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The Analysis of PURSUE WEALTH PARTNERS LLC's Holdings & P&L

Currently, PURSUE WEALTH PARTNERS LLC holds 101 types of securities in its portfolio with a total value $167.4M. In the most recent quarter, they have increased their positions in N/A (+5.1K shares, valued at $2.4M), IEMG (+31.9K shares, valued at $2.2M), PANW (+13.5K shares, valued at $2.2M); decreased their positions in AMZN (-16.3K shares, valued at $3.4M), AAPL (-11.9K shares, valued at $3.0M), MSFT (-7.2K shares, valued at $2.7M); initiated new positions in IEMG (+31.9K shares, valued at $2.2M), N/A (+30.4K shares, valued at $1.6M), AXON (+3.1K shares, valued at $1.3M).

1M P&L

+5.7M+3.43%

3M P&L

+5.6M+3.38%

HY P&L

+5.6M+3.39%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A56.0M

38.4%

2Software - Infrastructure22.0M

15.0%

3Semiconductors13.2M

9.0%

Top Industries by Stock Count

1N/A40 stocks

43.0%

2Software - Infrastructure7 stocks

7.5%

3Drug Manufacturers - General4 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION68.7K shares-9.77%2026-03-312026-04-08

MSFT MICROSOFT CORP23.8K shares-23.27%2026-03-312026-04-08

MOAT VANECK ETF TRUST88.0K shares-0.45%2026-03-312026-04-08

AMZN AMAZON COM INC35.2K shares-31.66%2026-03-312026-04-08

TDIV FIRST TR EXCHANGE TRADED FD67.1K shares4.87%2026-03-312026-04-08

WMT WALMART INC48.3K shares0.00%2026-03-312026-04-08

ALPHABET INC ALPHABET INC20.8K shares-9.18%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.9K shares88.04%2026-03-312026-04-08

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CRWD CROWDSTRIKE HLDGS INC13.1K shares-26.46%2026-03-312026-04-08

AAPL APPLE INC19.6K shares-37.72%2026-03-312026-04-08

MDB MONGODB INC19.6K shares7.05%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS22.1K shares27.93%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T6.8K shares0.97%2026-03-312026-04-08

BABA ALIBABA GROUP HLDG LTD32.5K shares-10.30%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR5.8K shares-15.79%2026-03-312026-04-08

META META PLATFORMS INC5.8K shares8.27%2026-03-312026-04-08

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IWM ISHARES TR12.8K shares-15.87%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS5.0K shares-27.89%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO8.5K shares-1.12%2026-03-312026-04-08

DURA VANECK ETF TRUST64.5K shares0.00%2026-03-312026-04-08

PANW PALO ALTO NETWORKS INC14.5K shares1239.69%2026-03-312026-04-08

TSLA TESLA INC6.2K shares-5.94%2026-03-312026-04-08

IEMG ISHARES INC31.9K sharesnew addition2026-03-312026-04-08

DDOG DATADOG INC17.6K shares-2.94%2026-03-312026-04-08

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CVX CHEVRON CORPORATION9.6K shares305.52%2026-03-312026-04-08

FVD FIRST TR EXCHANGE-TRADED FD42.0K shares0.00%2026-03-312026-04-08

LLY ELI LILLY & CO2.1K shares-0.37%2026-03-312026-04-08

TLT ISHARES TR19.4K shares-23.95%2026-03-312026-04-08

ALPHABET INC ALPHABET INC5.8K shares-26.28%2026-03-312026-04-08

IWF ISHARES TR3.8K shares9.43%2026-03-312026-04-08

VTI VANGUARD INDEX FDS5.0K shares0.02%2026-03-312026-04-08

ALPS ETF TR ALPS ETF TR30.4K sharesnew addition2026-03-312026-04-08

Sponsored

SMOT VANECK ETF TRUST45.3K shares1.48%2026-03-312026-04-08

SDVY FIRST TR EXCHANGE TRADED FD36.4K shares20.22%2026-03-312026-04-08

ICVT ISHARES TR13.1K shares0.00%2026-03-312026-04-08

AXON AXON ENTERPRISE INC3.1K sharesnew addition2026-03-312026-04-08

FIG FIGMA INC59.0K sharesnew addition2026-03-312026-04-08

FANG DIAMONDBACK ENERGY INC6.3K sharesnew addition2026-03-312026-04-08

OXY OCCIDENTAL PETE CORP18.3K sharesnew addition2026-03-312026-04-08

QTEC FIRST TR EXCHANGE-TRADED FD5.5K shares4.44%2026-03-312026-04-08

Sponsored

COST COSTCO WHOLESALE CORPORATION1.2K shares99.32%2026-03-312026-04-08

CAT CATERPILLAR INC1.6K shares0.00%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC1.3K shares0.00%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR8.3K shares0.00%2026-03-312026-04-08

CWB SPDR SERIES TRUST11.4K shares0.00%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR15.2K shares173.21%2026-03-312026-04-08

XLF SELECT SECTOR SPDR TR18.1K shares0.01%2026-03-312026-04-08

SNOW SNOWFLAKE INC5.6K shares40.89%2026-03-312026-04-08

Sponsored

AXP AMERICAN EXPRESS CO2.8K shares0.00%2026-03-312026-04-08

FTCS FIRST TR EXCHANGE-TRADED FD7.6K sharesnew addition2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC3.4K shares-5.76%2026-03-312026-04-08

IBIT ISHARES BITCOIN TRUST ETF17.4K shares-59.51%2026-03-312026-04-08

ASML ASML HLDG NV500 shares0.00%2026-03-312026-04-08

RAAX VANECK ETF TRUST16.0K sharesnew addition2026-03-312026-04-08

GILD GILEAD SCIENCES INC4.2K shares0.00%2026-03-312026-04-08

XLV SELECT SECTOR SPDR TR3.5K shares0.00%2026-03-312026-04-08

Sponsored

NVS NOVARTIS AG3.4K shares0.00%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares-23.81%2026-03-312026-04-08

HDV ISHARES TR3.5K shares0.00%2026-03-312026-04-08

CSCO CISCO SYS INC6.0K shares0.00%2026-03-312026-04-08

OUTFRONT MEDIA INC OUTFRONT MEDIA INC17.3K shares0.00%2026-03-312026-04-08

EXEL EXELIXIS INC10.6K shares0.00%2026-03-312026-04-08

CEG CONSTELLATION ENERGY CORP1.6K shares0.00%2026-03-312026-04-08

WFC WELLS FARGO & CO5.5K shares0.00%2026-03-312026-04-08

Sponsored

ITOT ISHARES TR3.0K shares0.00%2026-03-312026-04-08

VTV VANGUARD INDEX FDS2.2K shares50.14%2026-03-312026-04-08

SCHG SCHWAB STRATEGIC TR13.7K shares0.00%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC2.6K shares63.98%2026-03-312026-04-08

VGT VANGUARD WORLD FD521 shares0.00%2026-03-312026-04-08

LOW LOWES COS INC1.5K shares0.00%2026-03-312026-04-08

CRM SALESFORCE INC1.9K shares-55.19%2026-03-312026-04-08

KMB KIMBERLY-CLARK CORP3.5K shares40.24%2026-03-312026-04-08

Sponsored

VDC VANGUARD WORLD FD1.5K shares0.00%2026-03-312026-04-08

ASND ASCENDIS PHARMA A/S1.5K shares0.00%2026-03-312026-04-08

EPRT ESSENTIAL PPTYS RLTY TR INC10.6K shares0.00%2026-03-312026-04-08

HYBL SSGA ACTIVE TR11.3K sharesnew addition2026-03-312026-04-08

CRWV COREWEAVE INC4.1K shares0.00%2026-03-312026-04-08

EPR EPR PPTYS6.2K shares0.00%2026-03-312026-04-08

BUFR FIRST TR EXCHNG TRADED FD VI9.0K shares0.00%2026-03-312026-04-08

ALC ALCON AG3.8K shares0.00%2026-03-312026-04-08

Sponsored

FRI FIRST TR EXCHANGE-TRADED FD10.1K shares0.00%2026-03-312026-04-08

COIN COINBASE GLOBAL INC1.6K sharesnew addition2026-03-312026-04-08

ABBV ABBVIE INC1.3K shares0.00%2026-03-312026-04-08

ROBT FIRST TR EXCHANGE TRADED FD6.0K shares-52.67%2026-03-312026-04-08

MOTI VANECK ETF TRUST8.0K shares0.00%2026-03-312026-04-08

FTXO FIRST TR EXCHANGE TRADED FD7.4K shares0.00%2026-03-312026-04-08

VRTX VERTEX PHARMACEUTICALS INC591 shares0.00%2026-03-312026-04-08

RTX RTX CORPORATION1.3K shares0.00%2026-03-312026-04-08

Sponsored

LMND LEMONADE INC4.0K shares-89.77%2026-03-312026-04-08

SUI SUN CMNTYS INC2.0K shares0.00%2026-03-312026-04-08

VICI VICI PPTYS INC9.0K shares0.00%2026-03-312026-04-08

ORCL ORACLE CORP1.6K shares-63.33%2026-03-312026-04-08

AGG ISHARES TR2.4K shares0.00%2026-03-312026-04-08

MDY STATE STR SPDR S&P MIDCAP 40365 shares0.00%2026-03-312026-04-08

BROADCOM INC BROADCOM INC674 shares-90.98%2026-03-312026-04-08

AROC ARCHROCK INC6.0K sharesnew addition2026-03-312026-04-08

Sponsored

IEFA ISHARES TR2.3K shares0.00%2026-03-312026-04-08

FJP FIRST TR EXCH TRD ALPHDX FD2.8K sharesnew addition2026-03-312026-04-08

USMV ISHARES TR2.2K shares0.00%2026-03-312026-04-08

UAMY UNITED STATES ANTIMONY CORP22.4K sharesnew addition2026-03-312026-04-08

CTMX CYTOMX THERAPEUTICS INC.14.5K shares0.00%2026-03-312026-04-08

NVDA

NVIDIA CORPORATION

-9.77%

Shares68.7K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-23.27%

Shares23.8K

Event2026-03-31

Filed2026-04-08

MOAT

VANECK ETF TRUST

-0.45%

Shares88.0K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

-31.66%

Shares35.2K

Event2026-03-31

Filed2026-04-08

TDIV

FIRST TR EXCHANGE TRADED FD

4.87%

Shares67.1K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

0.00%

Shares48.3K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-9.18%

Shares20.8K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

88.04%

Shares10.9K

Event2026-03-31

Filed2026-04-08

CRWD

CROWDSTRIKE HLDGS INC

-26.46%

Shares13.1K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-37.72%

Shares19.6K

Event2026-03-31

Filed2026-04-08

MDB

MONGODB INC

7.05%

Shares19.6K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

27.93%

Shares22.1K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

0.97%

Shares6.8K

Event2026-03-31

Filed2026-04-08

BABA

ALIBABA GROUP HLDG LTD

-10.30%

Shares32.5K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

-15.79%

Shares5.8K

Event2026-03-31

Filed2026-04-08