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Ameliora Wealth Management Ltd.13F | |
Ameliora Wealth Management Ltd. | |
Last update 2025-07-23 | 214 Stocks (6 new) |
Value $280.00 Mil | Turnover 10 % |
Ameliora Wealth Management Ltd... Top Holdings of 2025-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IGEB |
iShares Investment Grade Systematic Bond ETF
iShares Investment Grade Systematic Bond ETF
| 548,401 | 24,919.4 | +5.15% | 8.910 | +0.44% | 1.950 | +3.44% | +4.39% | 1,269.7 | ||
FLRN |
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
| 650,546 | 20,056.3 | +6.05% | 7.170 | +0.41% | 0.720 | +1.59% | +2.83% | 2,783.0 | ||
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 349,225 | 18,610.2 | +1.47% | 6.660 | +0.10% | 0.120 | +3.79% | +5.39% | 15,555.8 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 166,322 | 16,499.1 | -25.27% | 5.900 | -2.09% | 0.010 | +1.65% | +3.49% | 128,152.2 | ||
SGOL | abrdn Physical Gold Shares ETF | 513,662 | 16,201.2 | +18.90% | 5.790 | +0.92% | 0.310 | +2.86% | +29.02% | 5,358.7 | ||
IVV | iShares Core S&P 500 ETF | 24,581 | 15,262.3 | +36.27% | 5.460 | +1.45% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
TMUS | T-Mobile US Inc | 60,000 | 14,295.6 | 0% | 5.110 | 0% | 0.010 | -9.47% | +6.73% | 263,744.5 | Telecommunication Services | |
SPY | SPDR S&P 500 ETF Trust | 12,248 | 7,567.4 | -0.46% | 2.710 | -0.01% | 0.000 | +18.80% | +8.86% | 654,366.5 | ||
NVDA | NVIDIA Corp | 40,738 | 6,436.2 | +0.12% | 2.300 | 0% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
IGSB | iShares 1-3 Year Credit Bond ETF | 119,319 | 6,295.3 | +1,391.49% | 2.250 | +2.10% | 0.030 | +2.21% | +4.02% | 21,629.9 |
Ameliora Wealth Management Ltd.'s Historical Top Holdings Breakdowns
Ameliora Wealth Management Ltd.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
IGSB | iShares 1-3 Year Credit Bond ETF | 2025-06-30 | Add Add | +2.10% | 51.68 ($52.25) 52.76 | $52.61 | 0.69% | Add 1391.49% | 119,319 | 111,319 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-06-30 | Reduce Reduce | -2.09% | 96.82 ($98) 99.46 | $98.35 | 0.36% | Reduce -25.27% | 166,322 | -56,250 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +1.45% | 498.8 ($573.99) 620.9 | $637.33 | 11.04% | Add 36.27% | 24,581 | 6,543 | |
VGK | Vanguard FTSE Europe ETF | 2025-06-30 | Add Add | +1.26% | 62.73 ($73.73) 78.42 | $79.57 | 7.92% | Add 145.44% | 76,608 | 45,396 | |
EWG | iShares MSCI Germany ETF | 2025-06-30 | Add Add | +1.12% | 33.22 ($39.89) 42.57 | $43.21 | 8.32% | Add 2046.32% | 77,375 | 73,770 | |
SGOL | abrdn Physical Gold Shares ETF | 2025-06-30 | Add Add | +0.92% | 28.39 ($31.32) 32.75 | $32.32 | 3.19% | Add 18.9% | 513,662 | 81,635 | |
IWY | iShares Russell Top 200 Growth ETF | 2025-06-30 | Reduce Reduce | -0.90% | 187.5 ($222.41) 246.51 | $253.28 | 13.88% | Reduce -41.52% | 15,950 | -11,323 | |
JPM | JPMorgan Chase & Co | 2025-06-30 | Reduce Reduce | -0.67% | 210.28 ($255.03) 289.91 | $296.76 | 16.36% | Reduce -31.52% | 15,764 | -7,257 | |
V | Visa Inc | 2025-06-30 | Reduce Reduce | -0.64% | 308.27 ($348.58) 373.31 | $355.29 | 1.92% | Reduce -32.71% | 9,980 | -4,851 | |
MSFT | Microsoft Corp | 2025-06-30 | Reduce Reduce | -0.63% | 354.56 ($433.34) 497.45 | $505.87 | 16.74% | Reduce -31.65% | 9,569 | -4,430 |
Ameliora Wealth Management Ltd. Total Holding History ($B)
Ameliora Wealth Management Ltd.'s Asset Allocation
Ameliora Wealth Management Ltd. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Ameliora Wealth Management Ltd.'s Hypothetical Growth since 2025-06-30
Ameliora Wealth Management Ltd.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Ameliora Wealth Management Ltd.'s Holdings Heat Map
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Ameliora Wealth Management Ltd.'s Holdings Bubble Chart
Ameliora Wealth Management Ltd. News
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