Element Wealth, LLC Diversified Active

CIK: 0001802743 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 2, 2021

Total Value ($000): $128,144 (100.0% shares, 0.0% debt)

Holdings (178)

IVV ISHARES TR 8.2%
Value ($000) $10,529 Shares 24,490 Est. Cost $304.85 Unrealized
IEFA ISHARES TR 6.5%
Value ($000) $8,336 Shares 111,351 Est. Cost $65.88 Unrealized
IJR ISHARES TR 5.7%
Value ($000) $7,333 Shares 64,906 Est. Cost $82.45 Unrealized
IEMG ISHARES INC 5.4%
Value ($000) $6,881 Shares 102,724 Est. Cost $59.00 Unrealized
DIVO AMPLIFY ETF TR 5.3%
Value ($000) $6,751 Shares 188,272 Est. Cost $34.45 Unrealized
IWM ISHARES TR 5.0%
Value ($000) $6,378 Shares 27,808 Est. Cost $207.06 Unrealized
QQQ INVESCO QQQ TR 3.7%
Value ($000) $4,774 Shares 13,470 Est. Cost $212.63 Unrealized
IJH ISHARES TR 3.5%
Value ($000) $4,504 Shares 16,761 Est. Cost $201.08 Unrealized
SCHM SCHWAB STRATEGIC TR 3.2%
Value ($000) $4,146 Shares 52,971 Est. Cost $60.79 Unrealized
SCHX SCHWAB STRATEGIC TR 3.2%
Value ($000) $4,100 Shares 39,432 Est. Cost $77.21 Unrealized
SCHA SCHWAB STRATEGIC TR 3.2%
Value ($000) $4,074 Shares 39,104 Est. Cost $75.41 Unrealized
QEFA SPDR INDEX SHS FDS 3.0%
Value ($000) $3,901 Shares 51,580 Est. Cost $68.01 Unrealized
SCHE SCHWAB STRATEGIC TR 2.6%
Value ($000) $3,290 Shares 100,047 Est. Cost $30.07 Unrealized
PIMCO DYNAMIC INCOME OPRNTS 2.5%
Value ($000) $3,255 Shares 140,439 Est. Cost $20.18 Unrealized
SPY SPDR S&P 500 ETF TR 2.4%
Value ($000) $3,062 Shares 7,152 Est. Cost $322.20 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 2.1%
Value ($000) $2,735 Shares 5,571 Est. Cost $372.49 Unrealized
FIDI FIDELITY COVINGTON TRUST 1.5%
Value ($000) $1,981 Shares 96,067 Est. Cost $20.94 Unrealized
CVX CHEVRON CORP NEW 1.5%
Value ($000) $1,894 Shares 18,083 Est. Cost $84.12 Unrealized +3.5%
AAPL APPLE INC 1.2%
Value ($000) $1,559 Shares 11,384 Est. Cost $96.60 Unrealized +30.9%
HDV ISHARES TR 1.0%
Value ($000) $1,296 Shares 13,425 Est. Cost $95.94 Unrealized
META FACEBOOK INC 0.7%
Value ($000) $931 Shares 2,677 Est. Cost $199.90 Unrealized +59.4%
AGG ISHARES TR 0.7%
Value ($000) $878 Shares 7,611 Est. Cost $115.18 Unrealized
STWD STARWOOD PPTY TR INC 0.7%
Value ($000) $853 Shares 32,586 Est. Cost $11.03 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $808 Shares 5,195 Est. Cost $101.51 Unrealized +37.7%
PRU PRUDENTIAL FINL INC 0.6%
Value ($000) $785 Shares 7,665 Est. Cost $58.10 Unrealized +40.8%
TDIV FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $783 Shares 13,667 Est. Cost $43.14 Unrealized
IVZ INVESCO LTD 0.6%
Value ($000) $741 Shares 27,704 Est. Cost $9.98 Unrealized +124.0%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $721 Shares 15,922 Est. Cost $30.91 Unrealized +29.3%
BX BLACKSTONE GROUP INC 0.6%
Value ($000) $706 Shares 7,266 Est. Cost $45.26 Unrealized +68.5%
NUVEEN AMT FREE MUN CR INC F 0.5%
Value ($000) $704 Shares 39,419 Est. Cost $16.67 Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $661 Shares 7,920 Est. Cost $56.69 Unrealized +24.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $645 Shares 2,321 Est. Cost $221.38 Unrealized +26.2%
NOBL PROSHARES TR 0.5%
Value ($000) $638 Shares 7,044 Est. Cost $75.53 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $636 Shares 5,646 Est. Cost $66.27 Unrealized +43.0%
DVYE ISHARES INC 0.5%
Value ($000) $603 Shares 15,529 Est. Cost $33.00 Unrealized
FNY FIRST TR EXCHANGE-TRADED ALP 0.5%
Value ($000) $593 Shares 7,874 Est. Cost $47.87 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.5%
Value ($000) $584 Shares 37,170 Est. Cost $14.30 Unrealized
EFA ISHARES TR 0.5%
Value ($000) $579 Shares 7,340 Est. Cost $69.48 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.4%
Value ($000) $574 Shares 4,397 Est. Cost $45.80 Unrealized +110.2%
BLACKROCK MUNI INCOME TR II 0.4%
Value ($000) $566 Shares 35,914 Est. Cost $15.76 Unrealized
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $545 Shares 3,737 Est. Cost $91.68 Unrealized
DEM WISDOMTREE TR 0.4%
Value ($000) $531 Shares 11,633 Est. Cost $36.91 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $524 Shares 1,934 Est. Cost $146.26 Unrealized +67.3%
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $516 Shares 6,233 Est. Cost $81.07 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $516 Shares 8,527 Est. Cost $48.94 Unrealized +9.9%
RF REGIONS FINANCIAL CORP NEW 0.4%
Value ($000) $507 Shares 25,123 Est. Cost $12.70 Unrealized +40.7%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $506 Shares 8,020 Est. Cost $35.38 Unrealized +41.5%
DGRO ISHARES TR 0.4%
Value ($000) $491 Shares 9,756 Est. Cost $42.05 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.4%
Value ($000) $490 Shares 30,578 Est. Cost $14.49 Unrealized
DELAWARE INVTS NATL MUN INCO 0.4%
Value ($000) $483 Shares 34,152 Est. Cost $13.20 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.4%
Value ($000) $474 Shares 5,080 Est. Cost $64.86 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $471 Shares 5,261 Est. Cost $76.47 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $471 Shares 137 Est. Cost $93.58 Unrealized +77.6%
FNX FIRST TR MID CAP CORE ALPHAD 0.4%
Value ($000) $453 Shares 4,526 Est. Cost $72.54 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.3%
Value ($000) $445 Shares 5,187 Est. Cost $65.20 Unrealized
FSK FS KKR CAP CORP 0.3%
Value ($000) $423 Shares 19,664 Est. Cost $8.35 Unrealized +32.3%
T AT&T INC 0.3%
Value ($000) $410 Shares 14,249 Est. Cost $18.04 Unrealized -5.9%
PJP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $391 Shares 4,864 Est. Cost $64.76 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $390 Shares 1,131 Est. Cost $285.31 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $384 Shares 9,808 Est. Cost $26.43 Unrealized +17.3%
MGM GROWTH PPTYS LLC 0.3%
Value ($000) $380 Shares 10,365 Est. Cost $23.97 Unrealized
DLN WISDOMTREE TR 0.3%
Value ($000) $370 Shares 3,071 Est. Cost $105.81 Unrealized
IDV ISHARES TR 0.3%
Value ($000) $369 Shares 11,386 Est. Cost $25.81 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.3%
Value ($000) $369 Shares 5,892 Est. Cost $55.62 Unrealized
FEM FIRST TR EXCH TRD ALPHDX FD 0.3%
Value ($000) $369 Shares 13,194 Est. Cost $26.51 Unrealized
IJS ISHARES TR 0.3%
Value ($000) $334 Shares 3,169 Est. Cost $122.87 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $332 Shares 830 Est. Cost $252.46 Unrealized +46.2%
QQQE DIREXION SHS ETF TR 0.3%
Value ($000) $331 Shares 3,966 Est. Cost $59.51 Unrealized
HANESBRANDS INC 0.3%
Value ($000) $323 Shares 17,312 Est. Cost $8.55 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $318 Shares 1,812 Est. Cost $126.05 Unrealized +39.4%
MO ALTRIA GROUP INC 0.2%
Value ($000) $318 Shares 6,664 Est. Cost $28.47 Unrealized +19.3%
V VISA INC 0.2%
Value ($000) $305 Shares 1,307 Est. Cost $173.89 Unrealized +27.1%
LYFT LYFT INC 0.2%
Value ($000) $295 Shares 4,883 Est. Cost $36.82 Unrealized +56.2%
BNY MELLON MUN BD INFRASTRUC 0.2%
Value ($000) $295 Shares 20,058 Est. Cost $14.61 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $288 Shares 3,704 Est. Cost $67.45 Unrealized -4.9%
KO COCA COLA CO 0.2%
Value ($000) $286 Shares 5,291 Est. Cost $39.20 Unrealized +20.6%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $280 Shares 3,585 Est. Cost $57.19 Unrealized +15.4%
GOOG ALPHABET INC 0.2%
Value ($000) $273 Shares 109 Est. Cost $76.50 Unrealized +54.6%
WMT WALMART INC 0.2%
Value ($000) $271 Shares 1,919 Est. Cost $36.83 Unrealized +18.9%
AIVL WISDOMTREE TR 0.2%
Value ($000) $265 Shares 2,730 Est. Cost $92.38 Unrealized
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $265 Shares 6,828 Est. Cost $33.57 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $261 Shares 3,062 Est. Cost $58.63 Unrealized +29.1%
SCHK SCHWAB STRATEGIC TR 0.2%
Value ($000) $256 Shares 6,006 Est. Cost $25.25 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $241 Shares 1,787 Est. Cost $116.40 Unrealized +3.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $239 Shares 4,518 Est. Cost $40.72 Unrealized +12.6%
IWP ISHARES TR 0.2%
Value ($000) $239 Shares 2,114 Est. Cost $104.80 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $235 Shares 991 Est. Cost $174.84 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $227 Shares 3,980 Est. Cost $37.89 Unrealized +29.5%
MMM 3M CO 0.2%
Value ($000) $224 Shares 1,129 Est. Cost $125.33 Unrealized +12.0%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $221 Shares 1,238 Est. Cost $125.38 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $217 Shares 1,698 Est. Cost $118.12 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $215 Shares 3,836 Est. Cost $42.58 Unrealized +2.0%
IWO ISHARES TR 0.2%
Value ($000) $215 Shares 690 Est. Cost $286.96 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $215 Shares 2,117 Est. Cost $92.94 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $211 Shares 962 Est. Cost $164.38 Unrealized +16.9%
FDVV FIDELITY COVINGTON TRUST 0.2%
Value ($000) $207 Shares 5,492 Est. Cost $30.09 Unrealized
EGP EASTGROUP PPTYS INC 0.2%
Value ($000) $206 Shares 1,250 Est. Cost $164.80 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $202 Shares 2,968 Est. Cost $60.75 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $180 Shares 1,473 Est. Cost $105.91 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $164 Shares 67 Est. Cost $78.03 Unrealized +48.6%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $163 Shares 2,150 Est. Cost $58.14 Unrealized
DWX SPDR INDEX SHS FDS 0.1%
Value ($000) $157 Shares 3,979 Est. Cost $39.00 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $135 Shares 1,881 Est. Cost $65.86 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $129 Shares 1,308 Est. Cost $98.62 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $128 Shares 1,833 Est. Cost $63.03 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $122 Shares 540 Est. Cost $166.10 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $121 Shares 802 Est. Cost $106.89 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $121 Shares 1,187 Est. Cost $85.57 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $114 Shares 968 Est. Cost $72.57 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $109 Shares 741 Est. Cost $130.20 Unrealized
ISTB ISHARES TR 0.1%
Value ($000) $108 Shares 2,110 Est. Cost $50.56 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $95 Shares 10,714 Est. Cost $8.51 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $91 Shares 2,483 Est. Cost $35.44 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $88 Shares 784 Est. Cost $113.80 Unrealized
CWB SPDR SER TR 0.1%
Value ($000) $84 Shares 966 Est. Cost $82.82 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $81 Shares 2,039 Est. Cost $37.76 Unrealized
REM ISHARES TR 0.1%
Value ($000) $81 Shares 2,188 Est. Cost $37.02 Unrealized
EATON VANCE SR INCOME TR 0.1%
Value ($000) $80 Shares 11,824 Est. Cost $5.32 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $75 Shares 1,900 Est. Cost $37.32 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $67 Shares 666 Est. Cost $67.77 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $63 Shares 600 Est. Cost $91.67 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $60 Shares 702 Est. Cost $84.58 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) $57 Shares 1,361 Est. Cost $34.89 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $52 Shares 444 Est. Cost $114.94 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $52 Shares 818 Est. Cost $56.23 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $51 Shares 378 Est. Cost $128.99 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $50 Shares 467 Est. Cost $107.53 Unrealized
IGOV ISHARES TR 0.0%
Value ($000) $43 Shares 822 Est. Cost $52.31 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $40 Shares 665 Est. Cost $58.65 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $37 Shares 456 Est. Cost $114.22 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $36 Shares 497 Est. Cost $90.73 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $35 Shares 202 Est. Cost $105.68 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $29 Shares 256 Est. Cost $97.66 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $25 Shares 547 Est. Cost $40.22 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $23 Shares 83 Est. Cost $175.94 Unrealized
XT ISHARES TR 0.0%
Value ($000) $23 Shares 365 Est. Cost $60.27 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $23 Shares 179 Est. Cost $128.49 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $22 Shares 1,045 Est. Cost $19.14 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $21 Shares 200 Est. Cost $107.50 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $19 Shares 470 Est. Cost $40.43 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $17 Shares 100 Est. Cost $100.00 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $15 Shares 184 Est. Cost $49.45 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $15 Shares 286 Est. Cost $43.51 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $14 Shares 220 Est. Cost $51.16 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.0%
Value ($000) $9 Shares 167 Est. Cost $42.94 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $9 Shares 84 Est. Cost $99.38 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $7 Shares 95 Est. Cost $63.16 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $7 Shares 49 Est. Cost $81.63 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $7 Shares 161 Est. Cost $38.93 Unrealized
ILF ISHARES TR 0.0%
Value ($000) $6 Shares 200 Est. Cost $34.14 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $6 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
IEUR ISHARES TR 0.0%
Value ($000) $5 Shares 93 Est. Cost $53.76 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 5,019 Est. Cost $1.38 Unrealized
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $4 Shares 302 Est. Cost $13.93 Unrealized
FMAT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $3 Shares 56 Est. Cost $37.32 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $3 Shares 8 Est. Cost $250.00 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
ROBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 49 Est. Cost $38.94 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
IPAC ISHARES TR 0.0%
Value ($000) $2 Shares 33 Est. Cost $60.61 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
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2 Shares 42 Est. Cost $24.93 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 20 Est. Cost $52.38 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $1 Shares 4 Est. Cost $135.40 Unrealized
RFG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 3 Est. Cost Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 2 Est. Cost Unrealized
EWC ISHARES INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
RZG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized