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Portfolio (Quarterly) Guide ↗

Purus Wealth Management, LLC

· CIK 0001844250
13F Portfolio $321M AUM 150 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 150 New
Page 7 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ABBV ABBVIE INC Healthcare 1,175.0 $269K 0.08% NEW $228.53 +10.1%
122 UTG REAVES UTIL INCOME FD Financial Services 7,240.0 $265K 0.08% NEW $36.58 +11.5%
123 FXO FIRST TR EXCHANGE TRADED FD 4,275.0 $258K 0.08% NEW $60.35 +3.6%
124 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,195.0 $258K 0.08% NEW $49.65 -31.8%
125 BA BOEING CO Industrials 1,177.0 $256K 0.08% NEW $217.16 +0.0%
126 ET ENERGY TRANSFER L P Energy 15,500.0 $256K 0.08% NEW $16.49 +16.3%
127 VICTORY PORTFOLIOS II 8,819.0 $248K 0.08% NEW $28.16
128 REGN REGENERON PHARMACEUTICALS Healthcare 310.0 $239K 0.07% NEW $771.87 -18.0%
129 NUE NUCOR CORP Basic Materials 1,466.0 $239K 0.07% NEW $163.11 +47.0%
130 FNX FIRST TR EXCHANGE-TRADED ALP 1,897.0 $239K 0.07% NEW $125.98 +15.1%
131 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,667.0 $238K 0.07% NEW $142.50 +25.9%
132 F FORD MTR CO Consumer Cyclical 18,090.0 $237K 0.07% NEW $13.12 +7.7%
133 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 26,291.0 $234K 0.07% NEW $8.90 -4.7%
134 RFV INVESCO EXCHANGE TRADED FD T 1,811.0 $231K 0.07% NEW $127.82 +11.9%
135 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 755.0 $229K 0.07% NEW $303.89 +42.3%
136 FMB FIRST TR EXCH TRADED FD III 4,463.0 $228K 0.07% NEW $51.14 +0.4%
137 DIS DISNEY WALT CO Communication Services 1,932.0 $220K 0.07% NEW $113.79 -13.2%
138 CEG CONSTELLATION ENERGY CORP Utilities 614.0 $217K 0.07% NEW $353.17 -25.2%
139 DELL DELL TECHNOLOGIES INC Technology 1,722.0 $217K 0.07% NEW $125.88 +217.4%
140 WMT WALMART INC Consumer Defensive 1,903.0 $212K 0.07% NEW $111.40 +3.8%
Page 7 of 8  ·  150 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 46.3%
Financial Services 15.2%
Industrials 9.0%
Healthcare 8.0%
Consumer Cyclical 7.0%
Communication Services 6.5%
Consumer Defensive 6.0%
Utilities 1.1%
Energy 0.7%
Basic Materials 0.1%