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Elite Wealth Management, Inc.
Elite Wealth Management, Inc. is an independent registered investment adviser headquartered in Kirkland, Washington. The firm manages investment portfolios for individuals and families, utilizing a diversified approach geared toward growth and preservation of wealth. Elite Wealth Management was incorporated in Washington and reports its fund holdings quarterly to the SEC (CIK: 0001622757).
Investment Strategy
Elite Wealth Management, Inc. builds diversified equity portfolios for its clients, focusing on publicly traded securities, including blue-chip technology firms and ETFs. The firm favors a long-term, growth-oriented strategy that emphasizes large-cap stocks such as Microsoft, Amazon, Nvidia, and Apple, as reflected in their 13F filings. Their approach aims at balancing risk and return while meeting individual investor goals.
Latest 13F Filing Activity
Elite Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 31 equity positions with a total 13F market value of $304M. The fund increased holdings in Microsoft Corp., Coreweave Inc., Crowdstrike HLDGS Inc. among other positions. Elite Wealth Management, Inc. reduced exposure to Apple Inc., Amazon Com Inc., Nvidia Corporation among others.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 45.65% | $138.8M | 279,040 | $209.17 | $497.41 | +$11.7M |
A AMZN | AMAZON COM INC | 12.11% | $36.8M | 167,813 | $108.03 | $219.39 | -$5.4M |
N NVDA | NVIDIA CORPORATION | 10.85% | $33.0M | 208,726 | $40.07 | $157.99 | -$4.9M |
A AAPL | APPLE INC | 9.18% | $27.9M | 136,097 | $86.91 | $205.17 | -$11.3M |
| ALPHABET INC | 4.61% | $14.0M | 79,470 | $92.14 | $176.23 | -$714.8K |
Industry Allocation
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