Element Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Ridgeland, MS
CIK
0001802743
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 259 159,702 IVV, TFLO, DIVO, SCHX 13F-HR 2/1/2024 000139834424001796
Q3 2023 249 138,683 IVV, TFLO, DIVO, SPY 13F-HR 11/8/2023 000139834423020301
Q2 2023 234 143,645 IVV, TFLO, DIVO, SPY 13F-HR 8/7/2023 000139834423014218
Q1 2023 203 134,068 IVV, TFLO, DIVO, SPY 13F-HR 5/3/2023 000139834423008665
Q4 2022 198 122,337 IVV, TFLO, DIVO, SPY 13F-HR 1/17/2023 000139834423000674
Q3 2022 197 108,415 TFLO, IVV, DIVO, SCHX 13F-HR 11/8/2022 000139834422021651
Q2 2022 192 100,474 IVV, DIVO, SCHX, SPY 13F-HR 7/22/2022 000139834422013940
Q1 2022 206 124,115 IVV, DIVO, SCHX, SPY 13F-HR 4/28/2022 000139834422008079
Q4 2021 192 132,490 IVV, SCHX, IEFA, DIVO 13F-HR 2/3/2022 000139834422001972
Q3 2021 183 125,427 IVV, IEFA, IJR, DIVO 13F-HR 11/1/2021 000139834421020701
Q2 2021 178 128,144 IVV, IEFA, IJR, IEMG 13F-HR 8/2/2021 000139834421015299
Q1 2021 170 120,285 IVV, IEFA, IJR, DIVO 13F-HR 5/5/2021 000139834421009750
Q4 2020 158 108,002 IVV, QQQ, IJR, IEFA 13F-HR 2/5/2021 000139834421002496
Q3 2020 134 93,607 IVV, QQQ, IEFA, IJR 13F-HR 11/6/2020 000139834420021552
Q2 2020 129 87,143 IVV, QQQ, IEFA, IJR 13F-HR 8/6/2020 000139834420015133
Q1 2020 118 72,358 IVV, QQQ, IEFA, IJR 13F-HR 5/14/2020 000139834420010142
Q4 2019 114 97,618 IVV, QQQ, IEFA, IJR 13F-HR 2/12/2020 000139834420002745