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Size ($ in 1000's)
At 03/31/2024: $220,611
At 12/31/2023: $201,460
Ameliora Wealth Management Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ameliora Wealth Management Ltd. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Ameliora Wealth Management Ltd. top holdings by largest position size, as per the latest 13f filing made by Ameliora Wealth Management Ltd..
In the Ameliora Wealth Management Ltd.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Ameliora Wealth Management Ltd. in that top holding, then the share count change between reporting periods, and finally the Ameliora Wealth Management Ltd. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (AGG) |
140,009 |
+14,874 |
$13,712 | | AGG | 140,009 | +14,874 | $13,712 | | ISHARES TR (IGEB) |
284,232 |
+7,555 |
$12,748 | | IGEB | 284,232 | +7,555 | $12,748 | | SPDR SER TR (FLRN) |
362,584 |
-4,059 |
$11,178 | | FLRN | 362,584 | -4,059 | $11,178 | | ABRDN GOLD ETF TRUST (SGOL) |
510,751 |
+24,840 |
$10,848 | | SGOL | 510,751 | +24,840 | $10,848 | | ISHARES TR (IGIB) |
191,285 |
+16,970 |
$9,870 | | IGIB | 191,285 | +16,970 | $9,870 | | T MOBILE US INC |
60,400 |
UNCH |
$9,858 | | TMUS | 60,400 | UNCH | $9,858 | | VANGUARD INTL EQUITY INDEX F (VT) |
74,104 |
-2,248 |
$8,188 | | VT | 74,104 | -2,248 | $8,188 | | ISHARES U S ETF TR (NEAR) |
130,147 |
+3,494 |
$6,567 | | NEAR | 130,147 | +3,494 | $6,567 | | APPLE INC |
36,678 |
+383 |
$6,290 | | AAPL | 36,678 | +383 | $6,290 | | MICROSOFT CORP |
14,373 |
+213 |
$6,047 | | MSFT | 14,373 | +213 | $6,047 | | INVESCO EXCHANGE TRADED FD T (RSP) |
32,517 |
-753 |
$5,507 | | RSP | 32,517 | -753 | $5,507 | | ISHARES TR (SHY) |
63,312 |
+404 |
$5,178 | | SHY | 63,312 | +404 | $5,178 | | ISHARES TR (IWY) |
24,893 |
-339 |
$4,857 | | IWY | 24,893 | -339 | $4,857 | | WALMART INC |
79,021 |
+52,784 |
$4,755 | | WMT | 79,021 | +52,784 | $4,755 | | JPMORGAN CHASE & CO |
22,939 |
-81 |
$4,595 | | JPM | 22,939 | -81 | $4,595 | | VISA INC |
15,109 |
+818 |
$4,217 | | V | 15,109 | +818 | $4,217 | | CAMBRIA ETF TR (SYLD) |
54,104 |
-1,642 |
$3,961 | | SYLD | 54,104 | -1,642 | $3,961 | | DBX ETF TR (DBJP) |
52,525 |
-866 |
$3,931 | | DBJP | 52,525 | -866 | $3,931 | | COSTCO WHSL CORP NEW |
5,126 |
UNCH |
$3,755 | | COST | 5,126 | UNCH | $3,755 | | SPDR S& P 500 ETF TR (SPY) |
7,079 |
+1,300 |
$3,703 | | SPY | 7,079 | +1,300 | $3,703 | | NVIDIA CORPORATION |
3,923 |
-487 |
$3,545 | | NVDA | 3,923 | -487 | $3,545 | | ISHARES TR (IVV) |
6,283 |
+957 |
$3,303 | | IVV | 6,283 | +957 | $3,303 | | INVESCO QQQ TR |
7,290 |
+1,000 |
$3,237 | | QQQ | 7,290 | +1,000 | $3,237 | | REGENERON PHARMACEUTICALS |
3,258 |
-6 |
$3,136 | | REGN | 3,258 | -6 | $3,136 | | ALPHABET INC |
19,849 |
+271 |
$2,996 | | GOOGL | 19,849 | +271 | $2,996 | | HOME DEPOT INC |
7,736 |
-7 |
$2,968 | | HD | 7,736 | -7 | $2,968 | | ISHARES TR (IGSB) |
55,277 |
-12,085 |
$2,834 | | IGSB | 55,277 | -12,085 | $2,834 | | SPDR SER TR (BIL) |
29,500 |
-17,334 |
$2,690 | | BIL | 29,500 | -17,334 | $2,690 | | SELECT SECTOR SPDR TR (XLE) |
26,652 |
-144 |
$2,516 | | XLE | 26,652 | -144 | $2,516 | | UNITEDHEALTH GROUP INC |
4,842 |
UNCH |
$2,395 | | UNH | 4,842 | UNCH | $2,395 | | ALPHABET INC |
15,581 |
+520 |
$2,372 | | GOOG | 15,581 | +520 | $2,372 | | JACOBS SOLUTIONS INC |
13,964 |
UNCH |
$2,147 | | J | 13,964 | UNCH | $2,147 | | ISHARES TR (HEFA) |
61,473 |
-1,173 |
$2,140 | | HEFA | 61,473 | -1,173 | $2,140 | | VANGUARD TAX MANAGED FDS (VEA) |
42,374 |
-3,091 |
$2,126 | | VEA | 42,374 | -3,091 | $2,126 | | ISHARES TR (INDA) |
39,186 |
+4,764 |
$2,022 | | INDA | 39,186 | +4,764 | $2,022 | | MASTERCARD INCORPORATED |
4,195 |
UNCH |
$2,020 | | MA | 4,195 | UNCH | $2,020 | | MORGAN STANLEY |
20,870 |
-30 |
$1,965 | | MS | 20,870 | -30 | $1,965 | | SSGA ACTIVE ETF TR (ULST) |
46,844 |
-3,140 |
$1,897 | | ULST | 46,844 | -3,140 | $1,897 | | ELI LILLY & CO |
2,325 |
+796 |
$1,809 | | LLY | 2,325 | +796 | $1,809 | | BRISTOL MYERS SQUIBB CO |
32,144 |
+1,322 |
$1,743 | | BMY | 32,144 | +1,322 | $1,743 | | AMAZON COM INC |
8,986 |
-266 |
$1,621 | | AMZN | 8,986 | -266 | $1,621 | | TJX COS INC NEW |
14,036 |
-52 |
$1,424 | | TJX | 14,036 | -52 | $1,424 | | BROADCOM INC |
927 |
+146 |
$1,229 | | AVGO | 927 | +146 | $1,229 | | ADVANCED MICRO DEVICES INC |
6,759 |
+1,550 |
$1,222 | | AMD | 6,759 | +1,550 | $1,222 | | VANGUARD INTL EQUITY INDEX F (VGK) |
14,460 |
+2,470 |
$974 | | VGK | 14,460 | +2,470 | $974 | | METLIFE INC |
12,841 |
UNCH |
$952 | | MET | 12,841 | UNCH | $952 | | QUANTA SVCS INC |
3,203 |
UNCH |
$832 | | PWR | 3,203 | UNCH | $832 | | ETF SER SOLUTIONS (DSTL) |
13,858 |
UNCH |
$747 | | DSTL | 13,858 | UNCH | $747 | | VANGUARD INDEX FDS (VOO) |
1,525 |
+1,100 |
$733 | | VOO | 1,525 | +1,100 | $733 | | CHEVRON CORP NEW |
4,539 |
-17 |
$716 | | CVX | 4,539 | -17 | $716 |
See Full List: All Stocks Held By Ameliora Wealth Management Ltd.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ameliora Wealth Management Ltd.
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