Elite Life Management LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $25.8 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $4.57B, Schwab Strategic Tr Us Large C with a value of $4.11B, Vanguard Mortg Backed Sec ETF with a value of $3.58B, Nvidia Corp with a value of $1.68B, and Dimensional ETF Tr Core Fxd In with a value of $1.45B.

Examining the 13F form we can see an increase of $5.35B in the current position value, from $20.4B to 25.8B.

Elite Life Management LLC is based out at Erie, PA

Below you can find more details about Elite Life Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $25.8 Billion
ETFs: $16 Billion
Technology: $4.26 Billion
Communication Services: $1.24 Billion
Consumer Defensive: $755 Million
Consumer Cyclical: $748 Million
Financial Services: $650 Million
Healthcare: $495 Million
Energy: $204 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $25.8 Billion
  • Prior Value $20.4 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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