• 13F History

Elite Financial, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Mar 6, 2025
Value $
$185M
Signature - Title
Rod Ehrlich - Consultant
Location
Lewiston, ID
Summary
This page shows a list of all the recent 13F filings made by Elite Financial, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Elite Financial, Inc. reported 50 stock holdings with total value $185M as of Q4 2024. Top holdings included SCHD, VTV, VONG, IVV, and IUSB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 50 $185M $0 $0 SCHD, VTV, VONG, IVV, IUSB 13F-HR 3/6/2025, 04:46 PM