Free Trial

Elite Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Elite Wealth Management, Inc.

Investment Activity

  • Elite Wealth Management, Inc. has $809.56 million in total holdings as of December 31, 2024.
  • Elite Wealth Management, Inc. owns shares of 34 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 4.72% of the portfolio was purchased this quarter.
  • About 5.49% of the portfolio was sold this quarter.
  • This quarter, Elite Wealth Management, Inc. has purchased 37 new stocks and bought additional shares in 5 stocks.
  • Elite Wealth Management, Inc. sold shares of 23 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Microsoft
$133,761,225
NVIDIA
$57,980,134
Amazon.com
$48,319,770
Apple
$44,476,688

Largest New Holdings this Quarter

LAM RESEARCH CORP
$440,603 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust
1,081 shares (about $37.37M)
LAM RESEARCH CORP
6,100 shares (about $440.60K)
HashiCorp
6,731 shares (about $230.27K)
Palo Alto Networks
674 shares (about $122.64K)
Exxon Mobil
300 shares (about $32.27K)

Largest Sales this Quarter

Alphabet
71,003 shares (about $13.44M)
Apple
37,700 shares (about $9.44M)
NVIDIA
29,278 shares (about $3.93M)
Microsoft
8,140 shares (about $3.43M)
Alphabet
14,663 shares (about $2.79M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofElite Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$384,768,844$37,367,273 10.8%11,13147.5%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$133,761,225$3,431,007 -2.5%317,34616.5%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$57,980,134$3,931,744 -6.4%431,7537.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$48,319,770$1,414,188 -2.8%220,2466.0%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$44,476,688$9,440,854 -17.5%177,6085.5%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$18,426,994$13,440,842 -42.2%97,3432.3%Computer and Technology
CELESTICA INC
$17,140,202$1,442,003 -7.8%185,7012.1%COM
Meta Platforms, Inc. stock logo
META
Meta Platforms
$13,687,953$1,366,570 -9.1%23,3781.7%Computer and Technology
Vertiv Holdings Co stock logo
VRT
Vertiv
$12,555,928$635,079 -4.8%110,5181.6%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$12,059,364$433,749 -3.5%23,1041.5%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$8,387,824$329,680 -3.8%36,1791.0%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$7,105,961$253,277 -3.4%13,4950.9%Business Services
PALANTIR TECHNOLOGIES INC
$6,527,247$392,973 -5.7%86,3050.8%CL A
Alphabet Inc. stock logo
GOOG
Alphabet
$6,387,496$2,792,399 -30.4%33,5410.8%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$6,030,978$444,325 -6.9%18,0390.7%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,009,466$371,150 -5.8%11,7550.7%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$5,720,411$347,275 -5.7%6,2430.7%Retail/Wholesale
ARM HOLDINGS PLC
$5,111,668$12,459 -0.2%41,4370.6%SPONSORED ADS
ASML Holding stock logo
ASML
ASML
$3,328,358$43,667 -1.3%4,8020.4%Computer and Technology
HashiCorp, Inc. stock logo
HCP
HashiCorp
$2,750,655$230,268 9.1%80,4050.3%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,659,896$112,818 -6.4%13,7420.2%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,458,670$79,556 -5.2%3,6120.2%Auto/Tires/Trucks
Ferrari stock logo
RACE
Ferrari
$1,114,355$7,222 0.7%2,6230.1%Auto/Tires/Trucks
Netflix, Inc. stock logo
NFLX
Netflix
$801,297$12,478 -1.5%8990.1%Consumer Discretionary
Chevron Co. stock logo
CVX
Chevron
$758,527$28,968 -3.7%5,2370.1%Oils/Energy
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$487,507$32,271 7.1%4,5320.1%Oils/Energy
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$483,7150.0%9560.1%Medical
LAM RESEARCH CORP
$440,603$440,603 New Holding6,1000.1%COM NEW
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$357,6900.0%4630.0%Medical
The Boeing Company stock logo
BA
Boeing
$355,2390.0%2,0070.0%Aerospace
Amgen Inc. stock logo
AMGN
Amgen
$313,5500.0%1,2030.0%Medical
RTX Co. stock logo
RTX
RTX
$309,7820.0%2,6770.0%Aerospace
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$244,918$122,641 100.3%1,3460.0%Computer and Technology
Intel Co. stock logo
INTC
Intel
$237,813$3,890 -1.6%11,8610.0%Computer and Technology
Conagra Brands, Inc. stock logo
CAG
Conagra Brands
$0$1,355,401 -100.0%00.0%Consumer Staples
Lamb Weston Holdings, Inc. stock logo
LW
Lamb Weston
$0$1,333,126 -100.0%00.0%Consumer Staples
Lam Research Co. stock logo
LRCX
Lam Research
$0$541,093 -100.0%00.0%Computer and Technology
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$0$486,014 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data