Element Wealth, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $187 Million distributed in 292 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $18.3M, Amplify ETF Tr Amplify Cwp Enh with a value of $9.17M, Ishares Treasury Floating Rate with a value of $8.97M, Ishares Core S&P Total U.S. St with a value of $8.32M, and Schwab Strategic Tr Us Large C with a value of $8.22M.
Examining the 13F form we can see an decrease of $769K in the current position value, from $187M to 187M.
Below you can find more details about Element Wealth, LLC portfolio as well as his latest detailed transactions.
