Elite Life Management LLC Portfolio Holdings

Elite Life Management LLC

  • $33.8 Billion
  • Q4 2024

Elite Life Management LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $33.8 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 $6.64B, Vanguard Ftse Developed Market with a value of $5.31B, Vanguard Mortg Backed Sec ETF with a value of $3.34B, Vanguard Malvern Fds with a value of $3.01B, and Dimensional ETF Trust with a value of $2.53B.

Examining the 13F form we can see an increase of $3.15B in the current position value, from $30.6B to 33.8B.

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 $33.8 Billion
ETFs: $18.4 Billion
Technology: $4.91 Billion
Communication Services: $1.38 Billion
Consumer Cyclical: $1.23 Billion
Financial Services: $1.03 Billion
Consumer Defensive: $800 Million
Healthcare: $287 Million
Utilities: $216 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.64 Billion 19.68% of portfolio
286,661
Q4 2024 Added 269.18%
$0
$5.31 Billion 15.72% of portfolio
111,002
Q4 2024 Added 11.61%
$0
$3.34 Billion 9.9% of portfolio
73,760
Q4 2024 Added 1.1%
Vanguard Malvern Fds
-
$3.01 Billion 8.9% of portfolio
-
Q4 2024 Added 23.62%
Dimensional ETF Trust
-
$2.53 Billion 7.5% of portfolio
-
Q4 2024 Added 47.26%
$327B
$1.88 Billion 5.56% of portfolio
13,971
Q4 2024 Added 1.59%
$3.86T
$1.45 Billion 4.29% of portfolio
5,788
Q4 2024 Added 1.42%
$2.98T
$1.37 Billion 4.06% of portfolio
3,252
Q4 2024 Added 1.06%
$0
$840 Million 2.49% of portfolio
20,365
Q4 2024 Reduced 14.73%
$1.06T
$790 Million 2.34% of portfolio
4,150
Q4 2024 Added 1.59%
$2.17T
$650 Million 1.92% of portfolio
2,962
Q4 2024 Added 8.86%
$0
$617 Million 1.83% of portfolio
1,053
Q4 2024 Reduced 0.47%
$1.48T
$589 Million 1.74% of portfolio
1,006
Q4 2024 Reduced 0.59%
$0
$485 Million 1.44% of portfolio
8,942
Q4 2024 Reduced 29.69%
$457B
$481 Million 1.42% of portfolio
525
Q3 2024 Added 0.38%
$0
$476 Million 1.41% of portfolio
4,611
Q4 2024 Reduced 8.04%
$0
$414 Million 1.22% of portfolio
5,884
Q4 2023 New
$759B
$369 Million 1.09% of portfolio
1,538
Q4 2024 Added 1.25%
$918B
$343 Million 1.02% of portfolio
850
Q4 2024 New
$406B
$319 Million 0.94% of portfolio
1,902
Q4 2024 Added 0.9%
$434B
$287 Million 0.85% of portfolio
567
Q4 2024 Added 0.53%
$0
$250 Million 0.74% of portfolio
588
Q4 2023 New
$400B
$240 Million 0.71% of portfolio
616
Q4 2024 Added 0.82%
$650B
$223 Million 0.66% of portfolio
491
Q4 2024 Added 1.66%
$57.4B
$216 Million 0.64% of portfolio
1,568
Q4 2024 Reduced 14.92%
$86.2B
$212 Million 0.63% of portfolio
915
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $33.8 Billion
  • Prior Value $30.6 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 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