Fund HoldingsElite Wealth Management, Inc.

Total Portfolio Value
$731.86M
Total Bought
$13.55M
Total Sold
$2.28B
Net Transaction
-$2.26B
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BROADCOM INC(AVGO)037,601+37,60106,4860.89%+6,486
APPLE INC(AAPL)223,790215,308-8,48247,13550,1676.85%+3,032
VERTIV HOLDINGS CO(VRT)116,434116,108-32610,08011,5521.58%+1,472
PALANTIR TECHNOLOGIES INC(PLTR)94,48491,501-2,9832,3933,4040.47%+1,011
INTUITIVE SURGICAL INC24,33923,935-40410,82711,7591.61%+931
MASTERCARD INCORPORATED(MA)13,81913,976+1576,0966,9010.94%+805
META PLATFORMS INC(META)27,73625,712-2,02413,98514,7192.01%+734
SALESFORCE INC(CRM)19,15719,368+2114,9255,3010.72%+376
TESLA INC(TSLA)3,6313,809+1787199970.14%+278
FERRARI N V
COM
2,5812,606+251,0541,2250.17%+171
UNITEDHEALTH GROUP INC(UNH)841956+1154285590.08%+131
EXXON MOBIL CORP3,5324,232+7004074960.07%+89
ADVANCED MICRO DEVICES INC(AMD)14,32314,676+3532,3232,4080.33%+85
CHEVRON CORP NEW(CVX)4,7375,437+7007418010.11%+60
NETFLIX INC(NFLX)918913-56206480.09%+28
AMGEN INC(AMGN)1,2031,20303763880.05%+12
ELI LILLY & CO(LLY)443463+204014100.06%+9
RTX CORPORATION(RTX)3,3772,677-7003393240.04%-15
PALO ALTO NETWORKS INC(PANW)789672-1172672300.03%-38
COSTCO WHSL CORP NEW(COST)6,9776,622-3555,9305,8700.80%-60
INTEL CORP(INTC)12,20212,055-1473782830.04%-95
LAM RESEARCH CORP(LRCX)66366307065410.07%-165
SYMBOTIC INC(SYM)5,9320-5,9322090-209
PHILIP MORRIS INTL INC(PM)2,2210-2,2212250-225
WEST PHARMACEUTICAL SVSC INC(WST)6860-6862260-226
DELL TECHNOLOGIES INC(DELL)5,1714,100-1,0717134860.07%-227
BOEING CO(BA)3,0072,007-1,0005473050.04%-242
NVIDIA CORPORATION(NVDA)455,559461,031+5,47256,28055,9887.65%-292
LOCKHEED MARTIN CORP(LMT)7220-7223370-337
CONAGRA BRANDS INC(CAG)62,37941,679-20,7001,7731,3550.19%-417
ALPHABET INC(GOOG)46,60948,204+1,5958,5498,0591.10%-490
CROWDSTRIKE HLDGS INC(CRWD)1,2830-1,2834920-492
AMAZON COM INC(AMZN)222,761226,692+3,93143,04942,2405.77%-809
ARM HOLDINGS PLC41,49641,538+426,7905,9400.81%-849
SPDR S&P 500 ETF TR(SPY)6,8784,874-2,0043,7432,7970.38%-946
ASML HOLDING N V
N Y REGISTRY SHS
4,9714,865-1065,0844,0540.55%-1,030
INVESCO QQQ TR14,86612,481-2,3857,1236,0920.83%-1,031
LAMB WESTON HLDGS INC(LW)30,79220,592-10,2002,5891,3330.18%-1,256
CELESTICA INC(CLS)201,452201,324-12811,54910,2921.41%-1,258
MICROSOFT CORP(MSFT)319,226325,486+6,260142,678140,05719.14%-2,621
ALPHABET INC(GOOG)171,815168,346-3,46931,29627,9203.81%-3,376
SUPER MICRO COMPUTER INC(SMCI)10,7050-10,7058,7710-8,771
HASHICORP INC463,61773,674-389,94315,6192,4950.34%-13,125
SPDR S&P 500 ETF TR(SPY)(Put)46,5185,176-41,3422,531,603296,978-2,234,624
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