Sponsored
The Analysis of Elite Wealth Management, Inc.'s Holdings & P&L
Currently, Elite Wealth Management, Inc. holds 49 types of securities in its portfolio with a total value $308.0M. In the most recent quarter, they have increased their positions in CB (+24.5K shares, valued at $8.0M), RY (+32.4K shares, valued at $5.2M), EWY (+36.1K shares, valued at $4.4M); decreased their positions in ISRG (-15.6K shares, valued at $7.2M), MSFT (-10.5K shares, valued at $3.9M), META (-5.7K shares, valued at $3.2M); initiated new positions in CB (+24.5K shares, valued at $8.0M), RY (+32.4K shares, valued at $5.2M), EWY (+36.1K shares, valued at $4.4M).
1M P&L
+7.1M+2.42%
3M P&L
+18.4M+6.49%
HY P&L
+5.8M+1.95%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Software - Infrastructure134.7M
43.9%
2Semiconductors44.8M
14.6%
3N/A25.7M
8.4%
Top Industries by Stock Count
1N/A8 stocks
18.6%
2Software - Infrastructure4 stocks
9.3%
3Software - Application3 stocks
7.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
MSFT
-4.24%MICROSOFT CORP
Shares236.3K
Event2026-03-31
Filed2026-05-15
NVDA
-6.82%NVIDIA CORPORATION
Shares203.0K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
-3.20%ALPHABET INC
Shares92.0K
Event2026-03-31
Filed2026-05-15
AMZN
16.58%AMAZON COM INC
Shares97.5K
Event2026-03-31
Filed2026-05-15
META
-20.85%META PLATFORMS INC
Shares21.5K
Event2026-03-31
Filed2026-05-15
BROADCOM INC
-5.78%BROADCOM INC
Shares35.1K
Event2026-03-31
Filed2026-05-15
AAPL
34.08%APPLE INC
Shares42.5K
Event2026-03-31
Filed2026-05-15
PLTR
-8.12%PALANTIR TECHNOLOGIES INC
Shares65.9K
Event2026-03-31
Filed2026-05-15
SIL
-7.47%GLOBAL X FDS
Shares106.4K
Event2026-03-31
Filed2026-05-15
GLD
-6.33%SPDR GOLD TR
Shares22.2K
Event2026-03-31
Filed2026-05-15
CB
NewCHUBB LTD SWITZ
Shares24.5K
Event2026-03-31
Filed2026-05-15
HWM
-6.96%HOWMET AEROSPACE INC
Shares30.5K
Event2026-03-31
Filed2026-05-15
AEM
-2.69%AGNICO EAGLE MINES LTD
Shares26.4K
Event2026-03-31
Filed2026-05-15
RY
NewROYAL BK CDA
Shares32.4K
Event2026-03-31
Filed2026-05-15
CELESTICA INC
1.94%CELESTICA INC
Shares18.1K
Event2026-03-31
Filed2026-05-15
KLAC
417.43%KLA CORP
Shares3.1K
Event2026-03-31
Filed2026-05-15
EWY
NewISHARES INC
Shares36.1K
Event2026-03-31
Filed2026-05-15
PM
-2.59%PHILIP MORRIS INTL INC
Shares25.8K
Event2026-03-31
Filed2026-05-15
AIA
NewISHARES TR
Shares39.3K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
-20.62%ALPHABET INC
Shares12.3K
Event2026-03-31
Filed2026-05-15
XLK
-2.42%SELECT SECTOR SPDR TR
Shares24.2K
Event2026-03-31
Filed2026-05-15
AMD
-34.98%ADVANCED MICRO DEVICES INC
Shares12.5K
Event2026-03-31
Filed2026-05-15
CAT
NewCATERPILLAR INC
Shares2.6K
Event2026-03-31
Filed2026-05-15
ETR
4.64%ENTERGY CORP NEW
Shares13.1K
Event2026-03-31
Filed2026-05-15
GILD
3.55%GILEAD SCIENCES INC
Shares10.5K
Event2026-03-31
Filed2026-05-15
SPY
-13.18%STATE STR SPDR S&P 500 ETF T
Shares2.0K
Event2026-03-31
Filed2026-05-15
KO
4.36%COCA COLA CO
Shares14.8K
Event2026-03-31
Filed2026-05-15
DG
NewDOLLAR GEN CORP
Shares9.2K
Event2026-03-31
Filed2026-05-15
MMM
1.06%3M CO
Shares6.5K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TR
-10.57%INVESCO QQQ TR
Shares1.5K
Event2026-03-31
Filed2026-05-15
HCA
NewHCA HEALTHCARE INC
Shares1.7K
Event2026-03-31
Filed2026-05-15
XLU
-0.32%SELECT SECTOR SPDR TR
Shares16.9K
Event2026-03-31
Filed2026-05-15
COST
-34.94%COSTCO WHOLESALE CORPORATION
Shares756
Event2026-03-31
Filed2026-05-15
FIG
0.57%FIGMA INC
Shares35.1K
Event2026-03-31
Filed2026-05-15
HOOD
-1.30%ROBINHOOD MKTS INC
Shares8.0K
Event2026-03-31
Filed2026-05-15
NRG
6.44%NRG ENERGY INC
Shares3.7K
Event2026-03-31
Filed2026-05-15
BA
-4.36%BOEING CO
Shares2.5K
Event2026-03-31
Filed2026-05-15
CEG
NewCONSTELLATION ENERGY CORP
Shares1.7K
Event2026-03-31
Filed2026-05-15
TSLA
-15.59%TESLA INC
Shares953
Event2026-03-31
Filed2026-05-15
CVX
-42.52%CHEVRON CORPORATION
Shares1.6K
Event2026-03-31
Filed2026-05-15
ISRG
-96.32%INTUITIVE SURGICAL INC
Shares596
Event2026-03-31
Filed2026-05-15
CRWD
-22.15%CROWDSTRIKE HLDGS INC
Shares703
Event2026-03-31
Filed2026-05-15
VANGUARD INDEX FDS
-26.06%VANGUARD INDEX FDS
Shares454
Event2026-03-31
Filed2026-05-15
ROCKET LAB CORP
-0.19%ROCKET LAB CORP
Shares4.2K
Event2026-03-31
Filed2026-05-15
GEV
-29.79%GE VERNOVA INC
Shares304
Event2026-03-31
Filed2026-05-15
IWF
-29.63%ISHARES TR
Shares563
Event2026-03-31
Filed2026-05-15
EXPE
NewEXPEDIA GROUP INC
Shares1.0K
Event2026-03-31
Filed2026-05-15
NFLX
-92.00%NETFLIX INC.
Shares2.4K
Event2026-03-31
Filed2026-05-15
ARM
NewARM HOLDINGS PLC
Shares1.3K
Event2026-03-31
Filed2026-05-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available