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Home > Institutional Investor > Element Wealth, Llc > Profile

Instuitional Investor - Element Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Element Wealth, Llc
Portfolio Value $186,448,575
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 30,078 $16,900,771 9.06%
2.
Ishares Tr
 194,321 $9,844,321 5.28%
3.
Amplify Etf Tr
 225,270 $9,184,274 4.93%
4.
Ishares Trust
 IEF 64,536 $7,874,036 4.22%
5.
Schwab Strategic Trust
 FNDF 346,767 $7,656,608 4.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)