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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$200B
$105 Million 0.04% of portfolio
25
Q3 2024 New
$0
$95.8 Million 0.04% of portfolio
800
Q2 2024 Reduced 98.92%
$0
$103 Million 0.04% of portfolio
2,256
Q3 2024 Reduced 23.68%
$209B
$68 Million 0.03% of portfolio
652
Q2 2024 Reduced 96.88%
$162B
$72.8 Million 0.03% of portfolio
3,308
Q1 2024 Added 974.03%
$134B
$68.2 Million 0.03% of portfolio
1,090
Q4 2023 Reduced 82.6%
$280B
$83.3 Million 0.03% of portfolio
100
Q2 2023 New
$154B
$39.5 Million 0.02% of portfolio
191
Q3 2022 New
$0
$49.5 Million 0.02% of portfolio
930
Q2 2024 New
$1.33T
$45.8 Million 0.02% of portfolio
175
Q3 2024 Reduced 83.87%
$184B
$58.8 Million 0.02% of portfolio
312
Q3 2023 Reduced 89.81%
$40.4B
$46.7 Million 0.02% of portfolio
4,000
Q1 2024 New
$15.1B
$57.9 Million 0.02% of portfolio
561
Q2 2024 Reduced 73.25%
$192B
$59.5 Million 0.02% of portfolio
500
Q1 2024 New
$22.9B
$43.4 Million 0.02% of portfolio
297
Q4 2022 New
$8.64B
$26.7 Million 0.01% of portfolio
169
Q3 2022 New
$0
$32.6 Million 0.01% of portfolio
2,380
Q1 2024 Reduced 51.23%
$822M
$25.2 Million 0.01% of portfolio
1,100
Q3 2022 New
$87.1B
$16.3 Million 0.01% of portfolio
40
Q3 2024 Reduced 61.9%
$0
$30.7 Million 0.01% of portfolio
576
Q3 2022 New
$405B
$35.5 Million 0.01% of portfolio
50
Q1 2024 Reduced 50.0%
Ge Vernova Inc
-
$19.9 Million 0.01% of portfolio
-
Q2 2024 New
$41.3B
$26.5 Million 0.01% of portfolio
450
Q4 2023 Reduced 92.14%
$0
$25.9 Million 0.01% of portfolio
1,431
Q3 2024 Added 93.12%
$125B
$23.6 Million 0.01% of portfolio
380
Q2 2023 Reduced 50.0%
$185B
$17.7 Million 0.01% of portfolio
36
Q3 2022 New
$0
$13.8 Million 0.01% of portfolio
506
Q3 2022 New
$0
$17.6 Million 0.01% of portfolio
352
Q2 2024 Reduced 29.6%
$15.9B
$21.7 Million 0.01% of portfolio
75
Q3 2024 New
$0
$23.4 Million 0.01% of portfolio
250
Q3 2024 Reduced 76.85%
$0
$13.7 Million 0.01% of portfolio
327
Q2 2023 Reduced 70.75%
Net Lease Office Properties
-
$459,000 0.0% of portfolio
-
Q4 2023 New
$2.93B
$4.68 Million 0.0% of portfolio
1,000
Q3 2022 New
$0
$2.74 Million 0.0% of portfolio
200
Q1 2023 Reduced 98.26%
$3.1B
$5.78 Million 0.0% of portfolio
20
Q3 2022 New
$0
$8.03 Million 0.0% of portfolio
309
Q3 2022 New
$354B
$8.21 Million 0.0% of portfolio
207
Q2 2023 Reduced 79.44%
$411M
$3.48 Million 0.0% of portfolio
150
Q3 2022 New
$0
$9.37 Million 0.0% of portfolio
698
Q1 2023 New
Amentum Holdings Inc
-
$2.9 Million 0.0% of portfolio
-
Q3 2024 New
$218B
$7.96 Million 0.0% of portfolio
75
Q4 2023 Reduced 51.61%
$361M
$128,000 0.0% of portfolio
150
Q3 2024 New
$336M
$7.41 Million 0.0% of portfolio
5,615
Q1 2024 New
$26B
$5.98 Million 0.0% of portfolio
725
Q2 2024 Reduced 9.26%
$102M
$2.41 Million 0.0% of portfolio
500
Q3 2022 New
Precision Biosciences Inc
-
$296,000 0.0% of portfolio
-
Q1 2024 New
$0
$1.38 Million 0.0% of portfolio
30
Q1 2024 Reduced 70.3%
$8.72B
$7.19 Million 0.0% of portfolio
80
Q1 2023 Reduced 97.24%
$47.5B
$6.71 Million 0.0% of portfolio
100
Q3 2024 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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