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  Name: Elite Wealth Management LLC
  City: KIRKLAND
  State: WA
  Zip: 98033
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $410,661,000
  Total Value Change : $70,239,000
  Securities Held Change : 6
   
All Securities Held : 48
  New Positions : 7
  Closed Positions : 2
  Increased Positions : 19
  Unchanged Positions : 7
  Decreased Positions : 15

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LW)1 Year Chart         LW Lamb Weston Holdings, Inc. 22 - $85.84 $3,280,000 30,792 0.8% -48,000 0 0.021    N/A
   (CAG)1 Year Chart         CAG ConAgra Foods Inc 27 - $29.72 $1,849,000 62,379 0.45% 61,000 0 0.013    Food - Major Diversified
   (CVX)1 Year Chart         CVX Chevron Corp 30 - $156.08 $747,000 4,737 0.18% 40,000 0 0    Integrated Oil & Gas
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 36 - $490.69 $416,000 841 0.1% -27,000 0 0    Health Care Plans
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 37 - $112.75 $411,000 3,532 0.1% 58,000 0 0    Integrated Oil & Gas
   (AMGN)1 Year Chart         AMGN Amgen Inc 39 - $305.02 $342,000 1,203 0.08% -4,000 0 0    Biotechnology
   (RTX)1 Year Chart         RTX RTX Corp 40 - $101.02 $329,000 3,377 0.08% 45,000 0 0    Conglomerates

      7 Records Found
  1    
Page 1 of 1
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