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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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