Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORPORATION | 8 | Q3 2023 | 7.0% |
APPLE INCORPORATED | 8 | Q3 2023 | 4.3% |
VANECK MORNINGSTAR WIDE MOAT ETF | 8 | Q3 2023 | 3.9% |
ISHARES TR ISHARES BIOTECH | 8 | Q3 2023 | 4.3% |
SNOWFLAKE INCORPORATED CLASS A | 8 | Q3 2023 | 4.1% |
ALPHABET INCORPORATED CAP STK CLASS C | 8 | Q3 2023 | 2.7% |
BLOCK INCORPORATED CLASS A | 8 | Q3 2023 | 3.0% |
DISNEY WALT COMPANY | 8 | Q3 2023 | 3.6% |
AMAZON COM INCORPORATED | 8 | Q3 2023 | 2.4% |
HASHICORP INCORPORATED COM CLASS A | 8 | Q3 2023 | 3.2% |
View PURSUE WEALTH PARTNERS LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-12 |
13F-HR | 2022-02-15 |
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.