Ameliora Wealth Management Ltd. Portfolio Holdings

Ameliora Wealth Management Ltd.

  • $240 Billion
  • Q3 2024

Ameliora Wealth Management Ltd. has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $240 Billion distributed in 163 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 $23.1B, Ishares Core U.S. Aggregate Bo with a value of $21.8B, Ishares Trust Ishares 5 10 Yea with a value of $17.6B, Abrdn Gold ETF Trust with a value of $15.3B, and T Mobile Us, Inc. with a value of $12.4B.

Examining the 13F form we can see an increase of $19.5B in the current position value, from $220B to 240B.

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 $240 Billion
ETFs: $152 Billion
Technology: $22.6 Billion
Communication Services: $18.3 Billion
Financial Services: $16.5 Billion
Healthcare: $10.9 Billion
Consumer Defensive: $7 Billion
Industrials: $4.96 Billion
Consumer Cyclical: $4.78 Billion
Other: $2.94 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.6 Million 0.01% of portfolio
2,380
Q1 2024 Reduced 51.23%
$0
$2.74 Million 0.0% of portfolio
200
Q1 2023 Reduced 98.26%
$0
$1.34 Million 0.0% of portfolio
100
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $240 Billion
  • Prior Value $220 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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