ELITE WEALTH MANAGEMENT, INC.

PrivateCIK: 1622757
Location

KIRKLAND, WA

49
Positions
$308.04M
Total AUM (reported)
1.35M
Total Shares

Allocation by class

TOTAL AUM$308.04M49 positions
COM$214.23M69.5%
CAP STK CL A$26.46M8.6%
CL A$22.25M7.2%
GLOBAL X SILVER$9.59M3.1%
GOLD SHS$9.56M3.1%
COM NEW$5.68M1.8%
MSCI STH KOR ETF$4.44M1.4%

Portfolio Concentration

Top 348.5%4–1027.0%11–2520.2%Rest4.4%TOP 1075.4%0%100%
Top 3$149.33M48.5%
4–10$83.06M27.0%
11–25$62.23M20.2%
Rest$13.42M4.4%

Top 3 weight

48.5%

Top 10 weight

75.4%

Voting Authority Distribution

Total shares with voting rights: 1.35M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.35M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole49
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings49
Rows:

MICROSOFT CORP

SOLE
COM
Shares236.28K
TypeSH
Market value$87.46M
28.39%
Sole
0.00
Shared
0.00
None
236.28K

NVIDIA CORPORATION

SOLE
COM
Shares203.02K
TypeSH
Market value$35.41M
11.49%
Sole
0.00
Shared
0.00
None
203.02K

ALPHABET INC

SOLE
CAP STK CL A
Shares92.01K
TypeSH
Market value$26.46M
8.59%
Sole
0.00
Shared
0.00
None
92.01K

AMAZON COM INC

SOLE
COM
Shares97.47K
TypeSH
Market value$20.30M
6.59%
Sole
0.00
Shared
0.00
None
97.47K

META PLATFORMS INC

SOLE
CL A
Shares21.55K
TypeSH
Market value$12.33M
4.00%
Sole
0.00
Shared
0.00
None
21.55K

BROADCOM INC

SOLE
COM
Shares35.09K
TypeSH
Market value$10.86M
3.53%
Sole
0.00
Shared
0.00
None
35.09K

APPLE INC

SOLE
COM
Shares42.46K
TypeSH
Market value$10.78M
3.50%
Sole
0.00
Shared
0.00
None
42.46K

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares65.94K
TypeSH
Market value$9.65M
3.13%
Sole
0.00
Shared
0.00
None
65.94K

GLOBAL X FDS

SOLE
GLOBAL X SILVER
Shares106.42K
TypeSH
Market value$9.59M
3.11%
Sole
0.00
Shared
0.00
None
106.42K

SPDR GOLD TR

SOLE
GOLD SHS
Shares22.23K
TypeSH
Market value$9.56M
3.10%
Sole
0.00
Shared
0.00
None
22.23K

CHUBB LTD SWITZ

SOLE
COM
Shares24.49K
TypeSH
Market value$7.98M
2.59%
Sole
0.00
Shared
0.00
None
24.49K

HOWMET AEROSPACE INC

SOLE
COM
Shares30.47K
TypeSH
Market value$7.02M
2.28%
Sole
0.00
Shared
0.00
None
30.47K

AGNICO EAGLE MINES LTD

SOLE
COM
Shares26.43K
TypeSH
Market value$5.37M
1.74%
Sole
0.00
Shared
0.00
None
26.43K

ROYAL BK CDA

SOLE
COM
Shares32.42K
TypeSH
Market value$5.24M
1.70%
Sole
0.00
Shared
0.00
None
32.42K

CELESTICA INC

SOLE
COM
Shares18.05K
TypeSH
Market value$5.08M
1.65%
Sole
0.00
Shared
0.00
None
18.05K

KLA CORP

SOLE
COM NEW
Shares3.15K
TypeSH
Market value$4.63M
1.50%
Sole
0.00
Shared
0.00
None
3.15K

ISHARES INC

SOLE
MSCI STH KOR ETF
Shares36.06K
TypeSH
Market value$4.44M
1.44%
Sole
0.00
Shared
0.00
None
36.06K

PHILIP MORRIS INTL INC

SOLE
COM
Shares25.83K
TypeSH
Market value$4.27M
1.39%
Sole
0.00
Shared
0.00
None
25.83K

ISHARES TR

SOLE
ASIA 50 ETF
Shares39.28K
TypeSH
Market value$4.17M
1.35%
Sole
0.00
Shared
0.00
None
39.28K

ALPHABET INC

SOLE
CAP STK CL C
Shares12.26K
TypeSH
Market value$3.52M
1.14%
Sole
0.00
Shared
0.00
None
12.26K

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares24.22K
TypeSH
Market value$3.22M
1.04%
Sole
0.00
Shared
0.00
None
24.22K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares12.51K
TypeSH
Market value$2.54M
0.83%
Sole
0.00
Shared
0.00
None
12.51K

CATERPILLAR INC

SOLE
COM
Shares2.57K
TypeSH
Market value$1.82M
0.59%
Sole
0.00
Shared
0.00
None
2.57K

ENTERGY CORP NEW

SOLE
COM
Shares13.06K
TypeSH
Market value$1.47M
0.48%
Sole
0.00
Shared
0.00
None
13.06K

GILEAD SCIENCES INC

SOLE
COM
Shares10.47K
TypeSH
Market value$1.46M
0.47%
Sole
0.00
Shared
0.00
None
10.47K
Page 1 of 2