Ameliora Wealth Management Ltd.

13F Filings History

Latest 13F report
Q3 2024 - Oct 11, 2024
Value $
$240M
Signature - Title
Stefan Demuth - Chief Executive Officer
Location
Zurich, Switzerland
Summary
This page shows a list of all the recent 13F filings made by Ameliora Wealth Management Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ameliora Wealth Management Ltd. reported 163 stock holdings with total value $240M as of Q3 2024. Top holdings included IGEB, AGG, IGIB, SGOL, and TMUS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 163 $240M +$35.2M -$21.7M +$13.5M IGEB, AGG, IGIB, SGOL, TMUS 13F-HR 10/11/2024, 08:25 AM
Q2 2024 182 $220M +$34.4M -$37.7M -$3.27M AGG, IGEB, FLRN, SGOL, TMUS 13F-HR 7/16/2024, 10:12 AM
Q1 2024 195 $221M +$15.1M -$4.57M +$10.6M AGG, IGEB, FLRN, SGOL, IGIB 13F-HR 4/16/2024, 07:39 AM
Q4 2023 184 $201M +$37.9M -$18.1M +$19.8M IGEB, AGG, FLRN, TMUS, SGOL 13F-HR 1/10/2024, 11:16 AM
Q3 2023 214 $169M +$18.1M -$8.3M +$9.77M VT, FLRN, SGOL, TMUS, RSP 13F-HR 10/10/2023, 09:17 AM
Q2 2023 193 $162M +$8.12M -$25.4M -$17.3M VT, FLRN, TMUS, RSP, NEAR 13F-HR 7/10/2023, 10:56 AM
Q1 2023 215 $171M +$33.2M -$56.4M -$23.2M VT, TMUS, FLRN, SGOL, RSP 13F-HR 4/17/2023, 07:57 AM
Q4 2022 230 $187M +$22.6M -$28.8M -$6.21M VT, FLRN, TMUS, SGOL, SPIP 13F-HR 2/6/2023, 12:19 PM
Q3 2022 224 $185M +$143M -$39.2M +$104M VT, SPIP, EEM, FLRN, TMUS 13F-HR 11/7/2022, 09:02 AM
Q2 2022 39 $84.4M +$4.03M -$65.5M -$61.5M IVOL, VT, VEA, WMT, GLD 13F-HR 8/9/2022, 10:57 AM
Q1 2022 35 $152M +$50.6M -$5.27M +$45.4M IVOL, VT, WMT, GLD, GOOG 13F-HR 4/26/2022, 09:52 AM
Q4 2021 31 $109M $0 $0 VT, WMT, GLD, GOOG, COST 13F-HR 2/9/2022, 09:47 AM