| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORPORATION | 11 | Q2 2024 | 7.5% |
| APPLE INCORPORATED | 11 | Q2 2024 | 4.3% |
| VANECK MORNINGSTAR WIDE MOAT ETF | 11 | Q2 2024 | 4.7% |
| SNOWFLAKE INCORPORATED CLASS A | 11 | Q2 2024 | 5.0% |
| ISHARES TR ISHARES BIOTECH | 11 | Q2 2024 | 4.3% |
| ALPHABET INCORPORATED CAP STK CLASS C | 11 | Q2 2024 | 2.9% |
| AMAZON COM INCORPORATED | 11 | Q2 2024 | 2.9% |
| FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | 11 | Q2 2024 | 3.1% |
| BLOCK INCORPORATED CLASS A | 11 | Q2 2024 | 3.0% |
| PALO ALTO NETWORKS INCORPORATED | 11 | Q2 2024 | 3.3% |
View PURSUE WEALTH PARTNERS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
View PURSUE WEALTH PARTNERS 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.