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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$58.2B
$218 Million 0.71% of portfolio
1,843
Q3 2024 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
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