Ameliora Wealth Management
Latest statistics and disclosures from Ameliora Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IGIB, IGSB, FLRN, IVV, SGOL, and represent 35.91% of Ameliora Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IGSB (+$12M), SDVY (+$6.8M), IGIB, FLRN, SOFI, EUFN, VGK, EWG, COPX, ETHA.
- Started 13 new stock positions in LMT, CHPY, SGOV, VGSH, COPX, SMH, PGX, ABBV, VGT, TDS. SOFI, IHI, ETHA.
- Reduced shares in these 10 stocks: AGG (-$7.5M), IGEB (-$6.5M), SGOL (-$5.2M), IWY (-$5.0M), SLV, AFRM, APO, WMT, VT, BX.
- Sold out of its positions in AFRM, BABA, BX, FICO, IDXX, NIO, ORLY, SRLN.
- Ameliora Wealth Management was a net seller of stock by $-8.2M.
- Ameliora Wealth Management has $314M in assets under management (AUM), dropping by -4.44%.
- Central Index Key (CIK): 0001910168
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Download as csvPortfolio Holdings for Ameliora Wealth Management
Ameliora Wealth Management holds 232 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 7.6 | $24M | +18% | 450k | 53.22 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 7.4 | $23M | +109% | 440k | 52.56 |
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| Spdr Series Trust State Street Spd (FLRN) | 7.2 | $23M | +16% | 736k | 30.78 |
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| Ishares Tr CORE S&P500 ETF (IVV) | 7.0 | $22M | -2% | 34k | 653.21 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 6.7 | $21M | -19% | 471k | 44.62 |
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| Ishares Tr Investment Grade (IGEB) | 6.1 | $19M | -25% | 425k | 45.06 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 2.9 | $9.0M | +15% | 109k | 82.43 |
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| STATE STR SPDR S&P 500 ETF T Tr Unit (SPY) | 2.4 | $7.6M | -3% | 12k | 650.28 |
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| NVIDIA Corporation (NVDA) | 2.4 | $7.6M | 44k | 174.40 |
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| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 2.3 | $7.3M | 45k | 163.58 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 2.2 | $6.9M | +8352% | 175k | 39.43 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.1 | $6.4M | -53% | 65k | 99.27 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.9 | $6.0M | -5% | 10k | 577.18 |
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| Dbx Etf Tr Xtrack Msci Japn (DBJP) | 1.8 | $5.6M | +3% | 56k | 101.02 |
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| Broadcom (AVGO) | 1.7 | $5.2M | -3% | 17k | 309.51 |
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| Apple (AAPL) | 1.6 | $5.2M | 20k | 253.79 |
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| Ishares Msci Germany Etf (EWG) | 1.6 | $4.9M | +16% | 124k | 39.67 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $4.4M | -3% | 15k | 287.56 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 1.4 | $4.3M | -53% | 17k | 248.84 |
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| Global X Fds Defense Tech Etf (SHLD) | 1.4 | $4.3M | +2% | 60k | 70.84 |
|
| Microsoft Corporation (MSFT) | 1.3 | $4.2M | -4% | 11k | 370.17 |
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| Citigroup Com New (C) | 1.3 | $4.1M | 36k | 113.41 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $4.1M | -2% | 14k | 294.16 |
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| Wal-Mart Stores (WMT) | 1.3 | $4.0M | -19% | 32k | 124.28 |
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| Ishares Tr Msci Euro Fl Etf (EUFN) | 1.2 | $3.7M | +49% | 108k | 34.85 |
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| Waste Management (WM) | 1.2 | $3.6M | -3% | 16k | 229.79 |
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| TJX Companies (TJX) | 1.1 | $3.6M | -3% | 22k | 159.70 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.1 | $3.4M | -15% | 25k | 138.32 |
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| Visa Com Cl A (V) | 1.0 | $3.3M | -4% | 11k | 302.24 |
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| Amazon (AMZN) | 1.0 | $3.0M | 15k | 208.27 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.8 | $2.6M | 50k | 50.84 |
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| Goldman Sachs (GS) | 0.8 | $2.5M | -2% | 3.0k | 845.99 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.7 | $2.2M | 24k | 91.77 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $2.1M | 4.2k | 499.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.0M | -19% | 7.1k | 286.86 |
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| Ishares Silver Tr Ishares (SLV) | 0.6 | $2.0M | -66% | 29k | 68.14 |
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| Ishares Msci Switzerland (EWL) | 0.6 | $1.7M | +2% | 30k | 58.81 |
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| Sofi Technologies (SOFI) | 0.5 | $1.6M | NEW | 100k | 15.88 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.6M | +15% | 3.6k | 430.29 |
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| Spdr Series Trust State Street Spd (BIL) | 0.5 | $1.5M | 16k | 91.64 |
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| Quanta Services (PWR) | 0.4 | $1.3M | 2.4k | 549.02 |
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| Ge Aerospace Com New (GE) | 0.4 | $1.2M | -3% | 4.4k | 283.77 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.2M | -2% | 1.3k | 919.77 |
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| Vanguard Index Fds S&P 500 ETF SHS (VOO) | 0.4 | $1.1M | -16% | 1.9k | 597.73 |
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| Ssga Active Etf Tr State Street Ult (ULST) | 0.4 | $1.1M | 28k | 40.50 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.1M | +9% | 6.6k | 169.66 |
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| Ishares Gold Tr Ishares New (IAU) | 0.4 | $1.1M | 13k | 88.16 |
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| Meta Platforms Cl A (META) | 0.3 | $1.1M | -9% | 1.9k | 572.13 |
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| UnitedHealth (UNH) | 0.3 | $1.1M | 4.0k | 270.59 |
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| Ishares Tr Us Consum Discre (IYC) | 0.3 | $1.1M | 11k | 96.92 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $921k | 4.2k | 218.69 |
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| Palo Alto Networks (PANW) | 0.3 | $823k | -3% | 5.1k | 160.32 |
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| Micron Technology (MU) | 0.3 | $815k | +19% | 2.4k | 337.84 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $668k | 2.0k | 337.95 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $666k | 17k | 38.42 |
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| Boeing Company (BA) | 0.2 | $647k | -27% | 3.3k | 199.03 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $628k | 1.3k | 479.20 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $622k | 12k | 50.95 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $621k | -7% | 9.3k | 67.07 |
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| Costco Wholesale Corporation (COST) | 0.2 | $606k | -8% | 608.00 | 996.43 |
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| Chevron Corporation (CVX) | 0.2 | $605k | +34% | 2.9k | 206.90 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $605k | 6.5k | 93.29 |
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| Netflix (NFLX) | 0.2 | $554k | -4% | 5.8k | 96.15 |
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| Ishares Tr CORE S&P MCP ETF (IJH) | 0.2 | $539k | 8.0k | 67.53 |
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| Ge Vernova (GEV) | 0.2 | $533k | 610.00 | 872.90 |
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| Oracle Corporation (ORCL) | 0.2 | $522k | -7% | 3.5k | 147.11 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $494k | 10k | 49.37 |
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| Walt Disney Company (DIS) | 0.2 | $488k | 5.1k | 96.38 |
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| MarineMax (HZO) | 0.2 | $476k | 18k | 27.06 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $476k | 10k | 47.55 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $473k | -6% | 1.0k | 460.99 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $471k | -6% | 958.00 | 491.53 |
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| Barclays Bank Ipath Selct Mlp (ATMP) | 0.1 | $453k | -22% | 13k | 34.46 |
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| Lowe's Companies (LOW) | 0.1 | $433k | +2% | 1.8k | 236.28 |
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| S&p Global (SPGI) | 0.1 | $428k | -7% | 1.0k | 425.34 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $411k | +52% | 7.6k | 54.05 |
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| Advanced Micro Devices (AMD) | 0.1 | $399k | 2.0k | 203.43 |
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| Home Depot (HD) | 0.1 | $394k | 1.2k | 328.89 |
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| Ishares Tr Msci India Etf (INDA) | 0.1 | $381k | 8.1k | 46.83 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $368k | 4.5k | 82.75 |
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| Ishares Tr Msci Global Qual (AQLT) | 0.1 | $359k | 13k | 27.64 |
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| Invesco Exchange Traded Fd T S&P500 EQL WGT (RSP) | 0.1 | $343k | 1.8k | 191.92 |
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| Wells Fargo & Company (WFC) | 0.1 | $342k | 4.3k | 79.61 |
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| Bank of America Corporation (BAC) | 0.1 | $328k | -16% | 6.7k | 48.75 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $323k | 1.8k | 184.28 |
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| Intel Corporation (INTC) | 0.1 | $322k | 7.3k | 44.13 |
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| Iron Mountain (IRM) | 0.1 | $317k | -28% | 3.1k | 102.14 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $300k | 4.0k | 75.09 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $289k | 740.00 | 390.41 |
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| Progressive Corporation (PGR) | 0.1 | $278k | +2% | 1.4k | 198.24 |
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| Ishares Tr S&P 100 ETF (OEF) | 0.1 | $252k | 792.00 | 318.07 |
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| Pepsi (PEP) | 0.1 | $251k | 1.6k | 155.29 |
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| Global X Fds Global X Copper (COPX) | 0.1 | $248k | NEW | 3.3k | 76.35 |
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| Cloudflare Cl A Com (NET) | 0.1 | $246k | -13% | 1.2k | 206.34 |
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| Caterpillar (CAT) | 0.1 | $242k | 342.00 | 708.46 |
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| Spdr Index Shs Fds State Street Spd (FEZ) | 0.1 | $232k | +8% | 3.7k | 62.08 |
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| Us Bancorp Com New (USB) | 0.1 | $229k | 4.4k | 52.01 |
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| Tesla Motors (TSLA) | 0.1 | $225k | 606.00 | 371.75 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $223k | NEW | 14k | 15.83 |
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| Procter & Gamble Company (PG) | 0.1 | $211k | 1.5k | 144.44 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $203k | 4.0k | 50.82 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $188k | 310.00 | 605.01 |
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| Ecolab (ECL) | 0.1 | $186k | 700.00 | 266.02 |
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| Ishares Msci Japan Etf (EWJ) | 0.1 | $177k | 2.1k | 84.44 |
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| Dell Technologies CL C (DELL) | 0.1 | $174k | 1.1k | 164.13 |
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| Johnson & Johnson (JNJ) | 0.1 | $171k | 700.00 | 244.44 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $161k | 1.5k | 108.99 |
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| Shell Spon Ads (SHEL) | 0.1 | $160k | 1.7k | 93.00 |
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| Electronic Arts (EA) | 0.0 | $153k | 750.00 | 203.87 |
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| McKesson Corporation (MCK) | 0.0 | $147k | 170.00 | 865.36 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $143k | 1.7k | 82.57 |
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| Fortinet (FTNT) | 0.0 | $140k | -14% | 1.7k | 81.72 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $138k | 2.3k | 61.26 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $137k | 7.5k | 18.29 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $128k | 2.3k | 56.79 |
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| Datadog Cl A Com (DDOG) | 0.0 | $125k | 1.1k | 118.05 |
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| Morgan Stanley Com New (MS) | 0.0 | $119k | 724.00 | 164.57 |
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| Kla Corp Com New (KLAC) | 0.0 | $115k | 95.00 | 1215.08 |
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| Tidal Trust Ii Yieldmax Semicon (CHPY) | 0.0 | $111k | NEW | 2.0k | 55.66 |
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| MercadoLibre (MELI) | 0.0 | $109k | -11% | 63.00 | 1729.02 |
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| 3M Company (MMM) | 0.0 | $109k | 750.00 | 145.23 |
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| Legg Mason Etf Invt Franklin Clearbr (YLDE) | 0.0 | $108k | 2.0k | 53.99 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $106k | 1.4k | 73.64 |
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| Booking Holdings (BKNG) | 0.0 | $105k | 25.00 | 4210.32 |
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| CVS Caremark Corporation (CVS) | 0.0 | $103k | 1.4k | 71.82 |
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| Nextera Energy (NEE) | 0.0 | $100k | 1.1k | 92.88 |
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| At&t (T) | 0.0 | $96k | 3.3k | 28.99 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $95k | 265.00 | 357.17 |
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| Box Cl A (BOX) | 0.0 | $95k | 4.0k | 23.64 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $91k | NEW | 150.00 | 604.39 |
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| TELEPHONE & DATA SYS Com New (TDS) | 0.0 | $90k | NEW | 2.1k | 42.10 |
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| Snowflake Com Shs (SNOW) | 0.0 | $89k | 591.00 | 150.82 |
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| Constellation Energy (CEG) | 0.0 | $84k | 300.00 | 279.25 |
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| Zscaler Incorporated (ZS) | 0.0 | $84k | -18% | 595.00 | 140.29 |
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| Philip Morris International (PM) | 0.0 | $83k | 500.00 | 165.34 |
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| Servicenow (NOW) | 0.0 | $74k | 710.00 | 104.55 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $73k | NEW | 190.00 | 383.40 |
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| Qualcomm (QCOM) | 0.0 | $71k | -29% | 550.00 | 128.78 |
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| Corteva (CTVA) | 0.0 | $70k | 830.00 | 83.71 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $67k | 346.00 | 192.90 |
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| Block Cl A (XYZ) | 0.0 | $59k | 973.00 | 60.18 |
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| Intercontinental Exchange (ICE) | 0.0 | $57k | 364.00 | 157.28 |
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| Roku Com Cl A (ROKU) | 0.0 | $54k | 567.00 | 94.62 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $53k | NEW | 1.0k | 53.35 |
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| Howmet Aerospace (HWM) | 0.0 | $52k | 225.00 | 230.46 |
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| EQT Corporation (EQT) | 0.0 | $52k | 810.00 | 63.64 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $46k | 2.2k | 20.70 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $45k | 184.00 | 243.08 |
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| Blackrock (BLK) | 0.0 | $43k | -11% | 45.00 | 961.71 |
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| Honeywell International (HON) | 0.0 | $43k | 191.00 | 226.03 |
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| Ishares Msci Brazil Etf (EWZ) | 0.0 | $43k | -86% | 1.1k | 38.39 |
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| American Water Works (AWK) | 0.0 | $40k | 297.00 | 136.09 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $39k | 160.00 | 246.16 |
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| McDonald's Corporation (MCD) | 0.0 | $39k | +24% | 126.00 | 310.79 |
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| Martin Marietta Materials (MLM) | 0.0 | $39k | 66.00 | 588.68 |
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| Cisco Systems (CSCO) | 0.0 | $37k | 482.00 | 77.59 |
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| Paypal Holdings (PYPL) | 0.0 | $37k | -16% | 815.00 | 45.23 |
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| KRATOS DEFENSE & SEC SOLUTIO Com New (KTOS) | 0.0 | $36k | 515.00 | 70.51 |
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| Dollar General (DG) | 0.0 | $36k | 300.00 | 118.73 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.0 | $34k | 500.00 | 68.79 |
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| Dbx Etf Tr Xtrackers Msci (USSG) | 0.0 | $34k | 576.00 | 59.68 |
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| Roper Industries (ROP) | 0.0 | $34k | -34% | 95.00 | 353.86 |
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| Hecla Mining Company (HL) | 0.0 | $32k | -66% | 1.7k | 18.63 |
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| MasTec (MTZ) | 0.0 | $32k | 145.00 | 217.37 |
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| Brookfield Real Assets Incom Shs Ben Int (RA) | 0.0 | $31k | 2.4k | 12.86 |
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| Cme (CME) | 0.0 | $30k | 103.00 | 295.35 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $30k | 50.00 | 605.00 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $30k | -66% | 1.0k | 30.12 |
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| Analog Devices (ADI) | 0.0 | $30k | 94.00 | 318.14 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.0 | $29k | -65% | 1.4k | 20.75 |
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| Arista Networks Com Shs (ANET) | 0.0 | $28k | 230.00 | 122.78 |
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| Cheniere Energy Com New (LNG) | 0.0 | $28k | 98.00 | 283.76 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $27k | 645.00 | 42.49 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $27k | 200.00 | 136.94 |
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| Regions Financial Corporation (RF) | 0.0 | $27k | 1.0k | 27.10 |
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| salesforce (CRM) | 0.0 | $27k | 100.00 | 264.91 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $26k | 34.00 | 772.65 |
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| Icici Bank Adr (IBN) | 0.0 | $26k | -63% | 1.0k | 25.90 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $25k | 1.4k | 17.75 |
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| Mp Materials Corp Com Cl A (MP) | 0.0 | $25k | 500.00 | 50.52 |
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| Transportadora De Gas Del Su Sponsored Ads B (TGS) | 0.0 | $25k | 714.00 | 34.61 |
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| AGCO Corporation (AGCO) | 0.0 | $25k | 213.00 | 115.87 |
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| Citizens Financial (CFG) | 0.0 | $25k | 420.00 | 58.41 |
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| Ishares Msci World Etf (URTH) | 0.0 | $25k | -32% | 136.00 | 180.02 |
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| Houlihan Lokey Cl A (HLI) | 0.0 | $24k | 169.00 | 143.62 |
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| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.0 | $24k | 319.00 | 75.47 |
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| Bristol Myers Squibb (BMY) | 0.0 | $24k | 395.00 | 60.65 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $24k | 250.00 | 93.93 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $23k | 303.00 | 75.41 |
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| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 0.0 | $20k | 342.00 | 59.42 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $20k | NEW | 200.00 | 100.66 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $20k | 70.00 | 287.26 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $20k | 319.00 | 62.68 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $20k | 110.00 | 177.75 |
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| Iqvia Holdings (IQV) | 0.0 | $19k | 111.00 | 170.54 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $19k | NEW | 1.7k | 10.88 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $18k | NEW | 300.00 | 58.54 |
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| Abbvie (ABBV) | 0.0 | $17k | NEW | 78.00 | 217.49 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $17k | -27% | 80.00 | 209.07 |
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| Apollo Global Mgmt (APO) | 0.0 | $17k | -99% | 150.00 | 111.42 |
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| C3 Ai Cl A (AI) | 0.0 | $17k | -25% | 1.2k | 13.75 |
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| Newmont Mining Corporation (NEM) | 0.0 | $17k | -69% | 200.00 | 83.12 |
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| Wp Carey (WPC) | 0.0 | $16k | 230.00 | 67.96 |
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| Q2 Holdings (QTWO) | 0.0 | $15k | 320.00 | 47.30 |
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| Verizon Communications (VZ) | 0.0 | $15k | -62% | 300.00 | 50.20 |
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| Amphenol Corp Cl A (APH) | 0.0 | $15k | 115.00 | 126.35 |
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| AeroVironment (AVAV) | 0.0 | $15k | 60.00 | 241.88 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $14k | 130.00 | 104.72 |
|
|
| Vistra Energy (VST) | 0.0 | $14k | 90.00 | 150.33 |
|
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $14k | 506.00 | 26.72 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $13k | 107.00 | 120.81 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $13k | 65.00 | 197.51 |
|
|
| First Tr Exchange-traded Cloud Computing (SKYY) | 0.0 | $12k | 113.00 | 109.36 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $12k | 187.00 | 65.30 |
|
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $12k | 698.00 | 17.32 |
|
|
| Realty Income (O) | 0.0 | $12k | 188.00 | 61.18 |
|
|
| Vanguard World Materials Etf (VAW) | 0.0 | $12k | 51.00 | 225.33 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $9.2k | 44.00 | 210.02 |
|
|
| Barclays Bank Ipath Ser B Etn (GRN) | 0.0 | $8.9k | 309.00 | 28.70 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $7.4k | 104.00 | 71.18 |
|
|
| Danaher Corporation (DHR) | 0.0 | $6.6k | -83% | 35.00 | 188.06 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $6.5k | 50.00 | 130.94 |
|
|
| Boston Beer Cl A (SAM) | 0.0 | $4.6k | 20.00 | 230.40 |
|
|
| Grayscale Ethereum Staking Shs New (ETH) | 0.0 | $4.0k | -50% | 200.00 | 19.86 |
|
| Prudential Financial (PRU) | 0.0 | $3.9k | 40.00 | 97.70 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $3.6k | 47.00 | 76.17 |
|
|
| Nuveen Equity Premium Income Fund | 0.0 | $2.7k | 200.00 | 13.26 |
|
|
| American Airls (AAL) | 0.0 | $1.6k | -85% | 150.00 | 10.74 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $1.2k | 100.00 | 12.33 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.1k | 11.00 | 99.82 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $698.000000 | NEW | 1.00 | 698.00 |
|
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $601.000400 | 14.00 | 42.93 |
|
Past Filings by Ameliora Wealth Management
SEC 13F filings are viewable for Ameliora Wealth Management going back to 2021
- Ameliora Wealth Management 2026 Q1 filed April 23, 2026
- Ameliora Wealth Management 2025 Q4 filed Jan. 21, 2026
- Ameliora Wealth Management 2025 Q3 filed Nov. 12, 2025
- Ameliora Wealth Management 2025 Q2 filed July 23, 2025
- Ameliora Wealth Management 2025 Q1 filed April 15, 2025
- Ameliora Wealth Management 2024 Q4 filed Jan. 28, 2025
- Ameliora Wealth Management 2024 Q3 filed Oct. 11, 2024
- Ameliora Wealth Management 2024 Q2 filed July 16, 2024
- Ameliora Wealth Management 2024 Q1 filed April 16, 2024
- Ameliora Wealth Management 2023 Q4 filed Jan. 10, 2024
- Ameliora Wealth Management 2023 Q3 filed Oct. 10, 2023
- Ameliora Wealth Management 2023 Q2 filed July 10, 2023
- Ameliora Wealth Management 2023 Q1 filed April 17, 2023
- Ameliora Wealth Management 2022 Q4 filed Feb. 6, 2023
- Ameliora Wealth Management 2022 Q3 filed Nov. 7, 2022
- Ameliora Wealth Management 2022 Q2 filed Aug. 9, 2022