Ameliora Wealth Management Ltd. Top Holdings and 13F Report (2025) About Ameliora Wealth Management Ltd.Investment ActivityAmeliora Wealth Management Ltd. has $265.85 million in total holdings as of March 31, 2025.Ameliora Wealth Management Ltd. owns shares of 238 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 5.78% of the portfolio was purchased this quarter.About 4.91% of the portfolio was sold this quarter.This quarter, Ameliora Wealth Management Ltd. has purchased 238 new stocks and bought additional shares in 33 stocks.Ameliora Wealth Management Ltd. sold shares of 41 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Investment Grade Bond Factor ETF $23,475,458iShares Core U.S. Aggregate Bond ETF $22,016,822SPDR Bloomberg Barclays Investment Grade Floating Rate ETF $18,906,375iShares 5-10 Year Investment Grade Corporate Bond ETF $18,076,281T-Mobile US $16,002,600 Largest New Holdings this Quarter 46428Q109 - iShares Silver Trust $277,980 Holding46438G497 - ISHARES TR $177,006 Holding68389X105 - Oracle $157,426 Holding92206C102 - Vanguard Short-Term Treasury Index ETF $150,540 Holding45841N107 - Interactive Brokers Group $126,511 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 243,992 shares (about $7.52M)iShares Investment Grade Bond Factor ETF 23,563 shares (about $1.06M)iShares 5-10 Year Investment Grade Corporate Bond ETF 16,974 shares (about $891.47K)iShares Core U.S. Aggregate Bond ETF 6,912 shares (about $683.74K)ProShares UltraPro QQQ 9,856 shares (about $564.75K) Largest Sales this Quarter Invesco QQQ 3,574 shares (about $1.68M)Broadcom 9,570 shares (about $1.60M)SPDR S&P 500 ETF Trust 2,393 shares (about $1.34M)Walmart 13,982 shares (about $1.23M)iShares Russell Top 200 Growth ETF 5,448 shares (about $1.15M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAmeliora Wealth Management Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIGEBiShares Investment Grade Bond Factor ETF$23,475,458$1,060,577 ▲4.7%521,5588.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$22,016,822$683,735 ▲3.2%222,5728.3%FinanceFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$18,906,375$7,519,833 ▲66.0%613,4457.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$18,076,281$891,474 ▲5.2%344,1796.8%ManufacturingTMUST-Mobile US$16,002,6000.0%60,0006.0%Computer and TechnologySGOLabrdn Physical Gold Shares ETF$12,882,829$209,959 ▲1.7%432,0274.8%ETFIVViShares Core S&P 500 ETF$10,135,552$124,742 ▲1.2%18,0383.8%ETFSPYSPDR S&P 500 ETF Trust$6,883,294$1,338,620 ▼-16.3%12,3052.6%FinanceAAPLApple$6,858,708$864,308 ▼-11.2%30,8772.6%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$5,752,967$1,149,201 ▼-16.6%27,2732.2%ETFJPMJPMorgan Chase & Co.$5,647,0510.0%23,0212.1%FinanceQQQInvesco QQQ$5,264,096$1,675,920 ▼-24.1%11,2262.0%FinanceMSFTMicrosoft$5,255,085$42,794 ▲0.8%13,9992.0%Computer and TechnologyVVisa$5,197,672$296,489 ▲6.0%14,8312.0%Business ServicesINDAiShares MSCI India ETF$4,748,346$420,844 ▼-8.1%92,2491.8%ETFNVDANVIDIA$4,409,765$231,716 ▼-5.0%40,6881.7%Computer and TechnologyDBJPXtrackers MSCI Japan Hedged Equity ETF$4,308,105$55,940 ▲1.3%57,9911.6%ETFWMWaste Management$3,749,767$504,692 ▲15.6%16,1971.4%Business ServicesLLYEli Lilly and Company$3,715,769$43,773 ▼-1.2%4,4991.4%MedicalAVGOBroadcom$3,665,880$1,602,305 ▼-30.4%21,8951.4%Computer and TechnologyWMTWalmart$3,627,132$1,227,480 ▼-25.3%41,3161.4%Retail/WholesaleGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$3,551,264$73,082 ▼-2.0%31,3911.3%ETFAPOApollo Global Management$3,205,765$109,415 ▲3.5%23,4101.2%FinanceGOOGLAlphabet$3,192,852$40,361 ▼-1.2%20,6471.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$3,055,535$32,708 ▼-1.1%32,6971.1%ETFUNHUnitedHealth Group$2,599,895$23,569 ▲0.9%4,9641.0%MedicalCCitigroup$2,313,5910.0%32,5900.9%FinanceMAMastercard$2,310,3260.0%4,2150.9%Business ServicesNEARiShares Short Duration Bond Active ETF$2,303,7500.0%45,2870.9%ETFCOSTCostco Wholesale$2,277,438$20,807 ▲0.9%2,4080.9%Retail/WholesaleVGKVanguard FTSE Europe ETF$2,191,395$18,535 ▲0.9%31,2120.8%ETFREGNRegeneron Pharmaceuticals$2,027,633$27,906 ▼-1.4%3,1970.8%MedicalAMZNAmazon.com$1,931,520$185,884 ▲10.6%10,1520.7%Retail/WholesaleTJXTJX Companies$1,848,437$221,554 ▲13.6%15,1760.7%Retail/WholesaleGOOGAlphabet$1,698,220$12,811 ▼-0.7%10,8700.6%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,482,7130.0%16,1630.6%ETFEWLiShares MSCI Switzerland ETF$1,213,077$228,135 ▼-15.8%23,4230.5%ETFULSTSPDR SSgA Ultra Short Term Bond ETF$1,128,7290.0%27,7670.4%ETFIJHiShares Core S&P Mid-Cap ETF$1,125,280$58,758 ▼-5.0%19,2850.4%ETFIYCiShares U.S. Consumer Discretionary ETF$971,5750.0%11,0000.4%ETFPANWPalo Alto Networks$962,410$289,747 ▼-23.1%5,6400.4%Computer and TechnologyVOOVanguard S&P 500 ETF$928,635$646,499 ▼-41.0%1,8070.3%ETFMETAMeta Platforms$912,378$19,596 ▲2.2%1,5830.3%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$854,6400.0%18,0000.3%ETFTQQQProShares UltraPro QQQ$847,754$564,749 ▲199.6%14,7950.3%ETFPWRQuanta Services$829,135$7,625 ▼-0.9%3,2620.3%ConstructionOEFiShares S&P 100 ETF$770,511$214,497 ▲38.6%2,8450.3%ETFBXBlackstone$724,899$31,590 ▲4.6%5,1860.3%FinanceSPGIS&P Global$704,227$30,486 ▲4.5%1,3860.3%Business ServicesBRK.BBerkshire Hathaway$697,6800.0%1,3100.3%FinanceBABoeing$682,200$42,638 ▲6.7%4,0000.3%AerospaceIAUiShares Gold Trust$660,8750.0%12,5000.2%FinanceMETMetLife$652,838$37,415 ▼-5.4%8,1310.2%FinanceXOMExxon Mobil$643,292$25,451 ▲4.1%5,4090.2%EnergyITAiShares U.S. Aerospace & Defense ETF$629,241$16,076 ▼-2.5%4,1100.2%ETFRSPInvesco S&P 500 Equal Weight ETF$596,4310.0%3,4430.2%ETFFLOTiShares Floating Rate Bond ETF$593,201$40,840 ▼-6.4%11,6200.2%ETFSYLDCambria Shareholder Yield ETF$556,5270.0%8,7230.2%ETFLOWLowe's Companies$534,330$22,390 ▲4.4%2,2910.2%Retail/WholesaleGLDSPDR Gold Shares$523,839$259,614 ▲98.3%1,8180.2%FinanceXLFFinancial Select Sector SPDR Fund$498,1000.0%10,0000.2%ETFNFLXNetflix$489,5780.0%5250.2%Consumer DiscretionaryDISWalt Disney$473,7600.0%4,8000.2%Consumer DiscretionarySHYiShares 1-3 Year Treasury Bond ETF$428,541$39,462 ▼-8.4%5,1800.2%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$418,960$25,557 ▼-5.7%8,0000.2%ManufacturingISHARES BITCOIN TRUST ETF$411,460$397,417 ▲2,830.0%8,7900.2%SHS BEN INTHEFAiShares Currency Hedged MSCI EAFE ETF$410,4760.0%11,3110.2%ETFEWJiShares MSCI Japan ETF$404,5040.0%5,9000.2%ETFVYMVanguard High Dividend Yield ETF$402,2260.0%3,1190.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$386,4800.0%4,7270.1%ETFRIORio Tinto Group$382,109$339,452 ▼-47.0%6,3600.1%Basic MaterialsHZOMarineMax$378,4000.0%17,6000.1%Retail/WholesaleNEENextEra Energy$368,6280.0%5,2000.1%UtilitiesHDHome Depot$361,3590.0%9860.1%Retail/WholesaleCVXChevron$342,944$289,077 ▼-45.7%2,0500.1%EnergyTSMTaiwan Semiconductor Manufacturing$340,3000.0%2,0500.1%Computer and TechnologyBACBank of America$329,3330.0%7,8920.1%FinanceGEGeneral Electric$312,6340.0%1,5620.1%TransportationWFCWells Fargo & Company$308,266$50,684 ▼-14.1%4,2940.1%FinanceUSBU.S. Bancorp$288,7850.0%6,8400.1%FinanceIRMIron Mountain$288,234$279,630 ▲3,250.0%3,3500.1%Business ServicesAMPLIFY ETF TR$287,2000.0%4,0000.1%AMPLIFY CYBERSECVOEVanguard Mid-Cap Value ETF$280,9450.0%1,7500.1%ETFSLViShares Silver Trust$277,980$277,980 ▲New Holding8,9700.1%ETFTMOThermo Fisher Scientific$277,661$16,918 ▲6.5%5580.1%MedicalEWZiShares MSCI Brazil ETF$276,336$122,012 ▲79.1%10,6900.1%ETFCRWDCrowdStrike$264,4350.0%7500.1%Computer and TechnologyFTNTFortinet$260,865$9,626 ▼-3.6%2,7100.1%Computer and TechnologyVBRVanguard Small-Cap Value ETF$260,8060.0%1,4000.1%ETFAMDAdvanced Micro Devices$249,144$498,699 ▼-66.7%2,4250.1%Computer and TechnologyPGProcter & Gamble$248,8130.0%1,4600.1%Consumer StaplesPEPPepsiCo$242,0030.0%1,6140.1%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$226,3000.0%5,0000.1%ETFYLDEClearBridge Dividend Strategy ESG ETF$207,9200.0%4,0170.1%ManufacturingZSZscaler$205,563$3,373 ▼-1.6%1,0360.1%Computer and TechnologyMAAMid-America Apartment Communities$201,0960.0%1,2000.1%FinanceTSLATesla$199,035$31,877 ▲19.1%7680.1%Auto/Tires/TrucksMELIMercadoLibre$193,136$165,824 ▼-46.2%990.1%Retail/WholesaleDSTLDistillate U.S. Fundamental Stability & Value ETF$191,5760.0%3,5320.1%ETFGPKGraphic Packaging$187,042$124,400 ▼-39.9%7,2050.1%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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