$127 Million is the total value of Purus Wealth Management, LLC's 112 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $992,137 | – | 18,171 | +100.0% | 0.78% | – |
| New | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $751,199 | – | 16,660 | +100.0% | 0.59% | – | |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $286,974 | – | 1,406 | +100.0% | 0.23% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $225,587 | – | 1,560 | +100.0% | 0.18% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $223,600 | – | 2,150 | +100.0% | 0.18% | – |
| VSTO | New | VISTA OUTDOOR INC | $215,460 | – | 7,776 | +100.0% | 0.17% | – |
| GM | New | GENERAL MTRS CO | $210,727 | – | 5,745 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-10
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.