Elite Wealth Management, Inc. Diversified Active

CIK: 0001622757 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 24, 2024

Total Value ($000): $2,822,328 (100.0% shares, 0.0% debt)

Holdings (49)

SPY SPDR S&P 500 ETF TR 85.4%
Value ($000) $2,411,667 Shares 46,106 Est. Cost $523.05 Unrealized
MSFT MICROSOFT CORP 4.7%
Value ($000) $133,586 Shares 317,518 Est. Cost $168.58 Unrealized +136.8%
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $41,446 Shares 45,870 Est. Cost $33.86 Unrealized +114.0%
AMZN AMAZON COM INC 1.4%
Value ($000) $40,210 Shares 222,918 Est. Cost $125.69 Unrealized +32.8%
AAPL APPLE INC 1.4%
Value ($000) $39,194 Shares 228,564 Est. Cost $114.84 Unrealized +57.0%
GOOGL ALPHABET INC 0.9%
Value ($000) $26,205 Shares 173,623 Est. Cost $116.27 Unrealized +22.1%
HASHICORP INC 0.5%
Value ($000) $13,495 Shares 500,733 Est. Cost $29.81 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $11,535 Shares 23,755 Est. Cost $321.24 Unrealized +38.0%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $11,446 Shares 63,414 Est. Cost $105.96 Unrealized +65.0%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $9,695 Shares 24,294 Est. Cost $306.63 Unrealized +23.2%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $6,850 Shares 15,428 Est. Cost $384.09 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $6,659 Shares 13,828 Est. Cost $294.65 Unrealized +53.6%
CRM SALESFORCE INC 0.2%
Value ($000) $5,934 Shares 19,702 Est. Cost $195.07 Unrealized +46.2%
GOOG ALPHABET INC 0.2%
Value ($000) $5,330 Shares 35,007 Est. Cost $106.69 Unrealized +34.3%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $5,109 Shares 6,973 Est. Cost $482.66 Unrealized +46.4%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $4,971 Shares 17,495 Est. Cost $105.46 Unrealized +49.6%
SUPER MICRO COMPUTER INC 0.2%
Value ($000) $4,953 Shares 4,904 Est. Cost $1010.03 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $4,193 Shares 4,321 Est. Cost $425.98 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $3,596 Shares 6,875 Est. Cost $523.05 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $3,508 Shares 152,442 Est. Cost $14.18 Unrealized +50.3%
ADSK AUTODESK INC 0.1%
Value ($000) $3,473 Shares 13,338 Est. Cost $218.41 Unrealized +15.9%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $3,393 Shares 10,900 Est. Cost $221.43 Unrealized +33.6%
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $3,280 Shares 30,792 Est. Cost $46.74 Unrealized +113.5%
ADBE ADOBE INC 0.1%
Value ($000) $3,274 Shares 6,489 Est. Cost $419.01 Unrealized +36.8%
ARM ARM HOLDINGS PLC 0.1%
Value ($000) $2,733 Shares 21,863 Est. Cost $124.99 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.1%
Value ($000) $2,537 Shares 10,138 Est. Cost $179.71 Unrealized +32.5%
CELESTICA INC 0.1%
Value ($000) $2,501 Shares 55,662 Est. Cost $44.94 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $1,849 Shares 62,379 Est. Cost $19.81 Unrealized +29.8%
RACE FERRARI N V 0.0%
Value ($000) $1,050 Shares 2,409 Est. Cost $297.50 Unrealized +30.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $995 Shares 2,365 Est. Cost $393.34 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $747 Shares 4,737 Est. Cost $88.10 Unrealized +57.8%
BA BOEING CO 0.0%
Value ($000) $696 Shares 3,607 Est. Cost $208.58 Unrealized -1.5%
TSLA TESLA INC 0.0%
Value ($000) $634 Shares 3,609 Est. Cost $222.16 Unrealized -12.1%
NFLX NETFLIX INC 0.0%
Value ($000) $555 Shares 914 Est. Cost $43.88 Unrealized +28.5%
INTC INTEL CORP 0.0%
Value ($000) $518 Shares 11,723 Est. Cost $39.63 Unrealized +11.1%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $474 Shares 4,157 Est. Cost $43.87 Unrealized +106.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $416 Shares 841 Est. Cost $457.25 Unrealized +6.9%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $411 Shares 3,532 Est. Cost $56.80 Unrealized +72.7%
LLY ELI LILLY & CO 0.0%
Value ($000) $349 Shares 449 Est. Cost $702.49 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $342 Shares 1,203 Est. Cost $169.66 Unrealized +62.7%
RTX RTX CORPORATION 0.0%
Value ($000) $329 Shares 3,377 Est. Cost $54.61 Unrealized +59.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $328 Shares 721 Est. Cost $428.65 Unrealized -3.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $314 Shares 1,800 Est. Cost $151.91 Unrealized +3.9%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $289 Shares 730 Est. Cost $384.28 Unrealized -4.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $281 Shares 3,062 Est. Cost $60.41 Unrealized +40.6%
SMH VANECK ETF TRUST 0.0%
Value ($000) $270 Shares 1,200 Est. Cost $224.99 Unrealized
SYM SYMBOTIC INC 0.0%
Value ($000) $270 Shares 5,990 Est. Cost $41.14 Unrealized +6.5%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $221 Shares 688 Est. Cost $306.18 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $217 Shares 626 Est. Cost $276.57 Unrealized +28.3%