Elite Wealth Management, Inc. Diversified Active

Location: Kirkland, WA

CIK: 0001622757 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 5, 2018

Total Value: $468M (100.0% shares, 0.0% debt)

Holdings (50)

SPY SPDR S&P 500 ETF TR 72.9%
Value $342M Shares 1,174,900 Est. Cost $187.35 Unrealized
MSFT MICROSOFT CORP 4.3%
Value $20.16M Shares 176,295 Est. Cost $55.40 Unrealized +82.0%
QQQ INVESCO QQQ TR 3.0%
Value $14.28M Shares 76,866 Est. Cost $180.28 Unrealized
AMZN AMAZON COM INC 2.7%
Value $12.5M Shares 6,241 Est. Cost $50.75 Unrealized +85.3%
USMV ISHARES TR 2.1%
Value $10.04M Shares 175,963 Est. Cost $49.36 Unrealized
AAPL APPLE INC 1.9%
Value $8.689M Shares 38,490 Est. Cost $39.93 Unrealized +23.4%
GOOGL ALPHABET INC 1.2%
Value $5.816M Shares 4,818 Est. Cost $47.27 Unrealized +27.1%
NFLX NETFLIX INC 1.0%
Value $4.683M Shares 12,516 Est. Cost $27.99 Unrealized +29.7%
NVDA NVIDIA CORP 0.7%
Value $3.366M Shares 11,977 Est. Cost $4.96 Unrealized +29.7%
BABA ALIBABA GROUP HLDG LTD 0.7%
Value $3.236M Shares 19,638 Est. Cost $145.41 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.6%
Value $2.661M Shares 60,248 Est. Cost $39.45 Unrealized
MOMO INC 0.5%
Value $2.436M Shares 55,606 Est. Cost $26.41 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value $2.256M Shares 19,989 Est. Cost $81.82 Unrealized +13.2%
EA ELECTRONIC ARTS INC 0.5%
Value $2.132M Shares 17,697 Est. Cost $109.72 Unrealized +14.2%
CAG CONAGRA BRANDS INC 0.5%
Value $2.119M Shares 62,379 Est. Cost $19.81 Unrealized +38.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value $2.106M Shares 9,838 Est. Cost $190.97 Unrealized +7.4%
Z ZILLOW GROUP INC 0.4%
Value $2.095M Shares 47,353 Est. Cost $42.13 Unrealized +23.8%
LW LAMB WESTON HLDGS INC 0.4%
Value $2.051M Shares 30,792 Est. Cost $46.74 Unrealized +31.4%
INTC INTEL CORP 0.4%
Value $1.891M Shares 39,989 Est. Cost $20.73 Unrealized +100.3%
MA MASTERCARD INCORPORATED 0.4%
Value $1.827M Shares 8,205 Est. Cost $180.31 Unrealized +11.1%
ADBE ADOBE SYS INC 0.3%
Value $1.602M Shares 5,935 Est. Cost $174.12 Unrealized +48.1%
ACTIVISION BLIZZARD INC 0.3%
Value $1.542M Shares 18,540 Est. Cost $65.19 Unrealized
BIDU BAIDU INC 0.3%
Value $1.451M Shares 6,344 Est. Cost $235.96 Unrealized
META FACEBOOK INC 0.3%
Value $1.444M Shares 8,780 Est. Cost $107.93 Unrealized +66.6%
YUM YUM BRANDS INC 0.3%
Value $1.385M Shares 15,231 Est. Cost $68.84 Unrealized +5.9%
SPGI S&P GLOBAL INC 0.3%
Value $1.365M Shares 6,986 Est. Cost $157.56 Unrealized +22.9%
MSFT MICROSOFT CORP 0.3%
Value $1.361M Shares 11,900 Est. Cost $55.40 Unrealized +82.0%
GOOG ALPHABET INC 0.3%
Value $1.302M Shares 1,091 Est. Cost $41.17 Unrealized +44.4%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.3%
Value $1.226M Shares 8,887 Est. Cost $109.36 Unrealized +16.7%
SPY SPDR S&P 500 ETF TR 0.2%
Value $1.08M Shares 3,716 Est. Cost $187.35 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.2%
Value $1.078M Shares 9,163 Est. Cost $107.27 Unrealized +5.9%
TAL TAL ED GROUP 0.2%
Value $857K Shares 33,317 Est. Cost $31.27 Unrealized
XBI SPDR SERIES TRUST 0.2%
Value $854K Shares 8,905 Est. Cost $107.90 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value $828K Shares 4,865 Est. Cost $129.51 Unrealized +15.2%
FDX FEDEX CORP 0.2%
Value $754K Shares 3,130 Est. Cost $201.36 Unrealized +5.4%
CBOE CBOE GLOBAL MARKETS INC 0.1%
Value $612K Shares 6,376 Est. Cost $104.45 Unrealized -12.4%
BA BOEING CO 0.1%
Value $559K Shares 1,503 Est. Cost $210.83 Unrealized +60.8%
AMGN AMGEN INC 0.1%
Value $477K Shares 2,300 Est. Cost $122.74 Unrealized +28.2%
ZTO ZTO EXPRESS CAYMAN INC 0.1%
Value $432K Shares 23,654 Est. Cost $19.12 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value $315K Shares 2,576 Est. Cost $81.96 Unrealized +7.3%
ORCL ORACLE CORP 0.1%
Value $313K Shares 6,070 Est. Cost $34.01 Unrealized +28.1%
CAT CATERPILLAR INC DEL 0.1%
Value $304K Shares 1,991 Est. Cost $96.04 Unrealized +25.5%
SBUX STARBUCKS CORP 0.1%
Value $278K Shares 4,899 Est. Cost $39.60 Unrealized +13.8%
XOM EXXON MOBIL CORP 0.1%
Value $247K Shares 2,900 Est. Cost $57.95 Unrealized +0.4%
APH AMPHENOL CORP NEW 0.1%
Value $238K Shares 2,533 Est. Cost $20.22 Unrealized +7.1%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $217K Shares 815 Est. Cost $212.11 Unrealized +8.7%
PFE PFIZER INC 0.0%
Value $206K Shares 4,676 Est. Cost $22.51 Unrealized +22.9%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value $97,000 Shares 1,346,512 Est. Cost $0.18 Unrealized
XXHYBXX NEW AMER HIGH INCOME FD INC 0.0%
Value $90,000 Shares 10,443 Est. Cost $10.38 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value $32,000 Shares 14,000 Est. Cost $139.94 Unrealized -11.1%