The Analysis of Elite Financial, Inc.'s Holdings
Currently, Elite Financial, Inc. holds 53 types of securities in its portfolio with a total value $218.3K. In the most recent quarter, they have increased their positions in XLK (+4.7K shares, valued at $1.4K), IUSB (+24.8K shares, valued at $1.2K), MINT (+9.7K shares, valued at $970.4016196232617); decreased their positions in SCHD (-22.3K shares, valued at $597.0490228599256), VGSH (-9.1K shares, valued at $535.8632431664804), SPYG (-4.3K shares, valued at $459.02707884016297); initiated new positions in AGG (+3.0K shares, valued at $297). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VONG VANGUARD RUSSELL 1000 GROWTH ETF198.9K shares-0.01%2025-09-302025-11-14
VTV VANGUARD VALUE ETF105.9K shares2.28%2025-09-302025-11-14 SCHD SCHWAB US DIVIDEND EQUITY ETF708.4K shares-3.05%2025-09-302025-11-14 IWN ISHARES RUSSELL 2000 VALUE ETF96.6K shares0.64%2025-09-302025-11-14 XLK TECHNOLOGY SELECT SECTOR SPDR FUND53.5K shares9.60%2025-09-302025-11-14 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF445.4K shares-0.17%2025-09-302025-11-14 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF312.7K shares8.63%2025-09-302025-11-14 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF108.5K shares-3.78%2025-09-302025-11-14 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND102.2K shares10.44%2025-09-302025-11-14 VGSH VANGUARD SHORT-TERM TREASURY ETF162.0K shares-5.33%2025-09-302025-11-14 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF199.9K shares2.41%2025-09-302025-11-14 VB VANGUARD SMALL-CAP ETF32.7K shares-0.16%2025-09-302025-11-14 VBR VANGUARD SMALL CAP VALUE ETF27.7K shares1.42%2025-09-302025-11-14 VTI VANGUARD TOTAL STOCK MARKET ETF17.2K shares18.56%2025-09-302025-11-14 SCHO SCHWAB SHORT-TERM US TREASURY ETF112.1K shares2.36%2025-09-302025-11-14 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF17.3K shares-1.95%2025-09-302025-11-14 QQQ INVESCO QQQ TRUST SERIES I3.0K shares2.05%2025-09-302025-11-14 VDE VANGUARD ENERGY ETF13.6K shares-1.01%2025-09-302025-11-14 SGOL ABRDN PHYSICAL GOLD SHARES ETF39.9K shares2.44%2025-09-302025-11-14 VOE VANGUARD MID-CAP VALUE ETF8.8K shares17.98%2025-09-302025-11-14 DGRO ISHARES CORE DIVIDEND GROWTH ETF20.9K shares-8.75%2025-09-302025-11-14 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF36.2K shares-2.95%2025-09-302025-11-14 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF17.2K shares-5.50%2025-09-302025-11-14 IVV ISHARES CORE S&P 500 ETF2.0K shares0.87%2025-09-302025-11-14 VHT VANGUARD HEALTH CARE ETF3.9K shares4.74%2025-09-302025-11-14 VOO VANGUARD S&P 500 ETF1.6K shares-31.22%2025-09-302025-11-14 FUTY FIDELITY MSCI UTILITIES INDEX ETF17.3K shares4.21%2025-09-302025-11-14 VT VANGUARD TOTAL WORLD STOCK ETF7.1K shares24.73%2025-09-302025-11-14 VOOG VANGUARD S&P 500 GROWTH ETF2.2K shares121.83%2025-09-302025-11-14 VUG VANGUARD GROWTH ETF1.8K shares5.87%2025-09-302025-11-14 AMZN AMAZON COM INC COM3.3K shares0.00%2025-09-302025-11-14 IWM ISHARES RUSSELL 2000 ETF3.2K shares3.31%2025-09-302025-11-14 VFH VANGUARD FINANCIALS ETF4.9K shares36.05%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TRUST783 shares-6.00%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC COM3.3K shares-38.64%2025-09-302025-11-14 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF11.1K shares-4.73%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS COM1.6K shares-38.92%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW COM510 shares-9.57%2025-09-302025-11-14 GLD SPDR GOLD SHARES1.2K shares-14.29%2025-09-302025-11-14 VIG VANGUARD DIVIDEND APPRECIATION ETF1.8K shares0.22%2025-09-302025-11-14 ENB ENBRIDGE INC COM8.2K shares-38.98%2025-09-302025-11-14 WMT WALMART INC COM3.6K shares0.00%2025-09-302025-11-14 ABBV ABBVIE INC COM1.6K shares-42.07%2025-09-302025-11-14 MSFT MICROSOFT CORP COM641 shares0.00%2025-09-302025-11-14 TSLA TESLA INC COM708 shares0.00%2025-09-302025-11-14 AGG ISHARES CORE U.S. AGGREGATE BOND ETF3.0K sharesnew addition2025-09-302025-11-14 AVGO BROADCOM INC COM804 shares0.12%2025-09-302025-11-14 RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF5.2K shares0.85%2025-09-302025-11-14 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF6.1K shares0.00%2025-09-302025-11-14 SO SOUTHERN CO COM2.9K shares-22.36%2025-09-302025-11-14 VNQ VANGUARD REAL ESTATE ETF2.9K shares1.98%2025-09-302025-11-14 VDC VANGUARD CONSUMER STAPLES ETF1.1K shares-6.73%2025-09-302025-11-14 XOM EXXON MOBIL CORP COM1.8K shares-26.73%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available