Elite Wealth Management, Inc. Top Holdings and 13F Report (2024)

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About Elite Wealth Management, Inc.

Investment Activity

Elite Wealth Management, Inc. has $2.82 billion in total holdings as of March 31, 2024.
Elite Wealth Management, Inc. owns shares of 48 different stocks, but just 1 company or ETF makes up 80% of its holdings.
Approximately 43.08% of the portfolio was purchased this quarter.
About 0.31% of the portfolio was sold this quarter.
This quarter, Elite Wealth Management, Inc. has purchased 43 new stocks and bought additional shares in 19 stocks.
Elite Wealth Management, Inc. sold shares of 15 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $2,415,262,496
Microsoft: $133,586,334
NVIDIA: $41,445,944
Amazon.com: $40,209,949
Apple: $39,194,122

Largest New Holdings this Quarter

Super Micro Computer: $4,953,187 Holding
ARM HOLDINGS PLC: $2,732,656 Holding
Celestica: $2,501,450 Holding
Berkshire Hathaway: $994,530 Holding
Eli Lilly and Company: $349,304 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 26,071 shares (about $1.19B)
Super Micro Computer: 4,904 shares (about $4.95M)
Meta Platforms: 8,231 shares (about $4.00M)
ARM HOLDINGS PLC: 21,863 shares (about $2.73M)
Apple: 15,389 shares (about $2.64M)

Largest Sales this Quarter

HashiCorp: 134,368 shares (about $3.62M)
Advanced Micro Devices: 7,448 shares (about $1.34M)
Palo Alto Networks: 4,484 shares (about $1.27M)
Manhattan Associates: 2,444 shares (about $611.56K)
Salesforce: 1,739 shares (about $523.75K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$2,415,262,496	$1,188,507,362 ▲	96.9%	52,981	85.6%	Finance
MSFT Microsoft	$133,586,334	$190,166 ▼	-0.1%	317,518	4.7%	Computer and Technology
NVDA NVIDIA	$41,445,944	$2,173,947 ▲	5.5%	45,870	1.5%	Computer and Technology
AMZN Amazon.com	$40,209,949	$873,039 ▲	2.2%	222,918	1.4%	Retail/Wholesale
AAPL Apple	$39,194,122	$2,638,904 ▲	7.2%	228,564	1.4%	Computer and Technology
GOOGL Alphabet	$26,204,919	$2,566,112 ▲	10.9%	173,623	0.9%	Computer and Technology
HCP HashiCorp	$13,494,754	$3,621,218 ▼	-21.2%	500,733	0.5%	Computer and Technology
META Meta Platforms	$11,534,732	$3,996,732 ▲	53.0%	23,755	0.4%	Computer and Technology
AMD Advanced Micro Devices	$11,445,593	$1,344,290 ▼	-10.5%	63,414	0.4%	Computer and Technology
ISRG Intuitive Surgical	$9,695,492	$889,971 ▲	10.1%	24,294	0.3%	Medical
QQQ Invesco QQQ	$6,850,151	$102,566 ▲	1.5%	15,428	0.2%	Finance
MA Mastercard	$6,659,236	$88,128 ▼	-1.3%	13,828	0.2%	Business Services
CRM Salesforce	$5,933,848	$523,752 ▼	-8.1%	19,702	0.2%	Computer and Technology
GOOG Alphabet	$5,330,166	$143,581 ▲	2.8%	35,007	0.2%	Computer and Technology
COST Costco Wholesale	$5,108,832	$87,919 ▲	1.8%	6,973	0.2%	Retail/Wholesale
PANW Palo Alto Networks	$4,970,854	$1,274,039 ▼	-20.4%	17,495	0.2%	Computer and Technology
SMCI Super Micro Computer	$4,953,187	$4,953,187 ▲	New Holding	4,904	0.2%	Computer and Technology
ASML ASML	$4,193,401	$389,158 ▲	10.2%	4,321	0.1%	Computer and Technology
PLTR Palantir Technologies	$3,507,690	$694,925 ▲	24.7%	152,442	0.1%	Business Services
ADSK Autodesk	$3,473,482	$347,140 ▲	11.1%	13,338	0.1%	Computer and Technology
CDNS Cadence Design Systems	$3,392,952	$146,613 ▲	4.5%	10,900	0.1%	Computer and Technology
LW Lamb Weston	$3,280,272		0.0%	30,792	0.1%	Consumer Staples
ADBE Adobe	$3,274,349	$310,834 ▲	10.5%	6,489	0.1%	Computer and Technology
ARM HOLDINGS PLC	$2,732,656	$2,732,656 ▲	New Holding	21,863	0.1%	SPONSORED ADR
MANH Manhattan Associates	$2,536,832	$611,562 ▼	-19.4%	10,138	0.1%	Computer and Technology
CLS Celestica	$2,501,450	$2,501,450 ▲	New Holding	55,662	0.1%	Computer and Technology
CAG Conagra Brands	$1,848,914		0.0%	62,379	0.1%	Consumer Staples
RACE Ferrari	$1,050,179	$63,211 ▲	6.4%	2,409	0.0%	Auto/Tires/Trucks
BRK.B Berkshire Hathaway	$994,530	$994,530 ▲	New Holding	2,365	0.0%	Finance
CVX Chevron	$747,214		0.0%	4,737	0.0%	Oils/Energy
BA Boeing	$696,115	$965 ▼	-0.1%	3,607	0.0%	Aerospace
TSLA Tesla	$634,426	$455,823 ▼	-41.8%	3,609	0.0%	Auto/Tires/Trucks
NFLX Netflix	$555,100	$9,717 ▲	1.8%	914	0.0%	Consumer Discretionary
INTC Intel	$517,805	$25,044 ▼	-4.6%	11,723	0.0%	Computer and Technology
DELL Dell Technologies	$474,355	$2,625 ▲	0.6%	4,157	0.0%	Computer and Technology
UNH UnitedHealth Group	$416,043		0.0%	841	0.0%	Medical
XOM Exxon Mobil	$410,560		0.0%	3,532	0.0%	Oils/Energy
LLY Eli Lilly and Company	$349,304	$349,304 ▲	New Holding	449	0.0%	Medical
AMGN Amgen	$342,037		0.0%	1,203	0.0%	Medical
RTX RTX	$329,359		0.0%	3,377	0.0%	Aerospace
LMT Lockheed Martin	$327,961	$34,115 ▼	-9.4%	721	0.0%	Aerospace
TXN Texas Instruments	$313,578	$9,582 ▼	-3.0%	1,800	0.0%	Computer and Technology
WST West Pharmaceutical Services	$288,868	$3,957 ▼	-1.4%	730	0.0%	Medical
PM Philip Morris International	$280,540	$12,918 ▲	4.8%	3,062	0.0%	Consumer Staples
SMH VanEck Semiconductor ETF	$269,988	$269,988 ▲	New Holding	1,200	0.0%	Manufacturing
SYM Symbotic	$269,550	$8,685 ▼	-3.1%	5,990	0.0%	Business Services
CRWD CrowdStrike	$220,566	$220,566 ▲	New Holding	688	0.0%	Computer and Technology
ACN Accenture	$216,978	$5,199 ▼	-2.3%	626	0.0%	Business Services
FDX FedEx	$0	$318,995 ▼	-100.0%	0	0.0%	Transportation
SHOP Shopify	$0	$238,764 ▼	-100.0%	0	0.0%	Computer and Technology

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

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Elite Wealth Management, Inc. Top Holdings and 13F Report (2024)

About Elite Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Elite Wealth Management, Inc. Top Holdings and 13F Report (2024)

About Elite Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofElite Wealth Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information