Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
MICROSOFT CORP | 28,384 | +427 | $11,942 |
MSFT | 28,384 | +427 | $11,942 |
NVIDIA CORPORATION | 9,904 | -4,281 | $8,949 |
NVDA | 9,904 | -4,281 | $8,949 |
SNOWFLAKE INC | 52,630 | +15,997 | $8,505 |
SNOW | 52,630 | +15,997 | $8,505 |
MONGODB INC | 22,158 | +2,289 | $7,947 |
MDB | 22,158 | +2,289 | $7,947 |
VANECK ETF TRUST (MOAT) | 88,012 | +11,280 | $7,912 |
MOAT | 88,012 | +11,280 | $7,912 |
GOLDMAN SACHS BDC INC | 524,221 | -24,409 | $7,853 |
GSBD | 524,221 | -24,409 | $7,853 |
CROWDSTRIKE HLDGS INC | 23,992 | -4,829 | $7,692 |
CRWD | 23,992 | -4,829 | $7,692 |
PALO ALTO NETWORKS INC | 18,977 | +2,056 | $5,392 |
PANW | 18,977 | +2,056 | $5,392 |
FIRST TR EXCHANGE TRADED FD (TDIV) | 71,562 | +2,135 | $4,986 |
TDIV | 71,562 | +2,135 | $4,986 |
AMAZON COM INC | 25,842 | +727 | $4,661 |
AMZN | 25,842 | +727 | $4,661 |
APPLE INC | 26,072 | -973 | $4,471 |
AAPL | 26,072 | -973 | $4,471 |
UBER TECHNOLOGIES INC | 57,316 | UNCH | $4,413 |
UBER | 57,316 | UNCH | $4,413 |
ALPHABET INC | 28,449 | +8,079 | $4,332 |
GOOG | 28,449 | +8,079 | $4,332 |
ZSCALER INC | 22,377 | +326 | $4,310 |
ZS | 22,377 | +326 | $4,310 |
PURE STORAGE INC | 66,103 | +66,103 | $3,437 |
PSTG | 66,103 | +66,103 | $3,437 |
BLOCK INC | 40,406 | UNCH | $3,418 |
SQ | 40,406 | UNCH | $3,418 |
META PLATFORMS INC | 5,899 | +452 | $2,864 |
META | 5,899 | +452 | $2,864 |
TESLA INC | 16,134 | -897 | $2,836 |
TSLA | 16,134 | -897 | $2,836 |
CHIPOTLE MEXICAN GRILL INC | 901 | -15 | $2,619 |
CMG | 901 | -15 | $2,619 |
ARM HOLDINGS PLC | 20,629 | +20,629 | $2,578 |
ARM | 20,629 | +20,629 | $2,578 |
ISHARES TR (IBB) | 18,332 | UNCH | $2,516 |
IBB | 18,332 | UNCH | $2,516 |
CONFLUENT INC | 79,871 | -25,593 | $2,438 |
CFLT | 79,871 | -25,593 | $2,438 |
PALANTIR TECHNOLOGIES INC | 103,912 | +2,517 | $2,391 |
PLTR | 103,912 | +2,517 | $2,391 |
FIRST TR VALUE LINE DIVID IN (FVD) | 50,818 | -6,204 | $2,146 |
FVD | 50,818 | -6,204 | $2,146 |
VANECK ETF TRUST (DURA) | 64,494 | -206 | $2,083 |
DURA | 64,494 | -206 | $2,083 |
WALMART INC | 34,536 | +23,024 | $2,078 |
WMT | 34,536 | +23,024 | $2,078 |
INVESCO QQQ TR | 3,521 | +649 | $1,563 |
QQQ | 3,521 | +649 | $1,563 |
JPMORGAN CHASE & CO | 7,484 | UNCH | $1,499 |
JPM | 7,484 | UNCH | $1,499 |
ISHARES TR (IWM) | 6,797 | +2,166 | $1,429 |
IWM | 6,797 | +2,166 | $1,429 |
AIRBNB INC | 8,652 | +709 | $1,427 |
ABNB | 8,652 | +709 | $1,427 |
ISHARES TR (ICVT) | 17,650 | UNCH | $1,409 |
ICVT | 17,650 | UNCH | $1,409 |
VANECK ETF TRUST (SMOT) | 40,000 | UNCH | $1,364 |
SMOT | 40,000 | UNCH | $1,364 |
FIRST TR NASDAQ 100 TECH IND (QTEC) | 7,150 | UNCH | $1,363 |
QTEC | 7,150 | UNCH | $1,363 |
SPDR S&P 500 ETF TR (SPY) | 2,282 | +24 | $1,194 |
SPY | 2,282 | +24 | $1,194 |
SPDR SER TR (SDY) | 9,064 | +1,338 | $1,190 |
SDY | 9,064 | +1,338 | $1,190 |
VANGUARD INDEX FDS (VTI) | 4,375 | +518 | $1,137 |
VTI | 4,375 | +518 | $1,137 |
SELECT SECTOR SPDR TR (XLK) | 5,326 | UNCH | $1,109 |
XLK | 5,326 | UNCH | $1,109 |
PATTERSON UTI ENERGY INC | 91,668 | UNCH | $1,095 |
PTEN | 91,668 | UNCH | $1,095 |
GLOBAL X FDS | 50,130 | -5,600 | $1,090 |
CLOU | 50,130 | -5,600 | $1,090 |
FIRST TR EXCHANGE TRADED FD (CIBR) | 18,807 | UNCH | $1,061 |
CIBR | 18,807 | UNCH | $1,061 |
FIRST TR EXCHNG TRADED FD VI (BUFR) | 37,000 | +37,000 | $1,035 |
BUFR | 37,000 | +37,000 | $1,035 |
ISHARES TR (IWF) | 3,038 | +148 | $1,024 |
IWF | 3,038 | +148 | $1,024 |
SPDR SER TR (CWB) | 13,400 | UNCH | $979 |
CWB | 13,400 | UNCH | $979 |
SPDR SER TR (XBI) | 10,182 | -3,664 | $966 |
XBI | 10,182 | -3,664 | $966 |
SOFI TECHNOLOGIES INC | 128,715 | +128,715 | $940 |
SOFI | 128,715 | +128,715 | $940 |
ADVANCED MICRO DEVICES INC | 5,172 | +5,172 | $933 |
AMD | 5,172 | +5,172 | $933 |
SALESFORCE INC | 2,909 | UNCH | $876 |
CRM | 2,909 | UNCH | $876 |
SELECT SECTOR SPDR TR (XLF) | 20,000 | UNCH | $842 |
XLF | 20,000 | UNCH | $842 |
ALPHABET INC | 4,788 | UNCH | $723 |
GOOGL | 4,788 | UNCH | $723 |
BANK AMERICA CORP | 17,556 | -11,954 | $666 |
BAC | 17,556 | -11,954 | $666 |
See Full List: All Stocks Held By Pursue Wealth Partners LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Pursue Wealth Partners LLC
Size ($ 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 |