Element Pointe Advisors, LLC Reduced Holdings in Q2 2024

Element Pointe Advisors, LLC

  • $394 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-338
- 0.35%
$142.71 - $160.59 $48.2K - $54.3K
94.9K $13.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-9.08K
- 1.69%
$81.05 - $81.66 $736K - $741K
527K $43.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.12K
- 16.63%
$56.43 - $60.79 $289K - $311K
25.7K $1.5M
IXJ
Ishares Global Healthcare ETF

ETFs
-3.65K
- 60.52%
$87.41 - $94.12 $319K - $344K
2.38K $221K
IEFA
Ishares Tr

ETFs
-2.48K
- 2.6%
$70.77 - $76.19 $175K - $189K
92.7K $6.73M
VIG
Vanguard Dividend Appreciation

ETFs
-1.69K
- 49.88%
$173.33 - $185.29 $293K - $314K
1.7K $310K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.47K
- 3.45%
$49.55 - $50.44 $172K - $175K
97.3K $4.87M
VGSH
Vanguard

ETFs
-1.33K
- 0.76%
$57.55 - $58.0 $76.3K - $76.9K
172K $9.99M
DIS
Walt Disney CO

Communication Services
-78
- 2.99%
$99.29 - $122.82 $7.74K - $9.58K
2.53K $250K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-250
- 5.91%
$58.03 - $67.92 $14.5K - $17K
3.98K $231K
UNH
Unitedhealth Group Inc

Healthcare
-96
- 13.56%
$439.2 - $524.63 $42.2K - $50.4K
612 $311K
TOST
Toast, Inc.

Technology
-1.07K
- 6.54%
$21.62 - $27.71 $23K - $29.5K
15.2K $392K
NOW
Service Now, Inc.

Technology
-25
- 3.23%
$643.29 - $786.67 $16.1K - $19.7K
750 $590K
AMZN
Amazon Com Inc

Consumer Cyclical
-260
- 5.74%
$173.67 - $197.85 $45.2K - $51.4K
4.27K $825K
XLK
Technology Sector Spdr

ETFs
-336
- 6.25%
$192.53 - $231.41 $64.7K - $77.8K
5.04K $1.14M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.78K
- 3.4%
$154.56 - $173.19 $430K - $482K
79K $13.5M
GLD
Spdr Gold Trust

ETFs
-75
- 0.95%
$207.82 - $224.56 $15.6K - $16.8K
7.8K $1.68M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-171
- 2.36%
$316.15 - $367.33 $54.1K - $62.8K
7.06K $2.57M
MSFT
Microsoft Corp

Technology
-27
- 0.39%
$389.33 - $452.85 $10.5K - $12.2K
6.86K $3.07M
GOOG
Alphabet Inc.

Communication Services
-360
- 4.55%
$151.94 - $186.86 $54.7K - $67.3K
7.56K $1.39M
AAPL
Apple Inc.

Technology
-613
- 3.1%
$165.0 - $216.67 $101K - $133K
19.2K $4.04M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.86K
- 1.08%
$497.53 - $549.64 $1.42M - $1.57M
262K $144M
Activity Summary
Buys All Purchases 11 New Holdings 3 Increased Positions 8 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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