Elite Wealth Management
Latest statistics and disclosures from Elite Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, NVDA, GOOGL, AMZN, META, and represent 59.07% of Elite Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: CB (+$8.0M), RY (+$5.2M), EWY, AIA, KLAC, AMZN, AAPL, CAT, DG, HCA.
- Started 10 new stock positions in AIA, CAT, HCA, CEG, ARM, CB, DG, RY, EWY, EXPE.
- Reduced shares in these 10 stocks: ISRG (-$7.2M), SAP (-$5.8M), , MSFT, GE, META, AXP, SPOT, NFLX, NVDA.
- Sold out of its positions in AXP, DUK, XOM, GE, GPIX, GPIQ, INSM, JPM, MA, NWG. ORCL, CRM, SAP, SPOT.
- Elite Wealth Management was a net seller of stock by $-18M.
- Elite Wealth Management has $308M in assets under management (AUM), dropping by -16.13%.
- Central Index Key (CIK): 0001622757
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Portfolio Holdings for Elite Wealth Management
Elite Wealth Management holds 49 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 | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 28.4 | $88M | -4% | 236k | 370.17 |
|
| NVIDIA Corporation (NVDA) | 11.5 | $35M | -6% | 203k | 174.40 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 8.6 | $27M | -3% | 92k | 287.56 |
|
| Amazon (AMZN) | 6.6 | $20M | +16% | 98k | 208.27 |
|
| Meta Platforms Cl A (META) | 4.0 | $12M | -20% | 22k | 572.13 |
|
| Broadcom (AVGO) | 3.5 | $11M | -5% | 35k | 309.51 |
|
| Apple (AAPL) | 3.5 | $11M | +34% | 43k | 253.79 |
|
| Palantir Technologies Cl A (PLTR) | 3.1 | $9.6M | -8% | 66k | 146.28 |
|
| Global X Fds Global X Silver (SIL) | 3.1 | $9.6M | -7% | 106k | 90.08 |
|
| Spdr Gold Tr Gold Shs (GLD) | 3.1 | $9.6M | -6% | 22k | 430.29 |
|
| Chubb (CB) | 2.6 | $8.0M | NEW | 25k | 325.93 |
|
| Howmet Aerospace (HWM) | 2.3 | $7.0M | -6% | 31k | 230.46 |
|
| Agnico (AEM) | 1.7 | $5.4M | -2% | 26k | 202.98 |
|
| Rbc Cad (RY) | 1.7 | $5.2M | NEW | 32k | 161.78 |
|
| Celestica (CLS) | 1.7 | $5.1M | 18k | 281.68 |
|
|
| Kla Corp Com New (KLAC) | 1.5 | $4.6M | +417% | 3.1k | 1472.43 |
|
| Ishares Msci Sth Kor Etf (EWY) | 1.4 | $4.4M | NEW | 36k | 123.01 |
|
| Philip Morris International (PM) | 1.4 | $4.3M | -2% | 26k | 165.34 |
|
| Ishares Tr Asia 50 Etf (AIA) | 1.4 | $4.2M | NEW | 39k | 106.15 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $3.5M | -20% | 12k | 286.86 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 1.0 | $3.2M | -2% | 24k | 132.90 |
|
| Advanced Micro Devices (AMD) | 0.8 | $2.5M | -34% | 13k | 203.43 |
|
| Caterpillar (CAT) | 0.6 | $1.8M | NEW | 2.6k | 708.46 |
|
| Entergy Corporation (ETR) | 0.5 | $1.5M | +4% | 13k | 112.36 |
|
| Gilead Sciences (GILD) | 0.5 | $1.5M | +3% | 11k | 139.37 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $1.3M | -13% | 2.0k | 650.48 |
|
| Coca-Cola Company (KO) | 0.4 | $1.1M | +4% | 15k | 76.05 |
|
| Dollar General (DG) | 0.4 | $1.1M | NEW | 9.2k | 118.73 |
|
| 3M Company (MMM) | 0.3 | $943k | 6.5k | 145.23 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $869k | -10% | 1.5k | 577.29 |
|
| Hca Holdings (HCA) | 0.3 | $820k | NEW | 1.7k | 473.24 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.3 | $777k | 17k | 45.89 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $753k | -34% | 756.00 | 996.43 |
|
| Figma Class A Com Stk (FIG) | 0.2 | $742k | 35k | 21.14 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $552k | 8.0k | 69.30 |
|
|
| Nrg Energy Com New (NRG) | 0.2 | $534k | +6% | 3.7k | 146.14 |
|
| Boeing Company (BA) | 0.2 | $498k | -4% | 2.5k | 199.03 |
|
| Constellation Energy (CEG) | 0.2 | $475k | NEW | 1.7k | 279.20 |
|
| Tesla Motors (TSLA) | 0.1 | $354k | -15% | 953.00 | 371.75 |
|
| Chevron Corporation (CVX) | 0.1 | $336k | -42% | 1.6k | 206.90 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $275k | -96% | 596.00 | 460.99 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $275k | -22% | 703.00 | 390.41 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $271k | -26% | 454.00 | 597.55 |
|
| Rocket Lab Corp (RKLB) | 0.1 | $268k | 4.2k | 64.22 |
|
|
| Ge Vernova (GEV) | 0.1 | $265k | -29% | 304.00 | 872.90 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $240k | -29% | 563.00 | 426.40 |
|
| Expedia Group Com New (EXPE) | 0.1 | $235k | NEW | 1.0k | 230.89 |
|
| Netflix (NFLX) | 0.1 | $229k | -91% | 2.4k | 96.15 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.1 | $200k | NEW | 1.3k | 151.28 |
|
Past Filings by Elite Wealth Management
SEC 13F filings are viewable for Elite Wealth Management going back to 2015
- Elite Wealth Management 2026 Q1 filed May 15, 2026
- Elite Wealth Management 2025 Q4 filed Feb. 2, 2026
- Elite Wealth Management 2025 Q3 filed Oct. 27, 2025
- Elite Wealth Management 2025 Q2 filed July 24, 2025
- Elite Wealth Management 2025 Q1 filed May 2, 2025
- 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