Fund HoldingsElite Wealth Management, Inc.

Total Portfolio Value
$337.45M
Total Bought
$49.00M
Total Sold
$58.23M
Net Transaction
-$9.23M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ARGAN INC09,473+9,47307,5652.24%+7,565
WESTERN DIGITAL CORP(WDC)09,819+9,81906,2721.86%+6,272
KLA CORP(KLAC)3,14633,489+30,3434,63210,1042.99%+5,472
ALPHABET INC(GOOG)92,01087,883-4,12726,45831,4079.31%+4,949
NVIDIA CORPORATION(NVDA)203,019201,214-1,80535,40740,26111.93%+4,854
SELECT SECTOR SPDR ETF
ST STR TECHN ETF
024,220+24,22004,6141.37%+4,614
ADVANCED MICRO DEVICES INC(AMD)12,50612,298-2082,5447,1442.12%+4,600
CATERPILLAR INC(CAT)2,5724,882+2,3101,8225,1991.54%+3,377
GE VERNOVA INC(GEV)3043,088+2,7842653,6281.08%+3,363
BLOOM ENERGY CORP09,438+9,43802,8570.85%+2,857
ISHARES INC36,06335,924-1394,4367,2532.15%+2,817
BROADCOM INC(AVGO)35,09035,160+7010,86113,2823.94%+2,421
AMAZON COM INC(AMZN)97,46692,747-4,71920,29922,1056.55%+1,806
UNION PAC CORP(UNP)06,140+6,14001,6700.49%+1,670
ISHARES TR39,27740,367+1,0904,1695,7181.69%+1,549
HOWMET AEROSPACE INC(HWM)30,46831,782+1,3147,0228,5452.53%+1,523
FEDEX CORP(FDX)04,835+4,83501,5140.45%+1,514
SELECT SECTOR SPDR TR
ST STR UTIL ETF
030,444+30,44401,3800.41%+1,380
CELESTICA INC(CLS)18,05216,648-1,4045,0856,0731.80%+988
CISCO SYS INC(CSCO)06,866+6,86608060.24%+806
ENTERGY CORP NEW(ETR)13,05818,373+5,3151,4672,1100.63%+643
COCA COLA CO(KO)14,84121,411+6,5701,1291,7400.52%+611
ALPHABET INC(GOOG)12,25911,544-7153,5174,0791.21%+562
GILEAD SCIENCES INC(GILD)10,46815,232+4,7641,4591,9240.57%+465
MEDPACE HLDGS INC(MEDP)0700+70003710.11%+371
CROWDSTRIKE HLDGS INC(CRWD)703696-72745310.16%+257
MICRON TECHNOLOGY INC(MU)0198+19802290.07%+229
ROBINHOOD MKTS INC(HOOD)7,9697,777-1925527800.23%+228
PALO ALTO NETWORKS INC(PANW)0621+62102120.06%+212
ROCKET LAB CORP(RKLB)4,1724,036-1362684100.12%+142
INVESCO QQQ TR1,5061,334-1728699820.29%+113
META PLATFORMS INC(META)21,54722,056+50912,32812,4243.68%+96
VANGUARD INDEX FDS454460+62713160.09%+45
BOEING CO(BA)2,5002,50004985410.16%+44
ISHARES TR5632,252+1,6892402800.08%+40
CONSTELLATION ENERGY CORP(CEG)1,7021,901+1994754720.14%-3
COSTCO WHOLESALE CORPORATION(COST)75675607537070.21%-46
INTUITIVE SURGICAL INC596532-642752120.06%-63
CHEVRON CORPORATION(CVX)1,6221,62203362690.08%-67
FIGMA INC(FIG)35,10035,10007426350.19%-107
APPLE INC(AAPL)42,46436,694-5,77010,77710,6183.15%-159
STATE STR SPDR S&P 500 ETF T(SPY)1,9821,512-4701,2891,1290.33%-160
ARM HOLDINGS PLC1,3230-1,3232000-200
NETFLIX INC.(NFLX)2,3800-2,3802290-229
EXPEDIA GROUP INC(EXPE)1,0170-1,0172350-235
TESLA INC(TSLA)9530-9533540-354
NRG ENERGY INC(NRG)3,6520-3,6525340-534
SELECT SECTOR SPDR TR
ST STR UTIL ETF
16,9370-16,9377770-777
HCA HEALTHCARE INC(HCA)1,7320-1,7328200-820
3M CO(MMM)6,4920-6,4929430-943
DOLLAR GEN CORP(DG)9,1710-9,1711,0890-1,089
SPDR GOLD TR(GLD)22,22620,951-1,2759,5647,7182.29%-1,846
GLOBAL X FDS
GLOBAL X SILVER
106,41699,656-6,7609,5867,7192.29%-1,867
PALANTIR TECHNOLOGIES INC(PLTR)65,93966,359+4209,6467,7422.29%-1,903
PHILIP MORRIS INTL INC(PM)25,82710,093-15,7344,2701,8260.54%-2,444
SELECT SECTOR SPDR TR
ST STR TECHN ETF
24,2200-24,2203,2190-3,219
MICROSOFT CORP(MSFT)236,280225,389-10,89187,46484,07524.91%-3,389
ROYAL BK CDA(RY)32,4160-32,4165,2440-5,244
AGNICO EAGLE MINES LTD(AEM)26,4330-26,4335,3650-5,365
CHUBB LTD SWITZ
COM
24,4880-24,4887,9810-7,981
Page 1 of 1