05% | – |
| MUB | Buy | ISHARES TRnational mun etf | $52,000 | +2.0% | 440 | +0.7% | 0.05% | -11.1% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $52,000 | -42.2% | 376 | -43.8% | 0.05% | -50.0% |
| SUB | New | ISHARES TRshrt nat mun etf | $50,000 | – | 465 | +100.0% | 0.05% | – |
| DON | Buy | WISDOMTREE TRus midcap divid | $47,000 | +20.5% | 1,350 | +1.0% | 0.04% | +4.8% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $40,000 | +21.2% | 549 | +300.7% | 0.04% | +5.7% |
| VBR | VANGUARD INDEX FDSsm cp val etf | $28,000 | +27.3% | 200 | 0.0% | 0.03% | +8.3% | |
| IWS | New | ISHARES TRrus mdcp val etf | $25,000 | – | 256 | +100.0% | 0.02% | – |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $18,000 | +20.0% | 1,045 | 0.0% | 0.02% | +6.2% | |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $17,000 | +30.8% | 200 | +100.0% | 0.02% | +14.3% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $13,000 | +18.2% | 219 | +0.5% | 0.01% | 0.0% |
| IWN | ISHARES TRrus 2000 val etf | $13,000 | +30.0% | 100 | 0.0% | 0.01% | +9.1% | |
| FDIS | Sell | FIDELITY COVINGTON TRUSTmsci consm dis | $13,000 | +18.2% | 183 | -0.5% | 0.01% | 0.0% |
| FNCL | Buy | FIDELITY COVINGTON TRUSTmsci finls idx | $12,000 | +20.0% | 283 | +0.4% | 0.01% | 0.0% |
| FIDU | FIDELITY COVINGTON TRUSTmsci indl indx | $8,000 | +14.3% | 165 | 0.0% | 0.01% | 0.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $6,000 | +20.0% | 49 | 0.0% | 0.01% | +20.0% | |
| ILF | Sell | ISHARES TRlatn amer 40 etf | $6,000 | -40.0% | 199 | -56.8% | 0.01% | -45.5% |
| USMV | Buy | ISHARES TRmsci usa min vol | $6,000 | +20.0% | 95 | +33.8% | 0.01% | +20.0% |
| FSTA | FIDELITY COVINGTON TRUSTconsmr staples | $6,000 | 0.0% | 158 | 0.0% | 0.01% | 0.0% | |
| GOVT | New | ISHARES TRus treas bd etf | $5,000 | – | 185 | +100.0% | 0.01% | – |
| ESGE | New | ISHARES INCesg awr msci em | $5,000 | – | 124 | +100.0% | 0.01% | – |
| EFG | New | ISHARES TReafe grwth etf | $5,000 | – | 50 | +100.0% | 0.01% | – |
| XLE | SELECT SECTOR SPDR TRenergy | $5,000 | 0.0% | 5,019 | 0.0% | 0.01% | 0.0% | |
| FENY | Buy | FIDELITY COVINGTON TRUSTmsci energy idx | $3,000 | +50.0% | 296 | +1.0% | 0.00% | +50.0% |
| VLUE | New | ISHARES TRmsci usa value | $3,000 | – | 33 | +100.0% | 0.00% | – |
| IGSB | New | ISHARES TR | $3,000 | – | 49 | +100.0% | 0.00% | – |
| ACWI | New | ISHARES TRmsci acwi etf | $3,000 | – | 31 | +100.0% | 0.00% | – |
| IXN | New | ISHARES TRglobal tech etf | $2,000 | – | 8 | +100.0% | 0.00% | – |
| ROBT | Sell | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $2,000 | -97.2% | 49 | -97.3% | 0.00% | -97.4% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| FMAT | FIDELITY COVINGTON TRUSTmsci matls index | $2,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| FCOM | Sell | FIDELITY COVINGTON TRUST | $2,000 | 0.0% | 41 | -2.4% | 0.00% | 0.0% |
| MBB | New | ISHARES TRmbs etf | $2,000 | – | 22 | +100.0% | 0.00% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $2,000 | – | 5 | +100.0% | 0.00% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $2,000 | – | 50 | +100.0% | 0.00% | – |
| RFG | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $1,000 | -99.0% | 4 | -99.4% | 0.00% | -99.1% |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $1,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
| RZG | INVESCO EXCHANGE TRADED FD Ts&p sml600 gwt | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| FUTY | Sell | FIDELITY COVINGTON TRUSTmsci utils index | $1,000 | 0.0% | 19 | -5.0% | 0.00% | 0.0% |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -450 | -100.0% | -0.05% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -5,371 | -100.0% | -0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q3 2023 | 11.0% |
| ISHARES TR | 16 | Q3 2023 | 5.9% |
| ISHARES TR | 16 | Q3 2023 | 6.8% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 5.6% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 5.3% |
| ISHARES INC | 16 | Q3 2023 | 5.4% |
| ISHARES TR | 16 | Q3 2023 | 3.8% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.6% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.6% |
| SPDR INDEX SHS FDS | 16 | Q3 2023 | 3.3% |
View Element Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-03 |
View Element Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.