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Elite Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Elite Wealth Management, Inc.

Investment Activity

  • Elite Wealth Management, Inc. has $768.54 million in total holdings as of March 31, 2025.
  • Elite Wealth Management, Inc. owns shares of 32 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 4.13% of the portfolio was purchased this quarter.
  • About 5.03% of the portfolio was sold this quarter.
  • This quarter, Elite Wealth Management, Inc. has purchased 34 new stocks and bought additional shares in 8 stocks.
  • Elite Wealth Management, Inc. sold shares of 19 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Microsoft
$127,145,126
Amazon.com
$42,197,195
Apple
$39,232,525
NVIDIA
$37,909,725

Largest New Holdings this Quarter

459200101 - International Business Machines
$1,078,438 Holding
19260Q107 - Coinbase Global
$676,864 Holding
22788C105 - CrowdStrike
$392,774 Holding
084670702 - Berkshire Hathaway
$334,460 Holding
24703L202 - Dell Technologies
$241,548 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust
520 shares (about $18.89M)
Microsoft
21,355 shares (about $8.02M)
Meta Platforms
2,348 shares (about $1.35M)
International Business Machines
4,337 shares (about $1.08M)
Coinbase Global
3,930 shares (about $676.86K)

Largest Sales this Quarter

NVIDIA
81,968 shares (about $8.88M)
CELESTICA INC
97,809 shares (about $7.71M)
Vertiv
65,419 shares (about $4.72M)
Intuitive Surgical
4,990 shares (about $2.47M)
Invesco QQQ
3,703 shares (about $1.74M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofElite Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$423,193,451$18,887,700 4.7%11,65155.1%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$127,145,126$8,016,463 6.7%338,70116.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$42,197,195$293,191 0.7%221,7875.5%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$39,232,525$219,464 -0.6%176,6205.1%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$37,909,725$8,883,698 -19.0%349,7854.9%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$14,827,176$1,353,269 10.0%25,7261.9%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$14,719,818$333,248 -2.2%95,1881.9%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$8,971,321$2,471,397 -21.6%18,1141.2%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$7,128,150$268,573 -3.6%13,0050.9%Business Services
CELESTICA INC
$6,926,769$7,708,328 -52.7%87,8920.9%COM
PALANTIR TECHNOLOGIES INC
$6,652,914$631,228 -8.7%78,8260.9%CL A
Broadcom Inc. stock logo
AVGO
Broadcom
$5,843,574$213,806 -3.5%34,9020.8%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$5,404,635$164,511 3.1%34,5940.7%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$5,003,543$901,394 -15.3%5,2900.7%Retail/Wholesale
Salesforce Inc. stock logo
CRM
Salesforce
$4,558,440$282,588 -5.8%16,9860.6%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,775,665$1,736,375 -31.5%8,0520.5%Finance
Vertiv Holdings Co. stock logo
VRT
Vertiv
$3,256,112$4,723,200 -59.2%45,0990.4%Computer and Technology
ARM HOLDINGS PLC
$2,800,888$1,624,169 -36.7%26,2280.4%SPONSORED ADS
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,513,155$101,302 7.2%14,7280.2%Computer and Technology
Ferrari N.V. stock logo
RACE
Ferrari
$1,090,238$32,091 -2.9%2,5480.1%Auto/Tires/Trucks
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,078,438$1,078,438 New Holding4,3370.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$945,585$107,241 12.8%1,0140.1%Consumer Discretionary
Tesla, Inc. stock logo
TSLA
Tesla
$894,879$41,206 -4.4%3,4530.1%Auto/Tires/Trucks
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$676,864$676,864 New Holding3,9300.1%Finance
Chevron Corporation stock logo
CVX
Chevron
$625,163$250,935 -28.6%3,7370.1%Energy
The Boeing Company stock logo
BA
Boeing
$437,461$95,167 27.8%2,5650.1%Aerospace
CrowdStrike stock logo
CRWD
CrowdStrike
$392,774$392,774 New Holding1,1140.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$334,460$334,460 New Holding6280.0%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$324,917$214,074 -39.7%2,7320.0%Energy
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$241,548$241,548 New Holding2,6500.0%Computer and Technology
RTX Corporation stock logo
RTX
RTX
$222,135$132,460 -37.4%1,6770.0%Aerospace
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$214,737$167,660 -43.8%2600.0%Medical
ASML Holding N.V. stock logo
ASML
ASML
$0$3,328,358 -100.0%00.0%Computer and Technology
HashiCorp, Inc. stock logo
HCP
HashiCorp
$0$2,750,655 -100.0%00.0%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$483,715 -100.0%00.0%Medical
LAM RESEARCH CORP
$0$440,603 -100.0%00.0%COM NEW
Amgen Inc. stock logo
AMGN
Amgen
$0$313,550 -100.0%00.0%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$0$244,918 -100.0%00.0%Computer and Technology
Intel Corporation stock logo
INTC
Intel
$0$237,813 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data