Elite Financial, Inc. New Holdings in Q1 2025

Elite Financial, Inc.

  • $189 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWN
Ishares Russell2000 Val ETF

ETFs
99.9K
New
$149.27 - $169.4 $14.9M - $16.9M
99.9K $15.1M
SCHO
Schwab Short Term Us Treasury

ETFs
38K
New
$24.1 - $24.34 $916K - $926K
38K $925K
MO
Altria Group, Inc.

Consumer Defensive
3.21K
New
$50.81 - $60.02 $163K - $193K
3.21K $192K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
9.5K
New
$16.57 - $18.85 $157K - $179K
9.5K $157K
CVX
Chevron Corp

Energy
929
New
$146.71 - $167.97 $136K - $156K
929 $155K
XLF
Financial Sector Spdr

ETFs
3K
New
$47.32 - $52.19 $142K - $157K
3K $149K
CSCO
Cisco Systems, Inc.

Technology
2.2K
New
$58.74 - $64.87 $129K - $143K
2.2K $135K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.35K
New
$95.85 - $99.25 $129K - $134K
1.35K $133K
MAIN
Main Street Capital Corp

Financial Services
2.25K
New
$54.71 - $63.1 $123K - $142K
2.25K $127K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
5.4K
New
$22.83 - $23.75 $123K - $128K
5.4K $124K
PG
Procter & Gamble CO

Consumer Defensive
653
New
$158.56 - $176.26 $104K - $115K
653 $111K
KO
Coca Cola CO

Consumer Defensive
1.45K
New
$60.81 - $72.32 $88K - $105K
1.45K $104K
STAG
Stag Industrial, Inc.

Real Estate
2.85K
New
$32.39 - $37.07 $92.4K - $106K
2.85K $103K
PFG
Principal Financial Group Inc

Financial Services
1.18K
New
$76.34 - $89.04 $89.7K - $105K
1.18K $99K
HD
Home Depot, Inc.

Consumer Cyclical
244
New
$347.25 - $424.87 $84.7K - $104K
244 $89K
MCD
Mcdonalds Corp

Consumer Cyclical
287
New
$279.74 - $321.29 $80.3K - $92.2K
287 $89K
TSLA
Tesla, Inc.

Consumer Cyclical
344
New
$222.15 - $428.22 $76.4K - $147K
344 $89K
QCOM
Qualcomm Inc

Technology
560
New
$151.94 - $175.86 $85.1K - $98.5K
560 $86K
VZ
Verizon Communications Inc

Communication Services
1.89K
New
$37.81 - $46.49 $71.6K - $88.1K
1.89K $85K
JNJ
Johnson & Johnson

Healthcare
484
New
$142.06 - $167.7 $68.8K - $81.2K
484 $80K
CAT
Caterpillar Inc

Industrials
225
New
$326.75 - $407.63 $73.5K - $91.7K
225 $74K
CLW
Clearwater Paper Corp

Basic Materials
2.8K
New
$22.98 - $32.73 $64.4K - $91.7K
2.8K $74K
VUG
Vanguard Growth ETF

ETFs
201
New
$369.1 - $427.61 $74.2K - $85.9K
201 $74K
SCHW
Schwab Charles Corp

Financial Services
900
New
$71.24 - $83.64 $64.1K - $75.3K
900 $70K
LTC
Ltc Properties Inc

Real Estate
1.95K
New
$33.46 - $36.14 $65.2K - $70.5K
1.95K $69K
O
Realty Income Corp

Real Estate
1.15K
New
$51.67 - $58.49 $59.4K - $67.3K
1.15K $66K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
976
New
$65.44 - $70.64 $63.9K - $68.9K
976 $66K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
5.34K
New
$9.19 - $12.93 $49.1K - $69K
5.34K $59K
GIS
General Mills Inc

Consumer Defensive
980
New
$57.56 - $65.3 $56.4K - $64K
980 $58K
AAPL
Apple Inc.

Technology
264
New
$209.68 - $247.1 $55.4K - $65.2K
264 $58K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
800
New
$67.43 - $75.54 $53.9K - $60.4K
800 $54K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.2K
New
$42.93 - $44.71 $51.5K - $53.7K
1.2K $52K
PANW
Palo Alto Networks Inc

Technology
300
New
$167.82 - $208.28 $50.3K - $62.5K
300 $51K
MRK
Merck & Co., Inc.

Healthcare
571
New
$83.01 - $101.02 $47.4K - $57.7K
571 $51K
DRIV
Global X Fds Global X Autonomo

ETFs
2.31K
New
$21.14 - $24.23 $48.7K - $55.9K
2.31K $48K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.15K
New
$37.07 - $40.63 $42.6K - $46.7K
1.15K $45K
ADM
Archer Daniels Midland CO

Consumer Defensive
875
New
$45.22 - $52.17 $39.6K - $45.6K
875 $42K
GOOGL
Alphabet Inc.

Communication Services
275
New
$154.33 - $206.19 $42.4K - $56.7K
275 $42K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.44K
New
$28.92 - $29.24 $41.5K - $42K
1.44K $41K
ED
Consolidated Edison Inc

Utilities
350
New
$88.0 - $110.59 $30.8K - $38.7K
350 $38K
PFE
Pfizer Inc

Healthcare
1.45K
New
$25.01 - $27.13 $36.3K - $39.3K
1.45K $36K
IDA
Idacorp Inc

Utilities
255
New
$105.58 - $119.04 $26.9K - $30.4K
255 $29K
PEP
Pepsico Inc

Consumer Defensive
192
New
$142.64 - $156.42 $27.4K - $30K
192 $28K
F
Ford Motor CO

Consumer Cyclical
2.75K
New
$9.12 - $10.43 $25.1K - $28.7K
2.75K $27K
ISRG
Intuitive Surgical Inc

Healthcare
54
New
$476.63 - $610.45 $25.7K - $33K
54 $26K
IVW
Ishares S&P 500 Growth ETF

ETFs
290
New
$92.45 - $106.69 $26.8K - $30.9K
290 $26K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
500
New
$49.78 - $53.19 $24.9K - $26.6K
500 $25K
SPSB
Spdr Portfolio Short Term Corp

ETFs
700
New
$29.82 - $30.1 $20.9K - $21.1K
700 $21K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
400
New
$47.6 - $51.91 $19K - $20.8K
400 $19K
Activity Summary
Buys All Purchases 82 New Holdings 62 Increased Positions 20 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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