Elite Wealth Management as of March 31, 2025
Portfolio Holdings for Elite Wealth Management
Elite Wealth Management holds 32 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 |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 36.1 | $127M | 339k | 375.39 | |
| Amazon (AMZN) | 12.0 | $42M | 222k | 190.26 | |
| Apple (AAPL) | 11.1 | $39M | 177k | 222.13 | |
| NVIDIA Corporation (NVDA) | 10.8 | $38M | 350k | 108.38 | |
| Meta Platforms Cl A (META) | 4.2 | $15M | 26k | 576.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $15M | 95k | 154.64 | |
| Intuitive Surgical Com New (ISRG) | 2.5 | $9.0M | 18k | 495.27 | |
| Mastercard Incorporated Cl A (MA) | 2.0 | $7.1M | 13k | 548.11 | |
| Celestica (CLS) | 2.0 | $6.9M | 88k | 78.81 | |
| Palantir Technologies Cl A (PLTR) | 1.9 | $6.7M | 79k | 84.40 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $6.5M | 12k | 559.34 | |
| Broadcom (AVGO) | 1.7 | $5.8M | 35k | 167.43 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $5.4M | 35k | 156.23 | |
| Costco Wholesale Corporation (COST) | 1.4 | $5.0M | 5.3k | 945.85 | |
| salesforce (CRM) | 1.3 | $4.6M | 17k | 268.36 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $3.8M | 8.1k | 468.91 | |
| Vertiv Holdings Com Cl A (VRT) | 0.9 | $3.3M | 45k | 72.20 | |
| Arm Holdings Sponsored Ads (ARM) | 0.8 | $2.8M | 26k | 106.79 | |
| Advanced Micro Devices (AMD) | 0.4 | $1.5M | 15k | 102.74 | |
| Ferrari Nv Ord (RACE) | 0.3 | $1.1M | 2.5k | 427.88 | |
| International Business Machines (IBM) | 0.3 | $1.1M | 4.3k | 248.66 | |
| Netflix (NFLX) | 0.3 | $946k | 1.0k | 932.53 | |
| Tesla Motors (TSLA) | 0.3 | $895k | 3.5k | 259.16 | |
| Coinbase Global Com Cl A (COIN) | 0.2 | $677k | 3.9k | 172.23 | |
| Chevron Corporation (CVX) | 0.2 | $625k | 3.7k | 167.29 | |
| Boeing Company (BA) | 0.1 | $438k | 2.6k | 170.55 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $393k | 1.1k | 352.58 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $335k | 628.00 | 532.58 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $325k | 2.7k | 118.93 | |
| Dell Technologies CL C (DELL) | 0.1 | $242k | 2.7k | 91.15 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $222k | 1.7k | 132.46 | |
| Eli Lilly & Co. (LLY) | 0.1 | $215k | 260.00 | 825.91 |
