Element Wealth, LLC Diversified Active

CIK: 0001802743 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 5, 2021

Total Value ($000): $120,285 (100.0% shares, 0.0% debt)

Holdings (170)

IVV ISHARES TR 8.2%
Value ($000) $9,839 Shares 24,731 Est. Cost $304.85 Unrealized
IEFA ISHARES TR 6.5%
Value ($000) $7,775 Shares 107,904 Est. Cost $65.59 Unrealized
IJR ISHARES TR 5.9%
Value ($000) $7,096 Shares 65,380 Est. Cost $82.45 Unrealized
DIVO AMPLIFY ETF TR 5.5%
Value ($000) $6,598 Shares 191,524 Est. Cost $34.45 Unrealized
IEMG ISHARES INC 5.4%
Value ($000) $6,513 Shares 101,203 Est. Cost $58.88 Unrealized
IWM ISHARES TR 5.2%
Value ($000) $6,239 Shares 28,237 Est. Cost $207.06 Unrealized
IJH ISHARES TR 3.7%
Value ($000) $4,423 Shares 16,992 Est. Cost $201.08 Unrealized
QQQ INVESCO QQQ TR 3.6%
Value ($000) $4,376 Shares 13,713 Est. Cost $212.63 Unrealized
SCHM SCHWAB STRATEGIC TR 3.3%
Value ($000) $4,004 Shares 53,789 Est. Cost $60.79 Unrealized
SCHA SCHWAB STRATEGIC TR 3.3%
Value ($000) $3,953 Shares 39,663 Est. Cost $75.41 Unrealized
SCHX SCHWAB STRATEGIC TR 3.2%
Value ($000) $3,847 Shares 40,056 Est. Cost $77.21 Unrealized
QEFA SPDR INDEX SHS FDS 3.1%
Value ($000) $3,769 Shares 52,296 Est. Cost $68.01 Unrealized
SCHE SCHWAB STRATEGIC TR 2.7%
Value ($000) $3,224 Shares 101,456 Est. Cost $30.07 Unrealized
SPY SPDR S&P 500 ETF TR 2.4%
Value ($000) $2,865 Shares 7,228 Est. Cost $322.20 Unrealized
PIMCO DYNAMIC INCOME OPRNTS 2.3%
Value ($000) $2,720 Shares 135,509 Est. Cost $20.07 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 2.2%
Value ($000) $2,676 Shares 5,622 Est. Cost $372.49 Unrealized
FIDI FIDELITY COVINGTON TRUST 1.6%
Value ($000) $1,962 Shares 96,894 Est. Cost $20.94 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $1,363 Shares 11,156 Est. Cost $95.99 Unrealized +30.3%
HDV ISHARES TR 1.1%
Value ($000) $1,272 Shares 13,402 Est. Cost $95.94 Unrealized
AGG ISHARES TR 1.0%
Value ($000) $1,198 Shares 10,524 Est. Cost $115.18 Unrealized
STWD STARWOOD PPTY TR INC 0.7%
Value ($000) $800 Shares 32,328 Est. Cost $11.03 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $780 Shares 5,125 Est. Cost $100.99 Unrealized +26.0%
META FACEBOOK INC 0.6%
Value ($000) $775 Shares 2,630 Est. Cost $197.77 Unrealized +35.2%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $739 Shares 7,047 Est. Cost $79.47 Unrealized +0.1%
TDIV FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $738 Shares 13,667 Est. Cost $43.14 Unrealized
IVZ INVESCO LTD 0.6%
Value ($000) $697 Shares 27,638 Est. Cost $9.98 Unrealized +83.1%
PRU PRUDENTIAL FINL INC 0.6%
Value ($000) $696 Shares 7,642 Est. Cost $58.10 Unrealized +16.7%
NUVEEN AMT FREE MUN CR INC F 0.6%
Value ($000) $665 Shares 39,322 Est. Cost $16.67 Unrealized
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $614 Shares 15,713 Est. Cost $30.79 Unrealized +2.7%
NOBL PROSHARES TR 0.5%
Value ($000) $608 Shares 7,044 Est. Cost $75.53 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $603 Shares 5,573 Est. Cost $65.90 Unrealized +34.9%
DVYE ISHARES INC 0.5%
Value ($000) $603 Shares 15,392 Est. Cost $33.00 Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $590 Shares 7,836 Est. Cost $56.54 Unrealized +10.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $581 Shares 2,275 Est. Cost $220.20 Unrealized +10.3%
EFA ISHARES TR 0.5%
Value ($000) $557 Shares 7,340 Est. Cost $69.48 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.5%
Value ($000) $549 Shares 37,065 Est. Cost $14.30 Unrealized
BX BLACKSTONE GROUP INC 0.4%
Value ($000) $539 Shares 7,236 Est. Cost $45.26 Unrealized +29.5%
FNY FIRST TR EXCHANGE-TRADED ALP 0.4%
Value ($000) $538 Shares 7,921 Est. Cost $47.87 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $523 Shares 8,412 Est. Cost $48.87 Unrealized +2.0%
BLACKROCK MUN INCOME INVT TR 0.4%
Value ($000) $520 Shares 37,444 Est. Cost $13.24 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.4%
Value ($000) $519 Shares 25,123 Est. Cost $12.70 Unrealized +26.3%
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $514 Shares 6,233 Est. Cost $81.07 Unrealized
DEM WISDOMTREE TR 0.4%
Value ($000) $514 Shares 11,598 Est. Cost $36.91 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.4%
Value ($000) $497 Shares 4,367 Est. Cost $45.80 Unrealized +74.6%
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $485 Shares 3,737 Est. Cost $91.68 Unrealized
DGRO ISHARES TR 0.4%
Value ($000) $474 Shares 9,828 Est. Cost $42.05 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.4%
Value ($000) $465 Shares 5,131 Est. Cost $64.86 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.4%
Value ($000) $461 Shares 30,475 Est. Cost $14.49 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $459 Shares 5,394 Est. Cost $76.47 Unrealized
DELAWARE INVTS NATL MUN INCO 0.4%
Value ($000) $447 Shares 34,071 Est. Cost $13.20 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $432 Shares 1,830 Est. Cost $140.66 Unrealized +58.5%
FNX FIRST TR MID CAP CORE ALPHAD 0.4%
Value ($000) $425 Shares 4,526 Est. Cost $72.54 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.3%
Value ($000) $415 Shares 5,183 Est. Cost $65.20 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $408 Shares 132 Est. Cost $90.83 Unrealized +74.5%
T AT&T INC 0.3%
Value ($000) $407 Shares 13,439 Est. Cost $18.11 Unrealized -10.8%
PJP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $384 Shares 4,864 Est. Cost $64.76 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $373 Shares 1,131 Est. Cost $285.31 Unrealized
IDV ISHARES TR 0.3%
Value ($000) $358 Shares 11,376 Est. Cost $25.81 Unrealized
DLN WISDOMTREE TR 0.3%
Value ($000) $352 Shares 3,071 Est. Cost $105.81 Unrealized
FEM FIRST TR EXCH TRD ALPHDX FD 0.3%
Value ($000) $351 Shares 13,321 Est. Cost $26.51 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.3%
Value ($000) $351 Shares 5,843 Est. Cost $55.62 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $345 Shares 9,509 Est. Cost $26.29 Unrealized +6.7%
HANESBRANDS INC 0.3%
Value ($000) $340 Shares 17,269 Est. Cost $8.55 Unrealized
MGM GROWTH PPTYS LLC 0.3%
Value ($000) $335 Shares 10,255 Est. Cost $23.83 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $334 Shares 6,525 Est. Cost $28.36 Unrealized +7.2%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $334 Shares 5,976 Est. Cost $30.36 Unrealized +42.7%
IJS ISHARES TR 0.3%
Value ($000) $319 Shares 3,162 Est. Cost $122.87 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $312 Shares 1,690 Est. Cost $122.46 Unrealized +47.1%
QQQE DIREXION SHS ETF TR 0.3%
Value ($000) $305 Shares 3,966 Est. Cost $59.51 Unrealized
LYFT LYFT INC 0.3%
Value ($000) $302 Shares 4,783 Est. Cost $36.39 Unrealized +53.4%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $302 Shares 811 Est. Cost $249.73 Unrealized +28.0%
MRK MERCK & CO. INC 0.2%
Value ($000) $288 Shares 3,739 Est. Cost $67.45 Unrealized -6.5%
BNY MELLON MUN BD INFRASTRUC 0.2%
Value ($000) $283 Shares 20,058 Est. Cost $14.61 Unrealized
FSK FS KKR CAP CORP 0.2%
Value ($000) $281 Shares 14,149 Est. Cost $7.30 Unrealized +27.7%
V VISA INC 0.2%
Value ($000) $271 Shares 1,279 Est. Cost $172.86 Unrealized +17.5%
KO COCA COLA CO 0.2%
Value ($000) $269 Shares 5,103 Est. Cost $38.91 Unrealized +11.5%
AIVL WISDOMTREE TR 0.2%
Value ($000) $257 Shares 2,730 Est. Cost $92.38 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $254 Shares 3,554 Est. Cost $57.19 Unrealized 0.0%
WMT WALMART INC 0.2%
Value ($000) $252 Shares 1,856 Est. Cost $36.59 Unrealized +18.4%
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $250 Shares 6,795 Est. Cost $33.57 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $239 Shares 1,764 Est. Cost $116.35 Unrealized -0.6%
SCHK SCHWAB STRATEGIC TR 0.2%
Value ($000) $237 Shares 6,006 Est. Cost $25.25 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $235 Shares 3,044 Est. Cost $58.63 Unrealized +11.3%
CSCO CISCO SYS INC 0.2%
Value ($000) $229 Shares 4,425 Est. Cost $40.62 Unrealized 0.0%
GOOG ALPHABET INC 0.2%
Value ($000) $221 Shares 107 Est. Cost $75.72 Unrealized +30.0%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $220 Shares 3,779 Est. Cost $42.57 Unrealized -0.8%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $219 Shares 990 Est. Cost $174.84 Unrealized
IWP ISHARES TR 0.2%
Value ($000) $216 Shares 2,114 Est. Cost $104.80 Unrealized
MMM 3M CO 0.2%
Value ($000) $214 Shares 1,111 Est. Cost $125.09 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $210 Shares 3,886 Est. Cost $37.62 Unrealized +22.7%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $208 Shares 1,238 Est. Cost $125.38 Unrealized
IWO ISHARES TR 0.2%
Value ($000) $208 Shares 690 Est. Cost $286.96 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $204 Shares 940 Est. Cost $163.73 Unrealized +7.9%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $198 Shares 500 Est. Cost $322.20 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.2%
Value ($000) $194 Shares 5,466 Est. Cost $30.09 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $194 Shares 2,117 Est. Cost $92.94 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $194 Shares 2,965 Est. Cost $60.75 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $188 Shares 1,498 Est. Cost $116.82 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $174 Shares 1,473 Est. Cost $105.91 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $160 Shares 500 Est. Cost $212.63 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $157 Shares 2,150 Est. Cost $58.14 Unrealized
DWX SPDR INDEX SHS FDS 0.1%
Value ($000) $152 Shares 3,979 Est. Cost $39.00 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $130 Shares 63 Est. Cost $75.62 Unrealized +29.5%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $125 Shares 1,833 Est. Cost $63.03 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $116 Shares 540 Est. Cost $166.10 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $114 Shares 802 Est. Cost $106.89 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $111 Shares 1,609 Est. Cost $64.86 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $109 Shares 1,187 Est. Cost $85.57 Unrealized
ISTB ISHARES TR 0.1%
Value ($000) $108 Shares 2,110 Est. Cost $50.56 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $105 Shares 741 Est. Cost $130.20 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $102 Shares 966 Est. Cost $72.57 Unrealized
EATON VANCE SR INCOME TR 0.1%
Value ($000) $98 Shares 14,744 Est. Cost $5.32 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $88 Shares 2,483 Est. Cost $35.44 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $87 Shares 997 Est. Cost $87.48 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $87 Shares 10,142 Est. Cost $8.49 Unrealized
CWB SPDR SER TR 0.1%
Value ($000) $81 Shares 966 Est. Cost $82.82 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $77 Shares 2,039 Est. Cost $37.76 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $72 Shares 1,877 Est. Cost $37.30 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $70 Shares 639 Est. Cost $114.16 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $61 Shares 600 Est. Cost $91.67 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $61 Shares 702 Est. Cost $84.58 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $60 Shares 665 Est. Cost $67.77 Unrealized
SPMB SPDR SER TR 0.0%
Value ($000) $58 Shares 2,239 Est. Cost $25.90 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $55 Shares 1,353 Est. Cost $34.89 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $51 Shares 441 Est. Cost $114.94 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $50 Shares 465 Est. Cost $107.53 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $49 Shares 376 Est. Cost $128.99 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $46 Shares 818 Est. Cost $56.23 Unrealized
IGOV ISHARES TR 0.0%
Value ($000) $43 Shares 822 Est. Cost $52.31 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $39 Shares 665 Est. Cost $58.65 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $36 Shares 455 Est. Cost $114.22 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $33 Shares 200 Est. Cost $105.00 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $32 Shares 496 Est. Cost $90.73 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $28 Shares 256 Est. Cost $97.66 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $23 Shares 179 Est. Cost $128.49 Unrealized
XT ISHARES TR 0.0%
Value ($000) $22 Shares 365 Est. Cost $60.27 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $22 Shares 547 Est. Cost $40.22 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $21 Shares 1,045 Est. Cost $19.14 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $20 Shares 83 Est. Cost $175.94 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $20 Shares 200 Est. Cost $107.50 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $16 Shares 100 Est. Cost $100.00 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $14 Shares 184 Est. Cost $49.45 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $14 Shares 284 Est. Cost $43.51 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $13 Shares 219 Est. Cost $51.16 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.0%
Value ($000) $9 Shares 166 Est. Cost $42.94 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $9 Shares 86 Est. Cost $99.38 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $7 Shares 95 Est. Cost $63.16 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $7 Shares 159 Est. Cost $38.87 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $6 Shares 49 Est. Cost $81.63 Unrealized
ILF ISHARES TR 0.0%
Value ($000) $6 Shares 199 Est. Cost $34.14 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 5,019 Est. Cost $1.38 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $5 Shares 124 Est. Cost $40.32 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $5 Shares 185 Est. Cost $27.03 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.00 Unrealized
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $4 Shares 299 Est. Cost $13.94 Unrealized
ROBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 49 Est. Cost $38.94 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $3 Shares 31 Est. Cost $96.77 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $3 Shares 49 Est. Cost $61.22 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $2 Shares 5 Est. Cost $400.00 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $2 Shares 8 Est. Cost $250.00 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2 Shares 41 Est. Cost $24.38 Unrealized
FMAT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2 Shares 55 Est. Cost $37.02 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 2 Est. Cost Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.50 Unrealized
RFG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 3 Est. Cost Unrealized
RZG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $1 Shares 4 Est. Cost $135.40 Unrealized