Elite Financial, Inc. Top Holdings and 13F Report (2025) About Elite Financial, Inc.Investment ActivityElite Financial, Inc. has $189.14 thousand in total holdings as of December 31, 2024.Elite Financial, Inc. owns shares of 112 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 16.90% of the portfolio was purchased this quarter.About 11.91% of the portfolio was sold this quarter.This quarter, Elite Financial, Inc. has purchased 50 new stocks and bought additional shares in 20 stocks.Elite Financial, Inc. sold shares of 22 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $20,450Vanguard Russell 1000 Growth ETF $18,369Vanguard Value ETF $17,271iShares Russell 2000 Value ETF $15,084iShares Core Total USD Bond Market ETF $12,974 Largest New Holdings this Quarter 464287630 - iShares Russell 2000 Value ETF $15,084 Holding808524862 - Schwab Short-Term U.S. Treasury ETF $925 Holding02209S103 - Altria Group $192 Holding37954Y483 - Global X Nasdaq 100 Covered Call ETF $157 Holding166764100 - Chevron $155 Holding Largest Purchases this Quarter iShares Russell 2000 Value ETF 99,908 shares (about $15.08K)SPDR Portfolio S&P 500 High Dividend ETF 117,803 shares (about $5.21K)Schwab U.S. Large-Cap Growth ETF 98,097 shares (about $2.46K)Vanguard Russell 1000 Growth ETF 17,068 shares (about $1.58K)iShares Core Total USD Bond Market ETF 23,536 shares (about $1.08K) Largest Sales this Quarter iShares Core S&P 500 ETF 27,910 shares (about $15.67K)Vanguard Value ETF 19,323 shares (about $3.34K)Schwab US Dividend Equity ETF 93,464 shares (about $2.61K)AbbVie 651 shares (about $136.20)International Business Machines 493 shares (about $122.53) Sector Allocation Over TimeMap of 500 Largest Holdings ofElite Financial, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$20,450$2,613 ▼-11.3%731,40710.8%ETFVONGVanguard Russell 1000 Growth ETF$18,369$1,584 ▲9.4%197,9709.7%ETFVTVVanguard Value ETF$17,271$3,338 ▼-16.2%99,9859.1%ETFIWNiShares Russell 2000 Value ETF$15,084$15,084 ▲New Holding99,9088.0%ETFIUSBiShares Core Total USD Bond Market ETF$12,974$1,085 ▲9.1%281,5536.9%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$11,155$2,456 ▲28.2%445,4895.9%ETFVGSHVanguard Short-Term Treasury Index ETF$11,089$394 ▲3.7%188,9455.9%ETFXLKTechnology Select Sector SPDR Fund$9,709$44 ▼-0.5%47,0265.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$9,313$6 ▼-0.1%115,8824.9%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$9,076$754 ▲9.1%90,2034.8%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$8,492$5,213 ▲159.0%191,8844.5%ETFVBVanguard Small-Cap ETF$7,407$31 ▲0.4%33,4053.9%ETFVBRVanguard Small-Cap Value ETF$5,234$548 ▲11.7%28,0982.8%ETFVTIVanguard Total Stock Market ETF$3,016$49 ▼-1.6%10,9761.6%ETFVYMVanguard High Dividend Yield ETF$2,271$58 ▲2.6%17,6111.2%ETFVDEVanguard Energy ETF$1,935$11 ▲0.6%14,9171.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,459$55 ▼-3.6%18,4900.8%ETFDGROiShares Core Dividend Growth ETF$1,412$31 ▲2.2%22,8550.7%ETFQQQInvesco QQQ$1,408$5 ▼-0.3%3,0040.7%FinanceVOOVanguard S&P 500 ETF$1,243$89 ▼-6.7%2,4200.7%ETFSGOLabrdn Physical Gold Shares ETF$1,2410.0%41,6180.7%ETFIDViShares International Select Dividend ETF$1,118$42 ▼-3.7%36,0450.6%ETFVOEVanguard Mid-Cap Value ETF$1,074$3 ▲0.3%6,6940.6%ETFVHTVanguard Health Care ETF$978$40 ▼-3.9%3,6950.5%ETFSCHOSchwab Short-Term U.S. Treasury ETF$925$925 ▲New Holding38,0250.5%ETFFUTYFidelity MSCI Utilities Index ETF$909$61 ▼-6.3%17,8460.5%ETFPMPhilip Morris International$885$29 ▼-3.2%5,5290.5%Consumer StaplesIVViShares Core S&P 500 ETF$708$15,670 ▼-95.7%1,2610.4%ETFIWMiShares Russell 2000 ETF$640$2 ▲0.3%3,2100.3%FinanceIBMInternational Business Machines$639$123 ▼-16.1%2,5710.3%Computer and TechnologyABBVAbbVie$608$136 ▼-18.3%2,9060.3%MedicalAMZNAmazon.com$593$11 ▼-1.9%3,1220.3%Retail/WholesaleENBEnbridge$592$35 ▼-5.6%13,3740.3%EnergyCOSTCostco Wholesale$5330.0%5640.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$4650.0%8320.2%FinanceGLDSPDR Gold Shares$403$29 ▼-6.7%1,4000.2%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$391$0 ▲0.0%9,5960.2%ETFVFHVanguard Financials ETF$388$3 ▲0.8%3,2530.2%ETFVTVanguard Total World Stock ETF$386$24 ▲6.6%3,3320.2%ETFSOSouthern$360$57 ▼-13.6%3,9190.2%UtilitiesVIGVanguard Dividend Appreciation ETF$353$1 ▲0.2%1,8240.2%ETFXSHDInvesco S&P SmallCap High Dividend Low Volatility ETF$3290.0%23,7500.2%ETFMUBiShares National Muni Bond ETF$321$2 ▲0.5%3,0460.2%ETFWMTWalmart$3170.0%3,6120.2%Retail/WholesaleXOMExxon Mobil$270$31 ▼-10.3%2,2750.1%EnergyVNQVanguard Real Estate ETF$258$54 ▼-17.2%2,8530.1%ETFVDCVanguard Consumer Staples ETF$257$7 ▼-2.6%1,1750.1%ETFRDIVInvesco S&P Ultra Dividend Revenue ETF$250$2 ▲0.8%5,1290.1%ETFMSFTMicrosoft$2400.0%6410.1%Computer and TechnologyFNDFSchwab Fundamental International Large Company Index ETF$2210.0%6,1220.1%ETFMETAMeta Platforms$2010.0%3500.1%Computer and TechnologyMOAltria Group$192$192 ▲New Holding3,2080.1%Consumer StaplesAVGOBroadcom$167$1 ▲0.3%1,0020.1%Computer and TechnologyQYLDGlobal X Nasdaq 100 Covered Call ETF$157$157 ▲New Holding9,5000.1%ManufacturingCVXChevron$155$155 ▲New Holding9290.1%EnergyXLFFinancial Select Sector SPDR Fund$149$149 ▲New Holding3,0000.1%ETFCSCOCisco Systems$135$135 ▲New Holding2,2000.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$133$133 ▲New Holding1,3500.1%FinanceMAINMain Street Capital$127$127 ▲New Holding2,2500.1%FinancePZAInvesco National AMT-Free Municipal Bond ETF$124$124 ▲New Holding5,4000.1%ETFKMIKinder Morgan$116$116 ▲New Holding4,0700.1%EnergyPGProcter & Gamble$111$111 ▲New Holding6530.1%Consumer StaplesKOCoca-Cola$104$104 ▲New Holding1,4470.1%Consumer StaplesSTAGSTAG Industrial$103$103 ▲New Holding2,8540.1%FinancePFGPrincipal Financial Group$99$99 ▲New Holding1,1750.1%FinanceMCDMcDonald's$89$89 ▲New Holding2870.0%Retail/WholesaleHDHome Depot$89$89 ▲New Holding2440.0%Retail/WholesaleTSLATesla$89$89 ▲New Holding3440.0%Auto/Tires/TrucksQCOMQUALCOMM$86$86 ▲New Holding5600.0%Computer and TechnologyVZVerizon Communications$85$85 ▲New Holding1,8940.0%Computer and TechnologyJNJJohnson & Johnson$80$80 ▲New Holding4840.0%MedicalCLWClearwater Paper$74$74 ▲New Holding2,8030.0%Basic MaterialsCATCaterpillar$74$74 ▲New Holding2250.0%IndustrialsVUGVanguard Growth ETF$74$74 ▲New Holding2010.0%ETFSCHWCharles Schwab$70$70 ▲New Holding9000.0%FinanceLTCLTC Properties$69$69 ▲New Holding1,9500.0%FinanceORealty Income$66$66 ▲New Holding1,1500.0%FinanceFHLCFidelity MSCI Health Care Index ETF$66$66 ▲New Holding9760.0%ETFWBAWalgreens Boots Alliance$59$59 ▲New Holding5,3400.0%Retail/WholesaleGISGeneral Mills$58$58 ▲New Holding9800.0%Consumer StaplesAAPLApple$58$58 ▲New Holding2640.0%Computer and TechnologyFIDUFidelity MSCI Industrials Index ETF$54$54 ▲New Holding8000.0%ETFAOMiShares Core 40/60 Moderate Allocation ETF$52$52 ▲New Holding1,2000.0%ETFMRKMerck & Co., Inc.$51$51 ▲New Holding5710.0%MedicalPANWPalo Alto Networks$51$51 ▲New Holding3000.0%Computer and TechnologyDRIVGlobal X Autonomous & Electric Vehicles ETF$48$48 ▲New Holding2,3050.0%Auto/Tires/TrucksSPEMSPDR Portfolio Emerging Markets ETF$45$45 ▲New Holding1,1500.0%ETFADMArcher-Daniels-Midland$42$42 ▲New Holding8750.0%Consumer StaplesGOOGLAlphabet$42$42 ▲New Holding2750.0%Computer and TechnologySPTSSPDR Portfolio Short Term Treasury ETF$41$41 ▲New Holding1,4350.0%ETFEDConsolidated Edison$38$38 ▲New Holding3500.0%UtilitiesPFEPfizer$36$36 ▲New Holding1,4500.0%MedicalIDAIDACORP$29$29 ▲New Holding2550.0%UtilitiesPEPPepsiCo$28$28 ▲New Holding1920.0%Consumer StaplesFFord Motor$27$27 ▲New Holding2,7500.0%Auto/Tires/TrucksISRGIntuitive Surgical$26$26 ▲New Holding540.0%MedicalIVWiShares S&P 500 Growth ETF$26$26 ▲New Holding2900.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$25$25 ▲New Holding5000.0%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$21$21 ▲New Holding7000.0%ETFFMATFidelity MSCI Materials Index ETF$19$19 ▲New Holding4000.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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