PURSUE WEALTH PARTNERS LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 7, 2025
Value $: $175M
Signature - Title: Yarenis Rodriguez - Chief Compliance Officer
Location: Clayton, CA
Summary: This page shows a list of all the recent 13F filings made by PURSUE WEALTH PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PURSUE WEALTH PARTNERS LLC reported 113 stock holdings with total value $175M as of Q4 2024. Top holdings included MSFT, NVDA, MOAT, CRWD, and AMZN.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	113	$175M	+$24.3M	-$36.3M	-$11.9M	MSFT, NVDA, MOAT, CRWD, AMZN	13F-HR	2/7/2025, 02:21 PM
Q3 2024	112	$183M	+$31.9M	-$32.7M	-$818K	MSFT, MOAT, NVDA, AAPL, AMZN	13F-HR	10/28/2024, 05:28 PM
Q2 2024	111	$183M	+$32.2M	-$11.3M	+$20.9M	MSFT, NVDA, CRWD, MOAT, GSBD	13F-HR	8/2/2024, 02:12 PM
Q1 2024	103	$170M	+$22.7M	-$18.9M	+$3.79M	MSFT, NVDA, SNOW, MDB, MOAT	13F-HR	5/3/2024, 10:27 AM
Q4 2023	92	$155M	+$11M	-$16.7M	-$5.69M	MSFT, MDB, GSBD, CRWD, SNOW	13F-HR	2/5/2024, 12:38 PM
Q3 2023	90	$141M	+$12.5M	-$23.8M	-$11.2M	MSFT, GSBD, MDB, MOAT, SNOW	13F-HR	10/24/2023, 04:24 PM
Q2 2023	99	$159M	+$21.2M	-$23.7M	-$2.46M	MSFT, GSBD, MDB, SNOW, MOAT	13F-HR	8/1/2023, 01:35 PM
Q1 2023	97	$146M	+$19.1M	-$15.1M	+$3.98M	MSFT, GSBD, IBB, MOAT, AAPL	13F-HR	5/15/2023, 10:11 AM
Q4 2022	98	$129M	+$15.5M	-$26.2M	-$10.7M	GSBD, MSFT, IBB, MOAT, GFGF	13F-HR	2/13/2023, 11:12 AM
Q3 2022	109	$139M	+$16.7M	-$22.5M	-$5.79M	GSBD, MSFT, AAPL, ADBE, IBB	13F-HR	11/14/2022, 12:23 PM
Q2 2022	115	$157M	+$26.7M	-$67M	-$40.2M	GSBD, MSFT, ADBE, AAPL, IBB	13F-HR	8/11/2022, 12:07 PM
Q1 2022	244	$242M	+$76.1M	-$60.3M	+$15.9M	MSFT, GSBD, ADBE, DIS, AAPL	13F-HR	4/12/2022, 11:56 AM
Q4 2021	138	$258M	$0	$0		MSFT, FANG, ADBE, AAPL, SQ	13F-HR	2/14/2022, 06:40 PM

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