Pursue Wealth Partners LLC Top Holdings and 13F Report (2024) → Breaking News: Elon Musk Invents New Type of A.I. (Shocking) (From InvestorPlace) (Ad) About Pursue Wealth Partners LLCInvestment ActivityPursue Wealth Partners LLC has $169.90 million in total holdings as of March 31, 2024.Pursue Wealth Partners LLC owns shares of 103 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 13.37% of the portfolio was purchased this quarter.About 11.14% of the portfolio was sold this quarter.This quarter, Pursue Wealth Partners LLC has purchased 92 new stocks and bought additional shares in 21 stocks.Pursue Wealth Partners LLC sold shares of 15 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $11,941,637NVIDIA $8,948,858Snowflake $8,505,008MongoDB $7,946,745VanEck Morningstar Wide Moat ETF $7,912,279 Largest New Holdings this Quarter Pure Storage $3,436,695 HoldingARM HOLDINGS PLC $2,578,419 HoldingFT Vest Laddered Buffer ETF $1,034,520 HoldingSoFi Technologies $939,620 HoldingAdvanced Micro Devices $933,494 Holding Largest Purchases this Quarter Pure Storage 66,103 shares (about $3.44M)Snowflake 15,997 shares (about $2.59M)ARM HOLDINGS PLC 20,629 shares (about $2.58M)Walmart 23,024 shares (about $1.39M)Alphabet 8,079 shares (about $1.23M) Largest Sales this Quarter NVIDIA 4,281 shares (about $3.87M)CrowdStrike 4,829 shares (about $1.55M)Confluent 25,593 shares (about $781.10K)Bank of America 11,954 shares (about $453.30K)Goldman Sachs BDC 24,409 shares (about $365.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPursue Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$11,941,637$179,646 ▲1.5%28,3847.0%Computer and TechnologyNVDANVIDIA$8,948,858$3,868,140 ▼-30.2%9,9045.3%Computer and TechnologySNOWSnowflake$8,505,008$2,585,115 ▲43.7%52,6305.0%Computer and TechnologyMDBMongoDB$7,946,745$820,927 ▲11.5%22,1584.7%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$7,912,279$1,014,072 ▲14.7%88,0124.7%ETFGSBDGoldman Sachs BDC$7,852,831$365,647 ▼-4.4%524,2214.6%FinanceCRWDCrowdStrike$7,691,595$1,548,129 ▼-16.8%23,9924.5%Computer and TechnologyPANWPalo Alto Networks$5,391,935$584,171 ▲12.2%18,9773.2%Computer and TechnologyTDIVFirst Trust NASDAQ Technology Dividend Index Fund$4,985,725$148,745 ▲3.1%71,5622.9%ManufacturingAMZNAmazon.com$4,661,380$131,136 ▲2.9%25,8422.7%Retail/WholesaleAAPLApple$4,470,827$166,850 ▼-3.6%26,0722.6%Computer and TechnologyUBERUber Technologies$4,412,7590.0%57,3162.6%Computer and TechnologyGOOGAlphabet$4,331,645$1,230,109 ▲39.7%28,4492.5%Computer and TechnologyZSZscaler$4,310,482$62,797 ▲1.5%22,3772.5%Computer and TechnologyPSTGPure Storage$3,436,695$3,436,695 ▲New Holding66,1032.0%Computer and TechnologySQBlock$3,417,5390.0%40,4062.0%Business ServicesMETAMeta Platforms$2,864,436$219,482 ▲8.3%5,8991.7%Computer and TechnologyTSLATesla$2,836,196$157,684 ▼-5.3%16,1341.7%Auto/Tires/TrucksCMGChipotle Mexican Grill$2,619,000$43,602 ▼-1.6%9011.5%Retail/WholesaleARM HOLDINGS PLC$2,578,419$2,578,419 ▲New Holding20,6291.5%SPONSORED ADRIBBiShares Biotechnology ETF$2,515,5170.0%18,3321.5%FinanceCFLTConfluent$2,437,663$781,098 ▼-24.3%79,8711.4%Business ServicesPLTRPalantir Technologies$2,391,015$57,916 ▲2.5%103,9121.4%Business ServicesFVDFirst Trust Value Line Dividend Index Fund$2,146,044$261,995 ▼-10.9%50,8181.3%ETFDURAVanEck Durable High Dividend ETF$2,083,156$6,654 ▼-0.3%64,4941.2%ETFWMTWalmart$2,078,031$1,385,354 ▲200.0%34,5361.2%Retail/WholesaleQQQInvesco QQQ$1,563,359$288,162 ▲22.6%3,5210.9%FinanceJPMJPMorgan Chase & Co.$1,499,0450.0%7,4840.9%FinanceIWMiShares Russell 2000 ETF$1,429,409$455,510 ▲46.8%6,7970.8%FinanceABNBAirbnb$1,427,234$116,957 ▲8.9%8,6520.8%Computer and TechnologyICVTiShares Convertible Bond ETF$1,409,0000.0%17,6500.8%ETFSMOTVanEck Morningstar SMID Moat ETF$1,364,4000.0%40,0000.8%ETFQTECFirst Trust NASDAQ 100 Technology Index Fund$1,363,3620.0%7,1500.8%ManufacturingSPYSPDR S&P 500 ETF Trust$1,193,646$12,554 ▲1.1%2,2820.7%FinanceSDYSPDR S&P Dividend ETF$1,189,559$175,599 ▲17.3%9,0640.7%ETFVTIVanguard Total Stock Market ETF$1,137,062$134,628 ▲13.4%4,3750.7%ETFXLKTechnology Select Sector SPDR Fund$1,109,2460.0%5,3260.7%ETFPTENPatterson-UTI Energy$1,094,5160.0%91,6680.6%Oils/EnergyCLOUGlobal X Cloud Computing ETF$1,090,328$121,800 ▼-10.0%50,1300.6%ManufacturingCIBRFirst Trust Nasdaq Cybersecurity ETF$1,060,5270.0%18,8070.6%ManufacturingBUFRFT Vest Laddered Buffer ETF$1,034,520$1,034,520 ▲New Holding37,0000.6%ETFIWFiShares Russell 1000 Growth ETF$1,023,958$49,883 ▲5.1%3,0380.6%ETFCWBSPDR Bloomberg Convertible Securities ETF$978,7360.0%13,4000.6%ETFXBISPDR S&P Biotech ETF$966,170$347,677 ▼-26.5%10,1820.6%ETFSOFISoFi Technologies$939,620$939,620 ▲New Holding128,7150.6%Business ServicesAMDAdvanced Micro Devices$933,494$933,494 ▲New Holding5,1720.5%Computer and TechnologyCRMSalesforce$876,1330.0%2,9090.5%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$842,4000.0%20,0000.5%ETFGOOGLAlphabet$722,6530.0%4,7880.4%Computer and TechnologyBACBank of America$665,724$453,296 ▼-40.5%17,5560.4%FinanceVVisa$664,2100.0%2,3800.4%Business ServicesHUBSHubSpot$640,344$640,344 ▲New Holding1,0220.4%Computer and TechnologyVEEVVeeva Systems$634,8310.0%2,7400.4%Computer and TechnologyHDViShares Core High Dividend ETF$624,4500.0%5,6660.4%ETFCATCaterpillar$586,2880.0%1,6000.3%Industrial ProductsAXPAmerican Express$569,2250.0%2,5000.3%FinanceNFLXNetflix$558,136$558,136 ▲New Holding9190.3%Consumer DiscretionaryVOOVanguard S&P 500 ETF$549,240$36,520 ▲7.1%1,1430.3%ETFCVXChevron$545,6230.0%3,4590.3%Oils/EnergyARKKARK Innovation ETF$536,0560.0%10,7040.3%ETFXLVHealth Care Select Sector SPDR Fund$517,0550.0%3,5000.3%ETFBBHVanEck Biotech ETF$498,9900.0%3,0000.3%FinanceROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$497,6400.0%11,0000.3%ManufacturingSKYYFirst Trust Cloud Computing ETF$466,9100.0%4,8840.3%ManufacturingGSThe Goldman Sachs Group$459,4590.0%1,1000.3%FinanceVIGVanguard Dividend Appreciation ETF$435,890$435,890 ▲New Holding2,3870.3%ETFWFCWells Fargo & Company$434,7000.0%7,5000.3%FinanceJNJJohnson & Johnson$419,5200.0%2,6520.2%MedicalEXELExelixis$325,1010.0%13,7000.2%MedicalMASMasco$318,9120.0%4,0430.2%ConstructionSCHGSchwab U.S. Large-Cap Growth ETF$318,0300.0%3,4300.2%ETFALCAlcon$315,5860.0%3,7890.2%MedicalGILDGilead Sciences$311,1660.0%4,2480.2%MedicalCSCOCisco Systems$310,939$25,354 ▼-7.5%6,2300.2%Computer and TechnologyCOSTCostco Wholesale$305,5070.0%4170.2%Retail/WholesaleNVSNovartis$295,2200.0%3,0520.2%MedicalOUTOUTFRONT Media$285,128$285,128 ▲New Holding16,9820.2%FinanceEPRTEssential Properties Realty Trust$281,530$281,530 ▲New Holding10,5600.2%FinanceFBTFirst Trust NYSE Arca Biotechnology Index Fund$276,7860.0%1,8000.2%ETFLOWLowe's Companies$275,3630.0%1,0810.2%Retail/WholesaleBABAAlibaba Group$274,100$52,751 ▼-16.1%3,7880.2%Retail/WholesaleFCVTFirst Trust SSI Strategic Convertible Securities ETF$272,7200.0%8,0000.2%ETFVICIVICI Properties$267,901$267,901 ▲New Holding8,9930.2%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$265,1900.0%2,3000.2%ETFEPREPR Properties$263,954$263,954 ▲New Holding6,2180.2%FinanceVGTVanguard Information Technology ETF$263,238$37,231 ▲16.5%5020.2%ETFFRIFirst Trust S&P REIT Index Fund$261,532$261,532 ▲New Holding10,0610.2%ETFAHHArmada Hoffler Properties$257,514$257,514 ▲New Holding24,7610.2%FinanceSUISun Communities$256,131$256,131 ▲New Holding1,9920.2%FinanceGMREGlobal Medical REIT$253,339$253,339 ▲New Holding28,9530.1%FinanceINDYiShares India 50 ETF$252,2000.0%5,0000.1%ManufacturingTCNTricon Residential$248,9240.0%22,3250.1%FinanceVRTXVertex Pharmaceuticals$247,0440.0%5910.1%MedicalFTCFirst Trust Large Cap Growth AlphaDEX Fund$246,5600.0%2,0000.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$222,5600.0%4000.1%ETFASNDAscendis Pharma A/S$219,348$219,348 ▲New Holding1,4510.1%MedicalETEnergy Transfer$203,0110.0%12,9060.1%Oils/EnergyESRTEmpire State Realty Trust$190,3930.0%18,7950.1%FinanceSTRCSarcos Technology and Robotics$169,7200.0%93,7680.1%Industrial ProductsAQNAlgonquin Power & Utilities$164,8640.0%26,0860.1%UtilitiesShowing largest 100 holdings. 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