Elite Financial, Inc. Top Holdings and 13F Report (2025) About Elite Financial, Inc.Investment ActivityElite Financial, Inc. has $184.55 thousand in total holdings as of December 31, 2024.Elite Financial, Inc. owns shares of 50 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab US Dividend Equity ETF $22,535Vanguard Value ETF $20,198Vanguard Russell 1000 Growth ETF $18,687iShares Core S&P 500 ETF $17,172iShares Core Total USD Bond Market ETF $11,662 Sector AllocationMap of 500 Largest Holdings ofElite Financial, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$22,535824,87112.2%ETFVTVVanguard Value ETF$20,198119,30810.9%ETFVONGVanguard Russell 1000 Growth ETF$18,687180,90210.1%ETFIVViShares Core S&P 500 ETF$17,17229,1719.3%ETFIUSBiShares Core Total USD Bond Market ETF$11,662258,0176.3%ManufacturingXLKTechnology Select Sector SPDR Fund$10,98447,2406.0%ETFVGSHVanguard Short-Term Treasury Index ETF$10,602182,2405.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$10,192115,9555.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$9,681347,3925.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$8,33182,7074.5%ETFVBVanguard Small-Cap ETF$7,99333,2664.3%ETFVBRVanguard Small-Cap Value ETF$4,98525,1572.7%ETFVTIVanguard Total Stock Market ETF$3,23311,1561.8%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$3,20374,0811.7%ETFVYMVanguard High Dividend Yield ETF$2,18917,1641.2%ETFVDEVanguard Energy ETF$1,79914,8321.0%ETFQQQInvesco QQQ$1,5403,0140.8%FinanceVCSHVanguard Short-Term Corporate Bond ETF$1,49719,1900.8%ETFVOOVanguard S&P 500 ETF$1,3972,5940.8%ETFDGROiShares Core Dividend Growth ETF$1,37122,3550.7%ETFVOEVanguard Mid-Cap Value ETF$1,0806,6770.6%ETFSGOLabrdn Physical Gold Shares ETF$1,04241,6180.6%ETFIDViShares International Select Dividend ETF$1,02437,4110.6%ETFVHTVanguard Health Care ETF$9753,8450.5%ETFFUTYFidelity MSCI Utilities Index ETF$92819,0460.5%ETFIWMiShares Russell 2000 ETF$7073,2010.4%FinanceAMZNAmazon.com$6983,1820.4%Retail/WholesalePMPhilip Morris International$6875,7120.4%Consumer StaplesIBMInternational Business Machines$6733,0640.4%Computer and TechnologyABBVAbbVie$6323,5570.3%MedicalENBEnbridge$60114,1740.3%Oils/EnergyCOSTCostco Wholesale$5165640.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$4878320.3%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$4309,5930.2%ETFVFHVanguard Financials ETF$3813,2260.2%ETFSOSouthern$3734,5380.2%UtilitiesVTVanguard Total World Stock ETF$3673,1260.2%ETFGLDSPDR Gold Shares$3631,5000.2%FinanceVIGVanguard Dividend Appreciation ETF$3561,8200.2%ETFXSHDInvesco S&P SmallCap High Dividend Low Volatility ETF$34523,7500.2%ETFWMTWalmart$3273,6120.2%Retail/WholesaleMUBiShares National Muni Bond ETF$3223,0300.2%ETFVNQVanguard Real Estate ETF$3073,4460.2%ETFXOMExxon Mobil$2722,5370.1%Oils/EnergyMSFTMicrosoft$2706410.1%Computer and TechnologyVDCVanguard Consumer Staples ETF$2551,2060.1%ETFRDIVInvesco S&P Ultra Dividend Revenue ETF$2455,0870.1%ETFAVGOBroadcom$2319990.1%Computer and TechnologyMETAMeta Platforms$2043500.1%Computer and TechnologyFNDFSchwab Fundamental International Large Company Index ETF$2036,1220.1%ETFShowing 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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