Elite Wealth Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EW Elite Wealth Management, Inc. | Institutional Filer | ▼ 16.13% | $308.0M | 49 |
Current Portfolio Holdings
Showing all 49 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 236K | $87.5M | 28.39% |
| 2 | NVDA | NVIDIA Corporation | Technology | 203K | $35.4M | 11.49% |
| 3 | GOOGL | Alphabet Inc. | Technology | 92K | $26.5M | 8.59% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 97K | $20.3M | 6.59% |
| 5 | META | Meta Platforms, Inc. | Technology | 22K | $12.3M | 4.00% |
| 6 | AVGO | Broadcom Inc. | Technology | 35K | $10.9M | 3.53% |
| 7 | AAPL | Apple Inc. | Technology | 42K | $10.8M | 3.50% |
| 8 | PLTR | Palantir Technologies Inc. | Technology | 66K | $9.6M | 3.13% |
| 9 | SIL | GLOBAL X FDS | — | 106K | $9.6M | 3.11% |
| 10 | GLD | SPDR GOLD TR | — | 22K | $9.6M | 3.10% |
| 11 | CB | Chubb Limited | Financial Services | 24K | $8.0M | 2.59% |
| 12 | HWM | Howmet Aerospace Inc. | Industrials | 30K | $7.0M | 2.28% |
| 13 | AEM | Agnico Eagle Mines Limited | Basic Materials | 26K | $5.4M | 1.74% |
| 14 | RY | Royal Bank of Canada | Financial Services | 32K | $5.2M | 1.70% |
| 15 | CLS | Celestica Inc. | Technology | 18K | $5.1M | 1.65% |
Showing 1 to 15 of 49 holdings