The Analysis of PURSUE WEALTH PARTNERS LLC's Holdings
Currently, PURSUE WEALTH PARTNERS LLC holds 104 types of securities in its portfolio with a total value $205.8M. In the most recent quarter, they have increased their positions in ADBE (+20.4K shares, valued at $7.1M), AMZN (+24.0K shares, valued at $5.5M), MSFT (+11.1K shares, valued at $5.4M); decreased their positions in PANW (-9.7K shares, valued at $1.8M), TDIV (-17.5K shares, valued at $1.7M), XYZ (-18.0K shares, valued at $1.2M); initiated new positions in ADBE (+20.4K shares, valued at $7.1M), LMND (+39.5K shares, valued at $2.8M), DDOG (+18.1K shares, valued at $2.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP31.0K shares55.97%2025-12-312026-01-26
NVDA NVIDIA CORPORATION76.1K shares14.61%2025-12-312026-01-26 AMZN AMAZON COM INC51.5K shares86.99%2025-12-312026-01-26 MOAT VANECK ETF TRUST88.4K shares0.47%2025-12-312026-01-26 AAPL APPLE INC31.5K shares58.57%2025-12-312026-01-26 CRWD CROWDSTRIKE HLDGS INC17.8K shares2.37%2025-12-312026-01-26 MDB MONGODB INC18.3K shares-2.22%2025-12-312026-01-26 ALPHABET INC ALPHABET INC22.9K shares10.11%2025-12-312026-01-26 ADBE ADOBE INC20.4K sharesnew addition2025-12-312026-01-26 TDIV FIRST TR EXCHANGE TRADED FD64.0K shares-21.46%2025-12-312026-01-26 WMT WALMART INC48.3K shares30.71%2025-12-312026-01-26 BABA ALIBABA GROUP HLDG LTD36.2K shares0.00%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR6.7K shares-10.75%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS17.3K shares-8.96%2025-12-312026-01-26 IWM ISHARES TR15.3K shares2.39%2025-12-312026-01-26 META META PLATFORMS INC5.4K shares22.35%2025-12-312026-01-26 TSLA TESLA INC6.6K shares0.02%2025-12-312026-01-26 LMND LEMONADE INC39.5K sharesnew addition2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.8.6K shares0.00%2025-12-312026-01-26 BROADCOM INC BROADCOM INC7.5K shares0.00%2025-12-312026-01-26 ADSK AUTODESK INC8.4K shares3.85%2025-12-312026-01-26 ALPHABET INC ALPHABET INC7.9K shares32.47%2025-12-312026-01-26 DDOG DATADOG INC18.1K sharesnew addition2025-12-312026-01-26 LLY ELI LILLY & CO2.1K sharesnew addition2025-12-312026-01-26 TLT ISHARES TR25.6K shares16.61%2025-12-312026-01-26 DURA VANECK ETF TRUST64.5K shares0.00%2025-12-312026-01-26 IBIT ISHARES BITCOIN TRUST ETF43.0K shares61.80%2025-12-312026-01-26 FVD FIRST TR EXCHANGE-TRADED FD42.0K shares0.00%2025-12-312026-01-26 VTI VANGUARD INDEX FDS5.0K shares0.04%2025-12-312026-01-26 IWF ISHARES TR3.5K shares0.03%2025-12-312026-01-26 SMOT VANECK ETF TRUST44.6K shares93.73%2025-12-312026-01-26 ESTC ELASTIC N V19.2K shares131.26%2025-12-312026-01-26 XBI SPDR SERIES TRUST11.7K shares5.86%2025-12-312026-01-26 ICVT ISHARES TR13.1K shares0.00%2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC3.9K shares0.03%2025-12-312026-01-26 QTEC FIRST TR EXCHANGE-TRADED FD5.2K shares0.00%2025-12-312026-01-26 XLK SELECT SECTOR SPDR TR8.3K shares100.00%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC1.3K shares0.00%2025-12-312026-01-26 SDVY FIRST TR EXCHANGE-TRADED FD30.3K shares0.00%2025-12-312026-01-26 CRM SALESFORCE INC4.2K shares-34.00%2025-12-312026-01-26 AXP AMERICAN EXPRESS CO2.8K shares0.00%2025-12-312026-01-26 NOW SERVICENOW INC6.7K shares2058.20%2025-12-312026-01-26 CWB SPDR SERIES TRUST11.4K shares0.00%2025-12-312026-01-26 XLF SELECT SECTOR SPDR TR18.1K shares-43.65%2025-12-312026-01-26 CAT CATERPILLAR INC1.6K shares0.00%2025-12-312026-01-26 KKR & CO INC KKR & CO INC7.0K shares-37.74%2025-12-312026-01-26 SNOW SNOWFLAKE INC4.0K shares123.51%2025-12-312026-01-26 ORCL ORACLE CORP4.4K shares172.69%2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC3.6K sharesnew addition2025-12-312026-01-26 XYZ BLOCK INC11.3K shares-61.38%2025-12-312026-01-26 INDY ISHARES TR13.9K shares0.00%2025-12-312026-01-26 BAC BANK AMERICA CORP12.2K shares-35.87%2025-12-312026-01-26 ROBT FIRST TR EXCHANGE TRADED FD12.7K shares111.27%2025-12-312026-01-26 TSM TAIWAN SEMICONDUCTOR MFG LTD1.9K shares31.25%2025-12-312026-01-26 CEG CONSTELLATION ENERGY CORP1.6K shares0.00%2025-12-312026-01-26 XLV SELECT SECTOR SPDR TR3.5K shares0.00%2025-12-312026-01-26 ASML ASML HOLDING N V500 shares0.00%2025-12-312026-01-26 GILD GILEAD SCIENCES INC4.2K shares0.00%2025-12-312026-01-26 WFC WELLS FARGO CO NEW5.5K shares0.00%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW587 shares0.00%2025-12-312026-01-26 EXEL EXELIXIS INC10.6K shares0.00%2025-12-312026-01-26 NVS NOVARTIS AG3.4K shares0.00%2025-12-312026-01-26 CSCO CISCO SYS INC6.0K shares0.00%2025-12-312026-01-26 ITOT ISHARES TR3.0K shares0.00%2025-12-312026-01-26 SCHG SCHWAB STRATEGIC TR13.7K shares0.00%2025-12-312026-01-26 HDV ISHARES TR3.5K shares0.00%2025-12-312026-01-26 VGT VANGUARD WORLD FD521 shares0.00%2025-12-312026-01-26 LOW LOWES COS INC1.5K shares0.00%2025-12-312026-01-26 CVX CHEVRON CORP NEW2.4K shares-57.93%2025-12-312026-01-26 SOFI SOFI TECHNOLOGIES INC13.0K sharesnew addition2025-12-312026-01-26 VDC VANGUARD WORLD FD1.5K shares0.00%2025-12-312026-01-26 EPRT ESSENTIAL PPTYS RLTY TR INC10.6K shares0.00%2025-12-312026-01-26 EPR EPR PPTYS6.2K shares0.00%2025-12-312026-01-26 ASND ASCENDIS PHARMA A/S1.5K shares0.00%2025-12-312026-01-26 BUFR FIRST TR EXCHNG TRADED FD VI9.0K shares0.00%2025-12-312026-01-26 ALC ALCON AG3.8K shares0.00%2025-12-312026-01-26 ABBV ABBVIE INC1.3K shares-0.38%2025-12-312026-01-26 MOTI VANECK ETF TRUST8.0K shares0.00%2025-12-312026-01-26 CRWV COREWEAVE INC4.1K shares4.69%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC1.6K shares0.00%2025-12-312026-01-26 FTXO FIRST TR EXCHANGE TRADED FD7.4K shares0.00%2025-12-312026-01-26 VTV VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-01-26 FRI FIRST TR EXCHANGE-TRADED FD10.1K shares0.00%2025-12-312026-01-26 VRTX VERTEX PHARMACEUTICALS INC591 shares0.00%2025-12-312026-01-26 VICI VICI PPTYS INC9.0K shares0.00%2025-12-312026-01-26 KMB KIMBERLY-CLARK CORP2.5K shares0.00%2025-12-312026-01-26 XLE SELECT SECTOR SPDR TR5.6K shares100.00%2025-12-312026-01-26 SUI SUN CMNTYS INC2.0K shares0.00%2025-12-312026-01-26 RTX RTX CORPORATION1.3K shares0.00%2025-12-312026-01-26 AGG ISHARES TR2.4K shares7.25%2025-12-312026-01-26 FTC FIRST TR EXCHANGE-TRADED ALP1.5K shares0.00%2025-12-312026-01-26 MDY SPDR S&P MIDCAP 400 ETF TR365 shares0.00%2025-12-312026-01-26 VEEV VEEVA SYS INC950 shares0.00%2025-12-312026-01-26 USMV ISHARES TR2.2K sharesnew addition2025-12-312026-01-26 IEFA ISHARES TR2.3K sharesnew addition2025-12-312026-01-26 ETHU VOLATILITY SHS TR3.7K sharesnew addition2025-12-312026-01-26 PANW PALO ALTO NETWORKS INC1.1K shares-89.91%2025-12-312026-01-26 MSTX TIDAL TRUST II18.2K sharesnew addition2025-12-312026-01-26 CTMX CYTOMX THERAPEUTICS INC14.5K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available