Pursue Wealth Partners LLC Top Holdings and 13F Report (2025) About Pursue Wealth Partners LLCInvestment ActivityPursue Wealth Partners LLC has $175.97 million in total holdings as of June 30, 2025.Pursue Wealth Partners LLC owns shares of 110 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 8.65% of the portfolio was purchased this quarter.About 16.28% of the portfolio was sold this quarter.This quarter, Pursue Wealth Partners LLC has purchased 120 new stocks and bought additional shares in 23 stocks.Pursue Wealth Partners LLC sold shares of 19 stocks and completely divested from 19 stocks this quarter.Largest Holdings NVIDIA $12,183,399Microsoft $10,154,128CrowdStrike $10,072,624VanEck Morningstar Wide Moat ETF $8,414,464First Trust NASDAQ Technology Dividend Index Fund $7,349,847 Largest New Holdings this Quarter 46438F101 - ISHARES BITCOIN TRUST ETF $1,551,796 Holding166764100 - Chevron $781,961 Holding594972408 - MicroStrategy $562,284 Holding91680M107 - Upstart $542,277 Holding007903107 - Advanced Micro Devices $371,352 Holding Largest Purchases this Quarter UnitedHealth Group 8,066 shares (about $2.52M)Alphabet 8,905 shares (about $1.58M)ISHARES BITCOIN TRUST ETF 25,352 shares (about $1.55M)Alibaba Group 13,203 shares (about $1.50M)Chevron 5,461 shares (about $781.96K) Largest Sales this Quarter RUBRIK INC. 15,238 shares (about $1.37M)iShares Russell 2000 ETF 6,188 shares (about $1.34M)Meta Platforms 1,333 shares (about $983.88K)iShares Expanded Tech-Software Sector ETF 8,666 shares (about $948.93K)ARM HOLDINGS PLC 5,594 shares (about $904.77K) 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 PortfolioSectorNVDANVIDIA$12,183,399$272,533 ▲2.3%77,1156.9%Computer and TechnologyMSFTMicrosoft$10,154,128$699,856 ▼-6.4%20,4145.8%Computer and TechnologyCRWDCrowdStrike$10,072,624$801,654 ▼-7.4%19,7775.7%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$8,414,464$70,249 ▼-0.8%89,7164.8%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$7,349,847$94,769 ▲1.3%81,5114.2%ManufacturingAMZNAmazon.com$6,807,891$148,308 ▲2.2%31,0313.9%Retail/WholesaleGOOGAlphabet$5,914,590$1,579,672 ▲36.4%33,3423.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,642,525$102,563 ▲2.3%7,5142.6%FinanceAAPLApple$4,080,431$220,353 ▲5.7%19,8882.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$4,026,882$120,755 ▲3.1%19,6752.3%ETFIGViShares Expanded Tech-Software Sector ETF$3,688,946$948,927 ▼-20.5%33,6892.1%ETFIWMiShares Russell 2000 ETF$3,688,149$1,335,338 ▼-26.6%17,0912.1%FinanceWMTWalmart$3,611,7000.0%36,9372.1%Retail/WholesaleAAPAdvance Auto Parts$3,397,443$51,836 ▼-1.5%73,0791.9%Retail/WholesaleQQQInvesco QQQ$3,217,783$260,379 ▲8.8%5,8331.8%FinanceMETAMeta Platforms$3,051,289$983,882 ▼-24.4%4,1341.7%Computer and TechnologyBRK.BBerkshire Hathaway$2,972,427$659,676 ▲28.5%6,1191.7%FinanceARM HOLDINGS PLC$2,753,462$904,774 ▼-24.7%17,0241.6%SPONSORED ADSUNHUnitedHealth Group$2,677,072$2,516,404 ▲1,566.2%8,5811.5%MedicalTSLATesla$2,601,953$426,935 ▼-14.1%8,1911.5%Auto/Tires/TrucksMDBMongoDB$2,581,617$213,980 ▼-7.7%12,2941.5%Computer and TechnologyJPMJPMorgan Chase & Co.$2,453,218$6,378 ▼-0.3%8,4621.4%FinanceVOOVanguard S&P 500 ETF$2,425,975$529,954 ▲28.0%4,2711.4%ETFBLOCK INC$2,411,243$221,859 ▼-8.4%35,4961.4%CL AAVGOBroadcom$2,334,480$343,460 ▲17.3%8,4691.3%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$2,264,9940.0%50,6711.3%ETFNOWServiceNow$2,169,249$186,082 ▲9.4%2,1101.2%Computer and TechnologyDURAVanEck Durable High Dividend ETF$2,105,1870.0%64,4941.2%ETFCRMSalesforce$2,058,968$1,091 ▲0.1%7,5511.2%Computer and TechnologyRUBRIK INC.$2,032,618$1,365,172 ▼-40.2%22,6881.2%CL ABABAAlibaba Group$1,830,551$1,497,352 ▲449.4%16,1411.0%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$1,751,999$302,516 ▲20.9%19,8531.0%ETFXLFFinancial Select Sector SPDR Fund$1,662,9570.0%31,7540.9%ETFISHARES BITCOIN TRUST ETF$1,551,796$1,551,796 ▲New Holding25,3520.9%SHS BEN INTKKRKKR & Co. Inc.$1,503,904$476,779 ▲46.4%11,3050.9%FinanceICVTiShares Convertible Bond ETF$1,464,756$410,766 ▼-21.9%16,2570.8%ETFIWFiShares Russell 1000 Growth ETF$1,453,826$103,602 ▼-6.7%3,4240.8%ETFVTIVanguard Total Stock Market ETF$1,429,3830.0%4,7030.8%ETFSDYSPDR S&P Dividend ETF$1,377,1170.0%10,1460.8%ETFPANWPalo Alto Networks$1,200,4180.0%5,8660.7%Computer and TechnologyQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$1,112,6750.0%5,2280.6%ManufacturingCWBSPDR Bloomberg Convertible Securities ETF$1,107,6440.0%13,4000.6%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,069,654$551,073 ▲106.3%30,3190.6%ETFXLKTechnology Select Sector SPDR Fund$1,053,6900.0%4,1610.6%ETFGOOGLAlphabet$1,052,9740.0%5,9750.6%Computer and TechnologyXBISPDR S&P Biotech ETF$952,451$44,533 ▲4.9%11,4850.5%ETFSMOTVanEck Morningstar SMID Moat ETF$947,291$696,000 ▼-42.4%27,2210.5%ETFGSThe Goldman Sachs Group$937,7690.0%1,3250.5%FinanceBACBank of America$900,5470.0%19,0310.5%FinanceAXPAmerican Express$893,1440.0%2,8000.5%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$843,3220.0%11,1580.5%ManufacturingCVXChevron$781,961$781,961 ▲New Holding5,4610.4%EnergyKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$779,9040.0%15,8840.4%ETFINDYiShares India 50 ETF$753,544$481,644 ▲177.1%13,8570.4%ManufacturingGSBDGoldman Sachs BDC$717,221$477,326 ▼-40.0%63,7530.4%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$683,1570.0%16,0970.4%ETFCATCaterpillar$621,1360.0%1,6000.4%IndustrialsCOSTCostco Wholesale$581,0950.0%5870.3%Retail/WholesaleMSTRMicroStrategy$562,284$562,284 ▲New Holding1,3910.3%Computer and TechnologyUPSTUpstart$542,277$542,277 ▲New Holding8,3840.3%FinanceADSKAutodesk$521,625$53,865 ▼-9.4%1,6850.3%Computer and TechnologyCEGConstellation Energy$508,993$177,841 ▲53.7%1,5770.3%EnergyETEnergy Transfer$471,9060.0%26,0290.3%EnergyXLVHealth Care Select Sector SPDR Fund$471,7650.0%3,5000.3%ETFGILDGilead Sciences$470,9760.0%4,2480.3%MedicalEXELExelixis$468,1650.0%10,6220.3%MedicalWFCWells Fargo & Company$443,0640.0%5,5300.3%FinanceCSCOCisco Systems$415,1700.0%5,9840.2%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$411,1970.0%3,0450.2%ETFHDViShares Core High Dividend ETF$409,5090.0%3,4950.2%ETFNVSNovartis$405,6260.0%3,3520.2%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$400,7610.0%13,7200.2%ETFASMLASML$400,6950.0%5000.2%Computer and TechnologyAMDAdvanced Micro Devices$371,352$371,352 ▲New Holding2,6170.2%Computer and TechnologyEPREPR Properties$362,2610.0%6,2180.2%FinanceORCLOracle$354,6180.0%1,6220.2%Computer and TechnologyVGTVanguard Information Technology ETF$346,9460.0%5230.2%ETFLOWLowe's Companies$339,6830.0%1,5310.2%Retail/WholesaleEPRTEssential Properties Realty Trust$336,9700.0%10,5600.2%FinanceALCAlcon$334,4930.0%3,7890.2%MedicalTSMTaiwan Semiconductor Manufacturing$329,7690.0%1,4560.2%Computer and TechnologyVDCVanguard Consumer Staples ETF$325,6530.0%1,4870.2%ETFKMBKimberly-Clark$322,3000.0%2,5000.2%Consumer StaplesPALANTIR TECHNOLOGIES INC$309,583$309,583 ▲New Holding2,2710.2%CL AFTCFirst Trust Large Cap Growth AlphaDEX Fund$301,9400.0%2,0000.2%ETFVICIVICI Properties$293,1720.0%8,9930.2%FinanceROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$289,8000.0%6,0000.2%ManufacturingBUFRFT Vest Laddered Buffer ETF$285,2460.0%8,9700.2%ETFOUTFRONT MEDIA INC$281,5530.0%17,2520.2%COM NEWVTEBVanguard Tax-Exempt Bond ETF$278,989$2,304 ▲0.8%5,6900.2%ETFMOTIVanEck Morningstar International Moat ETF$277,363$277,363 ▲New Holding8,0000.2%ETFPTENPatterson-UTI Energy$276,7410.0%46,6680.2%EnergyVEEVVeeva Systems$273,5810.0%9500.2%MedicalFRIFirst Trust S&P REIT Index Fund$272,1500.0%10,0610.2%ETFVVisa$267,3530.0%7530.2%Business ServicesVRTXVertex Pharmaceuticals$263,1130.0%5910.1%MedicalVTVVanguard Value ETF$255,566$10,604 ▲4.3%1,4460.1%ETFSUISun Communities$251,9680.0%1,9920.1%FinanceWMBWilliams Companies$251,2400.0%4,0000.1%EnergyASNDAscendis Pharma A/S$250,4430.0%1,4510.1%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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