Elite Financial, Inc. Portfolio Holdings
Elite Financial, Inc.
- $189 Million
- Q1 2025
Elite Financial, Inc. has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $189 Million distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $20.5M, Vanguard Russell 1000 Growth E with a value of $18.4M, Vanguard Value ETF with a value of $17.3M, Ishares Russell2000 Val ETF with a value of $15.1M, and Ishares Core Total Usd Bond Ma with a value of $13M.
Examining the 13F form we can see an increase of $4.58M in the current position value, from $185M to 189M.
Elite Financial, Inc. is based out at Lewiston, ID
Below you can find more details about Elite Financial, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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