Element Wealth, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationridgeland, MS
- CIK0001802743
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
162 | $186.45 M | IVV, TFLO, DIVO, ITOT | 13F-HR | Apr 29, 2025 | 000139834425008003 | ||
292 | $191.28 M | IVV, DIVO, TFLO, ITOT | 13F-HR | Feb 3, 2025 | 000139834425001751 | ||
285 | $188.81 M | IVV, DIVO, TFLO, ITOT | 13F-HR | Oct 23, 2024 | 000139834424019229 | ||
290 | $177.73 M | IVV, TFLO, DIVO, ITOT | 13F-HR | Aug 8, 2024 | 000139834424014103 | ||
270 | $170.92 M | IVV, TFLO, DIVO, SCHX | 13F-HR | May 9, 2024 | 000139834424009073 | ||
259 | $159.70 M | IVV, TFLO, DIVO, SCHX | 13F-HR | Feb 1, 2024 | 000139834424001796 | ||
249 | $138.68 M | IVV, TFLO, DIVO, SPY | 13F-HR | Nov 8, 2023 | 000139834423020301 | ||
234 | $143.65 M | IVV, TFLO, DIVO, SPY | 13F-HR | Aug 7, 2023 | 000139834423014218 | ||
203 | $134.07 M | IVV, TFLO, DIVO, SPY | 13F-HR | May 3, 2023 | 000139834423008665 | ||
198 | $122.34 M | IVV, TFLO, DIVO, SPY | 13F-HR | Jan 17, 2023 | 000139834423000674 | ||
197 | $108.42 M | TFLO, IVV, DIVO, SCHX | 13F-HR | Nov 8, 2022 | 000139834422021651 | ||
192 | $100.47 M | IVV, DIVO, SCHX, SPY | 13F-HR | Jul 22, 2022 | 000139834422013940 | ||
206 | $124.11 M | IVV, DIVO, SCHX, SPY | 13F-HR | Apr 28, 2022 | 000139834422008079 | ||
192 | $132.49 M | IVV, SCHX, IEFA, DIVO | 13F-HR | Feb 3, 2022 | 000139834422001972 | ||
183 | $125.43 M | IVV, IEFA, IJR, DIVO | 13F-HR | Nov 1, 2021 | 000139834421020701 | ||
178 | $128.14 M | IVV, IEFA, IJR, IEMG | 13F-HR | Aug 2, 2021 | 000139834421015299 | ||
170 | $120.28 M | IVV, IEFA, IJR, DIVO | 13F-HR | May 5, 2021 | 000139834421009750 | ||
158 | $108.00 M | IVV, NDQ, IJR, IEFA | 13F-HR | Feb 5, 2021 | 000139834421002496 | ||
134 | $93.61 M | IVV, NDQ, IEFA, IJR | 13F-HR | Nov 6, 2020 | 000139834420021552 | ||
129 | $87.14 M | IVV, NDQ, IEFA, IJR | 13F-HR | Aug 6, 2020 | 000139834420015133 | ||
118 | $72.36 M | IVV, NDQ, IEFA, IJR | 13F-HR | May 14, 2020 | 000139834420010142 | ||
114 | $97.62 M | IVV, NDQ, IEFA, IJR | 13F-HR | Feb 12, 2020 | 000139834420002745 |