Pursue Wealth Partners LLC Top Holdings and 13F Report (2025) About Pursue Wealth Partners LLCInvestment ActivityPursue Wealth Partners LLC has $164.30 million in total holdings as of March 31, 2025.Pursue Wealth Partners LLC owns shares of 120 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 13.99% of the portfolio was purchased this quarter.About 12.06% of the portfolio was sold this quarter.This quarter, Pursue Wealth Partners LLC has purchased 113 new stocks and bought additional shares in 19 stocks.Pursue Wealth Partners LLC sold shares of 22 stocks and completely divested from 16 stocks this quarter.Largest Holdings Microsoft $8,191,385NVIDIA $8,170,768VanEck Morningstar Wide Moat ETF $7,960,920CrowdStrike $7,527,936First Trust NASDAQ Technology Dividend Index Fund $5,922,661 Largest New Holdings this Quarter 05464C101 - Axon Enterprise $5,019,141 Holding781154109 - RUBRIK INC. $2,312,727 Holding11135F101 - Broadcom $1,209,347 Holding48251W104 - KKR & Co. Inc. $892,625 Holding92537N108 - Vertiv $880,987 Holding Largest Purchases this Quarter Axon Enterprise 9,543 shares (about $5.02M)RUBRIK INC. 37,926 shares (about $2.31M)Advance Auto Parts 38,125 shares (about $1.49M)Broadcom 7,223 shares (about $1.21M)iShares 20+ Year Treasury Bond ETF 12,635 shares (about $1.15M) Largest Sales this Quarter Palo Alto Networks 28,402 shares (about $4.85M)Goldman Sachs BDC 53,890 shares (about $626.74K)iShares Expanded Tech-Software Sector ETF 5,688 shares (about $506.18K)CrowdStrike 1,226 shares (about $432.26K)Costco Wholesale 368 shares (about $348.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPursue Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$8,191,3850.0%21,8215.0%Computer and TechnologyNVDANVIDIA$8,170,768$973,036 ▲13.5%75,3905.0%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$7,960,920$9,240 ▼-0.1%90,4654.8%ETFCRWDCrowdStrike$7,527,936$432,263 ▼-5.4%21,3514.6%Computer and TechnologyTDIVFirst Trust NASDAQ Technology Dividend Index Fund$5,922,661$244,017 ▲4.3%80,4603.6%ManufacturingAMZNAmazon.com$5,775,342$13,508 ▲0.2%30,3553.5%Retail/WholesaleAXONAxon Enterprise$5,019,141$5,019,141 ▲New Holding9,5433.1%AerospaceWDAYWorkday$4,963,680$268,326 ▼-5.1%21,2553.0%Computer and TechnologyIWMiShares Russell 2000 ETF$4,644,025$103,737 ▲2.3%23,2792.8%FinanceAAPLApple$4,179,154$290,324 ▼-6.5%18,8142.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,110,398$10,628 ▲0.3%7,3482.5%FinanceGOOGAlphabet$3,817,793$878,169 ▲29.9%24,4372.3%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$3,769,171$506,175 ▼-11.8%42,3552.3%ETFVIGVanguard Dividend Appreciation ETF$3,702,299$199,810 ▲5.7%19,0852.3%ETFWMTWalmart$3,242,6990.0%36,9372.0%Retail/WholesaleMETAMeta Platforms$3,150,960$226,509 ▼-6.7%5,4671.9%Computer and TechnologyAAPAdvance Auto Parts$2,909,147$1,494,881 ▲105.7%74,1941.8%Retail/WholesaleBRK.BBerkshire Hathaway$2,535,613$1,108,299 ▲77.6%4,7611.5%FinanceQQQInvesco QQQ$2,513,880$14,537 ▲0.6%5,3611.5%FinanceTSLATesla$2,471,091$110,920 ▲4.7%9,5351.5%Auto/Tires/TrucksARM HOLDINGS PLC$2,415,376$40,046 ▼-1.6%22,6181.5%SPONSORED ADSMDBMongoDB$2,335,100$29,643 ▼-1.3%13,3131.4%Computer and TechnologyRUBRIK INC.$2,312,727$2,312,727 ▲New Holding37,9261.4%CL AFVDFirst Trust Value Line Dividend Index Fund$2,259,4200.0%50,6711.4%ETFDURAVanEck Durable High Dividend ETF$2,199,8900.0%64,4941.3%ETFBLOCK INC$2,105,939$27,817 ▼-1.3%38,7621.3%CL AJPMJPMorgan Chase & Co.$2,081,125$247,753 ▲13.5%8,4841.3%FinanceCRMSalesforce$2,025,313$664,728 ▲48.9%7,5471.2%Computer and TechnologyICVTiShares Convertible Bond ETF$1,740,4260.0%20,8161.1%ETFVOOVanguard S&P 500 ETF$1,715,359$154,680 ▲9.9%3,3381.0%ETFGDXVanEck Gold Miners ETF$1,679,8820.0%36,5431.0%ETFXLFFinancial Select Sector SPDR Fund$1,581,6670.0%31,7541.0%ETFSMOTVanEck Morningstar SMID Moat ETF$1,548,3770.0%47,2210.9%ETFNOWServiceNow$1,535,754$79,614 ▼-4.9%1,9290.9%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$1,495,168$1,150,164 ▲333.4%16,4250.9%ETFIBBiShares Biotechnology ETF$1,424,422$227,406 ▼-13.8%11,1370.9%FinanceSDYSPDR S&P Dividend ETF$1,376,6090.0%10,1460.8%ETFIWFiShares Russell 1000 Growth ETF$1,324,478$15,527 ▲1.2%3,6680.8%ETFVTIVanguard Total Stock Market ETF$1,292,573$105,813 ▲8.9%4,7030.8%ETFGSBDGoldman Sachs BDC$1,234,897$626,741 ▼-33.7%106,1820.8%FinanceAVGOBroadcom$1,209,347$1,209,347 ▲New Holding7,2230.7%Computer and TechnologyCWBSPDR Bloomberg Convertible Securities ETF$1,026,7080.0%13,4000.6%ETFTDWTidewater$1,002,3490.0%23,7130.6%EnergyPANWPalo Alto Networks$1,000,974$4,846,516 ▼-82.9%5,8660.6%Computer and TechnologyGOOGLAlphabet$923,9740.0%5,9750.6%Computer and TechnologyQTECFirst Trust NASDAQ 100 Technology Index Fund$907,3720.0%5,2280.6%ManufacturingKKRKKR & Co. Inc.$892,625$892,625 ▲New Holding7,7210.5%FinanceXBISPDR S&P Biotech ETF$887,883$312,722 ▼-26.0%10,9480.5%ETFVRTVertiv$880,987$880,987 ▲New Holding12,2020.5%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$859,163$240,549 ▼-21.9%4,1610.5%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$802,4600.0%15,8840.5%ETFBACBank of America$794,1640.0%19,0310.5%FinanceAXPAmerican Express$753,3400.0%2,8000.5%FinanceGSThe Goldman Sachs Group$723,834$239,275 ▼-24.8%1,3250.4%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$712,4530.0%16,0970.4%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$702,9540.0%11,1580.4%ManufacturingDDOGDatadog$631,868$175,800 ▲38.5%6,3690.4%Computer and TechnologyCOSTCostco Wholesale$555,173$348,047 ▼-38.5%5870.3%Retail/WholesaleCATCaterpillar$527,6800.0%1,6000.3%IndustrialsTEAMAtlassian$522,249$252,106 ▲93.3%2,4610.3%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$511,0350.0%3,5000.3%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$492,416$223,780 ▼-31.2%14,6990.3%ETFUBERUber Technologies$489,838$489,838 ▲New Holding6,7230.3%Computer and TechnologyADSKAutodesk$486,686$240,594 ▼-33.1%1,8590.3%Computer and TechnologyETEnergy Transfer$483,8790.0%26,0290.3%EnergyGILDGilead Sciences$475,9880.0%4,2480.3%MedicalHDViShares Core High Dividend ETF$423,314$262,951 ▼-38.3%3,4950.3%ETFWFCWells Fargo & Company$396,9990.0%5,5300.2%FinanceEXELExelixis$392,1640.0%10,6220.2%MedicalBABAAlibaba Group$388,492$388,492 ▲New Holding2,9380.2%Retail/WholesalePTENPatterson-UTI Energy$383,6110.0%46,6680.2%EnergyNVSNovartis$373,6810.0%3,3520.2%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$371,5200.0%3,0450.2%ETFCSCOCisco Systems$369,2730.0%5,9840.2%Computer and TechnologyALCAlcon$359,6900.0%3,7890.2%MedicalLOWLowe's Companies$357,0750.0%1,5310.2%Retail/WholesaleKMBKimberly-Clark$355,5500.0%2,5000.2%Consumer StaplesEPRTEssential Properties Realty Trust$344,6780.0%10,5600.2%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$343,5490.0%13,7200.2%ETFASMLASML$331,315$331,315 ▲New Holding5000.2%Computer and TechnologyRHRH$329,112$329,112 ▲New Holding1,4040.2%Consumer StaplesEPREPR Properties$327,1290.0%6,2180.2%FinanceVDCVanguard Consumer Staples ETF$325,3850.0%1,4870.2%ETFFBTFirst Trust NYSE Arca Biotechnology Index Fund$306,2070.0%1,8000.2%ETFVICIVICI Properties$293,3520.0%8,9930.2%FinanceVRTXVertex Pharmaceuticals$286,5290.0%5910.2%MedicalVGTVanguard Information Technology ETF$283,7030.0%5230.2%ETFVTEBVanguard Tax-Exempt Bond ETF$280,006$280,006 ▲New Holding5,6430.2%ETFFCVTFirst Trust SSI Strategic Convertible Securities ETF$279,2800.0%8,0000.2%ETFOUTFRONT MEDIA INC$278,447$278,447 ▲New Holding17,2520.2%COM NEWFRIFirst Trust S&P REIT Index Fund$276,7780.0%10,0610.2%ETFABBVAbbVie$274,0520.0%1,3080.2%MedicalUNHUnitedHealth Group$269,731$269,731 ▲New Holding5150.2%MedicalBUFRFT Vest Laddered Buffer ETF$266,3190.0%8,9700.2%ETFVVisa$263,896$57,826 ▼-18.0%7530.2%Business ServicesFTCFirst Trust Large Cap Growth AlphaDEX Fund$262,8000.0%2,0000.2%ETFXLEEnergy Select Sector SPDR Fund$259,5110.0%2,7770.2%ETFKMIKinder Morgan$257,112$257,112 ▲New Holding9,0120.2%EnergySUISun Communities$256,2510.0%1,9920.2%FinanceINDYiShares India 50 ETF$253,8500.0%5,0000.2%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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