$780 Million is the total value of Elite Wealth Management, Inc.'s 59 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DASH | New | DOORDASH INCcl a | $722,000 | – | 5,507 | +100.0% | 0.09% | – |
| ZTO | New | ZTO EXPRESS CAYMAN INCsponsored ads a | $298,000 | – | 10,227 | +100.0% | 0.04% | – |
| LYFT | New | LYFT INC | $271,000 | – | 4,290 | +100.0% | 0.04% | – |
| EDU | New | NEW ORIENTAL ED & TECHNOLOGYspon adr | $258,000 | – | 18,437 | +100.0% | 0.03% | – |
| BLK | New | BLACKROCK INC | $237,000 | – | 314 | +100.0% | 0.03% | – |
| NYT | New | NEW YORK TIMES COcl a | $233,000 | – | 4,603 | +100.0% | 0.03% | – |
| BIDU | New | BAIDU INCspon adr rep a | $202,000 | – | 928 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-04
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.