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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Ameliora Wealth Management
Value
$878M
Stocks
40 Stocks
Turnover
0.0%
Top Holdings
SGOL(10.73%) GRID(6.21%) VGK(5.73%) NVDA(5.30%) SPY(5.09%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| SGOL | None | abrdn Gold ETF Trust - US ETP | General | $17.6M | 0 | 10.7% | 0 | No Change |
| GRID | None | energy infrastructure | Industrials | $10.2M | 0 | 6.2% | 0 | No Change |
| VGK | None | Vanguard FTSE Europe Index Fund ETF Shares | General | $9.4M | 0 | 5.7% | 0 | No Change |
| NVDA | None | NVIDIA Corporation | Information Technology | $8.7M | 0 | 5.3% | 0 | No Change |
| SPY | None | SPDR S&P 500 ETF Trust | General | $8.4M | 0 | 5.1% | 0 | No Change |
| HYLB | None | DBX ETF TR | General | $7.8M | 0 | 4.8% | 0 | No Change |
| FSCS | None | FIRST TR EXCHANGE TRADED FD | Industrials | $7.7M | 0 | 4.7% | 0 | No Change |
| QQQ | None | INVESCO QQQ TR | General | $6.5M | 0 | 3.9% | 0 | No Change |
| AVGO | None | Broadcom Inc. | Information Technology | $6.2M | 0 | 3.8% | 0 | No Change |
| AAPL | None | Apple Inc. | Information Technology | $5.9M | 0 | 3.6% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| FANFIRST TR EXCHANGE-TRADED FD | $10195.0M | -100.0% | 0.0% | Sold Out |
| FVFIRST TR EXCHANGE TRADED FD | $7655.9M | -100.0% | 0.0% | Sold Out |
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | $7655.9M | -100.0% | 0.0% | Sold Out |
| CCitigroup | $5061.0M | -100.0% | 0.0% | Sold Out |
| GOOGLAlphabet Inc. | $5.5M | -100.0% | 0.0% | Sold Out |
| SHLDSHLD (Global Defense Sector) | $5.1M | -100.0% | 0.0% | Sold Out |
| EUFNiShares MSCI Europe Financials ETF | $4.1M | -100.0% | 0.0% | Sold Out |
| XRTSPDR SERIES TRUST | $1.5M | -100.0% | 0.0% | Sold Out |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 12 | $69.2M | 42.1% |
| Information Technology | 7 | $30.0M | 18.3% |
| Industrials | 7 | $28.8M | 17.6% |
| Financials | 6 | $16.7M | 10.2% |
| Consumer Discretionary | 2 | $7.0M | 4.3% |
| Communication Services | 2 | $3.6M | 2.2% |
| Consumer Staples | 1 | $3.5M | 2.1% |
| Health Care | 2 | $3.4M | 2.1% |
| Materials | 1 | $1.9M | 1.2% |