$54 Million is the total value of Elite Wealth Management, Inc.'s 30 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CCL | New | CARNIVAL CORPunit 99/99/9999 | $482,000 | – | 9,500 | +100.0% | 0.89% | – |
MCD | New | MCDONALDS CORP | $209,000 | – | 1,100 | +100.0% | 0.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-03
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 41 | Q3 2023 | 28.8% |
APPLE INC | 41 | Q3 2023 | 11.9% |
INTEL CORPORATION | 41 | Q3 2023 | 16.5% |
AMAZON COM INC | 41 | Q3 2023 | 11.6% |
AMGEN INC | 41 | Q3 2023 | 1.9% |
SPDR S&P 500 ETF TRUST | 40 | Q3 2023 | 79.2% |
BOEING CO | 40 | Q3 2023 | 2.2% |
META PLATFORMS INC | 40 | Q3 2023 | 1.9% |
NEW AMERICA HIGH INCOME FUND | 40 | Q2 2023 | 0.2% |
CONAGRA FOODS INC | 38 | Q3 2023 | 7.3% |
View Elite Wealth Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-01-19 |
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.