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CIK: 0001622757
Total reported value
$337.4M
$337.4M
32 檔
77.4%
During the Q1 2025 filing period, Elite Wealth Management, Inc. (CIK: 0001622757) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $337.4M across 32 reported positions.
In Q1 2025, Elite Wealth Management, Inc. displayed an active expansion posture, initiating 32 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 36.13% | -3.48% | +6.73% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 11.99% | -0.04% | +0.70% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 11.15% | -0.35% | -0.56% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 10.77% | +0.44% | -18.98% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.21% | -0.32% | +10.04% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.18% | +0.72% | -2.21% | |
| 7 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.55% | -0.03% | -21.60% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 2.03% | — | -3.63% | |
| 9 | CLS | Celestica Inc | Stock-Tech | 1.97% | +0.15% | -52.67% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.89% | -0.84% | -8.67% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.85% | -0.09% | +4.67% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.66% | +0.41% | -3.53% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.54% | +0.07% | +3.14% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.42% | -0.03% | -15.27% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.30% | — | -5.84% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.07% | +0.01% | -31.50% | |
| 17 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.93% | — | -59.19% | |
| 18 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.80% | -0.06% | EXIT | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 0.43% | +1.29% | +7.18% | |
| 20 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.31% | — | -2.86% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | — | — | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.27% | -0.07% | EXIT | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | -0.12% | EXIT | |
| 24 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.19% | — | — | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.18% | -0.03% | -28.64% | |
| 26 | BA | Boeing Co/the | Stock-Industrials | 0.12% | — | +27.80% | |
| 27 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.11% | +0.07% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | — | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | — | -39.72% | |
| 30 | DELL | Dell Technologies -c | Stock-Tech | 0.07% | — | — | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.06% | — | -37.36% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | — | -43.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 7 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 8 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 9 | MA | Mastercard Inc - A | — | NEW | New buy |
| 10 | CLS | Celestica Inc | — | NEW | New buy |
| 11 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 12 | AVGO | Broadcom Inc | — | NEW | New buy |
| 13 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 14 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 15 | CRM | Salesforce Inc | — | NEW | New buy |
| 16 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 17 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 18 | ARM | Arm Holdings Plc-adr | — | NEW | New buy |
| 19 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 20 | RACE | Ferrari N.V. | — | NEW | New buy |
| 21 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 22 | NFLX | Netflix Inc | — | NEW | New buy |
| 23 | TSLA | Tesla Inc | — | NEW | New buy |
| 24 | COIN | Coinbase Global Inc -class A | — | NEW | New buy |
| 25 | CVX | Chevron CORP | — | NEW | New buy |
| 26 | BA | Boeing Co/the | — | NEW | New buy |
| 27 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 29 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 30 | DELL | Dell Technologies -c | — | NEW | New buy |
| 31 | RTX | Rtx CORP | — | NEW | New buy |
| 32 | LLY | Eli Lilly & Co | — | NEW | New buy |
According to official SEC Form 13F filings, Elite Wealth Management, Inc. reported a total U.S. public equity portfolio value of $337.4M across 32 disclosed positions in Q1 2025.
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, AMZN, AAPL) accounted for 77.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $423.2M
During Q1 2025, Elite Wealth Management, Inc.'s top holdings by market value included MSFT (36.1%)、AMZN (12.0%)、AAPL (11.2%). The largest single position, MSFT, represented 36.1% of total portfolio value.
In Q1 2025, Elite Wealth Management, Inc. made 32 total portfolio adjustments, initiating 32 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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