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Elite Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Elite Wealth Management, Inc.

Investment Activity

  • Elite Wealth Management, Inc. has $308.04 million in total holdings as of March 31, 2026.
  • Elite Wealth Management, Inc. owns shares of 49 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 11.73% of the portfolio was purchased this quarter.
  • About 17.58% of the portfolio was sold this quarter.
  • This quarter, Elite Wealth Management, Inc. has purchased 53 new stocks and bought additional shares in 10 stocks.
  • Elite Wealth Management, Inc. sold shares of 29 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Microsoft
$87,463,733
NVIDIA
$35,406,576
Alphabet
$26,458,325
Amazon.com
$20,299,244
Meta Platforms
$12,327,718

Largest New Holdings this Quarter

H1467J104 - Chubb
$7,981,374 Holding
780087102 - Royal Bank Of Canada
$5,244,260 Holding
464286772 - iShares MSCI South Korea ETF
$4,436,110 Holding
464288430 - iShares Asia 50 ETF
$4,169,254 Holding
149123101 - Caterpillar
$1,822,159 Holding

Largest Purchases this Quarter

Chubb
24,488 shares (about $7.98M)
Royal Bank Of Canada
32,416 shares (about $5.24M)
iShares MSCI South Korea ETF
36,063 shares (about $4.44M)
iShares Asia 50 ETF
39,277 shares (about $4.17M)
KLA
2,538 shares (about $3.74M)

Largest Sales this Quarter

Intuitive Surgical
15,589 shares (about $7.19M)
Microsoft
10,454 shares (about $3.87M)
Meta Platforms
5,677 shares (about $3.25M)
Netflix
27,353 shares (about $2.63M)
NVIDIA
14,859 shares (about $2.59M)

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
Microsoft Corporation stock logo
MSFT
Microsoft
$87,463,733$3,869,756 â–¼-4.2%236,28028.4%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$35,406,576$2,591,414 â–¼-6.8%203,01911.5%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$26,458,325$874,755 â–¼-3.2%92,0108.6%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$20,299,244$2,887,455 â–²16.6%97,4666.6%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$12,327,718$3,247,991 â–¼-20.9%21,5474.0%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$10,860,827$665,763 â–¼-5.8%35,0903.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$10,776,872$2,739,392 â–²34.1%42,4643.5%Computer and Technology
PALANTIR TECHNOLOGIES INC
$9,645,557$852,374 â–¼-8.1%65,9393.1%CL A
Global X Silver Miners ETF stock logo
SIL
Global X Silver Miners ETF
$9,585,930$774,236 â–¼-7.5%106,4163.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$9,563,626$646,726 â–¼-6.3%22,2263.1%Finance
Chubb Limited stock logo
CB
Chubb
$7,981,374$7,981,374 â–²New Holding24,4882.6%Finance
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$7,021,722$525,454 â–¼-7.0%30,4682.3%Aerospace
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$5,365,370$148,378 â–¼-2.7%26,4331.7%Basic Materials
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$5,244,260$5,244,260 â–²New Holding32,4161.7%Finance
CELESTICA INC
$5,084,887$96,616 â–²1.9%18,0521.7%COM
KLA Corporation stock logo
KLAC
KLA
$4,632,272$3,737,033 â–²417.4%3,1461.5%Computer and Technology
iShares MSCI South Korea ETF stock logo
EWY
iShares MSCI South Korea ETF
$4,436,110$4,436,110 â–²New Holding36,0631.4%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$4,270,236$113,754 â–¼-2.6%25,8271.4%Consumer Staples
iShares Asia 50 ETF stock logo
AIA
iShares Asia 50 ETF
$4,169,254$4,169,254 â–²New Holding39,2771.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3,516,617$913,362 â–¼-20.6%12,2591.1%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$3,218,838$79,740 â–¼-2.4%24,2201.0%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,544,096$1,368,881 â–¼-35.0%12,5060.8%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,822,159$1,822,159 â–²New Holding2,5720.6%Industrials
Entergy Corporation stock logo
ETR
Entergy
$1,467,197$65,056 â–²4.6%13,0580.5%Utilities
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$1,458,925$50,034 â–²3.6%10,4680.5%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,289,260$195,796 â–¼-13.2%1,9820.4%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$1,128,658$47,151 â–²4.4%14,8410.4%Consumer Staples
Dollar General Corporation stock logo
DG
Dollar General
$1,088,873$1,088,873 â–²New Holding9,1710.4%Retail/Wholesale
3M Company stock logo
MMM
3M
$942,833$9,876 â–²1.1%6,4920.3%Multi-Sector Conglomerates
Invesco QQQ stock logo
QQQ
Invesco QQQ
$869,400$102,758 â–¼-10.6%1,5060.3%Finance
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$819,652$819,652 â–²New Holding1,7320.3%Medical
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$777,239$2,524 â–¼-0.3%16,9370.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$753,301$404,551 â–¼-34.9%7560.2%Retail/Wholesale
FIGMA INC
$742,014$4,228 â–²0.6%35,1000.2%CLASS A COM STK
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$552,252$7,277 â–¼-1.3%7,9690.2%Finance
NRG Energy, Inc. stock logo
NRG
NRG Energy
$533,703$32,297 â–²6.4%3,6520.2%Utilities
The Boeing Company stock logo
BA
Boeing
$497,575$22,689 â–¼-4.4%2,5000.2%Aerospace
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$475,192$475,192 â–²New Holding1,7020.2%Energy
Tesla, Inc. stock logo
TSLA
Tesla
$354,278$65,428 â–¼-15.6%9530.1%Auto/Tires/Trucks
Chevron Corporation stock logo
CVX
Chevron
$335,592$248,280 â–¼-42.5%1,6220.1%Energy
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$274,750$7,186,372 â–¼-96.3%5960.1%Medical
CrowdStrike stock logo
CRWD
CrowdStrike
$274,458$78,082 â–¼-22.1%7030.1%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$271,288$95,608 â–¼-26.1%4540.1%ETF
ROCKET LAB CORP
$267,926$514 â–¼-0.2%4,1720.1%COM
GE VERNOVA INC
$265,362$112,604 â–¼-29.8%3040.1%COM
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$240,063$101,057 â–¼-29.6%5630.1%ETF
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$234,815$234,815 â–²New Holding1,0170.1%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$228,837$2,629,991 â–¼-92.0%2,3800.1%Consumer Discretionary
ARM HOLDINGS PLC
$200,143$200,143 â–²New Holding1,3230.1%SPONSORED ADS
SAP SE stock logo
SAP
SAP
$0$5,799,233 â–¼-100.0%00.0%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$0$4,430,419 â–¼-100.0%00.0%Business Services
GE Aerospace stock logo
GE
GE Aerospace
$0$3,866,701 â–¼-100.0%00.0%Aerospace
American Express Company stock logo
AXP
American Express
$0$3,007,694 â–¼-100.0%00.0%Finance
Spotify Technology stock logo
SPOT
Spotify Technology
$0$2,637,004 â–¼-100.0%00.0%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$0$2,198,390 â–¼-100.0%00.0%Computer and Technology
NatWest Group plc stock logo
NWG
NatWest Group
$0$1,429,278 â–¼-100.0%00.0%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$0$1,342,348 â–¼-100.0%00.0%Finance
Duke Energy Corporation stock logo
DUK
Duke Energy
$0$423,714 â–¼-100.0%00.0%Utilities
Salesforce Inc. stock logo
CRM
Salesforce
$0$238,419 â–¼-100.0%00.0%Computer and Technology
GOLDMAN SACHS ETF TR
$0$225,614 â–¼-100.0%00.0%S&P 500 PREMIUM
GOLDMAN SACHS ETF TR
$0$223,957 â–¼-100.0%00.0%NASDAQ-100 PREMI
Insmed, Inc. stock logo
INSM
Insmed
$0$208,848 â–¼-100.0%00.0%Medical
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$200,607 â–¼-100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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