Fund HoldingsElite Wealth Management, Inc.

Total Portfolio Value
$2.82B
Total Bought
$1.20B
Total Sold
$21.12M
Net Transaction
+$1.17B
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Put)26,91046,106+19,1961,279,0592,411,667+1,132,607
NVIDIA CORPORATION(NVDA)43,46445,870+2,40621,52441,4461.47%+19,922
MICROSOFT CORP(MSFT)317,970317,518-452119,570133,5864.73%+14,017
AMAZON COM INC(AMZN)218,078222,918+4,84033,13540,2101.42%+7,075
META PLATFORMS INC(META)15,52423,755+8,2315,49511,5350.41%+6,040
SUPER MICRO COMPUTER INC(SMCI)04,904+4,90404,9530.18%+4,953
ALPHABET INC(GOOG)156,621173,623+17,00221,87826,2050.93%+4,327
SPDR S&P 500 ETF TR(SPY)06,875+6,87503,5960.13%+3,596
ARM HOLDINGS PLC021,863+21,86302,7330.10%+2,733
CELESTICA INC(CLS)055,662+55,66202,5010.09%+2,501
INTUITIVE SURGICAL INC22,06424,294+2,2307,4449,6950.34%+2,252
PALANTIR TECHNOLOGIES INC(PLTR)122,241152,442+30,2012,0993,5080.12%+1,409
ASML HOLDING N V
N Y REGISTRY SHS
3,9204,321+4012,9674,1930.15%+1,226
ADVANCED MICRO DEVICES INC(AMD)70,86263,414-7,44810,44611,4460.41%+1,000
BERKSHIRE HATHAWAY INC DEL02,365+2,36509950.04%+995
MASTERCARD INCORPORATED(MA)14,01113,828-1835,9766,6590.24%+683
INVESCO QQQ TR15,19715,428+2316,2246,8500.24%+627
COSTCO WHSL CORP NEW(COST)6,8536,973+1204,5245,1090.18%+585
CADENCE DESIGN SYSTEM INC(CDNS)10,42910,900+4712,8413,3930.12%+552
AUTODESK INC12,00513,338+1,3332,9233,4730.12%+551
ALPHABET INC(GOOG)34,06435,007+9434,8015,3300.19%+530
ELI LILLY & CO(LLY)0449+44903490.01%+349
SALESFORCE INC(CRM)21,44119,702-1,7395,6425,9340.21%+292
FERRARI N V
COM
2,2642,409+1457661,0500.04%+284
VANECK ETF TRUST
SEMICONDUCTR ETF
01,200+1,20002700.01%+270
CROWDSTRIKE HLDGS INC(CRWD)0688+68802210.01%+221
DELL TECHNOLOGIES INC(DELL)4,1344,157+233164740.02%+158
NETFLIX INC(NFLX)898914+164375550.02%+118
CONAGRA BRANDS INC(CAG)62,37962,37901,7881,8490.07%+61
EXXON MOBIL CORP3,5323,53203534110.01%+57
RTX CORPORATION(RTX)3,3773,37702843290.01%+45
CHEVRON CORP NEW(CVX)4,7374,73707077470.03%+41
WEST PHARMACEUTICAL SVSC INC(WST)740730-102612890.01%+28
PHILIP MORRIS INTL INC(PM)2,9213,062+1412752810.01%+6
TEXAS INSTRS INC(TXN)1,8551,800-553163140.01%-3
AMGEN INC(AMGN)1,2031,20303463420.01%-4
ACCENTURE PLC IRELAND
SHS CLASS A
641626-152252170.01%-8
UNITEDHEALTH GROUP INC(UNH)84184104434160.01%-27
LOCKHEED MARTIN CORP(LMT)796721-753613280.01%-33
SYMBOTIC INC(SYM)6,1835,990-1933172700.01%-48
LAMB WESTON HLDGS INC(LW)30,79230,79203,3283,2800.12%-48
INTEL CORP(INTC)12,29011,723-5676185180.02%-100
MANHATTAN ASSOCIATES INC(MANH)12,58210,138-2,4442,7092,5370.09%-172
ADOBE INC(ADBE)5,8736,489+6163,5043,2740.12%-229
SHOPIFY INC(SHOP)3,0650-3,0652390-239
BOEING CO(BA)3,6123,607-59426960.02%-245
FEDEX CORP(FDX)1,2610-1,2613190-319
TESLA INC(TSLA)6,2023,609-2,5931,5416340.02%-907
PALO ALTO NETWORKS INC(PANW)21,97917,495-4,4846,4814,9710.18%-1,510
HASHICORP INC635,101500,733-134,36815,01413,4950.48%-1,519
APPLE INC(AAPL)213,175228,564+15,38941,04339,1941.39%-1,848
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