$160 Million is the total value of Purus Wealth Management, LLC's 115 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SDVY | New | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $859,000 | – | 28,356 | +100.0% | 0.54% | – |
| FXR | New | FIRST TR EXCHANGE TRADED FDindls prod dur | $843,000 | – | 13,505 | +100.0% | 0.53% | – |
| FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $689,000 | – | 5,551 | +100.0% | 0.43% | – |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $510,000 | – | 9,583 | +100.0% | 0.32% | – |
| F | New | FORD MTR CO DEL | $356,000 | – | 17,160 | +100.0% | 0.22% | – |
| SCHW | New | SCHWAB CHARLES CORP | $353,000 | – | 4,199 | +100.0% | 0.22% | – |
| VSTO | New | VISTA OUTDOOR INC | $350,000 | – | 7,600 | +100.0% | 0.22% | – |
| NUE | New | NUCOR CORP | $334,000 | – | 2,924 | +100.0% | 0.21% | – |
| IDNA | New | ISHARES TRgenomics immun | $332,000 | – | 7,576 | +100.0% | 0.21% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $296,000 | – | 824 | +100.0% | 0.19% | – |
| ITB | New | ISHARES TRus home cons etf | $291,000 | – | 3,508 | +100.0% | 0.18% | – |
| FMHI | New | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $270,000 | – | 4,810 | +100.0% | 0.17% | – |
| GM | New | GENERAL MTRS CO | $228,000 | – | 3,885 | +100.0% | 0.14% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $218,000 | – | 1,680 | +100.0% | 0.14% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $218,000 | – | 868 | +100.0% | 0.14% | – |
| GRID | New | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $212,000 | – | 2,061 | +100.0% | 0.13% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $211,000 | – | 705 | +100.0% | 0.13% | – |
| RYT | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $202,000 | – | 623 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 12 | Q3 2023 | 6.2% |
| COSTCO WHSL CORP NEW | 12 | Q3 2023 | 6.3% |
| ARK ETF TR | 12 | Q3 2023 | 10.7% |
| NVIDIA CORPORATION | 12 | Q3 2023 | 8.3% |
| ARK ETF TR | 12 | Q3 2023 | 9.4% |
| WASTE MGMT INC DEL | 12 | Q3 2023 | 5.6% |
| VISA INC | 12 | Q3 2023 | 4.4% |
| INVESCO QQQ TR | 12 | Q3 2023 | 3.7% |
| FIRST TR EXCHANGETRADED FD | 12 | Q3 2023 | 4.1% |
| AMAZON COM INC | 12 | Q3 2023 | 4.2% |
View Purus Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-01-19 |
View Purus Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.