Elite Life Management LLC Portfolio Holdings

Elite Life Management LLC

  • $30.6 Billion
  • Q3 2024

Elite Life Management LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $30.6 Billion distributed in 26 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 $5.27B, Vanguard Ftse Developed Market with a value of $5.25B, Vanguard Mortg Backed Sec ETF with a value of $3.44B, Vanguard Malvern Fds with a value of $2.54B, and Dimensional ETF Trust with a value of $1.73B.

Examining the 13F form we can see an increase of $4.83B in the current position value, from $25.8B to 30.6B.

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 $30.6 Billion
ETFs: $17.5 Billion
Technology: $4.38 Billion
Communication Services: $1.26 Billion
Financial Services: $923 Million
Consumer Defensive: $792 Million
Consumer Cyclical: $755 Million
Healthcare: $544 Million
Utilities: $218 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.27 Billion 17.21% of portfolio
77,649
Q3 2024 Added 21.46%
$0
$5.25 Billion 17.16% of portfolio
99,455
Q3 2024 Added 7.46%
$0
$3.44 Billion 11.25% of portfolio
72,960
Q3 2024 Reduced 7.58%
$0
$1.03 Billion 3.37% of portfolio
23,884
Q3 2024 Reduced 31.54%
$0
$674 Million 2.2% of portfolio
12,718
Q3 2024 Added 12.85%
$0
$607 Million 1.98% of portfolio
1,058
Q2 2024 Added 0.95%
$0
$484 Million 1.58% of portfolio
5,014
Q2 2024 Reduced 2.15%
$0
$459 Million 1.5% of portfolio
5,884
Q4 2023 New
$0
$249 Million 0.81% of portfolio
588
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $30.6 Billion
  • Prior Value $25.8 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Elite Life Management LLC Portfolio

Follow Elite Life Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elite Life Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elite Life Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email