Elite Wealth Management, Inc. Diversified Active

Location: Kirkland, WA

CIK: 0001622757 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 4, 2021

Total Value: $780M (100.0% shares, 0.0% debt)

Holdings (58)

SPY SPDR S&P 500 ETF TR 75.2%
Value $587M Shares 18,892 Est. Cost $363.83 Unrealized
MSFT MICROSOFT CORP 6.0%
Value $46.53M Shares 197,352 Est. Cost $99.24 Unrealized +124.6%
AAPL APPLE INC 3.4%
Value $26.22M Shares 234,489 Est. Cost $96.30 Unrealized +29.9%
AMZN AMAZON COM INC 2.5%
Value $19.45M Shares 6,285 Est. Cost $77.62 Unrealized +104.2%
GOOGL ALPHABET INC 2.0%
Value $15.4M Shares 7,466 Est. Cost $62.63 Unrealized +56.4%
QQQ INVESCO QQQ TR 1.3%
Value $10.13M Shares 31,738 Est. Cost $301.01 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 1.1%
Value $8.27M Shares 120,555 Est. Cost $68.87 Unrealized
CRM SALESFORCE COM INC 0.6%
Value $4.833M Shares 22,813 Est. Cost $189.24 Unrealized +16.2%
MA MASTERCARD INCORPORATED 0.6%
Value $4.723M Shares 13,265 Est. Cost $255.34 Unrealized +33.0%
ISRG INTUITIVE SURGICAL INC 0.5%
Value $4.136M Shares 5,597 Est. Cost $188.89 Unrealized +33.2%
ASML ASML HOLDING N V 0.5%
Value $4.125M Shares 6,682 Est. Cost $342.49 Unrealized
SPGI S&P GLOBAL INC 0.5%
Value $3.544M Shares 10,044 Est. Cost $238.80 Unrealized +33.8%
SHY ISHARES TR 0.4%
Value $2.941M Shares 34,099 Est. Cost $86.51 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.4%
Value $2.796M Shares 12,333 Est. Cost $163.22 Unrealized
ADSK AUTODESK INC 0.4%
Value $2.782M Shares 10,037 Est. Cost $207.15 Unrealized +39.2%
LW LAMB WESTON HLDGS INC 0.3%
Value $2.386M Shares 30,792 Est. Cost $46.74 Unrealized +55.6%
CAG CONAGRA BRANDS INC 0.3%
Value $2.345M Shares 62,379 Est. Cost $19.81 Unrealized +43.4%
OKTA OKTA INC 0.3%
Value $2.309M Shares 10,475 Est. Cost $166.50 Unrealized +50.9%
PYPL PAYPAL HLDGS INC 0.3%
Value $2.114M Shares 8,676 Est. Cost $138.15 Unrealized +82.4%
V VISA INC 0.3%
Value $2.075M Shares 9,798 Est. Cost $186.99 Unrealized +8.7%
META FACEBOOK INC 0.2%
Value $1.948M Shares 6,613 Est. Cost $209.74 Unrealized +27.5%
INTC INTEL CORP 0.2%
Value $1.904M Shares 29,751 Est. Cost $37.05 Unrealized +46.0%
FSLY FASTLY INC 0.2%
Value $1.86M Shares 27,641 Est. Cost $86.68 Unrealized -0.8%
FVRR FIVERR INTL LTD 0.2%
Value $1.82M Shares 8,378 Est. Cost $107.21 Unrealized +128.6%
NVDA NVIDIA CORPORATION 0.2%
Value $1.474M Shares 2,760 Est. Cost $11.88 Unrealized +12.8%
ARKG ARK ETF TR 0.2%
Value $1.451M Shares 16,351 Est. Cost $93.36 Unrealized
LIT GLOBAL X FDS 0.2%
Value $1.382M Shares 23,642 Est. Cost $61.74 Unrealized
BA BOEING CO 0.2%
Value $1.234M Shares 4,845 Est. Cost $238.55 Unrealized -6.8%
GOOG ALPHABET INC 0.1%
Value $1.136M Shares 549 Est. Cost $53.02 Unrealized +85.7%
SEAGEN INC 0.1%
Value $1.076M Shares 7,752 Est. Cost $163.90 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $912K Shares 2,452 Est. Cost $245.30 Unrealized +30.3%
DOCU DOCUSIGN INC 0.1%
Value $834K Shares 4,121 Est. Cost $209.38 Unrealized +10.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value $746K Shares 2,019 Est. Cost $322.95 Unrealized -7.1%
NEM NEWMONT CORP 0.1%
Value $724K Shares 12,018 Est. Cost $51.13 Unrealized +0.3%
DASH DOORDASH INC 0.1%
Value $722K Shares 5,507 Est. Cost $167.51 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value $560K Shares 2,252 Est. Cost $157.42 Unrealized +30.0%
PDD PINDUODUO INC 0.1%
Value $538K Shares 4,016 Est. Cost $91.07 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $520K Shares 6,873 Est. Cost $65.12 Unrealized +5.7%
NKE NIKE INC 0.1%
Value $493K Shares 3,712 Est. Cost $89.37 Unrealized +45.0%
XYZ SQUARE INC 0.0%
Value $370K Shares 1,631 Est. Cost $206.26 Unrealized +13.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value $369K Shares 4,778 Est. Cost $54.61 Unrealized +19.5%
BOTZ GLOBAL X FDS 0.0%
Value $360K Shares 10,868 Est. Cost $33.14 Unrealized
FDX FEDEX CORP 0.0%
Value $299K Shares 1,054 Est. Cost $251.15 Unrealized -6.8%
ZTO ZTO EXPRESS CAYMAN INC 0.0%
Value $298K Shares 10,227 Est. Cost $29.14 Unrealized
TSLA TESLA INC 0.0%
Value $288K Shares 431 Est. Cost $145.80 Unrealized +72.2%
SHOP SHOPIFY INC 0.0%
Value $274K Shares 248 Est. Cost $105.61 Unrealized +14.4%
LYFT LYFT INC 0.0%
Value $271K Shares 4,290 Est. Cost $55.82 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value $264K Shares 506 Est. Cost $42.98 Unrealized +23.4%
NEW ORIENTAL ED & TECHNOLOGY 0.0%
Value $258K Shares 18,437 Est. Cost $13.99 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $256K Shares 2,884 Est. Cost $59.00 Unrealized +13.2%
CVX CHEVRON CORP NEW 0.0%
Value $241K Shares 2,300 Est. Cost $65.02 Unrealized +22.4%
BLACKROCK INC 0.0%
Value $237K Shares 314 Est. Cost $754.78 Unrealized
NYT NEW YORK TIMES CO 0.0%
Value $233K Shares 4,603 Est. Cost $47.73 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value $229K Shares 458 Est. Cost $86.27 Unrealized +22.4%
COST COSTCO WHSL CORP NEW 0.0%
Value $210K Shares 597 Est. Cost $309.06 Unrealized +6.7%
TTD THE TRADE DESK INC 0.0%
Value $204K Shares 313 Est. Cost $75.51 Unrealized +2.3%
BIDU BAIDU INC 0.0%
Value $202K Shares 928 Est. Cost $217.67 Unrealized
XXHYBXX NEW AMER HIGH INCOME FD INC 0.0%
Value $109K Shares 12,019 Est. Cost $10.14 Unrealized