Elite Financial, Inc. New Holdings in Q4 2024

Elite Financial, Inc.

  • $185 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
825K
New
$26.93 - $84.95 $22.2M - $70.1M
825K $22.5M
VTV
Vanguard Value ETF

ETFs
119K
New
$168.32 - $181.87 $20.1M - $21.7M
119K $20.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
181K
New
$95.27 - $107.82 $17.2M - $19.5M
181K $18.7M
IVV
Ishares Core S&P 500 ETF

ETFs
29.2K
New
$570.51 - $610.59 $16.6M - $17.8M
29.2K $17.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
258K
New
$45.07 - $47.1 $11.6M - $12.2M
258K $11.7M
XLK
Technology Sector Spdr

ETFs
47.2K
New
$220.26 - $241.44 $10.4M - $11.4M
47.2K $11M
VGSH
Vanguard

ETFs
182K
New
$58.02 - $58.88 $10.6M - $10.7M
182K $10.6M
SPYG
Spdr Portfolio

ETFs
116K
New
$81.74 - $91.38 $9.48M - $10.6M
116K $10.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
347K
New
$25.93 - $105.3 $9.01M - $36.6M
347K $9.68M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
82.7K
New
$100.22 - $100.73 $8.29M - $8.33M
82.7K $8.33M
VBR
Vanguard Small Cap Value ETF

ETFs
25.2K
New
$197.36 - $217.3 $4.96M - $5.47M
25.2K $4.99M
VTI
Vanguard Total Stock Market Et

ETFs
11.2K
New
$280.04 - $302.45 $3.12M - $3.37M
11.2K $3.23M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
74.1K
New
$43.02 - $47.32 $3.19M - $3.51M
74.1K $3.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17.2K
New
$126.68 - $134.74 $2.17M - $2.31M
17.2K $2.19M
VDE
Vanguard Energy ETF

ETFs
14.8K
New
$116.67 - $136.78 $1.73M - $2.03M
14.8K $1.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.01K
New
$481.22 - $538.17 $1.45M - $1.62M
3.01K $1.54M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
19.2K
New
$77.86 - $79.27 $1.49M - $1.52M
19.2K $1.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.59K
New
$521.84 - $558.82 $1.35M - $1.45M
2.59K $1.4M
DGRO
Ishares Core Dividend Growth E

ETFs
22.4K
New
$60.73 - $64.94 $1.36M - $1.45M
22.4K $1.37M
VOE
Vanguard Mid Cap Value Index F

ETFs
6.68K
New
$160.89 - $176.18 $1.07M - $1.18M
6.68K $1.08M
SGOL
Abrdn Gold ETF Trust

ETFs
41.6K
New
$24.46 - $26.62 $1.02M - $1.11M
41.6K $1.04M
IDV
Ishares Tr

ETFs
37.4K
New
$27.03 - $29.92 $1.01M - $1.12M
37.4K $1.02M
VHT
Vanguard Health Care ETF

ETFs
3.85K
New
$250.81 - $283.3 $964K - $1.09M
3.85K $975K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
19K
New
$48.17 - $53.38 $917K - $1.02M
19K $928K
IWM
Ishares Russell 2000 ETF

ETFs
3.2K
New
$216.13 - $242.4 $692K - $776K
3.2K $707K
AMZN
Amazon Com Inc

Consumer Cyclical
3.18K
New
$180.88 - $232.93 $576K - $741K
3.18K $698K
PM
Philip Morris International Inc.

Consumer Defensive
5.71K
New
$118.38 - $133.06 $676K - $760K
5.71K $687K
IBM
International Business Machines Corp

Technology
3.06K
New
$204.9 - $238.04 $628K - $729K
3.06K $673K
ABBV
Abb Vie Inc.

Healthcare
3.56K
New
$164.99 - $203.87 $587K - $725K
3.56K $632K
ENB
Enbridge Inc

Energy
14.2K
New
$40.4 - $43.92 $573K - $623K
14.2K $601K
COST
Costco Wholesale Corp

Consumer Defensive
564
New
$873.59 - $994.69 $493K - $561K
564 $516K
SPY
Spdr S&P 500 ETF Trust

ETFs
832
New
$567.81 - $607.81 $472K - $506K
832 $487K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.59K
New
$44.33 - $49.55 $425K - $475K
9.59K $430K
VFH
Vanguard Financial ETF

ETFs
3.23K
New
$108.87 - $126.2 $351K - $407K
3.23K $381K
SO
Southern CO

Utilities
4.54K
New
$81.5 - $94.15 $370K - $427K
4.54K $373K
VT
Vanguard Total World Stk Index

ETFs
3.13K
New
$117.09 - $123.07 $366K - $385K
3.13K $367K
GLD
Spdr Gold Trust

ETFs
1.5K
New
$236.59 - $257.5 $355K - $386K
1.5K $363K
VIG
Vanguard Dividend Appreciation

ETFs
1.82K
New
N/A
1.82K $356K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
23.8K
New
$14.42 - $15.68 $342K - $372K
23.8K $345K
WMT
Walmart Inc.

Consumer Defensive
3.61K
New
$79.1 - $95.7 $286K - $346K
3.61K $327K
MUB
Ishares National Muni Bond ETF

ETFs
3.03K
New
$105.78 - $108.7 $321K - $329K
3.03K $322K
VNQ
Vanguard Specialized Funds Van

ETFs
3.45K
New
$87.85 - $98.6 $303K - $340K
3.45K $307K
XOM
Exxon Mobil Corp

Energy
2.54K
New
$105.51 - $125.37 $268K - $318K
2.54K $272K
MSFT
Microsoft Corp

Technology
641
New
$406.35 - $454.46 $260K - $291K
641 $270K
VDC
Vanguard Consumer Staples ETF

ETFs
1.21K
New
$210.96 - $223.62 $254K - $270K
1.21K $255K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
5.09K
New
$48.12 - $52.79 $245K - $269K
5.09K $245K
AVGO
Broadcom Inc.

Technology
999
New
$159.67 - $250.0 $160K - $250K
999 $231K
META
Meta Platforms, Inc.

Communication Services
350
New
$554.08 - $632.68 $194K - $221K
350 $204K
FNDF
Schwab Fundamental Intl Large

ETFs
6.12K
New
$32.92 - $37.15 $202K - $227K
6.12K $203K
Activity Summary
Buys All Purchases 50 New Holdings 50 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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