Elite Wealth Management
Latest statistics and disclosures from Elite Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, NVDA, AMZN, AAPL, GOOGL, and represent 70.24% of Elite Wealth Management's stock portfolio.
- Added to shares of these 6 stocks: SPY, LRCX, HCP, PANW, XOM, RACE.
- Started 1 new stock position in LRCX.
- Reduced shares in these 10 stocks: GOOGL (-$13M), AAPL (-$9.4M), NVDA, MSFT, GOOG, CLS, AMZN, META, CAG, LW.
- Sold out of its positions in CAG, DELL, Lam Research Corporation, LW.
- Elite Wealth Management was a net seller of stock by $-43M.
- Elite Wealth Management has $431M in assets under management (AUM), dropping by -1.49%.
- Central Index Key (CIK): 0001622757
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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 |
|
NVIDIA Corporation (NVDA) | 13.4 | $58M | -6% | 432k | 134.29 |
|
Amazon (AMZN) | 11.2 | $48M | -2% | 220k | 219.39 |
|
Apple (AAPL) | 10.3 | $45M | -17% | 178k | 250.42 |
|
Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $18M | -42% | 97k | 189.30 |
|
Celestica (CLS) | 4.0 | $17M | -7% | 186k | 92.30 |
|
Meta Platforms Cl A (META) | 3.2 | $14M | -9% | 23k | 585.51 |
|
Vertiv Holdings Com Cl A (VRT) | 2.9 | $13M | -4% | 111k | 113.61 |
|
Intuitive Surgical Com New (ISRG) | 2.8 | $12M | -3% | 23k | 521.96 |
|
Broadcom (AVGO) | 1.9 | $8.4M | -3% | 36k | 231.84 |
|
Mastercard Incorporated Cl A (MA) | 1.6 | $7.1M | -3% | 14k | 526.56 |
|
Palantir Technologies Cl A (PLTR) | 1.5 | $6.5M | -5% | 86k | 75.63 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $6.5M | +10% | 11k | 586.14 |
|
Alphabet Cap Stk Cl C (GOOG) | 1.5 | $6.4M | -30% | 34k | 190.44 |
|
salesforce (CRM) | 1.4 | $6.0M | -6% | 18k | 334.33 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $6.0M | -5% | 12k | 511.23 |
|
Costco Wholesale Corporation (COST) | 1.3 | $5.7M | -5% | 6.2k | 916.29 |
|
Arm Holdings Sponsored Ads (ARM) | 1.2 | $5.1M | 41k | 123.36 |
|
|
Asml Holding N V N Y Registry Shs (ASML) | 0.8 | $3.3M | 4.8k | 693.12 |
|
|
Hashicorp Com Cl A (HCP) | 0.6 | $2.8M | +9% | 80k | 34.21 |
|
Advanced Micro Devices (AMD) | 0.4 | $1.7M | -6% | 14k | 120.79 |
|
Tesla Motors (TSLA) | 0.3 | $1.5M | -5% | 3.6k | 403.84 |
|
Ferrari Nv Ord (RACE) | 0.3 | $1.1M | 2.6k | 424.84 |
|
|
Netflix (NFLX) | 0.2 | $801k | 899.00 | 891.32 |
|
|
Chevron Corporation (CVX) | 0.2 | $759k | -3% | 5.2k | 144.84 |
|
Exxon Mobil Corporation (XOM) | 0.1 | $488k | +7% | 4.5k | 107.57 |
|
UnitedHealth (UNH) | 0.1 | $484k | 956.00 | 505.98 |
|
|
Lam Research Corp Com New (LRCX) | 0.1 | $441k | NEW | 6.1k | 72.23 |
|
Eli Lilly & Co. (LLY) | 0.1 | $358k | 463.00 | 772.55 |
|
|
Boeing Company (BA) | 0.1 | $355k | 2.0k | 177.00 |
|
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Amgen (AMGN) | 0.1 | $314k | 1.2k | 260.64 |
|
|
Raytheon Technologies Corp (RTX) | 0.1 | $310k | 2.7k | 115.72 |
|
|
Palo Alto Networks (PANW) | 0.1 | $245k | +100% | 1.3k | 181.96 |
|
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
- Elite Wealth Management 2024 Q4 filed Feb. 3, 2025
- Elite Wealth Management 2024 Q3 filed Nov. 14, 2024
- Elite Wealth Management 2024 Q2 filed Aug. 12, 2024
- Elite Wealth Management 2024 Q1 filed April 24, 2024
- Elite Wealth Management 2023 Q4 filed Jan. 30, 2024
- Elite Wealth Management 2023 Q3 filed Nov. 1, 2023
- Elite Wealth Management 2023 Q2 filed July 28, 2023
- Elite Wealth Management 2023 Q1 filed May 4, 2023
- Elite Wealth Management 2022 Q4 filed Feb. 9, 2023
- Elite Wealth Management 2022 Q3 filed Oct. 28, 2022
- Elite Wealth Management 2022 Q2 filed July 27, 2022
- Elite Wealth Management 2022 Q1 filed April 21, 2022
- Elite Wealth Management 2021 Q4 filed Jan. 19, 2022
- Elite Wealth Management 2021 Q3 filed Oct. 15, 2021
- Elite Wealth Management 2021 Q2 filed Aug. 6, 2021
- Elite Wealth Management 2021 Q1 filed May 4, 2021