Element Wealth, LLC
Q4 2024 13F Holdings
- Locationridgeland, MS
- Num holdings
292
- Value ($000)
$191,278
- Date Filed02/03/2025
- Form type13F-HR
- CIK0001802743
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $18.33M | 10 % | 31,136 | ||
DIVO AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $9.17M | 5 % | 226,612 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $8.97M | 5 % | 177,810 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $8.32M | 4 % | 64,707 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $8.22M | 4 % | 354,461 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $5.89M | 3 % | 51,161 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $5.75M | 3 % | 59,341 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.02M | 3 % | 8,559 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $4.05M | 2 % | 176,232 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $3.84M | 2 % | 61,675 |
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