Elite Life Management LLC Portfolio Holdings

Elite Life Management LLC

  • $32.1 Billion
  • Q1 2025

Elite Life Management LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $32.1 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $7.45B, Vanguard Ftse Developed Market with a value of $6.17B, Vanguard Malvern Fds with a value of $3.46B, Dimensional ETF Trust with a value of $2.85B, and Nvidia Corp with a value of $1.57B.

Examining the 13F form we can see an decrease of $1.72B in the current position value, from $33.8B to 32.1B.

Elite Life Management LLC is based out at Erie, PA

Below you can find more details about Elite Life Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $32.1 Billion
ETFs: $16.7 Billion
Technology: $4.04 Billion
Communication Services: $1.24 Billion
Financial Services: $1.16 Billion
Consumer Cyclical: $1.03 Billion
Consumer Defensive: $836 Million
Healthcare: $525 Million
Energy: $223 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.45 Billion 23.25% of portfolio
337,590
Q1 2025 Added 17.77%
$0
$6.17 Billion 19.25% of portfolio
121,381
Q1 2025 Added 9.35%
Vanguard Malvern Fds
-
$3.46 Billion 10.78% of portfolio
-
Q1 2025 Added 12.56%
Dimensional ETF Trust
-
$2.85 Billion 8.89% of portfolio
-
Q1 2025 Added 14.54%
$271B
$1.57 Billion 4.9% of portfolio
14,498
Q1 2025 Added 3.77%
$3.42T
$1.3 Billion 4.06% of portfolio
5,855
Q1 2025 Added 1.16%
$2.95T
$1.17 Billion 3.66% of portfolio
3,123
Q1 2025 Reduced 3.97%
$0
$717 Million 2.24% of portfolio
17,054
Q1 2025 Reduced 16.26%
$979B
$638 Million 1.99% of portfolio
4,085
Q1 2025 Reduced 1.57%
$0
$605 Million 1.89% of portfolio
1,082
Q1 2025 Added 2.75%
$1.25T
$599 Million 1.87% of portfolio
1,039
Q1 2025 Added 3.28%
$1.88T
$572 Million 1.78% of portfolio
3,005
Q1 2025 Added 1.45%
$440B
$505 Million 1.58% of portfolio
534
Q1 2025 Added 1.71%
$565B
$497 Million 1.55% of portfolio
1,419
Q1 2025 Added 2.68%
$0
$445 Million 1.39% of portfolio
5,884
Q4 2023 New
$0
$434 Million 1.35% of portfolio
8,137
Q1 2025 Reduced 9.0%
$0
$382 Million 1.19% of portfolio
4,114
Q1 2025 Reduced 10.78%
$385B
$331 Million 1.03% of portfolio
1,941
Q1 2025 Added 2.05%
$385B
$291 Million 0.91% of portfolio
555
Q1 2025 Reduced 2.12%
$694B
$280 Million 0.87% of portfolio
526
Q1 2025 Added 7.13%
$0
$247 Million 0.77% of portfolio
588
Q4 2023 New
$854B
$234 Million 0.73% of portfolio
283
Q1 2025 New
$891B
$234 Million 0.73% of portfolio
902
Q1 2025 Added 6.12%
$0
$233 Million 0.73% of portfolio
5,040
Q1 2025 Reduced 93.17%
$369B
$226 Million 0.71% of portfolio
618
Q1 2025 Added 0.32%
$266B
$223 Million 0.7% of portfolio
1,335
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $32.1 Billion
  • Prior Value $33.8 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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