EF

Elite Financial, Inc.

13F
Elite Financial, Inc.
Last update 2025-04-29 112 Stocks (62 new)
Value $189.00 Mil Turnover 17 %
Countries:
Top Holdings: SCHD(10.81%)VONG(9.71%)VTV(9.13%)IWN(7.97%)IUSB(6.86%)
Summary Stock Picks Current Portfolio
Elite Financial, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHD
Schwab US Dividend Equity ETF
731,407
20,450.0
-11.33%
10.810
-1.38%
0.030
+8.53%
+1.89%
71,342.1
 
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
197,970
18,370.0
+9.43%
9.710
+0.84%
0.080
+24.46%
+8.50%
27,486.4
 
VTV
Vanguard Value ETF
99,985
17,270.0
-16.20%
9.130
-1.77%
0.010
+10.95%
+7.67%
135,277.4
 
IWN
iShares Russell 2000 Value ETF
99,908
15,080.0
New Holding
7.970
+7.97%
0.140
+17.66%
+2.60%
11,156.3
 
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
281,553
12,970.0
+9.12%
6.860
+0.57%
0.040
+1.98%
+3.69%
32,856.1
 
SCHG
Schwab U.S. Large-Cap Growth ETF
445,489
11,160.0
+28.24%
5.900
+1.30%
0.030
+23.20%
+7.18%
45,528.8
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
188,945
11,090.0
+3.68%
5.860
+0.21%
0.050
+0.87%
+2.75%
22,508.7
 
XLK
Technology Select Sector SPDR ETF
47,026
9,710.0
-0.45%
5.130
-0.03%
0.020
+31.18%
+11.92%
82,413.2
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
115,882
9,310.0
-0.06%
4.920
0%
0.030
+24.76%
+11.22%
38,909.2
 
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
90,203
9,080.0
+9.06%
4.800
+0.40%
0.070
+1.39%
+2.59%
13,398.6
 

Elite Financial, Inc.'s Historical Top Holdings Breakdowns

Elite Financial, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-8.90%
●
554.06 ($590.51) 615.85
$635.41
7.60%
Reduce -95.68%
1,261
-27,910
IWN
iShares Russell 2000 Value ETF
2025-03-31
New Buy
New Buy
+7.97%
●
149.27 ($161.54) 169.4
$167.26
3.54%
New holding
99,908
99,908
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
SPDR Portfolio S&P 500 High Dividend ETF
2025-03-31
Add
Add
+2.76%
●
42.18 ($43.96) 45.16
$44.23
0.61%
Add 159.02%
191,884
117,803
VTV
Vanguard Value ETF
2025-03-31
Reduce
Reduce
-1.77%
●
167.73 ($174.39) 179.21
$180.25
3.36%
Reduce -16.2%
99,985
-19,323
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Reduce
Reduce
-1.38%
●
27.01 ($27.88) 28.54
$27.35
-1.90%
Reduce -11.33%
731,407
-93,464
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Add
Add
+1.30%
●
24.91 ($27.39) 29.02
$29.86
9.00%
Add 28.24%
445,489
98,097
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
2025-03-31
Add
Add
+0.84%
●
92.71 ($101.57) 107.38
$111.78
10.05%
Add 9.43%
197,970
17,068
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Add
Add
+0.57%
●
44.72 ($45.57) 46.25
$45.89
0.70%
Add 9.12%
281,553
23,536
SCHO
Schwab Short-Term U.S. Treasury ETF
2025-03-31
New Buy
New Buy
+0.49%
●
24.1 ($24.21) 24.34
$24.30
0.35%
New holding
38,025
38,025
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
2025-03-31
Add
Add
+0.40%
●
100.32 ($100.52) 100.76
$100.51
-0.01%
Add 9.06%
90,203
7,496

Elite Financial, Inc. Total Holding History ($B)

To

Elite Financial, Inc.'s Asset Allocation

To

Elite Financial, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Elite Financial, Inc.'s Hypothetical Growth since 2025-03-31

Elite Financial, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Elite Financial, Inc.'s Holdings Heat Map

Size field:

Elite Financial, Inc.'s Holdings Bubble Chart

Elite Financial, Inc. News

  • 1

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