Holdings Channel
EntityShares/Amount
Change
Position Value
Change
PSTG +66,103+$3,437
ARM +20,629+$2,578
BUFR +37,000+$1,035
SOFI +128,715+$940
AMD +5,172+$933
HUBS +1,022+$640
NFLX +919+$558
VIG +2,387+$436
OUT +16,982+$285
EPRT +10,560+$282
EntityShares/Amount
Change
Position Value
Change
DDOG -34,695-$4,211
SITM -22,618-$2,761
KVYO -63,117-$1,753
ORCL -10,927-$1,152
MCD -1,744-$517
S -7,486-$205
HPP -12,175-$113
EntityShares/Amount
Change
Position Value
Change
WMT +23,024+$263
SNOW +15,997+$1,215
MOAT +11,280+$1,400
GOOG +8,079+$1,461
PLTR +2,517+$650
MDB +2,289-$176
IWM +2,166+$500
TDIV +2,135+$536
PANW +2,056+$402
SDY +1,338+$224
EntityShares/Amount
Change
Position Value
Change
EVA -40,503-$69
CFLT -25,593-$30
GSBD -24,409-$184
BAC -11,954-$328
FVD -6,204-$167
CLOU -5,600-$173
CRWD -4,829+$333
NVDA -4,281+$1,924
XBI -3,664-$270
Size ($ in 1000's)
At 03/31/2024: $169,904
At 12/31/2023: $154,710

Pursue Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pursue Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Pursue Wealth Partners LLC
As of  03/31/2024, we find all stocks held by Pursue Wealth Partners LLC to be as follows, presented in the table below with each row detailing each Pursue Wealth Partners LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Pursue Wealth Partners LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Pursue Wealth Partners LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
MICROSOFT CORP 28,384 +427 $11,942
     MSFT28,384+427$11,942
NVIDIA CORPORATION 9,904 -4,281 $8,949
     NVDA9,904-4,281$8,949
SNOWFLAKE INC 52,630 +15,997 $8,505
     SNOW52,630+15,997$8,505
MONGODB INC 22,158 +2,289 $7,947
     MDB22,158+2,289$7,947
VANECK ETF TRUST (MOAT) 88,012 +11,280 $7,912
     MOAT88,012+11,280$7,912
GOLDMAN SACHS BDC INC 524,221 -24,409 $7,853
     GSBD524,221-24,409$7,853
CROWDSTRIKE HLDGS INC 23,992 -4,829 $7,692
     CRWD23,992-4,829$7,692
PALO ALTO NETWORKS INC 18,977 +2,056 $5,392
     PANW18,977+2,056$5,392
FIRST TR EXCHANGE TRADED FD (TDIV) 71,562 +2,135 $4,986
     TDIV71,562+2,135$4,986
AMAZON COM INC 25,842 +727 $4,661
     AMZN25,842+727$4,661
APPLE INC 26,072 -973 $4,471
     AAPL26,072-973$4,471
UBER TECHNOLOGIES INC 57,316 UNCH $4,413
     UBER57,316UNCH$4,413
ALPHABET INC 28,449 +8,079 $4,332
     GOOG28,449+8,079$4,332
ZSCALER INC 22,377 +326 $4,310
     ZS22,377+326$4,310
PURE STORAGE INC 66,103 +66,103 $3,437
     PSTG66,103+66,103$3,437
BLOCK INC 40,406 UNCH $3,418
     SQ40,406UNCH$3,418
META PLATFORMS INC 5,899 +452 $2,864
     META5,899+452$2,864
TESLA INC 16,134 -897 $2,836
     TSLA16,134-897$2,836
CHIPOTLE MEXICAN GRILL INC 901 -15 $2,619
     CMG901-15$2,619
ARM HOLDINGS PLC 20,629 +20,629 $2,578
     ARM20,629+20,629$2,578
ISHARES TR (IBB) 18,332 UNCH $2,516
     IBB18,332UNCH$2,516
CONFLUENT INC 79,871 -25,593 $2,438
     CFLT79,871-25,593$2,438
PALANTIR TECHNOLOGIES INC 103,912 +2,517 $2,391
     PLTR103,912+2,517$2,391
FIRST TR VALUE LINE DIVID IN (FVD) 50,818 -6,204 $2,146
     FVD50,818-6,204$2,146
VANECK ETF TRUST (DURA) 64,494 -206 $2,083
     DURA64,494-206$2,083
WALMART INC 34,536 +23,024 $2,078
     WMT34,536+23,024$2,078
INVESCO QQQ TR 3,521 +649 $1,563
     QQQ3,521+649$1,563
JPMORGAN CHASE & CO 7,484 UNCH $1,499
     JPM7,484UNCH$1,499
ISHARES TR (IWM) 6,797 +2,166 $1,429
     IWM6,797+2,166$1,429
AIRBNB INC 8,652 +709 $1,427
     ABNB8,652+709$1,427
ISHARES TR (ICVT) 17,650 UNCH $1,409
     ICVT17,650UNCH$1,409
VANECK ETF TRUST (SMOT) 40,000 UNCH $1,364
     SMOT40,000UNCH$1,364
FIRST TR NASDAQ 100 TECH IND (QTEC) 7,150 UNCH $1,363
     QTEC7,150UNCH$1,363
SPDR S&P 500 ETF TR (SPY) 2,282 +24 $1,194
     SPY2,282+24$1,194
SPDR SER TR (SDY) 9,064 +1,338 $1,190
     SDY9,064+1,338$1,190
VANGUARD INDEX FDS (VTI) 4,375 +518 $1,137
     VTI4,375+518$1,137
SELECT SECTOR SPDR TR (XLK) 5,326 UNCH $1,109
     XLK5,326UNCH$1,109
PATTERSON UTI ENERGY INC 91,668 UNCH $1,095
     PTEN91,668UNCH$1,095
GLOBAL X FDS 50,130 -5,600 $1,090
     CLOU50,130-5,600$1,090
FIRST TR EXCHANGE TRADED FD (CIBR) 18,807 UNCH $1,061
     CIBR18,807UNCH$1,061
FIRST TR EXCHNG TRADED FD VI (BUFR) 37,000 +37,000 $1,035
     BUFR37,000+37,000$1,035
ISHARES TR (IWF) 3,038 +148 $1,024
     IWF3,038+148$1,024
SPDR SER TR (CWB) 13,400 UNCH $979
     CWB13,400UNCH$979
SPDR SER TR (XBI) 10,182 -3,664 $966
     XBI10,182-3,664$966
SOFI TECHNOLOGIES INC 128,715 +128,715 $940
     SOFI128,715+128,715$940
ADVANCED MICRO DEVICES INC 5,172 +5,172 $933
     AMD5,172+5,172$933
SALESFORCE INC 2,909 UNCH $876
     CRM2,909UNCH$876
SELECT SECTOR SPDR TR (XLF) 20,000 UNCH $842
     XLF20,000UNCH$842
ALPHABET INC 4,788 UNCH $723
     GOOGL4,788UNCH$723
BANK AMERICA CORP 17,556 -11,954 $666
     BAC17,556-11,954$666
VISA INC 2,380 UNCH $664
     V2,380UNCH$664
HUBSPOT INC 1,022 +1,022 $640
     HUBS1,022+1,022$640
VEEVA SYS INC 2,740 UNCH $635
     VEEV2,740UNCH$635
ISHARES TR (HDV) 5,666 UNCH $624
     HDV5,666UNCH$624
CATERPILLAR INC 1,600 UNCH $586
     CAT1,600UNCH$586
AMERICAN EXPRESS CO 2,500 UNCH $569
     AXP2,500UNCH$569
NETFLIX INC 919 +919 $558
     NFLX919+919$558
VANGUARD INDEX FDS (VOO) 1,143 +76 $549
     VOO1,143+76$549
CHEVRON CORP NEW 3,459 UNCH $546
     CVX3,459UNCH$546
ARK ETF TR (ARKK) 10,704 UNCH $536
     ARKK10,704UNCH$536
SELECT SECTOR SPDR TR (XLV) 3,500 UNCH $517
     XLV3,500UNCH$517
VANECK ETF TRUST (BBH) 3,000 UNCH $499
     BBH3,000UNCH$499
FIRST TR EXCHANGE TRADED FD (ROBT) 11,000 UNCH $498
     ROBT11,000UNCH$498
FIRST TR EXCHANGE TRADED FD (SKYY) 4,884 UNCH $467
     SKYY4,884UNCH$467
GOLDMAN SACHS GROUP INC 1,100 UNCH $459
     GS1,100UNCH$459
VANGUARD SPECIALIZED FUNDS (VIG) 2,387 +2,387 $436
     VIG2,387+2,387$436
WELLS FARGO CO NEW 7,500 UNCH $435
     WFC7,500UNCH$435
JOHNSON & JOHNSON 2,652 UNCH $420
     JNJ2,652UNCH$420
EXELIXIS INC 13,700 UNCH $325
     EXEL13,700UNCH$325
MASCO CORP 4,043 UNCH $319
     MAS4,043UNCH$319
SCHWAB STRATEGIC TR 3,430 UNCH $318
     SCHG3,430UNCH$318
ALCON AG 3,789 UNCH $316
     ALC3,789UNCH$316
CISCO SYS INC 6,230 -508 $311
     CSCO6,230-508$311
GILEAD SCIENCES INC 4,248 UNCH $311
     GILD4,248UNCH$311
COSTCO WHSL CORP NEW 417 UNCH $306
     COST417UNCH$306
NOVARTIS AG 3,052 UNCH $295
     NVS3,052UNCH$295
OUTFRONT MEDIA INC 16,982 +16,982 $285
     OUT16,982+16,982$285
ESSENTIAL PPTYS RLTY TR INC 10,560 +10,560 $282
     EPRT10,560+10,560$282
FIRST TR EXCHANGE TRADED FD (FBT) 1,800 UNCH $277
     FBT1,800UNCH$277
LOWES COS INC 1,081 UNCH $275
     LOW1,081UNCH$275
ALIBABA GROUP HLDG LTD 3,788 -729 $274
     BABA3,788-729$274
FIRST TR EXCHANGE TRADED FD (FCVT) 8,000 UNCH $273
     FCVT8,000UNCH$273
VICI PPTYS INC 8,993 +8,993 $268
     VICI8,993+8,993$268
ISHARES TR (ITOT) 2,300 UNCH $265
     ITOT2,300UNCH$265
EPR PPTYS 6,218 +6,218 $264
     EPR6,218+6,218$264
VANGUARD WORLD FD (VGT) 502 +71 $263
     VGT502+71$263
FIRST TR S&P REIT INDEX FD (FRI) 10,061 +10,061 $262
     FRI10,061+10,061$262
ARMADA HOFFLER PPTYS INC 24,761 +24,761 $258
     AHH24,761+24,761$258
SUN CMNTYS INC 1,992 +1,992 $256
     SUI1,992+1,992$256
GLOBAL MED REIT INC 28,953 +28,953 $253
     GMRE28,953+28,953$253
ISHARES TR (INDY) 5,000 UNCH $252
     INDY5,000UNCH$252
TRICON RESIDENTIAL INC 22,325 UNCH $249
     TCN22,325UNCH$249
FIRST TRUST LRGCP GWT ALPHAD (FTC) 2,000 UNCH $247
     FTC2,000UNCH$247
VERTEX PHARMACEUTICALS INC 591 UNCH $247
     VRTX591UNCH$247
SPDR S&P MIDCAP 400 ETF TR (MDY) 400 UNCH $223
     MDY400UNCH$223
ASCENDIS PHARMA A S 1,451 +1,451 $219
     ASND1,451+1,451$219
ENERGY TRANSFER L P 12,906 UNCH $203
     ET12,906UNCH$203
EMPIRE ST RLTY TR INC 18,795 UNCH $190
     ESRT18,795UNCH$190
PALLADYNE AI CORP 93,768 UNCH $170
     STRC93,768UNCH$170
ALGONQUIN PWR UTILS CORP 26,086 UNCH $165
     AQN26,086UNCH$165
CLIPPER RLTY INC 19,083 +19,083 $92
     CLPR19,083+19,083$92
NEW YORK CMNTY BANCORP INC 15,060 UNCH $48
     NYCB15,060UNCH$48
ENVIVA INC 50,574 -40,503 $22
     EVA50,574-40,503$22
DATADOG INC $0 (exited)
     DDOG0-34,695$0
HUDSON PAC PPTYS INC $0 (exited)
     HPP0-12,175$0
KLAVIYO INC $0 (exited)
     KVYO0-63,117$0
MCDONALDS CORP $0 (exited)
     MCD0-1,744$0
ORACLE CORP $0 (exited)
     ORCL0-10,927$0
SENTINELONE INC $0 (exited)
     S0-7,486$0
SITIME CORP 0 -22,618 $0 (exited)
     SITM0-22,618$0

See Summary: Pursue Wealth Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Pursue Wealth Partners LLC

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