Elite Wealth Management, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationkirkland, WA
- CIK0001622757
- Alternate namesElite Wealth Management, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
35 | $809.56M | SPY, MSFT, NVDA, AMZN | 13F-HR | Feb 3, 2025 | 000162275725000002 | ||
38 | $731.86M | SPY, MSFT, NVDA, AAPL | 13F-HR | Nov 14, 2024 | 000162275724000006 | ||
43 | $2.99B | SPY, MSFT, NVDA, AAPL | 13F-HR | Aug 12, 2024 | 000162275724000005 | ||
49 | $2.82B | SPY, MSFT, NVDA, AMZN | 13F-HR | Apr 24, 2024 | 000162275724000004 | ||
43 | $1.62B | SPY, MSFT, AAPL, AMZN | 13F-HR | Jan 30, 2024 | 000162275724000003 | ||
47 | $1.36B | SPY, MSFT, AAPL, AMZN | 13F-HR | Nov 1, 2023 | 000117266123003560 | ||
49 | $1.30B | SPY, MSFT, AAPL, HCP | 13F-HR | Jul 28, 2023 | 000117266123002663 | ||
56 | $1.64B | SPY, MSFT, AAPL, HCP | 13F-HR | May 4, 2023 | 000162275723000003 | ||
54 | $1.10B | SPY, MSFT, AAPL, HCP | 13F-HR | Feb 9, 2023 | 000162275723000002 | ||
47 | $1.16B | SPY, MSFT, AAPL, HCP | 13F-HR | Oct 28, 2022 | 000162275722000008 | ||
54 | $663.53M | SPY, MSFT, AAPL, HCP | 13F-HR | Jul 27, 2022 | 000162275722000006 | ||
55 | $614.40M | SPY, MSFT, AAPL, AMZN | 13F-HR | Apr 21, 2022 | 000162275722000005 | ||
60 | $708.50M | SPY, MSFT, AAPL, AMZN | 13F-HR | Jan 19, 2022 | 000162275722000004 | ||
61 | $527.92M | SPY, MSFT, AAPL, AMZN | 13F-HR | Oct 15, 2021 | 000162275721000006 | ||
60 | $1.10B | SPY, MSFT, AAPL, AMZN | 13F-HR | Aug 6, 2021 | 000162275721000005 | ||
58 | $780.11M | SPY, MSFT, AAPL, AMZN | 13F-HR | May 4, 2021 | 000162275721000003 | ||
53 | $774.20M | SPY, MSFT, AAPL, AMZN | 13F-HR | Feb 16, 2021 | 000162275721000002 | ||
44 | $724.39M | SPY, MSFT, AAPL, AMZN | 13F-HR | Nov 10, 2020 | 000162275720000001 | ||
40 | $340.33M | SPY, MSFT, AAPL, AMZN | 13F-HR | Jul 20, 2020 | 000117266120001542 | ||
36 | $128.15M | MSFT, SDS, AMZN, AAPL | 13F-HR | Apr 16, 2020 | 000117266120001073 | ||
27 | $178.86M | SPY, NDQ, SPY, MSFT | RESTATEMENT | May 6, 2020 | 000117266120001139 | ||
25 | $72.54M | MSFT, NDQ, SPY, AAPL | RESTATEMENT | May 6, 2020 | 000117266120001138 | ||
26 | $74.07M | MSFT, NDQ, SPY, AMZN | RESTATEMENT | May 6, 2020 | 000117266120001137 | ||
30 | $54.05M | MSFT, AAPL, AMZN, GOOGL | 13F-HR | May 3, 2019 | 000117266119001103 | ||
47 | $102.65M | MSFT, NDQ, AMZN, USMV | 13F-HR | Jan 24, 2019 | 000117266119000235 | ||
50 | $468.46M | SPY, MSFT, NDQ, AMZN | 13F-HR | Nov 5, 2018 | 000117266118001941 | ||
58 | $280.74M | SPY, USMV, MSFT, AMZN | 13F-HR | Aug 10, 2018 | 000117266118001504 | ||
57 | $122.01M | USMV, MSFT, SPY, AMZN | 13F-HR | May 11, 2018 | 000117266118001042 | ||
59 | $118.71M | SPY, USMV, MSFT, AMZN | 13F-HR | Jan 30, 2018 | 000117266118000216 | ||
329 | $61.27M | SPY, USMV, MSFT, CAG | 13F-HR | Nov 23, 2016 | 000162275716000020 | ||
42 | $60.76M | SPY, USMV, MSFT, CAG | 13F-HR | Oct 14, 2016 | 000162275716000010 | ||
40 | $70.90M | SPY, QQQ, MSFT, CAG | 13F-HR | Oct 14, 2016 | 000162275716000009 | ||
43 | $67.30M | SPY, MSFT, QQQ, CAG | 13F-HR | Oct 13, 2016 | 000162275716000008 | ||
59 | $63.58M | SPY, MSFT, The Standard & Poor's 500 Index, AAPL | 13F-HR | Oct 13, 2016 | 000162275716000007 | ||
64 | $96.54M | SPY, MSFT, AAPL, 1848782D | 13F-HR | Oct 13, 2016 | 000162275716000006 | ||
64 | $112.99M | SPY, AAPL, MSFT, 1848782D | 13F-HR | Oct 13, 2016 | 000162275716000005 | ||
64 | $104.98M | SPY, DYNIX, VOO, MSFT | 13F-HR | Oct 13, 2016 | 000162275716000003 | ||
909 | $110.90M | SPY, DYNIX, MSFT, 1848782D | 13F-HR | Nov 23, 2016 | 000162275716000029 | ||
658 | $100.33M | SPY, 1848782D, MSFT, AMJ | RESTATEMENT | Nov 23, 2016 | 000162275716000027 | ||
343 | $123.50M | SPY, 1848782D, MSFT, F | RESTATEMENT | Nov 23, 2016 | 000162275716000026 | ||
965 | $136.71M | SPY, 1848782D, MSFT, F | RESTATEMENT | Nov 23, 2016 | 000162275716000025 | ||
454 | $113.47M | SPY, 1848782D, MSFT, AAPL | RESTATEMENT | Nov 23, 2016 | 000162275716000024 | ||
339 | $68.02M | 1848782D, SPY, SHV, MSFT | RESTATEMENT | Nov 23, 2016 | 000162275716000023 | ||
340 | $80.44M | 1848782D, XLU, XLF, XLI | RESTATEMENT | Nov 23, 2016 | 000162275716000022 | ||
252 | $67.22M | WIP, 1848782D, AAPL, ELD | RESTATEMENT | Nov 23, 2016 | 000162275716000021 | ||
252 | $67.22M | WIP, 1848782D, AAPL, ELD | 13F-HR | Nov 21, 2016 | 000162275716000011 |