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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
ANETArista Networks Inc
Recent Activity
New Position
1.5%
$3.784M
34,232 shares@ $110.53 avg price
JGROJ P Morgan Exchange Traded F
Recent Activity
New Position
1.03%
$2.583M
31,878 shares@ $81.03 avg price
JIREJ P Morgan Exchange Traded F
Recent Activity
New Position
0.68%
$1.695M
28,973 shares@ $58.51 avg price
IEFIshares Tr
Recent Activity
New Position
0.53%
$1.329M
14,373 shares@ $92.45 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
0.37%
$922,661
12,190 shares@ $75.69 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.11%
$273,334
1,560 shares@ $175.22 avg price
BACBank America Corp
Recent Activity
New Position
0.1%
$240,236
5,466 shares@ $43.96 avg price
GMGeneral Mtrs Co
Recent Activity
New Position
0.09%
$206,954
3,885 shares@ $53.28 avg price
PGXInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.08%
$191,745
16,630 shares@ $11.54 avg price
ACHRArcher Aviation Inc
Recent Activity
New Position
0.06%
$129,431
13,275 shares@ $9.75 avg price