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CIK: 0001622757
Total reported value
$337.4M
$337.4M
48 檔
83.6%
According to the latest 13F quarterly dataset, Elite Wealth Management, Inc. managed an equity portfolio of $337.4M at the end of Q1 2024, spanning 48 distinct U.S. exchange-listed positions.
During Q1 2024, Elite Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 30.73% | -3.48% | -0.14% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.53% | +0.44% | +5.54% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.25% | -0.04% | +2.22% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 9.01% | -0.35% | +7.22% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.37% | -0.09% | +96.88% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.03% | +0.72% | +10.86% | |
| 7 | HCP2EUR | Hashicorp Inc-cl A | Stock-Other | 3.10% | — | -21.16% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.65% | -0.32% | +53.02% | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 2.63% | +1.29% | -10.51% | |
| 10 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.23% | -0.03% | +10.11% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.58% | +0.01% | +1.52% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.53% | — | -1.31% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.36% | — | -8.11% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.23% | +0.07% | +2.77% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.18% | -0.03% | +1.75% | |
| 16 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.14% | +0.06% | NEW | |
| 17 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 1.14% | — | — | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 0.96% | — | +10.23% | |
| 19 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.81% | -0.84% | +24.71% | |
| 20 | ADSK | Autodesk Inc | Stock-Tech | 0.80% | — | +11.10% | |
| 21 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.78% | — | +4.52% | |
| 22 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 0.75% | — | — | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 0.75% | — | +10.49% | |
| 24 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.63% | -0.06% | EXIT | |
| 25 | MANH | Manhattan Associates Inc | Stock-Tech | 0.58% | — | -19.42% | |
| 26 | CLSEUR | Celestica Inc | Stock-Other | 0.58% | — | — | |
| 27 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.43% | — | — | |
| 28 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.24% | — | +6.40% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | — | — | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.17% | -0.03% | — | |
| 31 | BA | Boeing Co/the | Stock-Industrials | 0.16% | — | -0.14% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | -0.12% | EXIT | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.13% | -0.07% | EXIT | |
| 34 | INTC | Intel CORP | Stock-Tech | 0.12% | — | -4.61% | |
| 35 | DELL | Dell Technologies -c | Stock-Tech | 0.11% | — | +0.56% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.10% | — | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | — | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.08% | — | — | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.08% | — | — | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.08% | — | — | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.08% | — | -9.42% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.07% | — | -2.96% | |
| 43 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.07% | — | -1.35% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.06% | -0.85% | +4.83% | |
| 45 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.06% | — | — | |
| 46 | SYM | Symbotic Inc | Stock-Industrials | 0.06% | — | -3.12% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.05% | +0.07% | — | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.05% | — | -2.34% |
According to official SEC Form 13F filings, Elite Wealth Management, Inc. reported a total U.S. public equity portfolio value of $337.4M across 48 disclosed positions in Q1 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 MSFT, NVDA, AMZN) accounted for 83.6% of total reported equity market value during Q1 2024.
During Q1 2024, Elite Wealth Management, Inc.'s top holdings by market value included MSFT (30.7%)、NVDA (9.5%)、AMZN (9.3%). The largest single position, MSFT, represented 30.7% of total portfolio value.
In Q1 2024, Elite Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
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