Pursue Wealth Partners LLC Top Holdings and 13F Report (2025) About Pursue Wealth Partners LLCInvestment ActivityPursue Wealth Partners LLC has $174.70 million in total holdings as of December 31, 2024.Pursue Wealth Partners LLC owns shares of 113 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 13.93% of the portfolio was purchased this quarter.About 20.75% of the portfolio was sold this quarter.This quarter, Pursue Wealth Partners LLC has purchased 112 new stocks and bought additional shares in 24 stocks.Pursue Wealth Partners LLC sold shares of 24 stocks and completely divested from 16 stocks this quarter.Largest Holdings Microsoft $9,197,552NVIDIA $8,918,467VanEck Morningstar Wide Moat ETF $8,398,103CrowdStrike $7,724,946Amazon.com $6,644,007 Largest New Holdings this Quarter Advance Auto Parts $1,705,703 HoldingOkta $1,673,318 HoldingTidewater $1,297,338 HoldingVanEck Gold Miners ETF $1,239,173 HoldingImpinj $1,222,653 Holding Largest Purchases this Quarter Workday 20,219 shares (about $5.22M)Palo Alto Networks 16,998 shares (about $3.09M)Advance Auto Parts 36,069 shares (about $1.71M)Okta 21,235 shares (about $1.67M)Tidewater 23,713 shares (about $1.30M) Largest Sales this Quarter Microsoft 15,122 shares (about $6.37M)Apple 14,434 shares (about $3.61M)Goldman Sachs BDC 294,399 shares (about $3.56M)Amazon.com 11,860 shares (about $2.60M)Zscaler 14,399 shares (about $2.60M) 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$9,197,552$6,373,923 ▼-40.9%21,8215.3%Computer and TechnologyNVDANVIDIA$8,918,4670.0%66,4125.1%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$8,398,103$4,173 ▼0.0%90,5704.8%ETFCRWDCrowdStrike$7,724,946$1,560,934 ▼-16.8%22,5774.4%Computer and TechnologyAMZNAmazon.com$6,644,007$2,601,965 ▼-28.1%30,2843.8%Retail/WholesalePANWPalo Alto Networks$6,235,405$3,092,956 ▲98.4%34,2683.6%Computer and TechnologyTDIVFirst Trust NASDAQ Technology Dividend Index Fund$6,052,797$145,936 ▲2.5%77,1453.5%ManufacturingWDAYWorkday$5,780,904$5,217,108 ▲925.4%22,4043.3%Computer and TechnologyAAPLApple$5,038,701$3,614,562 ▼-41.8%20,1212.9%Computer and TechnologyIWMiShares Russell 2000 ETF$5,028,829$4,861 ▼-0.1%22,7592.9%FinanceIGViShares Expanded Tech-Software Sector ETF$4,810,065$1,041,949 ▲27.7%48,0432.8%ETFSPYSPDR S&P 500 ETF Trust$4,295,380$114,872 ▼-2.6%7,3292.5%FinanceTSLATesla$3,677,771$2,114,506 ▼-36.5%9,1072.1%Auto/Tires/TrucksGOOGAlphabet$3,583,319$399,924 ▼-10.0%18,8162.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,535,681$657,004 ▲22.8%18,0552.0%ETFMETAMeta Platforms$3,431,089$707,882 ▲26.0%5,8602.0%Computer and TechnologyBLOCK INC$3,337,897$43,515 ▲1.3%39,2741.9%CL AWMTWalmart$3,337,2580.0%36,9371.9%Retail/WholesaleMDBMongoDB$3,138,744$223,032 ▼-6.6%13,4821.8%Computer and TechnologyARM HOLDINGS PLC$2,836,416$316,048 ▼-10.0%22,9931.6%SPONSORED ADSQQQInvesco QQQ$2,724,856$1,125,217 ▼-29.2%5,3301.6%FinanceFVDFirst Trust Value Line Dividend Index Fund$2,211,2820.0%50,6711.3%ETFNOWServiceNow$2,150,983$31,804 ▲1.5%2,0291.2%Computer and TechnologyCMGChipotle Mexican Grill$2,112,309$80,199 ▲3.9%35,0301.2%Retail/WholesaleDURAVanEck Durable High Dividend ETF$2,100,0280.0%64,4941.2%ETFGSBDGoldman Sachs BDC$1,936,871$3,562,228 ▼-64.8%160,0721.1%FinanceAMDAdvanced Micro Devices$1,868,017$17,515 ▼-0.9%15,4651.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,791,593$122,252 ▼-6.4%7,4741.0%FinanceICVTiShares Convertible Bond ETF$1,768,7360.0%20,8161.0%ETFIBBiShares Biotechnology ETF$1,707,492$615,305 ▼-26.5%12,9151.0%FinanceAAPAdvance Auto Parts$1,705,703$1,705,703 ▲New Holding36,0691.0%Retail/WholesaleCRMSalesforce$1,695,053$90,938 ▲5.7%5,0701.0%Computer and TechnologyOKTAOkta$1,673,318$1,673,318 ▲New Holding21,2351.0%Computer and TechnologyVOOVanguard S&P 500 ETF$1,636,356$171,341 ▲11.7%3,0370.9%ETFSMOTVanEck Morningstar SMID Moat ETF$1,627,7080.0%47,2210.9%ETFXLFFinancial Select Sector SPDR Fund$1,534,671$290,028 ▲23.3%31,7540.9%ETFIWFiShares Russell 1000 Growth ETF$1,455,728$20,079 ▲1.4%3,6250.8%ETFSDYSPDR S&P Dividend ETF$1,340,2870.0%10,1460.8%ETFXBISPDR S&P Biotech ETF$1,333,2480.0%14,8040.8%ETFTDWTidewater$1,297,338$1,297,338 ▲New Holding23,7130.7%Oils/EnergyVTIVanguard Total Stock Market ETF$1,251,400$9,564 ▲0.8%4,3180.7%ETFGDXVanEck Gold Miners ETF$1,239,173$1,239,173 ▲New Holding36,5430.7%ETFXLKTechnology Select Sector SPDR Fund$1,238,4020.0%5,3260.7%ETFPIImpinj$1,222,653$1,222,653 ▲New Holding8,4170.7%Computer and TechnologyBRK.BBerkshire Hathaway$1,214,790$174,513 ▼-12.6%2,6800.7%FinanceGOOGLAlphabet$1,131,068$393,744 ▼-25.8%5,9750.6%Computer and TechnologyCWBSPDR Bloomberg Convertible Securities ETF$1,043,7260.0%13,4000.6%ETFGSThe Goldman Sachs Group$1,009,529$250,808 ▲33.1%1,7630.6%FinanceQTECFirst Trust NASDAQ 100 Technology Index Fund$984,328$361,874 ▼-26.9%5,2280.6%ManufacturingCOSTCostco Wholesale$875,038$337,187 ▲62.7%9550.5%Retail/WholesaleBACBank of America$836,4120.0%19,0310.5%FinanceAXPAmerican Express$831,0120.0%2,8000.5%FinanceADSKAutodesk$821,093$242,367 ▲41.9%2,7780.5%Computer and TechnologyKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$797,536$457,263 ▲134.4%15,8840.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$766,437$766,437 ▲New Holding21,3790.4%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$707,9750.0%11,1580.4%ManufacturingSPYDSPDR Portfolio S&P 500 High Dividend ETF$696,0340.0%16,0970.4%ETFDDOGDatadog$656,8650.0%4,5970.4%Computer and TechnologyHDViShares Core High Dividend ETF$636,0650.0%5,6660.4%ETFCATCaterpillar$580,4160.0%1,6000.3%Industrial ProductsETEnergy Transfer$509,9080.0%26,0290.3%Oils/EnergyXLVHealth Care Select Sector SPDR Fund$481,4950.0%3,5000.3%ETFLLYEli Lilly and Company$446,988$129,696 ▲40.9%5790.3%MedicalGILDGilead Sciences$392,3880.0%4,2480.2%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$391,648$95,822 ▲32.4%3,0450.2%ETFWFCWells Fargo & Company$388,4270.0%5,5300.2%FinancePTENPatterson-UTI Energy$385,478$371,700 ▼-49.1%46,6680.2%Oils/EnergySCHGSchwab U.S. Large-Cap Growth ETF$382,376$286,782 ▲300.0%13,7200.2%ETFLOWLowe's Companies$377,8510.0%1,5310.2%Retail/WholesaleCSCOCisco Systems$354,2530.0%5,9840.2%Computer and TechnologyEXELExelixis$353,713$99,900 ▼-22.0%10,6220.2%MedicalLIILennox International$341,208$341,208 ▲New Holding5600.2%ConstructionTLTiShares 20+ Year Treasury Bond ETF$330,981$330,981 ▲New Holding3,7900.2%ETFEPRTEssential Properties Realty Trust$330,3170.0%10,5600.2%FinanceKMBKimberly-Clark$327,6000.0%2,5000.2%Consumer StaplesNVSNovartis$326,1830.0%3,3520.2%MedicalVGTVanguard Information Technology ETF$325,2400.0%5230.2%ETFALCAlcon$321,6480.0%3,7890.2%MedicalVDCVanguard Consumer Staples ETF$314,3220.0%1,4870.2%ETFOUTOUTFRONT Media$313,572$12,312 ▲4.1%17,6760.2%FinanceTEAMAtlassian$309,823$492,845 ▼-61.4%1,2730.2%Computer and TechnologyTXRHTexas Roadhouse$300,055$300,055 ▲New Holding1,6630.2%Retail/WholesaleFBTFirst Trust NYSE Arca Biotechnology Index Fund$299,1780.0%1,8000.2%ETFYUMCYum China$296,968$296,968 ▲New Holding6,1650.2%Retail/WholesaleMARMarriott International$295,119$295,119 ▲New Holding1,0580.2%Consumer DiscretionaryFCVTFirst Trust SSI Strategic Convertible Securities ETF$294,3200.0%8,0000.2%ETFVVisa$290,1250.0%9180.2%Business ServicesFTCFirst Trust Large Cap Growth AlphaDEX Fund$276,5000.0%2,0000.2%ETFFRIFirst Trust S&P REIT Index Fund$275,3700.0%10,0610.2%ETFEPREPR Properties$275,3330.0%6,2180.2%FinanceBUFRFT Vest Laddered Buffer ETF$273,3160.0%8,9700.2%ETFROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$270,2400.0%6,0000.2%ManufacturingVICIVICI Properties$262,6860.0%8,9930.2%FinanceINDYiShares India 50 ETF$254,2000.0%5,0000.1%ManufacturingAHHArmada Hoffler Properties$253,3050.0%24,7610.1%FinanceUPSUnited Parcel Service$250,687$250,687 ▲New Holding1,9880.1%TransportationLPLALPL Financial$248,148$248,148 ▲New Holding7600.1%FinanceSEICSEI Investments$248,100$248,100 ▲New Holding3,0080.1%FinanceSUISun Communities$244,9560.0%1,9920.1%FinanceVRTXVertex Pharmaceuticals$237,9960.0%5910.1%MedicalShowing 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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