Ameliora Wealth Management Ltd. Top Holdings and 13F Report (2025)

About Ameliora Wealth Management Ltd.

Investment Activity

Ameliora Wealth Management Ltd. has $279.62 million in total holdings as of June 30, 2025.
Ameliora Wealth Management Ltd. owns shares of 214 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 10.52% of the portfolio was purchased this quarter.
About 11.31% of the portfolio was sold this quarter.
This quarter, Ameliora Wealth Management Ltd. has purchased 238 new stocks and bought additional shares in 30 stocks.
Ameliora Wealth Management Ltd. sold shares of 67 stocks and completely divested from 30 stocks this quarter.

Largest Holdings

iShares Investment Grade Systematic Bond ETF: $24,919,427
SPDR Bloomberg Investment Grade Floating Rate ETF: $20,056,333
iShares 5-10 Year Investment Grade Corporate Bond ETF: $18,610,200
iShares Core U.S. Aggregate Bond ETF: $16,499,142
abrdn Physical Gold Shares ETF: $16,201,196

Largest New Holdings this Quarter

00827B106 - Affirm: $757,083 Holding
38141G104 - The Goldman Sachs Group: $562,661 Holding
808513105 - Charles Schwab: $488,590 Holding
743315103 - Progressive: $297,015 Holding
49456B101 - Kinder Morgan: $264,600 Holding

Largest Purchases this Quarter

iShares 1-5 Year Investment Grade Corporate Bond ETF: 111,319 shares (about $5.87M)
iShares Core S&P 500 ETF: 6,543 shares (about $4.06M)
Vanguard FTSE Europe ETF: 45,396 shares (about $3.52M)
iShares MSCI Germany ETF: 73,770 shares (about $3.12M)
abrdn Physical Gold Shares ETF: 81,635 shares (about $2.57M)

Largest Sales this Quarter

iShares Core U.S. Aggregate Bond ETF: 56,250 shares (about $5.58M)
iShares Russell Top 200 Growth ETF: 11,323 shares (about $2.79M)
Microsoft: 4,430 shares (about $2.20M)
JPMorgan Chase & Co.: 7,257 shares (about $2.10M)
Visa: 4,851 shares (about $1.72M)

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
IGEB iShares Investment Grade Systematic Bond ETF	$24,919,427	$1,219,750 ▲	5.1%	548,401	8.9%	ETF
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF	$20,056,333	$1,143,824 ▲	6.0%	650,546	7.2%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$18,610,200	$268,901 ▲	1.5%	349,225	6.7%	Manufacturing
AGG iShares Core U.S. Aggregate Bond ETF	$16,499,142	$5,580,000 ▼	-25.3%	166,322	5.9%	Finance
SGOL abrdn Physical Gold Shares ETF	$16,201,196	$2,574,815 ▲	18.9%	513,662	5.8%	ETF
IVV iShares Core S&P 500 ETF	$15,262,343	$4,062,549 ▲	36.3%	24,581	5.5%	ETF
TMUS T-Mobile US	$14,295,600		0.0%	60,000	5.1%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$7,567,427	$35,217 ▼	-0.5%	12,248	2.7%	Finance
NVDA NVIDIA	$6,436,197	$7,900 ▲	0.1%	40,738	2.3%	Computer and Technology
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$6,295,270	$5,873,190 ▲	1,391.5%	119,319	2.3%	Manufacturing
QQQ Invesco QQQ	$6,130,927	$61,784 ▼	-1.0%	11,114	2.2%	Finance
VGK Vanguard FTSE Europe ETF	$5,937,120	$3,518,190 ▲	145.4%	76,608	2.1%	ETF
AAPL Apple	$5,574,264	$760,770 ▼	-12.0%	27,169	2.0%	Computer and Technology
AVGO Broadcom	$5,189,387	$845,970 ▼	-14.0%	18,826	1.9%	Computer and Technology
MSFT Microsoft	$4,759,716	$2,203,526 ▼	-31.6%	9,569	1.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$4,570,141	$2,103,877 ▼	-31.5%	15,764	1.6%	Finance
IWY iShares Russell Top 200 Growth ETF	$3,931,834	$2,791,232 ▼	-41.5%	15,950	1.4%	ETF
INDA iShares MSCI India ETF	$3,788,009	$1,344,550 ▼	-26.2%	68,083	1.4%	ETF
WMT Walmart	$3,549,121	$490,758 ▼	-12.1%	36,297	1.3%	Retail/Wholesale
V Visa	$3,543,399	$1,722,348 ▼	-32.7%	9,980	1.3%	Business Services
AMZN Amazon.com	$3,416,122	$1,188,875 ▲	53.4%	15,571	1.2%	Retail/Wholesale
WM Waste Management	$3,337,569	$368,629 ▼	-9.9%	14,586	1.2%	Business Services
EWG iShares MSCI Germany ETF	$3,273,563	$3,121,044 ▲	2,046.3%	77,375	1.2%	ETF
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$3,219,008	$1,144,969 ▼	-26.2%	23,155	1.2%	ETF
GOOGL Alphabet	$3,174,607	$464,014 ▼	-12.8%	18,014	1.1%	Computer and Technology
DBJP Xtrackers MSCI Japan Hedged Equity ETF	$3,054,747	$1,379,825 ▼	-31.1%	39,947	1.1%	ETF
LLY Eli Lilly and Company	$2,952,080	$555,025 ▼	-15.8%	3,787	1.1%	Medical
C Citigroup	$2,774,034		0.0%	32,590	1.0%	Financial Services
APO Apollo Global Management	$2,474,780	$846,396 ▼	-25.5%	17,444	0.9%	Finance
NEAR iShares Short Duration Bond Active ETF	$2,467,466	$153,300 ▲	6.6%	48,287	0.9%	ETF
MA Mastercard	$2,368,577		0.0%	4,215	0.8%	Business Services
XLE Energy Select Sector SPDR Fund	$2,361,534	$411,498 ▼	-14.8%	27,845	0.8%	ETF
GOOG Alphabet	$2,300,394	$372,164 ▲	19.3%	12,968	0.8%	Computer and Technology
COST Costco Wholesale	$2,130,351	$253,425 ▼	-10.6%	2,152	0.8%	Retail/Wholesale
META Meta Platforms	$1,778,059	$609,662 ▲	52.2%	2,409	0.6%	Computer and Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,474,227		0.0%	16,163	0.5%	ETF
EWL iShares MSCI Switzerland ETF	$1,386,583	$102,769 ▲	8.0%	25,298	0.5%	ETF
TJX TJX Companies	$1,371,850	$502,234 ▼	-26.8%	11,109	0.5%	Retail/Wholesale
REGN Regeneron Pharmaceuticals	$1,247,925	$430,500 ▼	-25.6%	2,377	0.4%	Medical
UNH UnitedHealth Group	$1,247,880	$300,739 ▼	-19.4%	4,000	0.4%	Medical
VOO Vanguard S&P 500 ETF	$1,153,101	$126,671 ▲	12.3%	2,030	0.4%	ETF
ULST SPDR SSgA Ultra Short Term Bond ETF	$1,129,006		0.0%	27,767	0.4%	ETF
IYC iShares U.S. Consumer Discretionary ETF	$1,096,040		0.0%	11,000	0.4%	ETF
BA Boeing	$942,885	$104,765 ▲	12.5%	4,500	0.3%	Aerospace
MU Micron Technology	$941,137	$693,281 ▲	279.7%	7,636	0.3%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$930,858	$265,197 ▼	-22.2%	15,009	0.3%	ETF
PANW Palo Alto Networks	$874,836	$279,334 ▼	-24.2%	4,275	0.3%	Computer and Technology
OEF iShares S&P 100 ETF	$865,876		0.0%	2,845	0.3%	ETF
PWR Quanta Services	$831,776	$401,521 ▼	-32.6%	2,200	0.3%	Construction
GLD SPDR Gold Shares	$821,212	$267,031 ▲	48.2%	2,694	0.3%	Finance
NFLX Netflix	$808,835	$105,791 ▲	15.0%	604	0.3%	Consumer Discretionary
ITA iShares U.S. Aerospace & Defense ETF	$794,174	$18,864 ▲	2.4%	4,210	0.3%	ETF
AFRM Affirm	$757,083	$757,083 ▲	New Holding	10,950	0.3%	Computer and Technology
TQQQ ProShares UltraPro QQQ	$728,159	$499,826 ▼	-40.7%	8,773	0.3%	ETF
ISHARES BITCOIN TRUST ETF	$667,617	$129,581 ▲	24.1%	10,907	0.2%	SHS BEN INT
GE GE Aerospace	$667,155	$265,112 ▲	65.9%	2,592	0.2%	Aerospace
IAU iShares Gold Trust	$660,875		0.0%	12,500	0.2%	Finance
MET MetLife	$638,294	$15,601 ▼	-2.4%	7,937	0.2%	Finance
BRK.B Berkshire Hathaway	$636,359		0.0%	1,310	0.2%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$607,739	$17,992 ▼	-2.9%	3,344	0.2%	ETF
DIS Walt Disney	$595,248		0.0%	4,800	0.2%	Consumer Discretionary
FLOT iShares Floating Rate Bond ETF	$592,852		0.0%	11,620	0.2%	ETF
GS The Goldman Sachs Group	$562,661	$562,661 ▲	New Holding	795	0.2%	Finance
XOM Exxon Mobil	$547,408	$35,682 ▼	-6.1%	5,078	0.2%	Energy
ORCL Oracle	$534,550	$288,373 ▲	117.1%	2,445	0.2%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$523,700		0.0%	10,000	0.2%	ETF
BX Blackstone	$495,110	$280,612 ▼	-36.2%	3,310	0.2%	Finance
SPGI S&P Global	$493,543	$237,280 ▼	-32.5%	936	0.2%	Finance
SCHW Charles Schwab	$488,590	$488,590 ▲	New Holding	5,355	0.2%	Finance
SLV iShares Silver Trust	$480,109	$185,803 ▲	63.1%	14,633	0.2%	ETF
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$475,400	$380,320 ▼	-44.4%	10,000	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$447,318	$16,987 ▼	-3.7%	1,975	0.2%	Computer and Technology
IRM Iron Mountain	$446,180	$102,570 ▲	29.9%	4,350	0.2%	Business Services
HZO MarineMax	$442,464		0.0%	17,600	0.2%	Retail/Wholesale
ISRG Intuitive Surgical	$438,532	$248,338 ▲	130.6%	807	0.2%	Medical
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$391,963		0.0%	4,727	0.1%	ETF
RIO Rio Tinto	$377,978	$7,000 ▲	1.9%	6,480	0.1%	Basic Materials
CRWD CrowdStrike	$376,889	$5,093 ▼	-1.3%	740	0.1%	Computer and Technology
HD Home Depot	$361,507		0.0%	986	0.1%	Retail/Wholesale
BAC Bank of America	$352,865	$20,584 ▼	-5.5%	7,457	0.1%	Finance
AMPLIFY ETF TR	$345,480		0.0%	4,000	0.1%	AMPLIFY CYBERSEC
WFC Wells Fargo & Company	$344,035		0.0%	4,294	0.1%	Finance
LOW Lowe's Companies	$343,677	$164,628 ▼	-32.4%	1,549	0.1%	Retail/Wholesale
EWZ iShares MSCI Brazil ETF	$298,309	$10,098 ▼	-3.3%	10,340	0.1%	ETF
PGR Progressive	$297,015	$297,015 ▲	New Holding	1,113	0.1%	Finance
CVX Chevron	$293,540		0.0%	2,050	0.1%	Energy
HEFA iShares Currency Hedged MSCI EAFE ETF	$290,957	$138,399 ▼	-32.2%	7,665	0.1%	ETF
VOE Vanguard Mid-Cap Value ETF	$287,805		0.0%	1,750	0.1%	ETF
IBKR Interactive Brokers Group	$267,298	$224,965 ▲	531.4%	4,824	0.1%	Finance
KMI Kinder Morgan	$264,600	$264,600 ▲	New Holding	9,000	0.1%	Energy
NET Cloudflare	$252,425	$4,308 ▼	-1.7%	1,289	0.1%	Computer and Technology
AMD Advanced Micro Devices	$249,744	$94,364 ▼	-27.4%	1,760	0.1%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$247,300		0.0%	5,000	0.1%	ETF
PG Procter & Gamble	$232,607		0.0%	1,460	0.1%	Consumer Staples
TMO Thermo Fisher Scientific	$226,247		0.0%	558	0.1%	Medical
VYM Vanguard High Dividend Yield ETF	$225,161	$190,634 ▼	-45.8%	1,689	0.1%	ETF
FTNT Fortinet	$222,541	$63,961 ▼	-22.3%	2,105	0.1%	Computer and Technology
PEP PepsiCo	$213,113		0.0%	1,614	0.1%	Consumer Staples
YLDE ClearBridge Dividend Strategy ESG ETF	$211,375		0.0%	4,017	0.1%	Manufacturing
GE VERNOVA INC	$206,368		0.0%	390	0.1%	COM

Showing largest 100 holdings. View all holdings.

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Ameliora Wealth Management Ltd. Top Holdings and 13F Report (2025)

About Ameliora Wealth Management Ltd.

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Ameliora Wealth Management Ltd. Top Holdings and 13F Report (2025)

About Ameliora Wealth Management Ltd.

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 ofAmeliora Wealth Management Ltd.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools