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| Name: |
Element Wealth LLC |
| City: |
RIDGELAND |
| State: |
MS |
| Zip: |
39157 |
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data |
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| Holdings
Found :
15 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NVDA |
NVIDIA Corporation |
101 |
New |
$953.86 |
$311,000 |
344 |
0.18% |
311,000 |
344 |
0 |
Semiconductor - Speci... |
|
|
BUFR |
First Tr Exchng Traded Fd Vi |
113 |
New |
$0.00 |
$252,000 |
9,000 |
0.15% |
252,000 |
9,000 |
0.01 |
N/A |
|
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ORCL |
Oracle Corp |
116 |
New |
$124.63 |
$246,000 |
1,958 |
0.14% |
246,000 |
1,958 |
0 |
Application Software |
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BA |
Boeing Co |
122 |
New |
$184.78 |
$227,000 |
1,174 |
0.13% |
227,000 |
1,174 |
0 |
Aerospace/Defense - M... |
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EMR |
Emerson Electric Co |
131 |
New |
$113.70 |
$212,000 |
1,869 |
0.12% |
212,000 |
1,869 |
0 |
Industrial Electrical... |
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CAT |
Caterpillar Inc |
136 |
New |
$359.07 |
$202,000 |
551 |
0.12% |
202,000 |
551 |
0 |
Farm & Construction M... |
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FFEB |
Ft Cboe Vest Us Equity Buff... |
153 |
New |
$0.00 |
$122,000 |
2,700 |
0.07% |
122,000 |
2,700 |
0.038 |
N/A |
|
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VCIT |
Vanguard Intermediate-Term |
202 |
New |
$79.81 |
$22,000 |
278 |
0.01% |
22,000 |
278 |
0 |
Closed - End Fund - Debt |
|
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TLT |
iShares Tr Lehman 20+yr Tres |
203 |
New |
$91.59 |
$20,000 |
215 |
0.01% |
20,000 |
215 |
0 |
Closed - End Fund - E... |
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PPA |
Invesco Aerospace & Defense... |
225 |
New |
$105.73 |
$10,000 |
101 |
0.01% |
10,000 |
101 |
0.001 |
Closed - End Fund - Debt |
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IXC |
iShares tr S&P Glbl Energy |
234 |
New |
$43.50 |
$6,000 |
137 |
0% |
6,000 |
137 |
0 |
Closed - End Fund - E... |
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EMXC |
Ishares Msci Emerging Marke... |
233 |
New |
$0.00 |
$6,000 |
99 |
0% |
6,000 |
99 |
0 |
N/A |
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BBUS |
Jpmorgan Betabuilders Us Eq... |
249 |
New |
$0.00 |
$3,000 |
31 |
0% |
3,000 |
31 |
0 |
N/A |
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JPHY |
Jpmorgan Disciplined High Y... |
251 |
New |
$0.00 |
$2,000 |
54 |
0% |
2,000 |
54 |
0 |
N/A |
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BBIN |
Jpmorgan Betabuilders Inter... |
255 |
New |
$0.00 |
$2,000 |
30 |
0% |
2,000 |
30 |
0 |
N/A |
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