Portfolio (Quarterly)
Guide ↗
PURSUE WEALTH PARTNERS LLC
· CIK 0001911091| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ADBE | ADOBE INC | Technology | 20,403 | $7.1M | 3.47% | SOLD |
| 2 | ADSK | AUTODESK INC | Technology | 8,394 | $2.5M | 1.21% | SOLD |
| 3 | ESTC | ELASTIC N V | Technology | 19,169 | $1.4M | 0.70% | SOLD |
| 4 | XBI | SPDR SERIES TRUST | — | 11,679 | $1.4M | 0.69% | SOLD |
| 5 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 3,873 | $1.3M | 0.62% | SOLD |
| 6 | NOW | SERVICENOW INC | Technology | 6,712 | $1.0M | 0.50% | SOLD |
| 7 | KKR | KKR & CO INC | Financial Services | 7,039 | $897K | 0.44% | SOLD |
| 8 | — | BLOCK INC | — | 11,325 | $737K | 0.36% | SOLD |
| 9 | INDY | ISHARES TR | — | 13,857 | $683K | 0.33% | SOLD |
| 10 | BAC | BANK AMERICA CORP | Financial Services | 12,205 | $671K | 0.33% | SOLD |
| 11 | MRVL | MARVELL TECHNOLOGY INC | Technology | 4,087 | $347K | 0.17% | SOLD |
| 12 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 13,020 | $341K | 0.17% | SOLD |
| 13 | FTC | FIRST TR EXCHANGE-TRADED ALP | — | 1,488 | $238K | 0.12% | SOLD |
| 14 | VEEV | VEEVA SYS INC | Healthcare | 950 | $212K | 0.10% | SOLD |
| 15 | ETHU | VOLATILITY SHS TR | — | 3,666 | $201K | 0.10% | SOLD |
| 16 | — | TIDAL TRUST II | — | 18,229 | $70K | 0.03% | SOLD |
Sector Allocation
Technology
43.3%
Consumer Cyclical
13.3%
Financial Services
13.3%
Communication Services
10.3%
Consumer Defensive
7.1%
Energy
4.4%
Healthcare
4.2%
Industrials
2.5%
Real Estate
1.1%
Utilities
0.4%