Elite Wealth Management

Latest statistics and disclosures from Elite Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Elite Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Elite Wealth Management

Elite Wealth Management holds 34 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 31.0 $134M -2% 317k 421.50
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NVIDIA Corporation (NVDA) 13.4 $58M -6% 432k 134.29
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Amazon (AMZN) 11.2 $48M -2% 220k 219.39
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Apple (AAPL) 10.3 $45M -17% 178k 250.42
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Alphabet Cap Stk Cl A (GOOGL) 4.3 $18M -42% 97k 189.30
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Celestica (CLS) 4.0 $17M -7% 186k 92.30
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Meta Platforms Cl A (META) 3.2 $14M -9% 23k 585.51
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Vertiv Holdings Com Cl A (VRT) 2.9 $13M -4% 111k 113.61
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Intuitive Surgical Com New (ISRG) 2.8 $12M -3% 23k 521.96
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Broadcom (AVGO) 1.9 $8.4M -3% 36k 231.84
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Mastercard Incorporated Cl A (MA) 1.6 $7.1M -3% 14k 526.56
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Palantir Technologies Cl A (PLTR) 1.5 $6.5M -5% 86k 75.63
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $6.5M +10% 11k 586.14
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Alphabet Cap Stk Cl C (GOOG) 1.5 $6.4M -30% 34k 190.44
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salesforce (CRM) 1.4 $6.0M -6% 18k 334.33
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $6.0M -5% 12k 511.23
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Costco Wholesale Corporation (COST) 1.3 $5.7M -5% 6.2k 916.29
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Arm Holdings Sponsored Ads (ARM) 1.2 $5.1M 41k 123.36
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Asml Holding N V N Y Registry Shs (ASML) 0.8 $3.3M 4.8k 693.12
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Hashicorp Com Cl A (HCP) 0.6 $2.8M +9% 80k 34.21
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Advanced Micro Devices (AMD) 0.4 $1.7M -6% 14k 120.79
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Tesla Motors (TSLA) 0.3 $1.5M -5% 3.6k 403.84
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Ferrari Nv Ord (RACE) 0.3 $1.1M 2.6k 424.84
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Netflix (NFLX) 0.2 $801k 899.00 891.32
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Chevron Corporation (CVX) 0.2 $759k -3% 5.2k 144.84
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Exxon Mobil Corporation (XOM) 0.1 $488k +7% 4.5k 107.57
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UnitedHealth (UNH) 0.1 $484k 956.00 505.98
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Lam Research Corp Com New (LRCX) 0.1 $441k NEW 6.1k 72.23
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Eli Lilly & Co. (LLY) 0.1 $358k 463.00 772.55
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Boeing Company (BA) 0.1 $355k 2.0k 177.00
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Amgen (AMGN) 0.1 $314k 1.2k 260.64
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Raytheon Technologies Corp (RTX) 0.1 $310k 2.7k 115.72
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Palo Alto Networks (PANW) 0.1 $245k +100% 1.3k 181.96
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Intel Corporation (INTC) 0.1 $238k 12k 20.05
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Past Filings by Elite Wealth Management

SEC 13F filings are viewable for Elite Wealth Management going back to 2015

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