Ameliora Wealth Management Ltd.
Top Portfolio Positions
159 positions ·
$125,430,301 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
471,014 | $21,016,644 | 16.76% | |
| SPY |
Spdr S&P 500 ETF Trust
|
11,699 | $7,608,327 | 6.07% | |
| NVDA |
Nvidia Corp
Technology
|
43,505 | $7,587,272 | 6.05% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,361 | $5,980,161 | 4.77% | |
| AVGO |
Broadcom Inc.
Technology
|
16,813 | $5,203,791 | 4.15% | |
| AAPL |
Apple Inc.
Technology
|
20,310 | $5,154,474 | 4.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,200 | $4,370,912 | 3.48% | |
| MSFT |
Microsoft Corp
Technology
|
11,337 | $4,196,617 | 3.35% | |
| C |
Citigroup Inc
Financial Services
|
36,160 | $4,100,905 | 3.27% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,832 | $4,068,821 | 3.24% |
Portfolio Trend
18 quarters · across all stocks
Holdings in BXMX
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,652 | 200 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,940 | 200 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,888 | 200 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,776 | 200 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,624 | 200 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,798 | 200 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,744 | 200 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $2,700 | 200 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,646 | 200 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,566 | 200 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,532 | 200 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,674 | 200 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,618 | 200 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $145,247 | 11,482 | Shares | Sole | 2023-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||