Elite Wealth Management as of June 30, 2025
Portfolio Holdings for Elite Wealth Management
Elite Wealth Management holds 31 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 45.6 | $139M | 279k | 497.41 | |
| Amazon (AMZN) | 12.1 | $37M | 168k | 219.39 | |
| NVIDIA Corporation (NVDA) | 10.8 | $33M | 209k | 157.99 | |
| Apple (AAPL) | 9.2 | $28M | 136k | 205.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $14M | 80k | 176.23 | |
| Meta Platforms Cl A (META) | 3.9 | $12M | 16k | 738.08 | |
| Celestica (CLS) | 1.6 | $5.0M | 32k | 156.11 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $4.6M | 26k | 177.39 | |
| Intuitive Surgical Com New (ISRG) | 1.5 | $4.5M | 8.2k | 543.41 | |
| Palantir Technologies Cl A (PLTR) | 1.2 | $3.6M | 27k | 136.32 | |
| Mastercard Incorporated Cl A (MA) | 1.0 | $3.2M | 5.6k | 561.93 | |
| salesforce (CRM) | 1.0 | $3.1M | 12k | 272.68 | |
| Costco Wholesale Corporation (COST) | 1.0 | $2.9M | 3.0k | 990.06 | |
| Arm Holdings Sponsored Ads (ARM) | 0.7 | $2.1M | 13k | 161.74 | |
| Advanced Micro Devices (AMD) | 0.6 | $1.9M | 13k | 141.90 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.5M | 2.4k | 617.88 | |
| International Business Machines (IBM) | 0.4 | $1.3M | 4.3k | 294.78 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.1M | 2.0k | 551.74 | |
| Broadcom (AVGO) | 0.4 | $1.1M | 3.9k | 275.65 | |
| Netflix (NFLX) | 0.3 | $963k | 719.00 | 1339.13 | |
| Tesla Motors (TSLA) | 0.3 | $940k | 3.0k | 317.66 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $783k | 1.5k | 509.31 | |
| Ferrari Nv Ord (RACE) | 0.2 | $528k | 1.1k | 490.74 | |
| Boeing Company (BA) | 0.2 | $525k | 2.5k | 209.53 | |
| Chevron Corporation (CVX) | 0.2 | $519k | 3.6k | 143.19 | |
| Coreweave Com Cl A (CRWV) | 0.1 | $424k | 2.6k | 163.06 | |
| Gabelli Utility Trust (GUT) | 0.1 | $331k | 57k | 5.80 | |
| Dell Technologies CL C (DELL) | 0.1 | $325k | 2.7k | 122.60 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $266k | 2.5k | 107.80 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $245k | 1.7k | 146.02 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $224k | 773.00 | 289.94 |
