The Analysis of PURSUE WEALTH PARTNERS LLC's Holdings
Currently, PURSUE WEALTH PARTNERS LLC holds 110 types of securities in its portfolio with a total value $182.0M. In the most recent quarter, they have increased their positions in BABA (+20.1K shares, valued at $3.6M), COIN (+6.2K shares, valued at $2.1M), ADSK (+6.4K shares, valued at $2.0M); decreased their positions in GOOG (-12.6K shares, valued at $3.1M), NVDA (-10.7K shares, valued at $2.0M), NOW (-1.8K shares, valued at $1.7M); initiated new positions in COIN (+6.2K shares, valued at $2.1M), BKR (+36.4K shares, valued at $1.8M), LULU (+8.2K shares, valued at $1.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION66.4K shares-13.87%2025-09-302025-11-07
MSFT MICROSOFT CORP19.9K shares-2.73%2025-09-302025-11-07 MOAT VANECK ETF TRUST88.0K shares-1.95%2025-09-302025-11-07 CRWD CROWDSTRIKE HLDGS INC17.4K shares-12.05%2025-09-302025-11-07 TDIV FIRST TR EXCHANGE TRADED FD81.5K shares0.00%2025-09-302025-11-07 BABA ALIBABA GROUP HLDG LTD36.2K shares124.40%2025-09-302025-11-07 AMZN AMAZON COM INC27.6K shares-11.18%2025-09-302025-11-07 MDB MONGODB INC18.7K shares52.03%2025-09-302025-11-07 GOOG ALPHABET INC20.8K shares-37.71%2025-09-302025-11-07 AAPL APPLE INC19.8K shares-0.22%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR7.5K shares0.16%2025-09-302025-11-07 VIG VANGUARD SPECIALIZED FUNDS19.0K shares-3.37%2025-09-302025-11-07 AAP ADVANCE AUTO PARTS INC65.7K shares-10.15%2025-09-302025-11-07 WMT WALMART INC36.9K shares0.00%2025-09-302025-11-07 IWM ISHARES TR14.9K shares-12.82%2025-09-302025-11-07 META META PLATFORMS INC4.4K shares6.82%2025-09-302025-11-07 TSLA TESLA INC6.6K shares-19.02%2025-09-302025-11-07 QQQ INVESCO QQQ TR4.6K shares-21.26%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.8.6K shares1.13%2025-09-302025-11-07 ADSK AUTODESK INC8.1K shares379.70%2025-09-302025-11-07 AVGO BROADCOM INC7.5K shares-11.81%2025-09-302025-11-07 VOO VANGUARD INDEX FDS4.0K shares-7.42%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL4.8K shares-21.82%2025-09-302025-11-07 PANW PALO ALTO NETWORKS INC10.8K shares83.50%2025-09-302025-11-07 DURA VANECK ETF TRUST64.5K shares0.00%2025-09-302025-11-07 XYZ BLOCK INC29.3K shares-17.39%2025-09-302025-11-07 COIN COINBASE GLOBAL INC6.2K sharesnew addition2025-09-302025-11-07 TLT ISHARES TR21.9K shares10.44%2025-09-302025-11-07 FVD FIRST TR EXCHANGE-TRADED FD42.0K shares-17.02%2025-09-302025-11-07 BKR BAKER HUGHES COMPANY36.4K sharesnew addition2025-09-302025-11-07 XLF SELECT SECTOR SPDR TR32.1K shares1.00%2025-09-302025-11-07 IBIT ISHARES BITCOIN TRUST ETF26.6K shares4.73%2025-09-302025-11-07 VTI VANGUARD INDEX FDS5.0K shares6.76%2025-09-302025-11-07 IWF ISHARES TR3.5K shares1.55%2025-09-302025-11-07 CRM SALESFORCE INC6.3K shares-16.67%2025-09-302025-11-07 KKR KKR & CO INC11.3K shares0.00%2025-09-302025-11-07 LULU LULULEMON ATHLETICA INC8.2K sharesnew addition2025-09-302025-11-07 GOOGL ALPHABET INC6.0K shares0.00%2025-09-302025-11-07 SDY SPDR SERIES TRUST10.1K shares0.00%2025-09-302025-11-07 UNH UNITEDHEALTH GROUP INC3.9K shares-54.88%2025-09-302025-11-07 ICVT ISHARES TR13.1K shares-19.38%2025-09-302025-11-07 QTEC FIRST TR EXCHANGE-TRADED FD5.2K shares0.00%2025-09-302025-11-07 XLK SELECT SECTOR SPDR TR4.2K shares0.00%2025-09-302025-11-07 SDVY FIRST TR EXCHANGE-TRADED FD30.3K shares0.00%2025-09-302025-11-07 XBI SPDR SERIES TRUST11.0K shares-3.94%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC1.3K shares0.00%2025-09-302025-11-07 CWB SPDR SERIES TRUST11.4K shares-14.93%2025-09-302025-11-07 BAC BANK AMERICA CORP19.0K shares0.00%2025-09-302025-11-07 AXP AMERICAN EXPRESS CO2.8K shares0.00%2025-09-302025-11-07 CVX CHEVRON CORP NEW5.6K shares3.28%2025-09-302025-11-07 SMOT VANECK ETF TRUST23.0K shares-15.43%2025-09-302025-11-07 KNG FIRST TR EXCHANGE-TRADED FD15.9K shares0.00%2025-09-302025-11-07 MSTR STRATEGY INC2.4K shares72.54%2025-09-302025-11-07 CAT CATERPILLAR INC1.6K shares0.00%2025-09-302025-11-07 SPYD SPDR SERIES TRUST16.1K shares0.00%2025-09-302025-11-07 INDY ISHARES TR13.9K shares0.00%2025-09-302025-11-07 ESTC ELASTIC N V8.3K sharesnew addition2025-09-302025-11-07 COST COSTCO WHSL CORP NEW587 shares0.00%2025-09-302025-11-07 CRWV COREWEAVE INC3.9K sharesnew addition2025-09-302025-11-07 CEG CONSTELLATION ENERGY CORP1.6K shares0.00%2025-09-302025-11-07 XLV SELECT SECTOR SPDR TR3.5K shares0.00%2025-09-302025-11-07 ASML ASML HOLDING N V500 shares0.00%2025-09-302025-11-07 GILD GILEAD SCIENCES INC4.2K shares0.00%2025-09-302025-11-07 WFC WELLS FARGO CO NEW5.5K shares0.00%2025-09-302025-11-07 BMNR BITMINE IMMERSION TECNOLOGIE8.9K sharesnew addition2025-09-302025-11-07 ORCL ORACLE CORP1.6K shares0.00%2025-09-302025-11-07 ET ENERGY TRANSFER L P26.0K shares0.00%2025-09-302025-11-07 ITOT ISHARES TR3.0K shares0.00%2025-09-302025-11-07 EXEL EXELIXIS INC10.6K shares0.00%2025-09-302025-11-07 SCHG SCHWAB STRATEGIC TR13.7K shares0.00%2025-09-302025-11-07 NVS NOVARTIS AG3.4K shares0.00%2025-09-302025-11-07 HDV ISHARES TR3.5K shares0.00%2025-09-302025-11-07 CSCO CISCO SYS INC6.0K shares0.00%2025-09-302025-11-07 TSM TAIWAN SEMICONDUCTOR MFG LTD1.5K shares0.00%2025-09-302025-11-07 SNOW SNOWFLAKE INC1.8K sharesnew addition2025-09-302025-11-07 UPST UPSTART HLDGS INC7.7K shares-7.84%2025-09-302025-11-07 VGT VANGUARD WORLD FD521 shares-0.38%2025-09-302025-11-07 LOW LOWES COS INC1.5K shares0.00%2025-09-302025-11-07 EPR EPR PPTYS6.2K shares0.00%2025-09-302025-11-07 VDC VANGUARD WORLD FD1.5K shares0.00%2025-09-302025-11-07 ROBT FIRST TR EXCHANGE TRADED FD6.0K shares0.00%2025-09-302025-11-07 OUT OUTFRONT MEDIA INC17.3K shares0.00%2025-09-302025-11-07 EPRT ESSENTIAL PPTYS RLTY TR INC10.6K shares0.00%2025-09-302025-11-07 KMB KIMBERLY-CLARK CORP2.5K shares0.00%2025-09-302025-11-07 ABBV ABBVIE INC1.3K shares0.00%2025-09-302025-11-07 BUFR FIRST TR EXCHNG TRADED FD VI9.0K shares0.00%2025-09-302025-11-07 MOTI VANECK ETF TRUST8.0K shares0.00%2025-09-302025-11-07 VICI VICI PPTYS INC9.0K shares0.00%2025-09-302025-11-07 ASND ASCENDIS PHARMA A/S1.5K shares0.00%2025-09-302025-11-07 VTEB VANGUARD MUN BD FDS5.7K shares0.84%2025-09-302025-11-07 NOW SERVICENOW INC311 shares-85.26%2025-09-302025-11-07 PLTR PALANTIR TECHNOLOGIES INC1.6K shares-31.18%2025-09-302025-11-07 VEEV VEEVA SYS INC950 shares0.00%2025-09-302025-11-07 FRI FIRST TR EXCHANGE-TRADED FD10.1K shares0.00%2025-09-302025-11-07 ALC ALCON AG3.8K shares0.00%2025-09-302025-11-07 VTV VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-11-07 FTXO FIRST TR EXCHANGE TRADED FD7.4K shares0.00%2025-09-302025-11-07 V VISA INC753 shares0.00%2025-09-302025-11-07 SUI SUN CMNTYS INC2.0K shares0.00%2025-09-302025-11-07 WMB WILLIAMS COS INC4.0K shares0.00%2025-09-302025-11-07 CDNS CADENCE DESIGN SYSTEM INC714 sharesnew addition2025-09-302025-11-07 XLE SELECT SECTOR SPDR TR2.8K shares0.00%2025-09-302025-11-07 PTEN PATTERSON-UTI ENERGY INC46.7K shares0.00%2025-09-302025-11-07 FTC FIRST TR EXCHANGE-TRADED ALP1.5K shares-25.60%2025-09-302025-11-07 VRTX VERTEX PHARMACEUTICALS INC591 shares0.00%2025-09-302025-11-07 RTX RTX CORPORATION1.3K sharesnew addition2025-09-302025-11-07 AGG ISHARES TR2.2K shares0.00%2025-09-302025-11-07 MDY SPDR S&P MIDCAP 400 ETF TR365 shares-8.75%2025-09-302025-11-07 KGEI KOLIBRI GLOBAL ENERGY INC16.8K sharesnew addition2025-09-302025-11-07 CTMX CYTOMX THERAPEUTICS INC14.5K shares0.00%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available