Portfolio (Quarterly)
Guide ↗
PURSUE WEALTH PARTNERS LLC
· CIK 0001911091| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DDOG | DATADOG INC | Technology | 17,574 | $2.1M | 1.24% | SOLD |
| 2 | CVX | CHEVRON CORPORATION | Energy | 9,623 | $2.0M | 1.19% | SOLD |
| 3 | AMLP | ALPS ETF TR | — | 30,410 | $1.6M | 0.96% | SOLD |
| 4 | FIG | FIGMA INC | Technology | 58,973 | $1.2M | 0.74% | SOLD |
| 5 | FANG | DIAMONDBACK ENERGY INC | Energy | 6,255 | $1.2M | 0.74% | SOLD |
| 6 | GILD | GILEAD SCIENCES INC | Healthcare | 4,248 | $592K | 0.35% | SOLD |
| 7 | NVS | NOVARTIS AG | Healthcare | 3,352 | $512K | 0.31% | SOLD |
| 8 | CSCO | CISCO SYS INC | Technology | 5,984 | $464K | 0.28% | SOLD |
| 9 | VTV | VANGUARD INDEX FDS | — | 2,171 | $426K | 0.26% | SOLD |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,563 | $375K | 0.22% | SOLD |
| 11 | CRM | SALESFORCE INC | Technology | 1,861 | $347K | 0.21% | SOLD |
| 12 | — | ASCENDIS PHARMA A/S | — | 1,451 | $332K | 0.20% | SOLD |
| 13 | HYBL | SSGA ACTIVE TR | — | 11,349 | $316K | 0.19% | SOLD |
| 14 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 8,970 | $303K | 0.18% | SOLD |
| 15 | ALC | ALCON AG | Healthcare | 3,789 | $286K | 0.17% | SOLD |
| 16 | MOTI | VANECK ETF TRUST | — | 8,000 | $273K | 0.16% | SOLD |
| 17 | LMND | LEMONADE INC | Financial Services | 4,042 | $253K | 0.15% | SOLD |
| 18 | SUI | SUN CMNTYS INC | Real Estate | 1,992 | $251K | 0.15% | SOLD |
| 19 | AGG | ISHARES TR | — | 2,381 | $236K | 0.14% | SOLD |
| 20 | AVGO | BROADCOM INC | Technology | 674 | $209K | 0.12% | SOLD |
Sector Allocation
Technology
48.6%
Financial Services
16.7%
Consumer Cyclical
14.9%
Consumer Defensive
5.4%
Communication Services
4.5%
Industrials
4.2%
Healthcare
3.5%
Real Estate
0.9%
Energy
0.7%
Utilities
0.4%