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 43 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 79.0 $1.3B -98% 27k 47531.00
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Microsoft Corporation (MSFT) 7.4 $120M +2% 318k 376.04
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Apple (AAPL) 2.5 $41M 213k 192.53
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Amazon (AMZN) 2.0 $33M 218k 151.94
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Alphabet Cap Stk Cl A (GOOGL) 1.4 $22M -3% 157k 139.69
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NVIDIA Corporation (NVDA) 1.3 $22M 44k 495.22
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Hashicorp Com Cl A (HCP) 0.9 $15M -22% 635k 23.64
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Advanced Micro Devices (AMD) 0.6 $10M 71k 147.41
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Intuitive Surgical Com New (ISRG) 0.5 $7.4M -2% 22k 337.36
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Palo Alto Networks (PANW) 0.4 $6.5M -4% 22k 294.88
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $6.2M -3% 15k 409.53
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Mastercard Incorporated Cl A (MA) 0.4 $6.0M -3% 14k 426.51
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salesforce (CRM) 0.3 $5.6M 21k 263.14
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Meta Platforms Cl A (META) 0.3 $5.5M -36% 16k 353.96
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Alphabet Cap Stk Cl C (GOOG) 0.3 $4.8M 34k 140.93
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Costco Wholesale Corporation (COST) 0.3 $4.5M -7% 6.9k 660.08
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Adobe Systems Incorporated (ADBE) 0.2 $3.5M -6% 5.9k 596.60
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Lamb Weston Hldgs (LW) 0.2 $3.3M 31k 108.09
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $3.0M -3% 3.9k 756.92
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Autodesk (ADSK) 0.2 $2.9M -2% 12k 243.48
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Cadence Design Systems (CDNS) 0.2 $2.8M -5% 10k 272.37
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Manhattan Associates (MANH) 0.2 $2.7M 13k 215.32
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Palantir Technologies Cl A (PLTR) 0.1 $2.1M 122k 17.17
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ConAgra Foods (CAG) 0.1 $1.8M 62k 28.66
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Tesla Motors (TSLA) 0.1 $1.5M +2% 6.2k 248.48
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Boeing Company (BA) 0.1 $942k +16% 3.6k 260.66
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Ferrari Nv Ord (RACE) 0.0 $766k 2.3k 338.43
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Chevron Corporation (CVX) 0.0 $707k +26% 4.7k 149.16
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Intel Corporation (INTC) 0.0 $618k -17% 12k 50.25
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UnitedHealth (UNH) 0.0 $443k 841.00 526.47
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Netflix (NFLX) 0.0 $437k NEW 898.00 486.88
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Lockheed Martin Corporation (LMT) 0.0 $361k 796.00 453.51
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Exxon Mobil Corporation (XOM) 0.0 $353k 3.5k 99.98
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Amgen (AMGN) 0.0 $347k -29% 1.2k 288.02
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FedEx Corporation (FDX) 0.0 $319k +10% 1.3k 252.97
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Symbotic Class A Com (SYM) 0.0 $317k 6.2k 51.33
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Dell Technologies CL C (DELL) 0.0 $316k 4.1k 76.50
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Texas Instruments Incorporated (TXN) 0.0 $316k -66% 1.9k 170.46
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Raytheon Technologies Corp (RTX) 0.0 $284k 3.4k 84.14
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Philip Morris International (PM) 0.0 $275k 2.9k 94.08
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West Pharmaceutical Services (WST) 0.0 $261k 740.00 352.12
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Shopify Cl A (SHOP) 0.0 $239k NEW 3.1k 77.90
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $225k -39% 641.00 350.91
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Past Filings by Elite Wealth Management

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

View all past filings