PURSUE WEALTH PARTNERS LLC
102 holdingsFiling period: 2026-03-31Current AUM: $200.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 68.7K | $12.0M | $13.8M | 6.88% | -7,436 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 23.8K | $8.8M | $11.0M | 5.51% | -7,206 | 2026-03-31 |
| 3 | MOAT | VANECK ETF TRUST | 88.0K | $8.5M | $9.5M | 4.74% | -397 | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 35.2K | $7.3M | $9.6M | 4.77% | -16,316 | 2026-03-31 |
| 5 | TDIV | FIRST TR EXCHANGE TRADED FD | 67.1K | $6.3M | $7.4M | 3.70% | +3.1K | 2026-03-31 |
| 6 | WMT | WALMART INC | 48.3K | $6.0M | $5.4M | 2.68% | +1 | 2026-03-31 |
| 7 | GOOG | ALPHABET INC | 20.8K | $6.0M | $7.4M | 3.69% | -2,100 | 2026-03-31 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 10.9K | $5.2M | $5.2M | 2.60% | +5.1K | 2026-03-31 |
| 9 | CRWD | CROWDSTRIKE HLDGS INC | 13.1K | $5.1M | $10.0M | 4.99% | -4,711 | 2026-03-31 |
| 10 | AAPL | APPLE INC | 19.6K | $5.0M | $6.1M | 3.02% | -11,868 | 2026-03-31 |
| 11 | MDB | MONGODB INC | 19.6K | $4.8M | $6.6M | 3.29% | +1.3K | 2026-03-31 |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | 22.1K | $4.8M | $5.3M | 2.64% | +4.8K | 2026-03-31 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | 6.8K | $4.4M | $5.1M | 2.53% | +65 | 2026-03-31 |
| 14 | BABA | ALIBABA GROUP HLDG LTD | 32.5K | $4.1M | $4.0M | 1.98% | -3,731 | 2026-03-31 |
| 15 | QQQ | INVESCO QQQ TR | 5.8K | $3.4M | $4.0M | 2.00% | -1,091 | 2026-03-31 |
| 16 | META | META PLATFORMS INC | 5.8K | $3.3M | $3.3M | 1.62% | +447 | 2026-03-31 |
| 17 | IWM | ISHARES TR | 12.8K | $3.2M | $3.7M | 1.86% | -2,421 | 2026-03-31 |
| 18 | VOO | VANGUARD INDEX FDS | 5.0K | $3.0M | $3.4M | 1.70% | -1,917 | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO | 8.5K | $2.5M | $3.0M | 1.48% | -96 | 2026-03-31 |
| 20 | DURA | VANECK ETF TRUST | 64.5K | $2.4M | $2.5M | 1.24% | -- | 2026-03-31 |
| 21 | PANW | PALO ALTO NETWORKS INC | 14.5K | $2.3M | $4.8M | 2.41% | +13.5K | 2026-03-31 |
| 22 | TSLA | TESLA INC | 6.2K | $2.3M | $1.9M | 0.97% | -394 | 2026-03-31 |
| 23 | IEMG | ISHARES INC | 31.9K | $2.2M | $2.5M | 1.23% | -- | 2026-03-31 |
| 24 | DDOG | DATADOG INC | 17.6K | $2.1M | $4.7M | 2.35% | -533 | 2026-03-31 |
| 25 | CVX | CHEVRON CORPORATION | 9.6K | $2.0M | $1.9M | 0.94% | +7.3K | 2026-03-31 |
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