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Home > Institutional Investor > Elite Wealth Management, Llc > Profile

Instuitional Investor - Elite Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Elite Wealth Management, Llc
Portfolio Value $1,619,477,879
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf TrustPUT
 SPY 26,910 $1,279,059,210 78.97%
2.
Microsoft Corp
 MSFT 317,970 $119,569,582 7.38%
3.
Apple Inc.
 AAPL 213,175 $41,042,525 2.53%
4.
Amazon Com Inc
 AMZN 218,078 $33,134,838 2.04%
5.
Alphabet Inc.
 GOOG 156,621 $21,878,387 1.35%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)