Elite-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FNDF",
  "ABT",
  "ABBV",
  "MAIN",
  "VONG",
  "GOOGL",
  "VDE",
  null,
  "T",
  "CAT",
  "AVGO",
  null,
  "GIS",
  "HD",
  "CLW",
  "MCD",
  "QCOM",
  null,
  "ISRG",
  "IDA",
  "RIVN",
  "EMR",
  "MUB",
  "META",
  "IVW",
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "MSFT",
  null,
  "GPC",
  "ADM",
  "IWD",
  "VHT",
  "PANW",
  "PEP",
  null,
  null,
  "VGSH",
  "IVV",
  null,
  "AAPL",
  "SPY",
  "ENB",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "O",
  "GLD",
  null,
  null,
  "SPYG",
  "SPLG",
  null,
  "IBM",
  "UPS",
  "VNQ",
  "LTC",
  "VOE",
  "SCHW",
  null,
  "STAG",
  "VIG",
  null,
  "IWN",
  "VYM",
  "F",
  "SGOL",
  "AMZN",
  "IVE",
  "PFG",
  null,
  null,
  null,
  "VUG",
  "VFH",
  null,
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WBA",
  "GEN",
  "SCHD",
  "SCHG",
  "SO",
  null,
  "DGRO",
  "SPYV",
  "CVX",
  "CSCO",
  "KO",
  "ED",
  "COST",
  "QQQ",
  "IWM",
  "XOM",
  "JNJ",
  "TSLA",
  "PM",
  "MO",
  "XLK",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 112
Total Value: 189135
Accession Number: 0002057074-25-000003
Form Type: 13F-HR
CIK: elite-financial
Manager Name: Elite-Financial

Data Enrichment

79% identified

88 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

112 positions • $189.1K total value

SEC FilingSEC DataHachi Filing

Manager:

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EMERSON ELECTRIC CO

EMR|291011104

Shares:164

Value:$18.0K

% of Portfolio:9.5% ($18.0K/$189.1K)

VISA INC.

V|92826C839

Shares:50

Value:$17.0K

% of Portfolio:9.0% ($17.0K/$189.1K)

ABBOTT LABORATORIES

ABT|002824100

Shares:117

Value:$15.0K

% of Portfolio:7.9% ($15.0K/$189.1K)

46438F101

Shares:335

Value:$15.0K

% of Portfolio:7.9% ($15.0K/$189.1K)

AT&T INC.

T|00206R102

Shares:500

Value:$14.0K

% of Portfolio:7.4% ($14.0K/$189.1K)

GENUINE PARTS CO

GPC|372460105

Shares:112

Value:$13.0K

% of Portfolio:6.9% ($13.0K/$189.1K)

Rivian Automotive, Inc. / DE

RIVN|76954A103

Shares:1.0K

Value:$12.0K

% of Portfolio:6.3% ($12.0K/$189.1K)

Gen Digital Inc.

GEN|668771108

Shares:446

Value:$11.0K

% of Portfolio:5.8% ($11.0K/$189.1K)

78464A854

SPLG|78464A854

Shares:178

Value:$11.0K

% of Portfolio:5.8% ($11.0K/$189.1K)

464287408

IVE|464287408

Shares:57

Value:$10.0K

% of Portfolio:5.3% ($10.0K/$189.1K)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:100

Value:$10.0K

% of Portfolio:5.3% ($10.0K/$189.1K)

464287598

IWD|464287598

Shares:55

Value:$10.0K

% of Portfolio:5.3% ($10.0K/$189.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
EMERSON ELECTRIC CO(EMRcusip291011104)	164	QoQ NEW(+164) YoY-	All Managers (Combined)	$18.0K	9.5% ($18.0K/$189.1K)	QoQ NEW(+$0) YoY-
VISA INC.(Vcusip92826C839)	50	QoQ NEW(+50) YoY-	All Managers (Combined)	$17.0K	9.0% ($17.0K/$189.1K)	QoQ NEW(+$0) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	117	QoQ NEW(+117) YoY-	All Managers (Combined)	$15.0K	7.9% ($15.0K/$189.1K)	QoQ NEW(+$0) YoY-
(cusip46438F101)✕	335	QoQ NEW(+335) YoY-	All Managers (Combined)	$15.0K	7.9% ($15.0K/$189.1K)	QoQ NEW(+$0) YoY-
AT&T INC.(Tcusip00206R102)	500	QoQ NEW(+500) YoY-	All Managers (Combined)	$14.0K	7.4% ($14.0K/$189.1K)	QoQ NEW(+$0) YoY-
GENUINE PARTS CO(GPCcusip372460105)	112	QoQ NEW(+112) YoY-	All Managers (Combined)	$13.0K	6.9% ($13.0K/$189.1K)	QoQ NEW(+$0) YoY-
Rivian Automotive, Inc. / DE(RIVNcusip76954A103)	1.0K	QoQ NEW(+1.0K) YoY-	All Managers (Combined)	$12.0K	6.3% ($12.0K/$189.1K)	QoQ NEW(+$0) YoY-
Gen Digital Inc.(GENcusip668771108)	446	QoQ NEW(+446) YoY-	All Managers (Combined)	$11.0K	5.8% ($11.0K/$189.1K)	QoQ NEW(+$0) YoY-
(SPLGcusip78464A854)	178	QoQ NEW(+178) YoY-	All Managers (Combined)	$11.0K	5.8% ($11.0K/$189.1K)	QoQ NEW(+$0) YoY-
(IVEcusip464287408)	57	QoQ NEW(+57) YoY-	All Managers (Combined)	$10.0K	5.3% ($10.0K/$189.1K)	QoQ NEW(+$0) YoY-
UNITED PARCEL SERVICE INC(UPScusip911312106)	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$10.0K	5.3% ($10.0K/$189.1K)	QoQ NEW(+$0) YoY-
(IWDcusip464287598)	55	QoQ NEW(+55) YoY-	All Managers (Combined)	$10.0K	5.3% ($10.0K/$189.1K)	QoQ NEW(+$0) YoY-