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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Element Wealth, LLC

Quarter ended Q4 2023 · Filed November 8, 2023 · Accession 0001398344-23-020301

Total Value
$138.7M
Positions
249
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (249)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720032,914$14.1M10.19%
2ISHARES TR46434V860269,063$13.7M9.84%
3AMPLIFY ETF TR032108409204,332$7.1M5.12%
4SPDR S&P 500 ETF TRSPY13,295$5.7M4.10%
5SCHWAB STRATEGIC TR808524201108,536$5.5M3.96%
6ISHARES TR46428780451,911$4.9M3.53%
7ISHARES TR46432F84255,258$3.6M2.56%
8ISHARES TR46428750714,029$3.5M2.52%
9PIMCO ACCESS INCOME FUNDPAXS231,004$3.2M2.31%
10PIMCO DYNAMIC INCOME OPRNTS69355M107265,210$3.2M2.27%
11SCHWAB STRATEGIC TR80852450839,480$2.7M1.93%
12ISHARES INC46434G10355,764$2.7M1.91%
13SCHWAB STRATEGIC TR80852460758,979$2.4M1.76%
14ISHARES TR46428715024,839$2.3M1.69%
15ISHARES TR46428722624,513$2.3M1.66%
16SPDR S&P MIDCAP 400 ETF TRMDY4,417$2.0M1.45%
17APPLE INCAAPL11,522$2.0M1.42%
18ISHARES TR46432F83425,407$1.5M1.10%
19ISHARES TR46428745717,457$1.4M1.02%
20CHEVRON CORP NEWCVX7,599$1.3M0.92%
21ISHARES TR46434VBD150,380$1.2M0.89%
22FIDELITY COVINGTON TRUST31609272565,649$1.2M0.88%
23SPDR INDEX SHS FDS78463X43417,385$1.2M0.84%
24ISHARES TR46434V73821,598$1.1M0.77%
25ISHARES TR46434VAX841,923$1.1M0.77%
26META PLATFORMS INCMETA3,467$1.0M0.75%
27ISHARES TR46434VBG439,212$969,7130.70%
28ISHARES TR46429B6639,351$924,7460.67%
29ISHARES TR46436E88235,253$874,9790.63%
30MICROSOFT CORPMSFT2,709$855,3790.62%
31JPMORGAN CHASE & COVYLD5,675$822,9880.59%
32BERKSHIRE HATHAWAY INC DELBRK-A2,295$803,9390.58%
33ABBVIE INCABBV5,390$803,4050.58%
34SCHWAB STRATEGIC TR80852470632,099$768,4480.55%
35ISHARES TR46436E86632,951$760,5090.55%
36FIRST TR EXCHANGE-TRADED FD33738R11813,489$756,5980.55%
37PROSHARES TR74348A4678,491$751,8780.54%
38BLACKSTONE INCBX6,893$738,5460.53%
39ISHARES TR46436E87429,922$713,3400.51%
40PRUDENTIAL FINL INCPUKPF7,189$682,1610.49%
41ISHARES TR46429B26730,924$681,5690.49%
42WELLS FARGO CO NEW94974610115,890$649,2800.47%
43STARWOOD PPTY TR INCSTHO33,531$648,8160.47%
44AMAZON COM INCAMZN5,036$640,1760.46%
45ISHARES TR4642886615,510$623,5450.45%
46EXXON MOBIL CORPXOM5,204$611,9030.44%
47WISDOMTREE TRWT9,096$559,3130.40%
48CVS HEALTH CORPCVS7,992$558,0300.40%
49INVESCO QQQ TRIVZ1,500$537,4050.39%
50ISHARES TR46434V6969,593$533,3930.38%
51VANGUARD SCOTTSDALE FDS92206C4097,014$527,1020.38%
52ISHARES TR46434V62110,543$522,2030.38%
53SCHWAB STRATEGIC TR8085243007,079$514,7850.37%
54SOUTHERN COSOMN7,834$507,0140.37%
55MERCK & CO INCMRK4,740$488,0340.35%
56PUBLIC SVC ENTERPRISE GRP IN7445731068,556$486,9230.35%
57WISDOMTREE TRWT12,652$474,1950.34%
58INVESCO EXCHANGE TRADED FD TIVZ6,453$466,9840.34%
59SIMON PPTY GROUP INC NEW8288061094,107$443,7010.32%
60VALERO ENERGY CORPVLO3,062$433,9700.31%
61SHELL PLCRYDAF6,697$431,1570.31%
62WALMART INCWMT2,615$418,2130.30%
63VICI PPTYS INC92565210914,216$413,6760.30%
64NUVEEN AMT FREE MUN CR INC FNU39,984$412,2330.30%
65UNITEDHEALTH GROUP INCUNH794$400,1470.29%
66INVESCO QQQ TRIVZ1,116$399,8360.29%
67FIRST TR EXCHANGE-TRADED ALP33737M1026,519$395,7030.29%
68ALPHABET INCGOOG3,001$395,6820.29%
69ISHARES TR46428723410,364$393,3300.28%
70VISA INCV1,673$384,8480.28%
71NUVEEN AMT FREE QLTY MUN INCNU39,708$384,3760.28%
72FIRST TR MID CAP CORE ALPHAD33735B1083,868$356,2430.26%
73FIRST TR LRGE CP CORE ALPHA33734K1094,355$353,1910.25%
74FIRST TR SML CP CORE ALPHA F33734Y1094,365$352,0740.25%
75ISHARES TR4642874082,283$351,2170.25%
76SPDR DOW JONES INDL AVERAGE78467X1091,040$348,3480.25%
77ISHARES TR4642874813,753$342,8370.25%
78BLACKROCK MUNI INCOME TR IIBLK36,650$334,9850.24%
79FIDELITY COVINGTON TRUST3160928408,565$330,5270.24%
80ALPHABET INCGOOG2,506$327,9350.24%
81ISHARES TR46435GAA014,040$327,6230.24%
82INVESCO LTDIVZ22,511$326,8650.24%
83SPDR GOLD TRGLD1,900$325,7550.23%
84PFIZER INCPFE9,690$321,4040.23%
85ISHARES TR46428844812,473$316,8020.23%
86NUVEEN QUALITY MUNCP INCOMENU31,063$314,9770.23%
87VANGUARD WHITEHALL FDS9219467945,080$314,4110.23%
88COMCAST CORP NEWCCZ6,974$309,2340.22%
89ABRDN NATL MUN INCOME FD24610T10834,755$299,2400.22%
90DIREXION SHS ETF TR25459Y2073,966$296,5380.21%
91CISCO SYS INCCSCO5,456$293,3020.21%
92ISHARES TR46435UAA912,632$292,3040.21%
93ISHARES INC46428631911,905$283,5820.20%
94ELI LILLY & COLLY528$283,4950.20%
95J P MORGAN EXCHANGE TRADED F46641Q3325,260$281,7210.20%
96COCA COLA COKO5,024$281,2290.20%
97VANGUARD INDEX FDS9229087691,313$278,8940.20%
98AFLAC INCAFL3,567$273,7570.20%
99VANGUARD INDEX FDS9229086291,256$261,5380.19%
100FIRST TR EXCH TRD ALPHDX FD33737J1745,111$256,7770.19%
101PROCTER AND GAMBLE CO7427181091,747$254,8190.18%
102WISDOMTREE TRWT2,857$254,1660.18%
103SALESFORCE INCCRM1,216$246,5800.18%
104SCHWAB STRATEGIC TR8085241024,863$242,4020.17%
105ISHARES TR4642878792,717$242,3900.17%
106INVESCO EXCHANGE TRADED FD TIVZ3,133$241,2100.17%
107FS KKR CAP CORPFSK12,050$237,2630.17%
108FIRST TR EXCHNG TRADED FD VI33740F4338,000$237,0400.17%
109FIRST TR EXCH TRD ALPHDX FD33737J18211,090$231,4480.17%
110SCHWAB STRATEGIC TR8085247973,170$224,3090.16%
111SELECT SECTOR SPDR TR81369Y3083,249$223,5640.16%
112BLACKROCK INCBLK346$223,5590.16%
113ISHARES TR4642874653,206$220,9580.16%
114ADOBE INCADBE424$216,1980.16%
115SPDR S&P 500 ETF TRSPY500$213,7400.15%
116JOHNSON & JOHNSONJNJ1,359$211,6310.15%
117MOLSON COORS BEVERAGE COTAP-A3,286$208,9740.15%
118EASTGROUP PPTYS INC2772761011,250$208,1630.15%
119ALTRIA GROUP INCMO4,901$206,0960.15%
1203M COMMM2,166$202,7630.15%
121SELECT SECTOR SPDR TR81369Y4071,256$202,1910.15%
122BNY MELLON MUN BD INFRASTRUC09662W10920,358$201,9510.15%
123REGIONS FINANCIAL CORP NEWRF-PF11,741$201,9450.15%
124AT&T INCT-PC13,075$196,3910.14%
125SPDR SER TR78464A7631,638$188,3860.14%
126VANGUARD INDEX FDS9229085532,383$180,2980.13%
127ISHARES TR46435U5157,476$179,6480.13%
128VANGUARD INDEX FDS922908538901$175,4880.13%
129ISHARES TR4642871761,641$170,2050.12%
130ISHARES TR464287614623$165,7120.12%
131ISHARES TR46435G1022,080$154,3360.11%
132ISHARES TR4642878871,395$153,0040.11%
133SCHWAB STRATEGIC TR8085247223,512$145,0460.10%
134ISHARES TR4642871681,297$139,6090.10%
135TEVA PHARMACEUTICAL INDS LTD88162420913,286$135,5170.10%
136WISDOMTREE TRWT3,636$131,6210.09%
137ISHARES TR4642876631,748$130,4260.09%
138FIRST TR EXCHANGE-TRADED FD33738R5062,695$123,8340.09%
139ISHARES TR46435G4251,315$123,4920.09%
140ISHARES TR46435U1845,299$122,9370.09%
141INVESCO EXCHANGE TRADED FD TIVZ862$122,1370.09%
142ISHARES TR46435U1505,161$122,0060.09%
143INVESCO EXCHANGE TRADED FD TIVZ6,246$119,8610.09%
144SCHWAB STRATEGIC TR8085246492,240$111,0480.08%
145ISHARES TR464287598687$104,3070.08%
146VANGUARD INDEX FDS922908751540$102,0980.07%
147ISHARES TR46432F8592,110$97,8620.07%
148PIMCO ETF TR72201R7831,043$94,2020.07%
149ISHARES TR46436E8584,183$93,9920.07%
150SELECT SECTOR SPDR TR81369Y209725$93,3370.07%
151ISHARES TR46436E8414,270$93,3000.07%
152ISHARES TR4642877391,187$92,7520.07%
153FIDELITY COVINGTON TRUST3160928322,322$92,3570.07%
154VANGUARD WHITEHALL FDS921946406806$83,3200.06%
155ISHARES TR46432F339614$80,9510.06%
156ISHARES INC4642865092,392$80,0430.06%
157EATON VANCE SR INCOME TRETN12,762$75,2940.05%
158ISHARES TR46436E4863,657$70,8910.05%
159ISHARES TR464288281806$66,4780.05%
160ISHARES TR4642886381,312$63,8440.05%
161HANESBRANDS INC41034510215,818$62,6390.05%
162WISDOMTREE TRWT1,418$58,1010.04%
163ISHARES TR464288257622$57,4620.04%
164ISHARES TR464287242542$55,2750.04%
165ISHARES TR46435G3422,321$51,8550.04%
166ISHARES TR46436E2052,185$47,8520.03%
167ISHARES TR46436E3122,030$47,6640.03%
168ISHARES TR46436E7262,335$47,5870.03%
169ISHARES TR464287523100$47,3650.03%
170ISHARES TR46434V4561,296$43,5500.03%
171ISHARES TR46434V4491,374$43,2460.03%
172ISHARES INC4642866081,018$43,0000.03%
173PIMCO ETF TR72201R874821$40,1880.03%
174ISHARES TR464287671421$39,9630.03%
175ISHARES TR464288521842$39,7260.03%
176ISHARES TR46429B697523$37,8350.03%
177FIDELITY COVINGTON TRUST316092808298$36,6360.03%
178PIMCO ETF TR72201R866730$36,5510.03%
179VANGUARD INDEX FDS922908611211$33,7080.02%
180ISHARES TR464287119538$32,0920.02%
181FIRST TR EXCHANGE-TRADED FD33738R8861,742$30,9030.02%
182ISHARES TR464287309437$29,8890.02%
183ISHARES TR46432F396201$28,1220.02%
184ISHARES TR464288653279$27,4730.02%
185ISHARES TR464287655153$27,0410.02%
186ISHARES TR46428751579$26,9620.02%
187SCHWAB STRATEGIC TR808524805759$25,7690.02%
188SPDR SER TR78464A698606$25,2970.02%
189PIMCO ETF TR72201R5851,009$24,6610.02%
190ISHARES INC46434G889603$24,6600.02%
191INVESCO EXCHANGE TRADED FD TIVZ1,438$24,0290.02%
192ISHARES TR46434V613515$22,5130.02%
193ISHARES TR464287473200$20,8680.02%
194FIRST TR EXCHNG TRADED FD VI33740F722500$20,2700.01%
195ISHARES TR46432F370162$19,0390.01%
196PIMCO ETF TR72201R833189$18,9260.01%
197ISHARES TR464287861394$18,8060.01%
198ISHARES TR46435U861498$18,5410.01%
199VANGUARD INDEX FDS92290873663$17,1560.01%
200ISHARES TR464287721147$15,4230.01%
201AMPLIFY ETF TR032108722557$14,9200.01%
202ISHARES TR464287630105$14,1890.01%
203FIDELITY COVINGTON TRUST316092501300$13,9800.01%
204FIDELITY COVINGTON TRUST316092600227$13,7690.01%
205SELECT SECTOR SPDR TR81369Y506150$13,5590.01%
206FIDELITY COVINGTON TRUST316092204188$13,1310.01%
207SPDR SER TR78464A409200$11,8560.01%
208PIMCO ETF TR72201R775125$10,9880.01%
209ISHARES TR464288307185$10,5690.01%
210ISHARES TR464288687343$10,3490.01%
211ISHARES TR464288885117$10,0970.01%
212VANGUARD INDEX FDS92290874472$9,9310.01%
213ISHARES TR464288588109$9,6790.01%
214FIDELITY COVINGTON TRUST316092709172$9,3100.01%
215SELECT SECTOR SPDR TR81369Y80355$9,0160.01%
216ISHARES TR464288877169$8,2690.01%
217FIDELITY COVINGTON TRUST316092402328$8,1750.01%
218SPDR INDEX SHS FDS78463X889260$8,0630.01%
219ISHARES TR46432F38887$7,8930.01%
220SPDR SER TR78464A870104$7,5940.01%
221SCHWAB STRATEGIC TR808524771129$7,2200.01%
222FIDELITY COVINGTON TRUST316092303169$7,2120.01%
223ISHARES TR464288273120$6,7760.00%
224ISHARES TR46435U713146$5,3420.00%
225VANGUARD SCOTTSDALE FDS92206C771122$5,3410.00%
226SCHWAB STRATEGIC TR808524755161$5,0990.00%
227SCHWAB STRATEGIC TR808524698117$4,9370.00%
228SCHWAB STRATEGIC TR808524730176$4,6150.00%
229SCHWAB STRATEGIC TR80852476395$4,6070.00%
230SELECT SECTOR SPDR TR81369Y860125$4,2590.00%
231PIMCO ETF TR72201R20582$4,1070.00%
232ISHARES TR464287390141$3,6040.00%
233SPDR SER TR78464A85465$3,2670.00%
234AMPLIFY ETF TR032108607145$2,8900.00%
235SCHWAB STRATEGIC TR80852485459$2,8280.00%
236SCHWAB STRATEGIC TR80852474882$2,6350.00%
237FIDELITY COVINGTON TRUST31609288158$2,5710.00%
238ISHARES TR46428732529$2,4210.00%
239SCHWAB STRATEGIC TR80852488862$2,0000.00%
240FIRST TR EXCHANGE-TRADED FD33738R72049$1,9850.00%
241SELECT SECTOR SPDR TR81369Y85228$1,8360.00%
242FIDELITY COVINGTON TRUST31609287343$1,7020.00%
243SCHWAB STRATEGIC TR80852487025$1,2620.00%
244SPDR SER TR78464A39162$1,2290.00%
245SCHWAB STRATEGIC TR80852484762$1,1010.00%
246INVESCO EXCHANGE TRADED FD TIVZ25$9950.00%
247FIDELITY COVINGTON TRUST31609286522$8160.00%
248INVESCO EXCHANGE TRADED FD TIVZ21$7010.00%
249INVESCO EXCHANGE TRADED FD TIVZ15$5970.00%