Ameliora Wealth Management Ltd. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $266 Billion distributed in 238 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Edge Invt Grade Enh with a value of $22.1B, Ishares Core U.S. Aggregate Bo with a value of $20.9B, Ishares Trust Ishares 5 10 Yea with a value of $16.9B, T Mobile Us, Inc. with a value of $13.2B, and Spdr Bloomberg Investment Grad with a value of $11.4B.

Examining the 13F form we can see an increase of $26.6B in the current position value, from $240B to 266B.

Ameliora Wealth Management Ltd. is based out at Zurich, V8

Below you can find more details about Ameliora Wealth Management Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $266 Billion
ETFs: $156 Billion
Technology: $33.4 Billion
Financial Services: $22.6 Billion
Communication Services: $21.6 Billion
Healthcare: $9.2 Billion
Consumer Defensive: $7.85 Billion
Consumer Cyclical: $6.38 Billion
Industrials: $5.41 Billion
Other: $3.33 Billion

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 238
  • Current Value $266 Billion
  • Prior Value $240 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 83 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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