Ameliora Wealth Management Ltd. Portfolio Holdings

Ameliora Wealth Management Ltd.

  • $266 Billion
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23B
$23.5 Million 0.01% of portfolio
1,000
Q4 2024 New
$16B
$22.7 Million 0.01% of portfolio
300
Q4 2024 New
$86.2B
$5.39 Million 0.0% of portfolio
50
Q3 2024 Reduced 85.71%
$3.9B
$7.8 Million 0.0% of portfolio
500
Q4 2024 New
$3.44B
$10.6 Million 0.0% of portfolio
4,890
Q3 2024 New
$57M
$2.01 Million 0.0% of portfolio
500
Q3 2022 New
$262B
$6.36 Million 0.0% of portfolio
75
Q4 2023 Reduced 51.61%
$6.35B
$7.56 Million 0.0% of portfolio
200
Q4 2024 New
$0
$9.07 Million 0.0% of portfolio
698
Q1 2023 New
$162B
$8.03 Million 0.0% of portfolio
35
Q4 2024 New
$25.8B
$7.66 Million 0.0% of portfolio
725
Q2 2024 Reduced 9.26%
$29.5B
$10.5 Million 0.0% of portfolio
100
Q2 2023 Reduced 93.75%
$11.6B
$12.5 Million 0.0% of portfolio
230
Q3 2022 New
$33.7B
$10 Million 0.0% of portfolio
188
Q3 2022 New
$428M
$10.7 Million 0.0% of portfolio
5,615
Q1 2024 New
$15.9B
$12.6 Million 0.0% of portfolio
30
Q4 2024 New
$751M
$2.13 Million 0.0% of portfolio
300
Q3 2024 New
$0
$9.58 Million 0.0% of portfolio
51
Q3 2022 New
$0
$2.8 Million 0.0% of portfolio
200
Q1 2023 Reduced 98.26%
$0
$8.79 Million 0.0% of portfolio
309
Q3 2022 New
Precision Biosciences Inc
-
$126,000 0.0% of portfolio
-
Q1 2024 New
$0
$1.23 Million 0.0% of portfolio
100
Q4 2022 New
$367M
$99,000 0.0% of portfolio
150
Q3 2024 New
-
$386,000 0.0% of portfolio
-
Q4 2024 New
$2.56B
$6 Million 0.0% of portfolio
20
Q3 2022 New
$1.92B
$6.48 Million 0.0% of portfolio
700
Q4 2024 New
$96.9B
$5.3 Million 0.0% of portfolio
70
Q4 2024 Reduced 98.5%
$4.46B
$3.81 Million 0.0% of portfolio
200
Q4 2024 New
$7.22B
$5.34 Million 0.0% of portfolio
1,225
Q4 2024 New
$44.9B
$4.74 Million 0.0% of portfolio
40
Q3 2024 Reduced 95.24%
$94.7B
$12 Million 0.0% of portfolio
40
Q3 2024 Reduced 61.9%
$30B
$5.74 Million 0.0% of portfolio
100
Q1 2023 New
$15.4B
$1.87 Million 0.0% of portfolio
45
Q4 2024 New
$90M
$635,000 0.0% of portfolio
500
Q3 2022 New
Solventum Corp
-
$12.4 Million 0.0% of portfolio
-
Q4 2024 New
$451M
$2.55 Million 0.0% of portfolio
150
Q3 2022 New
$2.42B
$8.7 Million 0.0% of portfolio
1,000
Q3 2022 New

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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