Current Market Value 304,069,165
Current Holdings 31
Most Recent File Date 2025-07-24
Total Filings on Record 58
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Elite Wealth Management, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

Add This Fund
to your dashboard

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-24 2025-06-30 13F-HR 31 304,069
2025-05-02 2025-03-31 13F-HR 33 768,539
2025-02-03 2024-12-31 13F-HR 35 809,561
2024-11-14 2024-09-30 13F-HR 38 731,857
2024-08-12 2024-06-30 13F-HR 43 2,989,373
2024-04-24 2024-03-31 13F-HR 49 2,822,328
2024-01-30 2023-12-31 13F-HR 43 1,619,478
2023-11-01 2023-09-30 13F-HR 47 1,364,051
2023-07-28 2023-06-30 13F-HR 49 1,300,741
2023-05-04 2023-03-31 13F-HR 56 1,639,057
2023-02-09 2022-12-31 13F-HR 54 1,102,316
2022-10-28 2022-09-30 13F-HR 47 1,164,068
2022-07-27 2022-06-30 13F-HR 54 663,527
2022-04-21 2022-03-31 13F-HR 55 614,405
2022-01-19 2021-12-31 13F-HR 60 708,505
2021-10-15 2021-09-30 13F-HR 61 527,925
2021-08-06 2021-06-30 13F-HR 60 1,096,583
2021-05-04 2021-03-31 13F-HR 58 780,108
2021-02-16 2020-12-31 13F-HR 53 774,196
2020-11-10 2020-09-30 13F-HR 44 724,387
2020-07-20 2020-06-30 13F-HR 40 340,331
2020-04-16 2020-03-31 13F-HR 36 128,148
2020-05-06 2019-12-31 13F-HR/A 1 R 27 178,859
2020-01-23 2019-12-31 13F-HR 27 178,859
2020-05-06 2019-09-30 13F-HR/A 1 R 25 72,538
2019-10-09 2019-09-30 13F-HR 25 72,538
2020-05-06 2019-06-30 13F-HR/A 1 R 26 74,069
2019-07-18 2019-06-30 13F-HR 26 74,069
2019-05-03 2019-03-31 13F-HR 30 54,047
2019-01-23 2018-12-31 13F-HR 47 102,654
2018-11-05 2018-09-30 13F-HR 50 468,459
2018-08-10 2018-06-30 13F-HR 58 280,741
2018-05-11 2018-03-31 13F-HR 57 122,006
2018-01-30 2017-12-31 13F-HR 59 118,713
2016-11-23 2016-09-30 13F-HR 329 61,266
2016-10-13 2016-06-30 13F-HR 42 60,762
2016-10-13 2016-03-31 13F-HR 40 70,904
2016-10-13 2015-12-31 13F-HR 43 67,297
2016-10-13 2015-09-30 13F-HR 59 63,576
2016-10-13 2015-06-30 13F-HR 64 96,536
2016-10-13 2015-03-31 13F-HR 64 112,994
2016-10-13 2014-12-31 13F-HR 64 104,976
2016-11-23 2014-09-30 13F-HR 907 110,904
2016-11-23 2014-06-30 13F-HR/A 1 R 657 100,328
2016-11-23 2014-06-30 13F-HR 907 110,904
2016-11-23 2014-03-31 13F-HR/A 1 R 343 123,505
2016-11-22 2014-03-31 13F-HR 657 100,328
2016-11-23 2013-12-31 13F-HR/A 1 R 962 136,713
2016-11-22 2013-12-31 13F-HR 343 123,505
2016-11-23 2013-09-30 13F-HR/A 1 R 453 113,465
2016-11-22 2013-09-30 13F-HR 962 136,713
2016-11-23 2013-06-30 13F-HR/A 1 R 339 68,018
2016-11-22 2013-06-30 13F-HR 453 113,465
2016-11-23 2013-03-31 13F-HR/A 1 R 340 80,436
2016-11-22 2013-03-31 13F-HR 339 68,018
2016-11-23 2012-12-31 13F-HR/A 1 R 252 67,221
2016-11-21 2012-12-31 13F-HR 340 80,436
2016-11-21 2012-09-30 13F-HR 252 67,221