Element Wealth, LLC Options Holdings

Element Wealth, LLC

  • $219 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$866,000
1.3K
Q3 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $219 Million
  • Prior Value $209 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 100 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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