Element Wealth, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    ridgeland, MS
  • CIK
    0001802743
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

292

$191.28M
IVV, DIVO, TFLO, ITOT
13F-HR
Feb 3, 2025
000139834425001751

285

$188.81M
IVV, DIVO, TFLO, ITOT
13F-HR
Oct 23, 2024
000139834424019229

290

$177.73M
IVV, TFLO, DIVO, ITOT
13F-HR
Aug 8, 2024
000139834424014103

270

$170.92M
IVV, TFLO, DIVO, SCHX
13F-HR
May 9, 2024
000139834424009073

259

$159.70M
IVV, TFLO, DIVO, SCHX
13F-HR
Feb 1, 2024
000139834424001796

249

$138.68M
IVV, TFLO, DIVO, SPY
13F-HR
Nov 8, 2023
000139834423020301

234

$143.65M
IVV, TFLO, DIVO, SPY
13F-HR
Aug 7, 2023
000139834423014218

203

$134.07M
IVV, TFLO, DIVO, SPY
13F-HR
May 3, 2023
000139834423008665

198

$122.34M
IVV, TFLO, DIVO, SPY
13F-HR
Jan 17, 2023
000139834423000674

197

$108.42M
TFLO, IVV, DIVO, SCHX
13F-HR
Nov 8, 2022
000139834422021651

192

$100.47M
IVV, DIVO, SCHX, SPY
13F-HR
Jul 22, 2022
000139834422013940

206

$124.11M
IVV, DIVO, SCHX, SPY
13F-HR
Apr 28, 2022
000139834422008079

192

$132.49M
IVV, SCHX, IEFA, DIVO
13F-HR
Feb 3, 2022
000139834422001972

183

$125.43M
IVV, IEFA, IJR, DIVO
13F-HR
Nov 1, 2021
000139834421020701

178

$128.14M
IVV, IEFA, IJR, IEMG
13F-HR
Aug 2, 2021
000139834421015299

170

$120.28M
IVV, IEFA, IJR, DIVO
13F-HR
May 5, 2021
000139834421009750

158

$108.00M
IVV, NDQ, IJR, IEFA
13F-HR
Feb 5, 2021
000139834421002496

134

$93.61M
IVV, NDQ, IEFA, IJR
13F-HR
Nov 6, 2020
000139834420021552

129

$87.14M
IVV, NDQ, IEFA, IJR
13F-HR
Aug 6, 2020
000139834420015133

118

$72.36M
IVV, NDQ, IEFA, IJR
13F-HR
May 14, 2020
000139834420010142

114

$97.62M
IVV, NDQ, IEFA, IJR
13F-HR
Feb 12, 2020
000139834420002745
Element Wealth, Llc 13F Filings