Ameliora Wealth Management
Latest statistics and disclosures from Ameliora Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IGIB, FLRN, IGSB, SGOL, and represent 35.49% of Ameliora Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$10M), QQQ, IEMG, GDX, FLRN, SOXX, XOM, DBJP, NEM, CRWD.
- Started 23 new stock positions in SPCX, LRCX, MNST, AMAT, MRNA, IEMG, USMV, SQQQ, SOXX, GGAL. WELL, CRWV, XOM, SMH, MBGL, XLP, XLV, GILD, QUAL, ASML, MRVL, TXN, SPXU.
- Reduced shares in these 10 stocks: WMT, IGSB, IGIB, TJX, GS, , SLV, IGEB, PGR, PANW.
- Sold out of its positions in ABBV, APO, CME, EA, Exxon Mobil Corporation, COPX, PGX, EL, RDW, SLVR. Teva Pharmaceutical Industries, ULTA, VDC.
- Ameliora Wealth Management was a net buyer of stock by $15M.
- Ameliora Wealth Management has $350M in assets under management (AUM), dropping by 3.97%.
- Central Index Key (CIK): 0001910168
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Download as csvPortfolio Holdings for Ameliora Wealth Management
Ameliora Wealth Management holds 239 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr CORE S&P500 ETF (IVV) | 10.0 | $35M | +40% | 46k | 765.85 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 7.2 | $25M | -4% | 499k | 50.35 |
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| Spdr Series Trust St Str Rate Etf (FLRN) | 7.0 | $25M | +7% | 799k | 30.84 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 6.1 | $21M | -4% | 416k | 51.23 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 5.2 | $18M | 457k | 39.56 |
|
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| Ishares Tr Invt Grad Sy Etf (IGEB) | 5.1 | $18M | -2% | 419k | 42.79 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $10M | +57% | 14k | 739.77 |
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| NVIDIA Corporation (NVDA) | 2.8 | $10M | 44k | 228.38 |
|
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| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 2.8 | $9.8M | +3% | 55k | 177.11 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 2.8 | $9.6M | +4% | 111k | 86.80 |
|
| Dbx Etf Tr Xtrack Msci Japn (DBJP) | 2.5 | $8.8M | +10% | 75k | 116.60 |
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| STATE STR SPDR S&P 500 ETF T Tr Unit (SPY) | 2.4 | $8.5M | 11k | 762.63 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 2.0 | $6.9M | -3% | 171k | 40.58 |
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| Apple (AAPL) | 1.9 | $6.6M | 20k | 333.02 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.7 | $5.9M | -2% | 63k | 94.54 |
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| Microsoft Corporation (MSFT) | 1.7 | $5.8M | 11k | 512.90 |
|
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| Broadcom (AVGO) | 1.6 | $5.6M | -4% | 16k | 351.19 |
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| Global X Fds Defense Tech Etf (SHLD) | 1.5 | $5.3M | +4% | 89k | 60.08 |
|
| Ishares Msci Germany Etf (EWG) | 1.5 | $5.2M | +2% | 125k | 41.31 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $5.1M | -3% | 15k | 344.08 |
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| Ishares Msci Switzerland (EWL) | 1.4 | $5.0M | 85k | 59.15 |
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| Citigroup Com New (C) | 1.3 | $4.7M | 36k | 129.48 |
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| Ishares Tr Msci Euro Fl Etf (EUFN) | 1.3 | $4.4M | +4% | 111k | 39.78 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $4.3M | -5% | 13k | 330.83 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.2 | $4.1M | +84% | 47k | 87.80 |
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| Amazon (AMZN) | 1.1 | $3.8M | -2% | 15k | 249.15 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.0 | $3.6M | 23k | 157.85 |
|
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| Visa Com Cl A (V) | 1.0 | $3.5M | -7% | 9.8k | 359.33 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.4M | +2% | 7.0k | 340.74 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $2.3M | 4.2k | 551.47 |
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| Ishares Core Msci Emkt (IEMG) | 0.6 | $2.2M | NEW | 27k | 81.16 |
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| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 0.6 | $2.0M | 39k | 49.88 |
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| TJX Companies (TJX) | 0.5 | $1.9M | -34% | 15k | 132.31 |
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| Palo Alto Networks (PANW) | 0.5 | $1.7M | -18% | 4.4k | 397.31 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.7M | 1.5k | 1157.08 |
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| Goldman Sachs (GS) | 0.5 | $1.7M | -37% | 1.9k | 900.36 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.5 | $1.7M | NEW | 2.9k | 568.64 |
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| Sofi Technologies (SOFI) | 0.4 | $1.6M | 100k | 15.72 |
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| Micron Technology (MU) | 0.4 | $1.5M | -14% | 1.4k | 1065.11 |
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| Meta Platforms Cl A (META) | 0.4 | $1.5M | +4% | 2.1k | 725.18 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.4 | $1.5M | 16k | 91.64 |
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| Quanta Services (PWR) | 0.4 | $1.5M | 2.3k | 642.51 |
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| UnitedHealth (UNH) | 0.4 | $1.5M | 4.0k | 367.08 |
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|
| Vanguard Index Fds S&P 500 ETF SHS (VOO) | 0.4 | $1.4M | +6% | 2.1k | 700.86 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.4M | 3.6k | 380.84 |
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| Ge Aerospace Com New (GE) | 0.4 | $1.4M | 4.4k | 312.29 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $1.3M | +44% | 2.9k | 456.19 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.3 | $1.2M | 4.0k | 294.91 |
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| Ishares Silver Tr Ishares (SLV) | 0.3 | $1.2M | -30% | 22k | 54.51 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.2M | 1.9k | 611.76 |
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| Ssga Active Etf Tr St Str Ul Bd Etf (ULST) | 0.3 | $1.1M | 28k | 40.24 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.3 | $1.1M | NEW | 6.6k | 162.75 |
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| Ishares Tr Us Consum Discre (IYC) | 0.3 | $1.0M | 11k | 94.78 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $976k | 13k | 78.10 |
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| MarineMax (HZO) | 0.3 | $921k | 18k | 52.30 |
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| Intel Corporation (INTC) | 0.3 | $886k | 7.4k | 120.23 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $867k | 4.2k | 207.18 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $831k | +324% | 3.1k | 264.75 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $811k | 17k | 47.34 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $799k | 9.4k | 85.42 |
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| Newmont Mining Corporation (NEM) | 0.2 | $767k | +4334% | 6.7k | 115.34 |
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| Constellation Energy (CEG) | 0.2 | $722k | +54% | 2.8k | 254.02 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $657k | 1.3k | 497.95 |
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| Costco Wholesale Corporation (COST) | 0.2 | $635k | -3% | 698.00 | 910.34 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $623k | 12k | 51.04 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $610k | 6.5k | 94.17 |
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| Boeing Company (BA) | 0.2 | $605k | 3.3k | 186.05 |
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| Chevron Corporation (CVX) | 0.2 | $597k | 2.9k | 204.21 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $575k | 1.4k | 406.63 |
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| Ishares Tr CORE S&P MCP ETF (IJH) | 0.2 | $574k | 8.0k | 71.95 |
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| Ge Vernova (GEV) | 0.2 | $547k | -5% | 575.00 | 950.49 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.2 | $534k | 10k | 53.40 |
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| Walt Disney Company (DIS) | 0.2 | $531k | 5.1k | 104.90 |
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| Blackrock (BLK) | 0.1 | $525k | +1671% | 496.00 | 1058.29 |
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| Oracle Corporation (ORCL) | 0.1 | $521k | +4% | 3.8k | 137.30 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $485k | 4.0k | 121.24 |
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| Wal-Mart Stores (WMT) | 0.1 | $485k | -84% | 4.7k | 103.92 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $451k | 7.6k | 59.31 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $443k | 5.7k | 78.31 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $442k | -5% | 2.4k | 185.65 |
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| Barclays Bank Ipath Selct Mlp (ATMP) | 0.1 | $434k | 13k | 34.15 |
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| S&p Global (SPGI) | 0.1 | $424k | +5% | 1.1k | 394.47 |
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| Ishares Tr Msc Glo Fac Etf (AQLT) | 0.1 | $415k | 13k | 31.92 |
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| Invesco Exchange Traded Fd T S&P500 EQL WGT (RSP) | 0.1 | $408k | 2.0k | 208.02 |
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| O'reilly Automotive (ORLY) | 0.1 | $407k | 4.8k | 85.41 |
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| Ishares Tr Msci India Etf (INDA) | 0.1 | $380k | 8.1k | 46.68 |
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| Bank of America Corporation (BAC) | 0.1 | $355k | 6.5k | 54.43 |
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| Cloudflare Cl A Com (NET) | 0.1 | $347k | -13% | 1.0k | 347.28 |
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| Netflix (NFLX) | 0.1 | $347k | -13% | 5.0k | 69.58 |
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| Wells Fargo & Company (WFC) | 0.1 | $344k | 4.3k | 80.05 |
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| Vanguard Index Fds Mrngstr Md Cp Va (VOE) | 0.1 | $342k | 1.8k | 195.53 |
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| Ishares Tr S&P 100 ETF (OEF) | 0.1 | $303k | 792.00 | 382.08 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $301k | +54% | 1.2k | 241.31 |
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| Datadog Cl A Com (DDOG) | 0.1 | $286k | 1.0k | 273.85 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $284k | 14k | 20.12 |
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| Servicenow (NOW) | 0.1 | $283k | +7% | 2.1k | 134.01 |
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| Caterpillar (CAT) | 0.1 | $277k | 342.00 | 810.79 |
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| Dell Technologies CL C (DELL) | 0.1 | $258k | 479.00 | 537.95 |
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| Us Bancorp Com New (USB) | 0.1 | $254k | 4.4k | 57.76 |
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| Spdr Index Shs Fds St Str Eu 50 Etf (FEZ) | 0.1 | $251k | 3.7k | 67.31 |
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| Fortinet (FTNT) | 0.1 | $248k | -19% | 1.4k | 178.76 |
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| Carrier Global Corporation (CARR) | 0.1 | $239k | 4.4k | 54.86 |
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| Iron Mountain (IRM) | 0.1 | $233k | 2.1k | 110.95 |
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| Procter & Gamble Company (PG) | 0.1 | $212k | 1.5k | 145.28 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $210k | 4.0k | 52.44 |
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| Ishares Msci Japan Etf (EWJ) | 0.1 | $205k | 2.1k | 97.46 |
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| Pepsi (PEP) | 0.1 | $205k | 1.6k | 126.72 |
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| Waste Management (WM) | 0.1 | $199k | -9% | 977.00 | 203.92 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $192k | 4.3k | 45.25 |
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| Ecolab (ECL) | 0.1 | $192k | 700.00 | 274.58 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $188k | +44% | 5.8k | 32.53 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $188k | 310.00 | 606.81 |
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| Johnson & Johnson (JNJ) | 0.1 | $185k | 700.00 | 264.74 |
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| Zscaler Incorporated (ZS) | 0.1 | $177k | +53% | 885.00 | 199.42 |
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| Shell Spon Ads (SHEL) | 0.0 | $164k | 1.7k | 95.05 |
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| Snowflake Com Shs (SNOW) | 0.0 | $158k | -21% | 466.00 | 339.56 |
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| Tesla Motors (TSLA) | 0.0 | $154k | -28% | 435.00 | 354.81 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $151k | 1.5k | 102.18 |
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| McKesson Corporation (MCK) | 0.0 | $145k | 170.00 | 853.81 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $141k | 1.7k | 81.20 |
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| Kla Corp Com New (KLAC) | 0.0 | $140k | +657% | 720.00 | 194.93 |
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| Tidal Trust Ii Yiel Se Port Etf (CHPY) | 0.0 | $139k | 2.0k | 69.51 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $139k | 2.3k | 61.50 |
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| Morgan Stanley Com New (MS) | 0.0 | $136k | 724.00 | 188.08 |
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| Box Cl A (BOX) | 0.0 | $134k | 4.0k | 33.48 |
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| CVS Caremark Corporation (CVS) | 0.0 | $123k | 1.4k | 85.69 |
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| 3M Company (MMM) | 0.0 | $123k | 750.00 | 164.15 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $119k | 7.0k | 17.00 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $113k | +450% | 605.00 | 187.05 |
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| Philip Morris International (PM) | 0.0 | $107k | +12% | 560.00 | 190.82 |
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| Booking Holdings (BKNG) | 0.0 | $102k | 625.00 | 162.91 |
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| Qualcomm (QCOM) | 0.0 | $101k | 550.00 | 184.04 |
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| MercadoLibre (MELI) | 0.0 | $90k | -68% | 52.00 | 1728.54 |
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| Home Depot (HD) | 0.0 | $85k | 300.00 | 284.49 |
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| Nextera Energy (NEE) | 0.0 | $82k | 1.1k | 75.74 |
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| At&t (T) | 0.0 | $81k | 3.3k | 24.40 |
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| Arista Networks Com Shs (ANET) | 0.0 | $78k | +67% | 385.00 | 203.59 |
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| Proshares Tr ULTR SHO S&P 500 (SPXU) | 0.0 | $78k | NEW | 2.3k | 34.80 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $76k | 150.00 | 509.25 |
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| Grupo Financiero Galicia Sponsored Adr (GGAL) | 0.0 | $75k | NEW | 2.0k | 37.24 |
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| TELEPHONE & DATA SYS Com New (TDS) | 0.0 | $73k | 2.1k | 33.92 |
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| Corteva (CTVA) | 0.0 | $64k | 830.00 | 77.65 |
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| Roku Com Cl A (ROKU) | 0.0 | $55k | -36% | 360.00 | 152.28 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $52k | 2.2k | 23.53 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $51k | 1.0k | 51.15 |
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| Howmet Aerospace (HWM) | 0.0 | $51k | 225.00 | 226.18 |
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| Lowe's Companies (LOW) | 0.0 | $50k | -61% | 272.00 | 184.29 |
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| Azul S A Sponsored Ads (AZUL) | 0.0 | $47k | +200% | 6.0k | 7.90 |
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| Mp Materials Corp Com Cl A (MP) | 0.0 | $47k | +100% | 1.0k | 47.29 |
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| Proshares Tr Ultrapro Short (SQQQ) | 0.0 | $45k | NEW | 1.3k | 34.41 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $45k | 160.00 | 277.89 |
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| Ishares Msci Brazil Etf (EWZ) | 0.0 | $42k | 1.1k | 37.25 |
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| Dbx Etf Tr Xtrackers Msci (USSG) | 0.0 | $41k | 576.00 | 71.29 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $40k | -50% | 130.00 | 305.80 |
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| EQT Corporation (EQT) | 0.0 | $39k | 810.00 | 48.56 |
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| Dollar General (DG) | 0.0 | $36k | 300.00 | 119.58 |
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| Proshares Tr S&P SMALLCAP 600 (SMDV) | 0.0 | $36k | 500.00 | 71.72 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $33k | 319.00 | 103.09 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $31k | -85% | 46.00 | 675.04 |
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| MasTec (MTZ) | 0.0 | $31k | 145.00 | 213.62 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $31k | NEW | 202.00 | 150.86 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $30k | 645.00 | 46.44 |
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| AeroVironment (AVAV) | 0.0 | $30k | +250% | 210.00 | 142.22 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $30k | 80.00 | 373.31 |
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| Iqvia Holdings (IQV) | 0.0 | $30k | 111.00 | 268.85 |
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| KRATOS DEFENSE & SEC SOLUTIO Com New (KTOS) | 0.0 | $29k | +32% | 680.00 | 42.69 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $29k | -35% | 119.00 | 239.94 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $28k | 200.00 | 137.68 |
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| Brookfield Real Assets Incom Shs Ben Int (RA) | 0.0 | $28k | 2.4k | 11.55 |
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| Regions Financial Corporation (RF) | 0.0 | $27k | 1.0k | 26.88 |
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| Citizens Financial (CFG) | 0.0 | $27k | 420.00 | 63.76 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $26k | 34.00 | 758.26 |
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| Block Cl A (XYZ) | 0.0 | $26k | -56% | 350.00 | 73.53 |
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| Paypal Holdings (PYPL) | 0.0 | $25k | -41% | 475.00 | 52.53 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $25k | NEW | 255.00 | 97.44 |
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| Bristol Myers Squibb (BMY) | 0.0 | $25k | 395.00 | 62.40 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $24k | 303.00 | 80.59 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $24k | 1.4k | 17.05 |
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| AGCO Corporation (AGCO) | 0.0 | $24k | 213.00 | 114.23 |
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| Ishares Msci World Etf (URTH) | 0.0 | $24k | 116.00 | 206.23 |
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| Moderna (MRNA) | 0.0 | $23k | NEW | 120.00 | 192.57 |
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| Applied Materials (AMAT) | 0.0 | $23k | NEW | 45.00 | 511.38 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $23k | NEW | 70.00 | 328.51 |
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| salesforce (CRM) | 0.0 | $23k | 100.00 | 229.57 |
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| Roper Industries (ROP) | 0.0 | $23k | -31% | 65.00 | 349.42 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $23k | 250.00 | 90.84 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $22k | 70.00 | 318.11 |
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| Progressive Corporation (PGR) | 0.0 | $22k | -95% | 105.00 | 207.31 |
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| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 0.0 | $22k | 342.00 | 63.62 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $22k | NEW | 12.00 | 1811.67 |
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| Houlihan Lokey Cl A (HLI) | 0.0 | $21k | 169.00 | 126.34 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $21k | NEW | 35.00 | 609.00 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.0 | $21k | 1.0k | 20.87 |
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| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.0 | $21k | 319.00 | 65.35 |
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| Hecla Mining Company (HL) | 0.0 | $20k | 1.2k | 17.03 |
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| Marvell Technology (MRVL) | 0.0 | $20k | NEW | 77.00 | 264.21 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $20k | 200.00 | 100.68 |
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| Intercontinental Exchange (ICE) | 0.0 | $20k | 132.00 | 152.03 |
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| Honeywell International (HON) | 0.0 | $20k | 95.00 | 210.94 |
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| Amphenol Corp Cl A (APH) | 0.0 | $19k | +100% | 230.00 | 84.30 |
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| Icici Bk Adr (IBN) | 0.0 | $19k | 700.00 | 27.55 |
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| First Tr Exchange-traded Cloud Computing (SKYY) | 0.0 | $19k | 113.00 | 163.99 |
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| Transportadora De Gas Del Su Sponsored Ads B (TGS) | 0.0 | $19k | 714.00 | 25.95 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $18k | NEW | 82.00 | 222.24 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $18k | NEW | 205.00 | 87.12 |
|
| Q2 Holdings (QTWO) | 0.0 | $18k | 320.00 | 55.44 |
|
|
| Mobility Global Com Shs (MBGL) | 0.0 | $18k | NEW | 1.0k | 17.15 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $17k | 300.00 | 57.56 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $17k | 187.00 | 88.15 |
|
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $15k | NEW | 89.00 | 168.42 |
|
| Wp Carey (WPC) | 0.0 | $15k | 230.00 | 64.63 |
|
|
| Honeywell Aerospace (HONA) | 0.0 | $15k | 95.00 | 154.97 |
|
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $15k | NEW | 180.00 | 80.60 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $14k | 107.00 | 130.09 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $14k | 65.00 | 207.51 |
|
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $14k | 698.00 | 19.30 |
|
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $13k | 506.00 | 25.93 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $13k | NEW | 45.00 | 280.09 |
|
| Vistra Energy (VST) | 0.0 | $13k | 90.00 | 138.36 |
|
|
| Vanguard World Materials Etf (VAW) | 0.0 | $11k | 51.00 | 218.18 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $11k | NEW | 265.00 | 41.62 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $11k | NEW | 47.00 | 230.23 |
|
| Gilead Sciences (GILD) | 0.0 | $11k | NEW | 72.00 | 149.06 |
|
| Barclays Bank Ipath Ser B Etn (GRN) | 0.0 | $11k | 309.00 | 33.99 |
|
|
| Realty Income (O) | 0.0 | $10k | 188.00 | 54.30 |
|
|
| C3 Ai Cl A (AI) | 0.0 | $8.2k | -38% | 750.00 | 10.99 |
|
| Qxo Com New (QXO) | 0.0 | $8.2k | 700.00 | 11.69 |
|
|
| Danaher Corporation (DHR) | 0.0 | $7.8k | 35.00 | 221.54 |
|
|
| Verizon Communications (VZ) | 0.0 | $6.9k | 150.00 | 45.87 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $6.8k | 104.00 | 65.37 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $5.7k | 50.00 | 114.00 |
|
|
| Prudential Financial (PRU) | 0.0 | $4.5k | 40.00 | 113.58 |
|
|
| Boston Beer Cl A (SAM) | 0.0 | $3.3k | 20.00 | 164.00 |
|
|
| Nuveen Equity Premium and Growth Fund (SPXX) | 0.0 | $3.1k | 167.00 | 18.49 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $2.6k | 47.00 | 56.32 |
|
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.0 | $1.5k | 100.00 | 15.41 |
|
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $1.1k | 100.00 | 10.61 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.0k | 11.00 | 94.36 |
|
|
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $465.999800 | 14.00 | 33.29 |
|
Past Filings by Ameliora Wealth Management
SEC 13F filings are viewable for Ameliora Wealth Management going back to 2021
- Ameliora Wealth Management 2026 Q3 filed Oct. 23, 2026
- Ameliora Wealth Management 2026 Q2 filed July 24, 2026
- 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