ELEMENT POINTE ADVISORS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$425M
Signature - Title
David Savir - CEO
Location
Miami, FL
Summary
This page shows a list of all the recent 13F filings made by ELEMENT POINTE ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ELEMENT POINTE ADVISORS, LLC reported 70 stock holdings with total value $425M as of Q4 2024. Top holdings included IVV, SHY, SPY, JEPI, and QUAL.
Holdings Value

List of Other Managers Reporting for ELEMENT POINTE ADVISORS, LLC:

Name Holdings Value Location File Number
WCM INVESTMENT MANAGEMENT, LLC $42.5B Laguna Beach, CA 028-07104
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558