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Bonnie Larsen

@Purus Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$252.743MTotal holdings123
Assets growth rate7.04%Assets growth rate (2-Q avg)5.66%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Purus Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 123 positions.

Assets under management

The assets under management (AUM) of Purus Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 252.743M in assets, with a quarterly growth rate of 7.04% and a 2-quarter average growth rate of 5.66%. The portfolio is managed by Bonnie Larsen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -0.34%
14.85%
$37.528M
279,452 shares@ $134.3 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -5.51%
5.23%
$13.201M
25,292 shares@ $521.97 avg price
AAPLApple Inc
Recent Activity
Decreased -0.02%
4.91%
$12.405M
49,538 shares@ $250.42 avg price
VVisa Inc
Recent Activity
Decreased -0.53%
3.03%
$7.652M
24,211 shares@ $316.04 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.58%
1.71%
$4.319M
8,448 shares@ $511.21 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.61%
1.18%
$2.964M
50,113 shares@ $59.14 avg price
QDECFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -2.05%
0.99%
$2.502M
90,849 shares@ $27.54 avg price
TSLATesla Inc
Recent Activity
Decreased -1.48%
0.97%
$2.445M
6,055 shares@ $403.84 avg price
ARKKArk Etf Tr
Recent Activity
Decreased -15.16%
0.76%
$1.902M
33,497 shares@ $56.77 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.37%
0.75%
$1.892M
3,231 shares@ $585.55 avg price