Ameliora Wealth Management Ltd.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 16, 2024), Ameliora Wealth Management Ltd. reported 195 stock positions worth $220.6 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 6.2% of the portfolio, followed by iShares Investment Grade SYS (IGEB, 5.8%) and SS SPDR BB Ig Float RT ETF (FLRN, 5.1%). Compared with Q4 2023, it opened 23 new positions, sold out of 12, added to 34 and reduced 37. The biggest buy was Eli Lilly (LLY, shares +52%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- ZURICH, V8
- CIK
- 0001910168
- Portfolio Value
- $220.6M (Q1 2024)
- SEC Filing
- 0001910168-24-000002 ↗ filed Apr 16, 2024
Holdings Value
Holdings 195 stocks · $220.6M
| AGG iShares Core U.S. Aggregate | 6.22% | 140,009 | $13.7M | Add +11.9% |
| IGEB iShares Investment Grade SYS | 5.78% | 284,232 | $12.7M | Add +2.7% |
| FLRN SS SPDR BB Ig Float RT ETF | 5.07% | 362,584 | $11.2M | Reduce -1.1% |
| SGOL Abrdn Physical Gold Shares | 4.92% | 510,751 | $10.8M | Add +5.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 4.47% | 191,285 | $9.9M | Add +9.7% |
| TMUS T-Mobile US Inc. | 4.47% | 60,400 | $9.9M | No change |
| VT Vanguard Tot World STK ETF | 3.71% | 74,104 | $8.2M | Reduce -2.9% |
| NEAR iShares SH Dba ETF Usd Inc. | 2.98% | 130,147 | $6.6M | Add +2.8% |
| AAPL Apple Inc. | 2.85% | 36,678 | $6.3M | Add +1.1% |
| MSFT Microsoft Corp. | 2.74% | 14,373 | $6.0M | Add +1.5% |
| RSP Invesco S&P 500 Equal Weight | 2.50% | 32,517 | $5.5M | Reduce -2.3% |
| SHY iShares 1-3 Year Treasury Bo | 2.35% | 63,312 | $5.2M | Add +0.6% |
| IWY iShares Russell Top 200 Grow | 2.20% | 24,893 | $4.9M | Reduce -1.3% |
| WMT Walmart Inc. | 2.16% | 79,021 | $4.8M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 2.08% | 22,939 | $4.6M | Reduce -0.3% |
| V Visa Inc. Class A | 1.91% | 15,109 | $4.2M | Add +5.7% |
| SYLD Cambria Shareholder Yield Et | 1.80% | 54,104 | $4.0M | Reduce -3.0% |
| DBJP Xtrackers MSCI Japan Hedged | 1.78% | 52,525 | $3.9M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 1.70% | 5,126 | $3.8M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.68% | 7,079 | $3.7M | Add +22.5% |
| NVDA Nvidia Corp. | 1.61% | 3,923 | $3.5M | Reduce -11.0% |
| IVV iShares Core S&P 500 ETF | 1.50% | 6,283 | $3.3M | Add +18.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.47% | 7,290 | $3.2M | Add +15.9% |
| REGN Regeneron Pharmaceuticals | 1.42% | 3,258 | $3.1M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 1.36% | 19,849 | $3.0M | Add +1.4% |
| HD Home Depot Inc. | 1.35% | 7,736 | $3.0M | Reduce -0.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.28% | 55,277 | $2.8M | Reduce -17.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.22% | 29,500 | $2.7M | Reduce -37.0% |
| XLE SS Energy Select Sector | 1.14% | 26,652 | $2.5M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 1.09% | 4,842 | $2.4M | No change |
| GOOG Alphabet Inc. Class C | 1.08% | 15,581 | $2.4M | Add +3.5% |
| J Jacobs Solutions Inc. | 0.97% | 13,964 | $2.1M | No change |
| HEFA Isha Curr Hedged MSCI Eafe | 0.97% | 61,473 | $2.1M | Reduce -1.9% |
| VEA Vanguard Ftse Developed ETF | 0.96% | 42,374 | $2.1M | Reduce -6.8% |
| INDA iShares MSCI India ETF | 0.92% | 39,186 | $2.0M | Add +13.8% |
| MA Mastercard Inc. Class A | 0.92% | 4,195 | $2.0M | No change |
| MS Morgan Stanley | 0.89% | 20,870 | $2.0M | Reduce -0.1% |
| ULST SS Ultra Short TM Bond ETF | 0.86% | 46,844 | $1.9M | Reduce -6.3% |
| LLY Eli Lilly & Co. | 0.82% | 2,325 | $1.8M | Add +52.1% |
| BMY Bristol-Myers Squibb Co. | 0.79% | 32,144 | $1.7M | Add +4.3% |
| AMZN Amazon.com Inc. | 0.73% | 8,986 | $1.6M | Reduce -2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.65% | 14,036 | $1.4M | Reduce -0.4% |
| AVGO Broadcom Inc. | 0.56% | 927 | $1.2M | Add +18.7% |
| AMD Advanced Micro Devices | 0.55% | 6,759 | $1.2M | Add +29.8% |
| VGK Vanguard Ftse Europe ETF | 0.44% | 14,460 | $974K | Add +20.6% |
| MET Metlife Inc. | 0.43% | 12,841 | $952K | No change |
| PWR Quanta Services Inc. | 0.38% | 3,203 | $832K | No change |
| DSTL Distillate US Fundamental St | 0.34% | 13,858 | $747K | No change |
| VOO Vanguard S&P 500 ETF | 0.33% | 1,525 | $733K | Add +258.8% |
| CVX Chevron Corp. | 0.32% | 4,539 | $716K | Reduce -0.4% |
| EWL iShares MSCI Switzerland ETF | 0.30% | 14,134 | $673K | Add +6.3% |
| BX Blackstone Inc. | 0.30% | 5,010 | $658K | No change |
| BA The Boeing Co. | 0.28% | 3,200 | $618K | Add +45.5% |
| FLOT iShares Floating Rate Bond E | 0.27% | 11,620 | $593K | Add +4.6% |
| ADBE Adobe Inc. | 0.25% | 1,089 | $550K | Add +1.2% |
| GPK Graphic Packaging Holding Co. | 0.25% | 18,752 | $547K | Reduce -0.6% |
| SPGI S&P Global Inc. | 0.24% | 1,245 | $530K | No change |
| LOW Lowe's Cos Inc. | 0.24% | 2,068 | $527K | No change |
| XOM Exxon Mobil Corp. | 0.23% | 4,444 | $504K | No change |
| EAGG iShares ESG Aware US Aggrega | 0.23% | 10,683 | $503K | No change |
| OXY Occidental Petroleum Corp. | 0.21% | 7,217 | $469K | No change |
| APO Apollo Global Management Inc. | 0.21% | 4,027 | $453K | No change |
| NKE Nike Inc. Class B | 0.20% | 4,734 | $445K | No change |
| PANW Palo Alto Networks Inc. | 0.19% | 1,491 | $424K | Add +7.2% |
| AGCO Agco Corp. | 0.19% | 3,399 | $418K | No change |
| NEE Nextera Energy Inc. | 0.17% | 6,000 | $383K | No change |
| VYM Vanguard High DVD Yield ETF | 0.17% | 3,119 | $377K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 3,000 | $367K | Reduce -10.9% |
| UBER Uber Technologies Inc. | 0.16% | 4,500 | $346K | Reduce -10.0% |
| META Meta Platforms Inc. Class A | 0.15% | 685 | $333K | Add +19.6% |
| PEP Pepsico Inc. | 0.15% | 1,830 | $320K | Reduce -0.5% |
| TMO Thermo Fisher Scientific Inc. | 0.14% | 533 | $310K | No change |
| ABBV Abbvie Inc. | 0.14% | 1,700 | $310K | Add +142.9% |
| USB US Bancorp | 0.14% | 6,840 | $306K | Add +55.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.13% | 3,250 | $292K | New |
| WFC Wells Fargo & Co. | 0.13% | 5,000 | $290K | Add +150.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.12% | 1,750 | $273K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 1,400 | $269K | New |
| WM Waste Management Inc. | 0.12% | 1,250 | $266K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 1,755 | $239K | No change |
| DELL Dell Technologies -C | 0.10% | 2,000 | $228K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.10% | 700 | $224K | No change |
| EWJ iShares MSCI Japan ETF | 0.10% | 3,000 | $214K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.09% | 2,500 | $209K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 5,000 | $209K | New |
| GMF State Street SPDR S&P Emergi | 0.09% | 2,000 | $207K | No change |
| ACM Aecom | 0.09% | 2,097 | $206K | Reduce -1.2% |
| SHEL Shell PLC-ADR | 0.09% | 3,000 | $201K | New |
| SPIP SS SPDR P Tips ETF | 0.09% | 7,780 | $199K | Reduce -11.1% |
| HACK Amplify Cybersecurity ETF | 0.09% | 3,000 | $192K | New |
| TSLA Tesla Inc. | 0.09% | 1,085 | $191K | No change |
| YLDE Franklin Clearbridge Enhance | 0.09% | 4,017 | $190K | No change |
| CAT Caterpillar Inc. | 0.08% | 500 | $183K | New |
| GLD SPDR Gold Shares | 0.08% | 884 | $182K | Add +17.6% |
| PG The Procter & Gamble Co. | 0.08% | 1,070 | $174K | Reduce -1.3% |
| ALB Albemarle Corp. | 0.08% | 1,300 | $171K | New |
| XLF SS Financial Select Sector | 0.08% | 4,000 | $168K | New |
| MU Micron Technology Inc. | 0.07% | 1,426 | $164K | No change |
| MAA Mid-America Apartment Comm | 0.07% | 1,200 | $158K | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.07% | 2,000 | $155K | New |
Portfolio Sells Q4 2023 → Q1 2024
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -37.0% | 1.22% | −0.90 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -1.1% | 5.07% | −0.50 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -17.9% | 1.28% | −0.43 |
| VT Vanguard Tot World STK ETF | Reduce -2.9% | 3.71% | −0.19 |
| ULST SS Ultra Short TM Bond ETF | Reduce -6.3% | 0.86% | −0.14 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.8% | 0.96% | −0.12 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.3% | 2.50% | −0.11 |
| MS Morgan Stanley | Reduce -0.1% | 0.89% | −0.08 |
| SYLD Cambria Shareholder Yield Et | Reduce -3.0% | 1.80% | −0.07 |
| GOVT iShares US Treasury Bond ETF | Reduce -76.7% | 0.01% | −0.05 |
| URTH iShares MSCI World ETF | Reduce -72.8% | 0.01% | −0.03 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Reduce -23.3% | 0.06% | −0.02 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.02 |
| CWEN Clearway Energy Inc. Class C | Sold out | 0.00% | −0.02 |
| SBUX Starbucks Corp. | Reduce -43.1% | 0.02% | −0.02 |
| SPIP SS SPDR P Tips ETF | Reduce -11.1% | 0.09% | −0.02 |
| DE Deere & Co. | Sold out | 0.00% | −0.02 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.02 |
| RA Brookfield Real Assets Incom | Reduce -51.2% | 0.01% | −0.02 |
| CVX Chevron Corp. | Reduce -0.4% | 0.32% | −0.01 |
| AEP American Electric Power | Sold out | 0.00% | −0.01 |
| VCLT Vanguard Long-Term Corp. Bond | Sold out | 0.00% | −0.01 |
| TJX TJX Companies Inc. | Reduce -0.4% | 0.65% | −0.01 |
| NFLX Netflix Inc. | Reduce -50.0% | 0.01% | −0.01 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.15% | −0.01 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -1.9% | 0.97% | −0.01 |
| LEMB iShares JP Morgan Em Local C | Sold out | 0.00% | −0.01 |
| ILF iShares Latin America 40 ETF | Sold out | 0.00% | −0.01 |
| CMDY iShares Bloomberg Roll Selec | Reduce -30.1% | 0.01% | −0.01 |
| DUK Duke Energy Corp. | Reduce -2.5% | 0.04% | −0.00 |
| ACM Aecom | Reduce -1.2% | 0.09% | −0.00 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.00 |
| MCHI iShares MSCI China ETF | Sold out | 0.00% | −0.00 |
| REMX Vaneck Rar Earth ND STG-Usdi | Reduce -70.3% | 0.00% | −0.00 |
| REGN Regeneron Pharmaceuticals | Reduce -0.2% | 1.42% | −0.00 |
| HOMOLOGY MEDICINES INC | Sold out | 0.00% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.08% | −0.00 |
| DTIL Precision Biosciences Inc. | Reduce -1.0% | 0.00% | 0.00 |
| UBER Uber Technologies Inc. | Reduce -10.0% | 0.16% | +0.00 |
| IWY iShares Russell Top 200 Grow | Reduce -1.3% | 2.20% | +0.01 |
| HD Home Depot Inc. | Reduce -0.1% | 1.35% | +0.01 |
| DIS The Walt Disney Co. | Reduce -10.9% | 0.17% | +0.02 |
| GPK Graphic Packaging Holding Co. | Reduce -0.6% | 0.25% | +0.02 |
| XLE SS Energy Select Sector | Reduce -0.5% | 1.14% | +0.03 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 0.73% | +0.04 |
| DBJP Xtrackers MSCI Japan Hedged | Reduce -1.6% | 1.78% | +0.14 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 2.08% | +0.14 |
| NVDA Nvidia Corp. | Reduce -11.0% | 1.61% | +0.52 |
Portfolio Buys Q4 2023 → Q1 2024
| LLY Eli Lilly & Co. | Add +52.1% | 0.82% | +0.38 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +22.5% | 1.68% | +0.31 |
| VOO Vanguard S&P 500 ETF | Add +258.8% | 0.33% | +0.24 |
| IVV iShares Core S&P 500 ETF | Add +18.0% | 1.50% | +0.23 |
| QQQ Invesco QQQ Trust Series 1 | Add +15.9% | 1.47% | +0.19 |
| AMD Advanced Micro Devices | Add +29.8% | 0.55% | +0.17 |
| SGOL Abrdn Physical Gold Shares | Add +5.1% | 4.92% | +0.16 |
| MOAT Vaneck Morningstar Wide Moat | New | 0.13% | +0.13 |
| AVGO Broadcom Inc. | Add +18.7% | 0.56% | +0.12 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.12% | +0.12 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.12% | +0.12 |
| DELL Dell Technologies -C | New | 0.10% | +0.10 |
| WMT Walmart Inc. | Add +0.4% | 2.16% | +0.10 |
| MSFT Microsoft Corp. | Add +1.5% | 2.74% | +0.10 |
| EWJ iShares MSCI Japan ETF | New | 0.10% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | New | 0.09% | +0.09 |
| SHEL Shell PLC-ADR | New | 0.09% | +0.09 |
| HACK Amplify Cybersecurity ETF | New | 0.09% | +0.09 |
| ABBV Abbvie Inc. | Add +142.9% | 0.14% | +0.09 |
| CAT Caterpillar Inc. | New | 0.08% | +0.08 |
| WFC Wells Fargo & Co. | Add +150.0% | 0.13% | +0.08 |
| INDA iShares MSCI India ETF | Add +13.8% | 0.92% | +0.08 |
| ALB Albemarle Corp. | New | 0.08% | +0.08 |
| XLF SS Financial Select Sector | New | 0.08% | +0.08 |
| MAA Mid-America Apartment Comm | New | 0.07% | +0.07 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.07% | +0.07 |
| DLR Digital Realty Trust Inc. | New | 0.07% | +0.07 |
| V Visa Inc. Class A | Add +5.7% | 1.91% | +0.06 |
| VGK Vanguard Ftse Europe ETF | Add +20.6% | 0.44% | +0.06 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.05% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +11.9% | 6.22% | +0.05 |
| META Meta Platforms Inc. Class A | Add +19.6% | 0.15% | +0.05 |
| BND Vanguard Total Bond Market | New | 0.05% | +0.05 |
| USB US Bancorp | Add +55.5% | 0.14% | +0.04 |
| VZ Verizon Communications Inc. | New | 0.04% | +0.04 |
| MRVL Marvell Technology Inc. | New | 0.03% | +0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.03% | +0.03 |
| T AT&T Inc. | Add +974.0% | 0.03% | +0.02 |
| VALE Vale SA-SP ADR | New | 0.02% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +3.5% | 1.08% | +0.02 |
| ICLN iShares Global Clean Energy | New | 0.02% | +0.02 |
| GLD SPDR Gold Shares | Add +17.6% | 0.08% | +0.01 |
| DKNG Draftkings Inc. Class A | New | 0.01% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +4.3% | 0.79% | +0.01 |
| AKBA Akebia Therapeutics Inc. | New | 0.00% | +0.00 |
| WBD Warner Bros Discovery Inc. | Add +979.7% | 0.00% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 1.36% | +0.00 |
| BA The Boeing Co. | Add +45.5% | 0.28% | −0.00 |
| FLOT iShares Floating Rate Bond E | Add +4.6% | 0.27% | −0.01 |
| PANW Palo Alto Networks Inc. | Add +7.2% | 0.19% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 228 | $336.9M | IGIB, IVV, IGSB, FLRN, IGEB |
| Q1 2026 | 231 | $313.7M | IGIB, IGSB, FLRN, IVV, SGOL |
| Q4 2025 | 226 | $328.3M | IGEB, SGOL, IVV, IGIB, FLRN |
| Q3 2025 | 220 | $300.3M | IGEB, IVV, FLRN, SGOL, IGIB |
| Q2 2025 | 213 | $279.6M | IGEB, FLRN, IGIB, AGG, SGOL |
| Q1 2025 | 237 | $265.8M | IGEB, AGG, FLRN, IGIB, TMUS |
| Q4 2024 | 237 | $266.5M | IGEB, AGG, IGIB, TMUS, FLRN |
| Q3 2024 | 163 | $239.9M | IGEB, AGG, IGIB, SGOL, TMUS |
| Q2 2024 | 182 | $220.3M | AGG, IGEB, FLRN, SGOL, TMUS |
| Q1 2024 | 195 | $220.6M | AGG, IGEB, FLRN, SGOL, IGIB |