EW
| |
Elite Wealth Management, Inc.13F | |
| Elite Wealth Management, Inc. | |
| Last update 2025-05-02 | 33 Stocks (5 new) |
| Value $769.00 Mil | Turnover 2 % |
Elite Wealth Management, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY
PUT
| SPDR S&P 500 ETF Trust | 7,524 | 420,885.0 | 0% | 54.760 | 0% | 0.000 | +19.62% | +7.94% | 648,846.5 | ||
MSFT | Microsoft Corp | 338,701 | 127,145.1 | +6.73% | 16.540 | +1.04% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
AMZN | Amazon.com Inc | 221,787 | 42,197.2 | +0.70% | 5.490 | +0.04% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
AAPL | Apple Inc | 176,620 | 39,232.5 | -0.56% | 5.100 | -0.03% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
NVDA | NVIDIA Corp | 349,785 | 37,909.7 | -18.98% | 4.930 | -1.36% | 0.000 | +68.90% | +24.39% | 4,072,965.9 | Semiconductors | |
META | Meta Platforms Inc | 25,726 | 14,827.2 | +10.04% | 1.930 | +0.18% | 0.000 | +40.99% | +20.58% | 1,772,123.0 | Interactive Media | |
GOOGL | Alphabet Inc | 95,188 | 14,719.8 | -2.21% | 1.920 | -0.05% | 0.000 | +26.47% | +1.32% | 2,327,632.6 | Interactive Media | |
ISRG | Intuitive Surgical Inc | 18,114 | 8,971.3 | -21.60% | 1.170 | -0.32% | 0.010 | +6.74% | -2.10% | 183,151.7 | Medical Devices & Instruments | |
MA | Mastercard Inc | 13,005 | 7,128.1 | -3.63% | 0.930 | -0.03% | 0.000 | +6.10% | +6.58% | 507,400.0 | Credit Services | |
CLS | Celestica Inc | 87,892 | 6,926.8 | -52.67% | 0.900 | -1.12% | 0.080 | +89.57% | +70.00% | 17,989.9 | Hardware |
Elite Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Elite Wealth Management, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.36% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | Reduce -18.98% | 349,785 | -81,968 | |
CLS | Celestica Inc | 2025-03-31 | Reduce Reduce | -1.12% | 78.81 ($106.09) 143.67 | $156.91 | 47.90% | Reduce -52.67% | 87,892 | -97,809 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +1.04% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Add 6.73% | 338,701 | 21,355 | |
VRT | Vertiv Holdings Co | 2025-03-31 | Reduce Reduce | -0.92% | 72.2 ($106.44) 153.49 | $125.29 | 17.71% | Reduce -59.19% | 45,099 | -65,419 | |
ASML | ASML Holding NV | 2025-03-31 | Sold Out Sold Out | -0.41% | 662.63 ($727.48) 776.99 | $705.48 | -3.02% | Sold Out | 0 | -4,802 | |
| HCP Unlock Delisted | HashiCorp Inc | 2025-03-31 | Sold Out Sold Out | -0.34% | 33.99 ($34.32) 34.81 | $34.78 | 1.34% | Sold Out | 0 | -80,405 | |
ISRG | Intuitive Surgical Inc | 2025-03-31 | Reduce Reduce | -0.32% | 476.78 ($553.02) 610.45 | $511.00 | -7.60% | Reduce -21.6% | 18,114 | -4,990 | |
ARM | ARM Holdings PLC | 2025-03-31 | Reduce Reduce | -0.23% | 106.79 ($139.45) 179.93 | $156.50 | 12.23% | Reduce -36.7% | 26,228 | -15,209 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -0.23% | 468.34 ($508.07) 539.52 | $561.25 | 10.47% | Reduce -31.5% | 8,052 | -3,703 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.18% | 576.36 ($645.17) 736.67 | $704.81 | 9.24% | Add 10.04% | 25,726 | 2,348 |
Elite Wealth Management, Inc. Total Holding History ($B)
Elite Wealth Management, Inc.'s Asset Allocation
Elite Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Elite Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31
Elite Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Elite Wealth Management, Inc.'s Holdings Heat Map
Size field:
Elite Wealth Management, Inc.'s Holdings Bubble Chart
Elite Wealth Management, Inc. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers