Ameliora Wealth Management

Ameliora Wealth Management as of March 31, 2025

Portfolio Holdings for Ameliora Wealth Management

Ameliora Wealth Management holds 238 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Investment Grade (IGEB) 8.8 $24M 522k 45.01
Ishares Tr Core Us Aggbd Et (AGG) 8.3 $22M 223k 98.92
Spdr Ser Tr Bloomberg Invt (FLRN) 7.1 $19M 613k 30.82
Ishares Tr Ishs 5-10yr Invt (IGIB) 6.8 $18M 344k 52.52
Metropcs Communications (TMUS) 6.0 $16M 60k 266.71
Etfs Gold Tr Physcl Gold Shs (SGOL) 4.8 $13M 432k 29.82
Ishares Tr CORE S&P500 ETF (IVV) 3.8 $10M 18k 561.90
SPDR S&P 500 ETF TR Tr Unit (SPY) 2.6 $6.9M 12k 559.39
Apple (AAPL) 2.6 $6.9M 31k 222.13
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.2 $5.8M 27k 210.94
JPMorgan Chase & Co. (JPM) 2.1 $5.6M 23k 245.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $5.3M 11k 468.92
Microsoft Corporation (MSFT) 2.0 $5.3M 14k 375.39
Visa Com Cl A (V) 2.0 $5.2M 15k 350.46
Ishares Tr Msci India Etf (INDA) 1.8 $4.7M 92k 51.47
NVIDIA Corporation (NVDA) 1.7 $4.4M 41k 108.38
Dbx Etf Tr Xtrack Msci Japn (DBJP) 1.6 $4.3M 58k 74.29
Waste Management (WM) 1.4 $3.7M 16k 231.51
Eli Lilly & Co. (LLY) 1.4 $3.7M 4.5k 825.91
Broadcom (AVGO) 1.4 $3.7M 22k 167.43
Wal-Mart Stores (WMT) 1.4 $3.6M 41k 87.79
First Tr Exchange Traded Nasdq Cln Edge (GRID) 1.3 $3.6M 31k 113.13
Apollo Global Mgmt (APO) 1.2 $3.2M 23k 136.94
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.2M 21k 154.64
Select Sector Spdr Tr Energy (XLE) 1.1 $3.1M 33k 93.45
UnitedHealth (UNH) 1.0 $2.6M 5.0k 523.75
Citigroup Com New (C) 0.9 $2.3M 33k 70.99
Mastercard Incorporated Cl A (MA) 0.9 $2.3M 4.2k 548.12
Ishares U S Etf Tr Short Duration B (NEAR) 0.9 $2.3M 45k 50.87
Costco Wholesale Corporation (COST) 0.9 $2.3M 2.4k 945.78
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.8 $2.2M 31k 70.21
Regeneron Pharmaceuticals (REGN) 0.8 $2.0M 3.2k 634.23
Amazon (AMZN) 0.7 $1.9M 10k 190.26
TJX Companies (TJX) 0.7 $1.8M 15k 121.80
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.7M 11k 156.23
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.6 $1.5M 16k 91.73
Ishares Msci Switzerland (EWL) 0.5 $1.2M 23k 51.79
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.4 $1.1M 28k 40.65
Ishares Tr CORE S&P MCP ETF (IJH) 0.4 $1.1M 19k 58.35
Ishares Tr Us Consum Discre (IYC) 0.4 $972k 11k 88.33
Palo Alto Networks (PANW) 0.4 $962k 5.6k 170.64
Vanguard Index Fds S&P 500 ETF SHS (VOO) 0.3 $929k 1.8k 513.91
Meta Platforms Cl A (META) 0.3 $912k 1.6k 576.36
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $855k 18k 47.48
Proshares Tr Ultrapro Qqq (TQQQ) 0.3 $848k 15k 57.30
Quanta Services (PWR) 0.3 $829k 3.3k 254.18
Ishares Tr S&P 100 ETF (OEF) 0.3 $771k 2.8k 270.83
Blackstone Group Inc Com Cl A (BX) 0.3 $725k 5.2k 139.78
S&p Global (SPGI) 0.3 $704k 1.4k 508.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $698k 1.3k 532.58
Boeing Company (BA) 0.3 $682k 4.0k 170.55
Ishares Gold Tr Ishares New (IAU) 0.2 $661k 13k 52.87
MetLife (MET) 0.2 $653k 8.1k 80.29
Exxon Mobil Corporation (XOM) 0.2 $643k 5.4k 118.93
Ishares Tr Us Aer Def Etf (ITA) 0.2 $629k 4.1k 153.10
Invesco Exchange Traded Fd T S&P500 EQL WGT (RSP) 0.2 $596k 3.4k 173.23
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $593k 12k 51.05
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.2 $557k 8.7k 63.80
Lowe's Companies (LOW) 0.2 $534k 2.3k 233.23
Spdr Gold Tr Gold Shs (GLD) 0.2 $524k 1.8k 288.14
Select Sector Spdr Tr Financial (XLF) 0.2 $498k 10k 49.81
Netflix (NFLX) 0.2 $490k 525.00 932.53
Walt Disney Company (DIS) 0.2 $474k 4.8k 98.70
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $429k 5.2k 82.73
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $419k 8.0k 52.37
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $412k 8.8k 46.81
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $411k 11k 36.29
Ishares Msci Jpn Etf New (EWJ) 0.2 $405k 5.9k 68.56
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $402k 3.1k 128.96
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $387k 4.7k 81.76
Rio Tinto Sponsored Adr (RIO) 0.1 $382k 6.4k 60.08
MarineMax (HZO) 0.1 $378k 18k 21.50
Nextera Energy (NEE) 0.1 $369k 5.2k 70.89
Home Depot (HD) 0.1 $361k 986.00 366.49
Chevron Corporation (CVX) 0.1 $343k 2.1k 167.29
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $340k 2.1k 166.00
Bank of America Corporation (BAC) 0.1 $329k 7.9k 41.73
Ge Aerospace Com New (GE) 0.1 $313k 1.6k 200.15
Wells Fargo & Company (WFC) 0.1 $308k 4.3k 71.79
Us Bancorp Del Com New (USB) 0.1 $289k 6.8k 42.22
Iron Mountain (IRM) 0.1 $288k 3.4k 86.04
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $287k 4.0k 71.80
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $281k 1.8k 160.54
Ishares Silver Tr Ishares (SLV) 0.1 $278k 9.0k 30.99
Thermo Fisher Scientific (TMO) 0.1 $278k 558.00 497.60
Ishares Msci Brazil Etf (EWZ) 0.1 $276k 11k 25.85
Crowdstrike Hldgs Cl A (CRWD) 0.1 $264k 750.00 352.58
Fortinet (FTNT) 0.1 $261k 2.7k 96.26
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $261k 1.4k 186.29
Advanced Micro Devices (AMD) 0.1 $249k 2.4k 102.74
Procter & Gamble Company (PG) 0.1 $249k 1.5k 170.42
Pepsi (PEP) 0.1 $242k 1.6k 149.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $226k 5.0k 45.26
Legg Mason Etf Invt Clearbridge Di (YLDE) 0.1 $208k 4.0k 51.76
Zscaler Incorporated (ZS) 0.1 $206k 1.0k 198.42
Mid-America Apartment (MAA) 0.1 $201k 1.2k 167.58
Tesla Motors (TSLA) 0.1 $199k 768.00 259.16
MercadoLibre (MELI) 0.1 $193k 99.00 1950.87
Etf Ser Solutions Distillate Us (DSTL) 0.1 $192k 3.5k 54.24
Graphic Packaging Holding Company (GPK) 0.1 $187k 7.2k 25.96
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.1 $187k 3.4k 54.41
Ishares Tr Msci Global Qual (AQLT) 0.1 $177k 7.6k 23.38
Qualcomm (QCOM) 0.1 $177k 1.2k 153.61
Ecolab (ECL) 0.1 $175k 700.00 250.19
Micron Technology (MU) 0.1 $175k 2.0k 86.89
Intuitive Surgical Com New (ISRG) 0.1 $173k 350.00 495.27
Intel Corporation (INTC) 0.1 $166k 7.3k 22.71
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $160k 1.5k 108.69
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $158k 2.0k 78.89
Oracle Corporation (ORCL) 0.1 $157k 1.1k 139.81
Teledyne Technologies Incorporated (TDY) 0.1 $154k 310.00 497.71
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $154k 1.8k 88.00
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $151k 4.0k 37.73
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $151k 2.6k 58.69
Digital Realty Trust (DLR) 0.1 $151k 1.1k 143.29
Twist Bioscience Corp (TWST) 0.1 $149k 3.8k 39.26
Cloudflare Cl A Com (NET) 0.1 $148k 1.3k 112.69
Ishares Msci Germany Etf (EWG) 0.1 $133k 3.6k 37.00
Servicenow (NOW) 0.0 $131k 164.00 796.14
Verizon Communications (VZ) 0.0 $127k 2.8k 45.36
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $127k 764.00 165.59
Shell Spon Ads (SHEL) 0.0 $126k 1.7k 73.28
Adobe Systems Incorporated (ADBE) 0.0 $124k 322.00 383.53
Box Cl A (BOX) 0.0 $123k 4.0k 30.86
Ge Vernova (GEV) 0.0 $119k 390.00 305.28
Datadog Cl A Com (DDOG) 0.0 $117k 1.2k 99.21
Booking Holdings (BKNG) 0.0 $115k 25.00 4606.92
McKesson Corporation (MCK) 0.0 $114k 170.00 672.99
Caterpillar (CAT) 0.0 $113k 342.00 329.80
3M Company (MMM) 0.0 $110k 750.00 146.86
Electronic Arts (EA) 0.0 $110k 750.00 146.30
Lpl Financial Holdings (LPLA) 0.0 $108k 330.00 326.51
Paypal Holdings (PYPL) 0.0 $106k 1.6k 65.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $106k 1.4k 73.45
Abbvie (ABBV) 0.0 $100k 477.00 209.52
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $99k 2.3k 43.70
Dell Technologies CL C (DELL) 0.0 $97k 1.1k 91.15
Snowflake Cl A (SNOW) 0.0 $95k 651.00 146.16
At&t (T) 0.0 $94k 3.3k 28.28
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $93k 800.00 115.95
Morgan Stanley Com New (MS) 0.0 $92k 792.00 116.67
Ishares Msci World Etf (URTH) 0.0 $90k 590.00 153.18
Roku Com Cl A (ROKU) 0.0 $88k 1.2k 70.44
Icici Bank Adr (IBN) 0.0 $87k 2.8k 31.52
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $86k 7.5k 11.42
Block Cl A (XYZ) 0.0 $77k 1.4k 54.33
Tetra Tech (TTEK) 0.0 $72k 2.5k 29.25
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $65k 1.4k 45.97
C3 Ai Cl A (AI) 0.0 $60k 2.8k 21.05
Ishares Tr Russell 2000 Etf (IWM) 0.0 $59k 295.00 199.49
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $57k 4.0k 14.34
Roper Industries (ROP) 0.0 $56k 95.00 589.58
Sony Group Corp Sponsored Adr (SONY) 0.0 $56k 2.2k 25.39
salesforce (CRM) 0.0 $54k 200.00 268.36
Direxion Shs Etf Tr BRZ BL 2X SHS (BRZU) 0.0 $53k 1.0k 53.10
AECOM Technology Corporation (ACM) 0.0 $52k 561.00 92.73
Kla Corp Com New (KLAC) 0.0 $51k 75.00 679.80
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $46k 3.0k 15.37
Freeport-mcmoran CL B (FCX) 0.0 $45k 1.2k 37.86
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $45k 20k 2.23
American Water Works (AWK) 0.0 $44k 297.00 147.52
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $44k 100.00 434.93
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $42k 520.00 80.71
Honeywell International (HON) 0.0 $40k 191.00 211.75
Vale S A Sponsored Ads (VALE) 0.0 $40k 4.0k 9.98
Proshares Tr Russ 2000 Divd (SMDV) 0.0 $33k 500.00 65.59
Brookfield Real Assets Incom Shs Ben Int (RA) 0.0 $31k 2.4k 13.16
Newmont Mining Corporation (NEM) 0.0 $31k 656.00 47.71
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $31k 110.00 282.56
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $31k 1.2k 25.54
Albemarle Corporation (ALB) 0.0 $30k 410.00 72.02
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.0 $29k 576.00 50.29
Corteva (CTVA) 0.0 $28k 450.00 62.93
Hecla Mining Company (HL) 0.0 $28k 5.0k 5.56
Citizens Financial (CFG) 0.0 $28k 630.00 43.76
Lauder Estee Cos Cl A (EL) 0.0 $28k 385.00 71.34
Houlihan Lokey Cl A (HLI) 0.0 $27k 169.00 161.50
United States Steel Corporation 0.0 $27k 800.00 33.99
Ansys (ANSS) 0.0 $27k 80.00 337.32
Jacobs Engineering Group (J) 0.0 $27k 223.00 120.89
Dollar General (DG) 0.0 $26k 300.00 87.93
Q2 Holdings (QTWO) 0.0 $26k 320.00 80.01
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $25k 200.00 126.75
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $25k 1.4k 17.59
Regions Financial Corporation (RF) 0.0 $24k 1.0k 23.52
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $23k 250.00 90.59
Ishares Tr Ishares Biotech (IBB) 0.0 $22k 175.00 127.90
Pampa Energia S A Spons Adr Lvl I (PAM) 0.0 $22k 254.00 87.94
Grupo Financiero Galicia Sponsored Adr (GGAL) 0.0 $21k 340.00 62.32
MasTec (MTZ) 0.0 $21k 180.00 116.71
Transportadora De Gas Sur Sponsored Ads B (TGS) 0.0 $21k 714.00 29.27
Ametek (AME) 0.0 $18k 100.00 178.82
Solaredge Technologies (SEDG) 0.0 $18k 1.1k 16.18
Ishares U S Etf Tr Bloomberg Roll (CMDY) 0.0 $18k 342.00 51.89
Etsy (ETSY) 0.0 $18k 376.00 47.18
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $17k 240.00 72.46
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) 0.0 $17k 319.00 54.11
Hilton Worldwide Holdings (HLT) 0.0 $16k 70.00 232.56
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.0 $15k 200.00 76.80
Wp Carey (WPC) 0.0 $15k 230.00 63.11
Ally Financial (ALLY) 0.0 $14k 390.00 36.47
Solventum Corp Com Shs (SOLV) 0.0 $14k 187.00 76.04
Hca Holdings (HCA) 0.0 $14k 40.00 345.55
Ishares Tr Faln Angls Usd (FALN) 0.0 $14k 506.00 26.79
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $14k 327.00 41.13
Vanguard World Financials Etf (VFH) 0.0 $13k 107.00 119.47
Domino's Pizza (DPZ) 0.0 $13k 30.00 419.77
Builders FirstSource (BLDR) 0.0 $13k 100.00 124.94
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.0 $12k 370.00 33.50
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $12k 190.00 63.00
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $12k 113.00 102.23
Realty Income (O) 0.0 $11k 188.00 58.01
Akebia Therapeutics (AKBA) 0.0 $11k 5.6k 1.92
American Airls (AAL) 0.0 $11k 1.0k 10.55
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $9.9k 75.00 132.23
Vanguard World Materials Etf (VAW) 0.0 $9.6k 51.00 188.80
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $9.5k 698.00 13.63
Barclays Bank Ipath Ser B Etn (GRN) 0.0 $8.3k 309.00 26.71
Mp Materials Corp Com Cl A (MP) 0.0 $7.8k 500.00 15.60
Danaher Corporation (DHR) 0.0 $7.2k 35.00 205.00
Peloton Interactive Cl A Com (PTON) 0.0 $6.3k 1.0k 6.32
Alcoa (AA) 0.0 $6.1k 200.00 30.50
Duke Energy Corp Com New (DUK) 0.0 $6.1k 50.00 121.96
Microchip Technology (MCHP) 0.0 $4.8k 100.00 48.41
Boston Beer Cl A (SAM) 0.0 $4.8k 20.00 238.85
Nio Spon Ads (NIO) 0.0 $4.7k 1.2k 3.81
Prudential Financial (PRU) 0.0 $4.5k 40.00 111.67
Sunrun (RUN) 0.0 $4.1k 700.00 5.86
Amentum Holdings (AMTM) 0.0 $4.1k 223.00 18.20
Nuveen Equity Premium Income Fund (BXMX) 0.0 $2.6k 200.00 13.12
Arcturus Therapeutics Hldg I (ARCT) 0.0 $1.6k 150.00 10.59
Moderna (MRNA) 0.0 $1.3k 45.00 28.36
Nuveen Insd Dividend Advantage (NVG) 0.0 $1.2k 100.00 12.38
Veralto Corp Com Shs (VLTO) 0.0 $1.1k 11.00 101.82
Comtech Telecommunications C Com New (CMTL) 0.0 $800.000000 500.00 1.60
Editas Medicine (EDIT) 0.0 $580.000000 500.00 1.16
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.0 $385.999600 14.00 27.57
Precision Biosciences Com New (DTIL) 0.0 $157.000800 33.00 4.76