MondegarAI
Elite Wealth Management, Inc.

Q1 2025 · 13F-HR

Elite Wealth Management, Inc.holdings as filed

Filed 2025-05-02 · accession 0001622757-25-000003

$768.5M
Reported value
33
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$420.9M54.8%7,524PUTNONE
594918104MSFTMICROSOFT CORP$127.1M16.5%338,701CommonNONE
023135106AMZNAMAZON COM INC$42.2M5.49%221,787CommonNONE
037833100AAPLAPPLE INC$39.2M5.10%176,620CommonNONE
67066G104NVDANVIDIA CORPORATION$37.9M4.93%349,785CommonNONE
30303M102METAMETA PLATFORMS INC$14.8M1.93%25,726CommonNONE
02079K305GOOGLALPHABET INC$14.7M1.92%95,188CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$9.0M1.17%18,114CommonNONE
57636Q104MAMASTERCARD INCORPORATED$7.1M0.93%13,005CommonNONE
15101Q207CLSCELESTICA INC$6.9M0.90%87,892CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$6.7M0.87%78,826CommonNONE
11135F101AVGOBROADCOM INC$5.8M0.76%34,902CommonNONE
02079K107GOOGALPHABET INC$5.4M0.70%34,594CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.0M0.65%5,290CommonNONE
79466L302CRMSALESFORCE INC$4.6M0.59%16,986CommonNONE
46090E103QQQINVESCO QQQ TR$3.8M0.49%8,052CommonNONE
92537N108VRTVERTIV HOLDINGS CO$3.3M0.42%45,099CommonNONE
042068205ARMARM HOLDINGS PLC$2.8M0.36%26,228CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.3M0.30%4,127CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.5M0.20%14,728CommonNONE
N3167Y103RACEFERRARI N V$1.1M0.14%2,548CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.14%4,337CommonNONE
64110L106NFLXNETFLIX INC$945,5850.12%1,014CommonNONE
88160R101TSLATESLA INC$894,8790.12%3,453CommonNONE
19260Q107COINCOINBASE GLOBAL INC$676,8640.09%3,930CommonNONE
166764100CVXCHEVRON CORP NEW$625,1630.08%3,737CommonNONE
097023105BABOEING CO$437,4610.06%2,565CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$392,7740.05%1,114CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$334,4600.04%628CommonNONE
30231G102XOMEXXON MOBIL CORP$324,9170.04%2,732CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$241,5480.03%2,650CommonNONE
75513E101RTXRTX CORPORATION$222,1350.03%1,677CommonNONE
532457108LLYELI LILLY & CO$214,7370.03%260CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.