PURSUIT WEALTH STRATEGIES, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PW PURSUIT WEALTH STRATEGIES, LLC | Institutional Filer | — | $143.2M | 112 |
Current Portfolio Holdings
Showing top 209 reported positions by value (Total positions in database: 112)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 19K | $12.0M | 8.39% |
| 2 | VOO | VANGUARD INDEX FDS | — | 19K | $11.5M | 8.02% |
| 3 | AGG | ISHARES TR | — | 42K | $4.2M | 2.93% |
| 4 | AGG | ISHARES TR | — | 40K | $4.0M | 2.76% |
| 5 | IEFA | ISHARES TR | — | 32K | $2.8M | 1.98% |
| 6 | IEFA | ISHARES TR | — | 31K | $2.8M | 1.97% |
| 7 | DUK | Duke Energy Corporation | Utilities | 21K | $2.8M | 1.93% |
| 8 | DUK | Duke Energy Corporation | Utilities | 21K | $2.5M | 1.73% |
| 9 | AAPL | Apple Inc. | Technology | 8K | $2.3M | 1.59% |
| 10 | AAPL | Apple Inc. | Technology | 9K | $2.2M | 1.51% |
| 11 | IHDG | WISDOMTREE TR | — | 42K | $2.0M | 1.41% |
| 12 | NVDA | NVIDIA Corporation | Technology | 10K | $1.9M | 1.31% |
| 13 | MSFT | Microsoft Corporation | Technology | 4K | $1.8M | 1.27% |
| 14 | LDOS | Leidos Holdings, Inc. | Technology | 10K | $1.8M | 1.25% |
| 15 | IJH | ISHARES TR | — | 26K | $1.7M | 1.21% |
Showing 1 to 15 of 209 holdings