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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 9 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WMT WALMART INC Consumer Defensive 1,911.0 $216K 0.06% $113.23 -9.0%
162 FMB FIRST TR EXCH TRADED FD III 4,179.0 $215K 0.06% -125.0 -2.9% $51.37 -2.6%
163 GNRC GENERAC HLDGS INC Industrials 725.0 $212K 0.06% NEW $292.81 -37.2%
164 RZV INVESCO EXCHANGE TRADED FD T 1,394.0 $208K 0.06% NEW $149.04 +0.6%
165 VRT VERTIV HOLDINGS CO Industrials 610.0 $204K 0.06% NEW $335.04 -23.3%
166 HONEYWELL INTL INC 905.0 $203K 0.06% NEW $223.90
167 HONEYWELL AEROSPACE INC 905.0 $200K 0.06% NEW $221.08
168 XOM EXXON MOBIL CORP Energy 1,463.0 $200K 0.06% +26.0 +1.8% $136.73 +14.6%
169 PGX INVESCO EXCH TRADED FD TR II 16,836.0 $182K 0.05% $10.84 -2.2%
170 STWD STARWOOD PPTY TR INC Real Estate 10,001.0 $164K 0.04% NEW $16.38 -3.5%
171 ACHR ARCHER AVIATION INC Industrials 11,431.0 $54K 0.01% -2K -13.9% $4.73 +21.6%
Page 9 of 9  ·  171 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%