PURSUE WEALTH PARTNERS LLC - Portfolio overview
PURSUE WEALTH PARTNERS LLC has 128 reported holdings in this dataset, with the latest filing dated 2026-04-08.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Consumer Cyclical.
Largest reported holdings by portfolio allocation
- NVDA - NVIDIA CORPORATION, 6.21%
- MSFT - MICROSOFT CORP, 4.56%
- MOAT - VANECK ETF TRUST, 4.41%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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