Ameliora Wealth Management Ltd. Top Holdings and 13F Report (2025) About Ameliora Wealth Management Ltd.Investment ActivityAmeliora Wealth Management Ltd. has $266.49 million in total holdings as of December 31, 2024.Ameliora Wealth Management Ltd. owns shares of 238 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 13.41% of the portfolio was purchased this quarter.About 3.79% of the portfolio was sold this quarter.This quarter, Ameliora Wealth Management Ltd. has purchased 163 new stocks and bought additional shares in 45 stocks.Ameliora Wealth Management Ltd. sold shares of 23 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Investment Grade Bond Factor ETF $22,091,058iShares Core U.S. Aggregate Bond ETF $20,897,454iShares 5-10 Year Investment Grade Corporate Bond ETF $16,854,330T-Mobile US $13,243,800SPDR Bloomberg Barclays Investment Grade Floating Rate ETF $11,353,291 Largest New Holdings this Quarter iShares Core S&P Mid-Cap ETF $1,264,395 HoldingiShares U.S. Consumer Discretionary ETF $1,057,540 HoldingiShares Gold Trust $618,875 HoldingiShares U.S. Aerospace & Defense ETF $612,650 HoldingiShares S&P 100 ETF $593,009 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 6,899 shares (about $4.04M)NVIDIA 29,746 shares (about $3.99M)Invesco QQQ 7,660 shares (about $3.92M)Citigroup 31,500 shares (about $2.22M)iShares Core S&P Mid-Cap ETF 20,292 shares (about $1.26M) Largest Sales this Quarter abrdn Physical Gold Shares ETF 182,508 shares (about $4.57M)iShares Core S&P 500 ETF 3,585 shares (about $2.11M)Xtrackers MSCI Japan Hedged Equity ETF 5,183 shares (about $392.25K)Adobe 854 shares (about $379.76K)NIKE 4,605 shares (about $348.47K) 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$22,091,058$23,644 ▲0.1%497,9958.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$20,897,454$67,055 ▲0.3%215,6607.8%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$16,854,330$13,650 ▼-0.1%327,2056.3%ManufacturingTMUST-Mobile US$13,243,8000.0%60,0005.0%Computer and TechnologyFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$11,353,291$637,002 ▲5.9%369,4534.3%ETFSGOLabrdn Physical Gold Shares ETF$10,645,730$4,571,753 ▼-30.0%424,9864.0%ETFIVViShares Core S&P 500 ETF$10,487,923$2,110,418 ▼-16.8%17,8163.9%ETFAAPLApple$8,706,603$1,213,035 ▲16.2%34,7683.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$8,614,204$4,043,366 ▲88.5%14,6983.2%FinanceIWYiShares Russell Top 200 Growth ETF$7,698,270$234,329 ▼-3.0%32,7212.9%ETFQQQInvesco QQQ$7,566,204$3,916,022 ▲107.3%14,8002.8%FinanceAVGOBroadcom$7,294,846$1,085,011 ▲17.5%31,4652.7%Computer and TechnologyMSFTMicrosoft$5,852,528$458,171 ▲8.5%13,8852.2%Computer and TechnologyNVDANVIDIA$5,751,104$3,994,591 ▲227.4%42,8262.2%Computer and TechnologyJPMJPMorgan Chase & Co.$5,518,364$352,613 ▲6.8%23,0212.1%FinanceINDAiShares MSCI India ETF$5,291,944$768,247 ▲17.0%100,4252.0%ETFWMTWalmart$4,996,174$50,596 ▲1.0%55,2981.9%Retail/WholesaleVVisa$4,419,819$164,973 ▼-3.6%13,9851.7%Business ServicesDBJPXtrackers MSCI Japan Hedged Equity ETF$4,331,772$392,249 ▼-8.3%57,2381.6%ETFGOOGLAlphabet$3,957,884$296,633 ▲8.1%20,9081.5%Computer and TechnologyGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$3,823,296$128,291 ▼-3.2%32,0371.4%ETFAPOApollo Global Management$3,734,433$36,500 ▲1.0%22,6111.4%FinanceLLYEli Lilly and Company$3,514,144$349,716 ▲11.1%4,5521.3%MedicalXLEEnergy Select Sector SPDR Fund$2,830,806$133,630 ▼-4.5%33,0471.1%ETFWMWaste Management$2,828,490$15,740 ▲0.6%14,0171.1%Business ServicesUNHUnitedHealth Group$2,488,3250.0%4,9190.9%MedicalREGNRegeneron Pharmaceuticals$2,308,662$70,521 ▼-3.0%3,2410.9%MedicalCCitigroup$2,294,032$2,217,306 ▲2,889.9%32,5900.9%FinanceNEARiShares Short Duration Bond Active ETF$2,286,9940.0%45,2870.9%ETFMAMastercard$2,219,493$10,531 ▲0.5%4,2150.8%Business ServicesCOSTCostco Wholesale$2,186,220$47,646 ▼-2.1%2,3860.8%Retail/WholesaleGOOGAlphabet$2,085,699$71,986 ▼-3.3%10,9520.8%Computer and TechnologyAMZNAmazon.com$2,012,903$633,818 ▲46.0%9,1750.8%Retail/WholesaleVGKVanguard FTSE Europe ETF$1,964,342$91,908 ▼-4.5%30,9480.7%ETFVOOVanguard S&P 500 ETF$1,651,453$196,666 ▼-10.6%3,0650.6%ETFTJXTJX Companies$1,613,659$8,215 ▲0.5%13,3570.6%Retail/WholesaleBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,477,7830.0%16,1630.6%ETFPANWPalo Alto Networks$1,335,222$974,213 ▲269.9%7,3380.5%Computer and TechnologyEWLiShares MSCI Switzerland ETF$1,278,975$232,558 ▼-15.4%27,8280.5%ETFIJHiShares Core S&P Mid-Cap ETF$1,264,395$1,264,395 ▲New Holding20,2920.5%ETFULSTSPDR SSgA Ultra Short Term Bond ETF$1,122,0640.0%27,7670.4%ETFIYCiShares U.S. Consumer Discretionary ETF$1,057,540$1,057,540 ▲New Holding11,0000.4%ETFPWRQuanta Services$1,040,4370.0%3,2920.4%ConstructionMETAMeta Platforms$906,955$622,983 ▲219.4%1,5490.3%Computer and TechnologyAMDAdvanced Micro Devices$879,230$37,083 ▲4.4%7,2790.3%Computer and TechnologyBXBlackstone$855,2030.0%4,9600.3%FinanceEAGGiShares ESG Aware U.S. Aggregate Bond ETF$835,9200.0%18,0000.3%ETFRIORio Tinto Group$706,308$600,450 ▲567.2%12,0100.3%Basic MaterialsMETMetLife$703,922$4,012 ▲0.6%8,5970.3%FinanceBABoeing$663,750$44,250 ▼-6.3%3,7500.2%AerospaceSPGIS&P Global$660,3880.0%1,3260.2%Business ServicesFLOTiShares Floating Rate Bond ETF$631,9300.0%12,4200.2%ETFIAUiShares Gold Trust$618,875$618,875 ▲New Holding12,5000.2%FinanceITAiShares U.S. Aerospace & Defense ETF$612,650$612,650 ▲New Holding4,2150.2%ETFRSPInvesco S&P 500 Equal Weight ETF$603,317$22,780 ▼-3.6%3,4430.2%ETFSYLDCambria Shareholder Yield ETF$597,2640.0%8,7230.2%ETFBRK.BBerkshire Hathaway$593,797$430,616 ▲263.9%1,3100.2%FinanceOEFiShares S&P 100 ETF$593,009$593,009 ▲New Holding2,0530.2%ETFXOMExxon Mobil$558,8260.0%5,1950.2%Oils/EnergyCVXChevron$547,2060.0%3,7780.2%Oils/EnergyLOWLowe's Companies$541,7260.0%2,1950.2%Retail/WholesaleDISWalt Disney$534,480$200,430 ▲60.0%4,8000.2%Consumer DiscretionaryHZOMarineMax$509,520$509,520 ▲New Holding17,6000.2%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$483,300$483,300 ▲New Holding10,0000.2%ETFNFLXNetflix$467,943$423,377 ▲950.0%5250.2%Consumer DiscretionarySHYiShares 1-3 Year Treasury Bond ETF$463,7610.0%5,6570.2%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$438,8300.0%8,4880.2%ManufacturingTSMTaiwan Semiconductor Manufacturing$404,854$118,494 ▲41.4%2,0500.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$397,9530.0%3,1190.1%ETFEWJiShares MSCI Japan ETF$395,890$194,590 ▲96.7%5,9000.1%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$392,986$260,578 ▼-39.9%11,3110.1%ETFTQQQProShares UltraPro QQQ$390,823$390,823 ▲New Holding4,9390.1%ETFHDHome Depot$383,5440.0%9860.1%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$379,4360.0%4,7270.1%ETFNEENextEra Energy$372,7880.0%5,2000.1%UtilitiesWFCWells Fargo & Company$351,2000.0%5,0000.1%FinanceBACBank of America$346,853$337,755 ▲3,712.6%7,8920.1%FinanceUSBU.S. Bancorp$327,1570.0%6,8400.1%FinanceGPKGraphic Packaging$325,8390.0%11,9970.1%Industrial ProductsMELIMercadoLibre$312,881$312,881 ▲New Holding1840.1%Retail/WholesaleMOATVanEck Morningstar Wide Moat ETF$301,3560.0%3,2500.1%ETFAMPLIFY ETF TR$297,960$297,960 ▲New Holding4,0000.1%AMPLIFY CYBERSECJJacobs Solutions$297,1710.0%2,2240.1%Business ServicesVOEVanguard Mid-Cap Value ETF$283,0980.0%1,7500.1%ETFVBRVanguard Small-Cap Value ETF$277,4520.0%1,4000.1%ETFTMOThermo Fisher Scientific$272,601$31,214 ▼-10.3%5240.1%MedicalFTNTFortinet$265,489$265,489 ▲New Holding2,8100.1%Computer and TechnologyGEGeneral Electric$260,526$208,488 ▲400.6%1,5620.1%TransportationTSLATesla$260,477$189,805 ▲268.6%6450.1%Auto/Tires/TrucksCRWDCrowdStrike$256,620$17,108 ▲7.1%7500.1%Computer and TechnologyPEPPepsiCo$245,4250.0%1,6140.1%Consumer StaplesPGProcter & Gamble$244,769$117,355 ▲92.1%1,4600.1%Consumer StaplesDELLDell Technologies$230,480$11,524 ▼-4.8%2,0000.1%Computer and TechnologyGLDSPDR Gold Shares$222,033$11,138 ▲5.3%9170.1%FinanceVWOVanguard FTSE Emerging Markets ETF$220,2000.0%5,0000.1%ETFCATCaterpillar$204,959$23,579 ▲13.0%5650.1%Industrial ProductsYLDEClearBridge Dividend Strategy ESG ETF$203,9740.0%4,0170.1%ManufacturingDSTLDistillate U.S. Fundamental Stability & Value ETF$193,9910.0%3,5320.1%ETFZSZscaler$189,972$189,972 ▲New Holding1,0530.1%Computer and TechnologySHELShell$187,9500.0%3,0000.1%Oils/EnergyShowing 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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