Fund HoldingsElite Wealth Management, Inc.

Total Portfolio Value
$1.62B
Total Bought
$31.61M
Total Sold
$255.76M
Net Transaction
-$224.15M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Put)2,464,80026,910-2,437,8901,053,6531,279,059+225,407
MICROSOFT CORP(MSFT)310,939317,970+7,03198,179119,5707.38%+21,391
AMAZON COM INC(AMZN)214,602218,078+3,47627,28033,1352.05%+5,855
APPLE INC(AAPL)216,313213,175-3,13837,03541,0432.53%+4,008
ADVANCED MICRO DEVICES INC(AMD)72,17770,862-1,3157,42110,4460.65%+3,025
NVIDIA CORPORATION(NVDA)42,90743,464+55718,66421,5241.33%+2,861
SALESFORCE INC(CRM)21,86921,441-4284,4355,6420.35%+1,207
PALO ALTO NETWORKS INC(PANW)22,90721,979-9285,3706,4810.40%+1,111
INTUITIVE SURGICAL INC22,51822,064-4546,5827,4440.46%+862
INVESCO QQQ TR15,73115,197-5345,6366,2240.38%+588
ASML HOLDING N V
N Y REGISTRY SHS
4,0543,920-1342,3862,9670.18%+581
ALPHABET INC(GOOG)162,893156,621-6,27221,31621,8781.35%+562
LAMB WESTON HLDGS INC(LW)30,79230,79202,8473,3280.21%+481
NETFLIX INC(NFLX)0898+89804370.03%+437
AUTODESK INC12,35912,005-3542,5572,9230.18%+366
COSTCO WHSL CORP NEW(COST)7,3906,853-5374,1754,5240.28%+348
BOEING CO(BA)3,1073,612+5055969420.06%+346
ALPHABET INC(GOOG)33,89234,064+1724,4694,8010.30%+332
ADOBE INC(ADBE)6,2655,873-3923,1953,5040.22%+309
CADENCE DESIGN SYSTEM INC(CDNS)11,00110,429-5722,5782,8410.18%+263
MASTERCARD INCORPORATED(MA)14,45614,011-4455,7235,9760.37%+253
SHOPIFY INC(SHOP)03,065+3,06502390.01%+239
MANHATTAN ASSOCIATES INC(MANH)12,69112,582-1092,5092,7090.17%+201
PALANTIR TECHNOLOGIES INC(PLTR)123,350122,241-1,1091,9742,0990.13%+125
SYMBOTIC INC(SYM)6,2866,183-1032103170.02%+107
INTEL CORP(INTC)14,82612,290-2,5365276180.04%+91
FERRARI N V
COM
2,2982,264-346797660.05%+87
CONAGRA BRANDS INC(CAG)62,37962,37901,7101,7880.11%+77
CHEVRON CORP NEW(CVX)3,7374,737+1,0006307070.04%+76
RTX CORPORATION(RTX)3,3773,37702432840.02%+41
LOCKHEED MARTIN CORP(LMT)79679603263610.02%+35
DELL TECHNOLOGIES INC(DELL)4,1134,134+212833160.02%+33
TESLA INC(TSLA)6,0436,202+1591,5121,5410.10%+29
UNITEDHEALTH GROUP INC(UNH)84184104244430.03%+19
FEDEX CORP(FDX)1,1421,261+1193033190.02%+16
PHILIP MORRIS INTL INC(PM)2,9212,92102702750.02%+4
WEST PHARMACEUTICAL SVSC INC(WST)74074002782610.02%-17
EXXON MOBIL CORP3,5323,53204153530.02%-62
ACCENTURE PLC IRELAND
SHS CLASS A
1,053641-4123232250.01%-98
AMGEN INC(AMGN)1,7031,203-5004583460.02%-111
VMWARE INC1,7850-1,7852970-297
TEXAS INSTRS INC(TXN)5,5161,855-3,6618773160.02%-561
ARK ETF TR
GENOMIC REV ETF
43,5780-43,5781,2140-1,214
FIRST TR EXCHANGE-TRADED FD30,8480-30,8481,3150-1,315
GLOBAL X FDS
RBTCS ARTFL INTE
58,3480-58,3481,4420-1,442
META PLATFORMS INC(META)24,62915,524-9,1057,3945,4950.34%-1,899
SPDR S&P 500 ETF TR(SPY)6,4040-6,4042,7380-2,738
SEAGEN INC14,0880-14,0882,9890-2,989
HASHICORP INC815,341635,101-180,24018,61415,0140.93%-3,600
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