13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001910168
Total reported value
$336.9M
$336.9M
238 檔
25.1%
During the Q4 2024 filing period, Ameliora Wealth Management Ltd. (CIK: 0001910168) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $336.9M across 238 reported positions.
In Q4 2024, Ameliora Wealth Management Ltd. displayed an active expansion posture, initiating 11 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 238 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 8.29% | -0.34% | +0.11% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.84% | -0.15% | +0.32% | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 6.32% | +0.59% | -0.08% | |
| 4 | TMUS | T-mobile US Inc | Stock-Comm Services | 4.97% | — | EXIT | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 4.26% | -0.42% | +5.94% | |
| 6 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 3.99% | -1.47% | -30.04% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.94% | +0.29% | -16.75% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.27% | +0.10% | +16.19% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.23% | +0.05% | +88.46% | |
| 10 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.89% | -1.02% | -2.95% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.84% | +0.01% | +107.28% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.74% | +0.19% | +17.47% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | -0.08% | +8.49% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.16% | +0.16% | +227.42% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.07% | +0.02% | +6.83% | |
| 16 | INDA | Ishares Msci India ETF | ETF-Other | 1.99% | — | +16.98% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.87% | -0.22% | +1.02% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | +0.04% | -3.60% | |
| 19 | DBJP | Xtrackers Msci Japan Hedged | ETF-Other | 1.63% | +0.52% | -8.30% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | +0.25% | +8.10% | |
| 21 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.43% | +0.71% | -3.25% | |
| 22 | APO | Apollo Global Management Inc | Stock-Financials | 1.40% | — | +0.99% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.32% | +0.15% | +11.05% | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 1.06% | — | -4.51% | |
| 25 | WM | Waste Management Inc | Stock-Industrials | 1.06% | -1.09% | +0.56% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.93% | +0.15% | — | |
| 27 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.87% | — | -2.96% | |
| 28 | C | Citigroup Inc | Stock-Financials | 0.86% | +0.19% | +2889.91% | |
| 29 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.86% | -0.22% | — | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.83% | -0.03% | +0.48% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | +0.01% | -2.13% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | +0.07% | -3.34% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.12% | +45.96% | |
| 34 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.74% | -0.07% | -4.47% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.02% | -10.64% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.61% | -0.14% | +0.51% | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.55% | -0.03% | — | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.50% | +0.29% | +269.86% | |
| 39 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.48% | +1.02% | -15.39% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.47% | +0.01% | — | |
| 41 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 0.42% | -0.03% | — | |
| 42 | IYC | Ishares US Consumer Discreti | ETF-Other | 0.40% | -0.01% | — | |
| 43 | PWR | Quanta Services Inc | Stock-Industrials | 0.39% | +0.07% | — | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.02% | +219.38% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.33% | +0.21% | +4.40% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.32% | — | — | |
| 47 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.31% | -0.09% | — | |
| 48 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.27% | -0.01% | +567.22% | |
| 49 | MET | Metlife Inc | Stock-Financials | 0.26% | — | +0.57% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.25% | — | -6.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +227.42% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1.4% | +107.28% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.4% | +88.46% | Add |
| 4 | C | Citigroup Inc | +0.8% | +2889.91% | Add |
| 5 | AVGO | Broadcom Inc | +0.8% | +17.47% | Add |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.5% | NEW | New buy |
| 7 | IYC | Ishares US Consumer Discreti | +0.4% | NEW | New buy |
| 8 | AAPL | Apple Inc | +0.4% | +16.19% | Add |
| 9 | AMZN | Amazon.com Inc | +0.3% | +45.96% | Add |
| 10 | APO | Apollo Global Management Inc | +0.2% | +0.99% | Add |
| 11 | IAU | Ishares Gold Trust | +0.2% | NEW | New buy |
| 12 | ITA | Ishares U.s. Aerospace & Def | +0.2% | NEW | New buy |
| 13 | PANW | Palo Alto Networks Inc | +0.2% | +269.86% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +219.38% | Add |
| 15 | OEF | Ishares S&p 100 ETF | +0.2% | NEW | New buy |
| 16 | RIO | Rio Tinto Plc-spon Adr | +0.2% | +567.22% | Add |
| 17 | HZO | Marinemax Inc | +0.2% | NEW | New buy |
| 18 | JPM | Jpmorgan Chase & Co | +0.2% | +6.83% | Add |
| 19 | XLF | Ss Financial Select Sector | +0.2% | NEW | New buy |
| 20 | NFLX | Netflix Inc | +0.2% | +950.00% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.2% | +8.10% | Add |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +263.89% | Add |
| 23 | TQQQ | Proshares Ultrapro Qqq | +0.2% | NEW | New buy |
| 24 | BAC | Bank Of America CORP | +0.1% | +3712.56% | Add |
| 25 | MELI | Mercadolibre Inc | +0.1% | NEW | New buy |
| 26 | HACK | Amplify Cybersecurity ETF | +0.1% | NEW | New buy |
| 27 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 28 | DIS | Walt Disney Co/the | +0.1% | +60.00% | Add |
| 29 | WMT | Walmart Inc | 0% | +1.02% | Add |
| 30 | V | Visa Inc-class A Shares | — | -3.60% | Trim |
| 31 | MSFT | Microsoft CORP | -0.1% | +8.49% | Add |
| 32 | INDA | Ishares Msci India ETF | -0.1% | +16.98% | Add |
| 33 | HEFA | Isha Curr Hedged Msci Eafe | -0.1% | -39.87% | Trim |
| 34 | AMD | Advanced Micro Devices | -0.2% | +4.40% | Add |
| 35 | NKE | Nike Inc -cl B | -0.2% | -98.50% | Trim |
| 36 | OXY | Occidental Petroleum CORP | -0.2% | EXIT | Sold out |
| 37 | TMUS | T-mobile US Inc | -0.2% | — | Unchanged |
| 38 | ADBE | Adobe Inc | -0.2% | -72.62% | Trim |
| 39 | IWY | Ishares Russell Top 200 Grow | -0.2% | -2.95% | Trim |
| 40 | VGK | Vanguard Ftse Europe ETF | -0.2% | -4.47% | Trim |
| 41 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -0.2% | +5.94% | Add |
| 42 | EWL | Ishares Msci Switzerland ETF | -0.2% | -15.39% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.3% | — | Unchanged |
| 44 | GRID | First Trst Nasd Cl Edg Sgiif | -0.3% | -3.25% | Trim |
| 45 | REGN | Regeneron Pharmaceuticals | -0.6% | -2.96% | Trim |
| 46 | IGIB | Ishares 5-10y Inv Grade CORP | -1% | -0.08% | Trim |
| 47 | IVV | Ishares Core S&p 500 ETF | -1.2% | -16.75% | Trim |
| 48 | AGG | Ishares Core U.s. Aggregate | -1.2% | +0.32% | Add |
| 49 | IGEB | Ishares Investment Grade Sys | -1.4% | +0.11% | Add |
| 50 | SGOL | Abrdn Physical Gold Shares | -2.4% | -30.04% | Trim |
According to official SEC Form 13F filings, Ameliora Wealth Management Ltd. reported a total U.S. public equity portfolio value of $336.9M across 238 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IGEB, AGG, IGIB) accounted for 25.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
IJH
市值: $1.3M
Top Position Liquidated / Trimmed
OXY
前期市值: $437.2K
During Q4 2024, Ameliora Wealth Management Ltd.'s top holdings by market value included IGEB (8.3%)、AGG (7.8%)、IGIB (6.3%). The largest single position, IGEB, represented 8.3% of total portfolio value.
In Q4 2024, Ameliora Wealth Management Ltd. made 48 total portfolio adjustments, initiating 11 new buys, adding to 24 positions, trimming 12 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.