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Portfolio (Quarterly) Guide ↗

Purus Wealth Management, LLC

· CIK 0001844250
13F Portfolio $363M AUM 171 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 57 Added 62 Reduced 5 Exited
Page 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 T AT&T INC Communication Services 19,378.0 $401K 0.11% +1K +6.3% $20.70 +25.5%
42 RSP INVESCO EXCHANGE TRADED FD T 1,855.0 $395K 0.11% +40.0 +2.2% $212.77 +3.2%
43 UTG REAVES UTIL INCOME FD Financial Services 9,044.0 $368K 0.10% +1K +16.2% $40.72 -7.6%
44 SCHW SCHWAB CHARLES CORP Financial Services 3,955.0 $365K 0.10% +37.0 +0.9% $92.26 +19.1%
45 ET ENERGY TRANSFER L P Energy 18,500.0 $354K 0.10% +2K +15.6% $19.12 +12.4%
46 SPG SIMON PPTY GROUP INC NEW Real Estate 1,515.0 $339K 0.09% +100.0 +7.1% $223.67 -5.0%
47 UBER UBER TECHNOLOGIES INC Technology 4,417.0 $319K 0.09% +50.0 +1.1% $72.16 +5.6%
48 APH AMPHENOL CORP Technology 1,801.0 $318K 0.09% +65.0 +3.7% $176.32 -9.7%
49 ABBV ABBVIE INC Healthcare 1,247.0 $314K 0.09% +45.0 +3.7% $251.69 +2.5%
50 OHI OMEGA HEALTHCARE INVS INC Real Estate 6,301.0 $300K 0.08% +1K +26.0% $47.68 -4.3%
51 TGT TARGET CORP Consumer Defensive 2,264.0 $296K 0.08% +321.0 +16.5% $130.59 +23.0%
52 SOLV SOLVENTUM CORP Healthcare 3,765.0 $290K 0.08% +290.0 +8.3% $77.15 +18.3%
53 BA BOEING CO Industrials 1,298.0 $281K 0.08% +50.0 +4.0% $216.51 -4.2%
54 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 32,283.0 $276K 0.08% +4K +14.2% $8.56 -3.5%
55 MRK MERCK & CO INC Healthcare 2,070.0 $266K 0.07% +149.0 +7.8% $128.51 +15.6%
56 VST VISTRA CORP Utilities 1,507.0 $239K 0.07% +120.0 +8.7% $158.68 -13.3%
57 XOM EXXON MOBIL CORP Energy 1,463.0 $200K 0.06% +26.0 +1.8% $136.73 +17.5%
Page 3 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 51.3%
Financial Services 12.6%
Industrials 9.3%
Consumer Cyclical 6.4%
Consumer Defensive 6.1%
Communication Services 5.8%
Healthcare 5.7%
Utilities 1.7%
Energy 0.7%
Real Estate 0.3%