| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 44 | Q2 2024 | 28.8% |
| APPLE INC | 44 | Q2 2024 | 11.9% |
| INTEL CORPORATION | 44 | Q2 2024 | 16.5% |
| AMAZON COM INC | 44 | Q2 2024 | 11.6% |
| AMGEN INC | 44 | Q2 2024 | 1.9% |
| META PLATFORMS INC | 43 | Q2 2024 | 1.9% |
| BOEING CO | 43 | Q2 2024 | 2.2% |
| SPDR S&P 500 ETF TRUST | 42 | Q2 2024 | 79.2% |
| CONAGRA FOODS INC | 41 | Q2 2024 | 7.3% |
| Alphabet, Inc. Cl A | 40 | Q2 2024 | 6.8% |
View Elite Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-21 |
View Elite Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.