Elite Wealth Management, Inc. Diversified Active

Location: Kirkland, WA

CIK: 0001622757 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $308M (100.0% shares, 0.0% debt)

Holdings (49)

MSFT MICROSOFT CORP 28.4%
Value $87.46M Shares 236,280 Est. Cost $188.08 Unrealized +131.1%
NVDA NVIDIA CORPORATION 11.5%
Value $35.41M Shares 203,019 Est. Cost $100.60 Unrealized +85.5%
GOOGL ALPHABET INC 8.6%
Value $26.46M Shares 92,010 Est. Cost $133.83 Unrealized +141.6%
AMZN AMAZON COM INC 6.6%
Value $20.3M Shares 97,466 Est. Cost $140.92 Unrealized +61.0%
META META PLATFORMS INC 4.0%
Value $12.33M Shares 21,547 Est. Cost $542.92 Unrealized +20.7%
AVGO BROADCOM INC 3.5%
Value $10.86M Shares 35,090 Est. Cost $290.69 Unrealized +15.0%
AAPL APPLE INC 3.5%
Value $10.78M Shares 42,464 Est. Cost $152.45 Unrealized +72.4%
PLTR PALANTIR TECHNOLOGIES INC 3.1%
Value $9.646M Shares 65,939 Est. Cost $110.75 Unrealized +39.2%
SIL GLOBAL X FDS 3.1%
Value $9.586M Shares 106,416 Est. Cost $83.52 Unrealized
GLD SPDR GOLD TR 3.1%
Value $9.564M Shares 22,226 Est. Cost $396.31 Unrealized
CB CHUBB LTD SWITZ 2.6%
Value $7.981M Shares 24,488 Est. Cost $316.22 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 2.3%
Value $7.022M Shares 30,468 Est. Cost $199.00 Unrealized +13.8%
AEM AGNICO EAGLE MINES LTD 1.7%
Value $5.365M Shares 26,433 Est. Cost $136.83 Unrealized +50.6%
RY ROYAL BK CDA 1.7%
Value $5.244M Shares 32,416 Est. Cost $169.94 Unrealized 0.0%
CLS CELESTICA INC 1.7%
Value $5.085M Shares 18,052 Est. Cost $55.20 Unrealized +445.2%
KLAC KLA CORP 1.5%
Value $4.632M Shares 3,146 Est. Cost $1405.96 Unrealized +4.0%
EWY ISHARES INC 1.4%
Value $4.436M Shares 36,063 Est. Cost $123.01 Unrealized
PM PHILIP MORRIS INTL INC 1.4%
Value $4.27M Shares 25,827 Est. Cost $165.18 Unrealized +6.5%
AIA ISHARES TR 1.4%
Value $4.169M Shares 39,277 Est. Cost $106.15 Unrealized
GOOG ALPHABET INC 1.1%
Value $3.517M Shares 12,259 Est. Cost $125.49 Unrealized +157.9%
XLK SELECT SECTOR SPDR TR 1.0%
Value $3.219M Shares 24,220 Est. Cost $212.92 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.8%
Value $2.544M Shares 12,506 Est. Cost $137.05 Unrealized +61.8%
CAT CATERPILLAR INC 0.6%
Value $1.822M Shares 2,572 Est. Cost $684.39 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.5%
Value $1.467M Shares 13,058 Est. Cost $87.79 Unrealized +10.9%
GILD GILEAD SCIENCES INC 0.5%
Value $1.459M Shares 10,468 Est. Cost $113.43 Unrealized +22.0%
SPY STATE STR SPDR S&P 500 ETF T 0.4%
Value $1.289M Shares 1,982 Est. Cost $533.65 Unrealized
KO COCA COLA CO 0.4%
Value $1.129M Shares 14,841 Est. Cost $68.21 Unrealized +9.6%
DG DOLLAR GEN CORP 0.4%
Value $1.089M Shares 9,171 Est. Cost $147.69 Unrealized 0.0%
MMM 3M CO 0.3%
Value $943K Shares 6,492 Est. Cost $153.47 Unrealized +6.8%
QQQ INVESCO QQQ TR 0.3%
Value $869K Shares 1,506 Est. Cost $419.37 Unrealized
HCA HCA HEALTHCARE INC 0.3%
Value $820K Shares 1,732 Est. Cost $498.00 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.3%
Value $777K Shares 16,937 Est. Cost $42.69 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.2%
Value $753K Shares 756 Est. Cost $755.50 Unrealized +27.6%
FIG FIGMA INC 0.2%
Value $742K Shares 35,100 Est. Cost $62.47 Unrealized -54.5%
HOOD ROBINHOOD MKTS INC 0.2%
Value $552K Shares 7,969 Est. Cost $109.05 Unrealized -12.2%
NRG NRG ENERGY INC 0.2%
Value $534K Shares 3,652 Est. Cost $155.78 Unrealized +1.7%
BA BOEING CO 0.2%
Value $498K Shares 2,500 Est. Cost $201.87 Unrealized +18.2%
CEG CONSTELLATION ENERGY CORP 0.2%
Value $475K Shares 1,702 Est. Cost $301.15 Unrealized 0.0%
TSLA TESLA INC 0.1%
Value $354K Shares 953 Est. Cost $230.45 Unrealized +84.8%
CVX CHEVRON CORPORATION 0.1%
Value $336K Shares 1,622 Est. Cost $94.78 Unrealized +81.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value $275K Shares 596 Est. Cost $396.88 Unrealized +31.3%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $274K Shares 703 Est. Cost $395.51 Unrealized +9.0%
VOO VANGUARD INDEX FDS 0.1%
Value $271K Shares 454 Est. Cost $159.76 Unrealized
RKLB ROCKET LAB CORP 0.1%
Value $268K Shares 4,172 Est. Cost $45.36 Unrealized +74.8%
GEV GE VERNOVA INC 0.1%
Value $265K Shares 304 Est. Cost $605.57 Unrealized +21.7%
IWF ISHARES TR 0.1%
Value $240K Shares 563 Est. Cost $468.41 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value $235K Shares 1,017 Est. Cost $253.44 Unrealized 0.0%
NFLX NETFLIX INC. 0.1%
Value $229K Shares 2,380 Est. Cost $107.73 Unrealized -22.2%
ARM ARM HOLDINGS PLC 0.1%
Value $200K Shares 1,323 Est. Cost $151.28 Unrealized