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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
COSTCostco Whsl Corp New
Recent Activity
Increased 0.31%
5.69%
$14.38M
15,694 shares@ $916.27 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.52%
4.25%
$10.724M
48,879 shares@ $219.4 avg price
AVGOBroadcom Inc
Recent Activity
Increased 3.21%
3.97%
$10.013M
43,187 shares@ $231.85 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 1.81%
3.29%
$8.309M
41,178 shares@ $201.8 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.78%
2.31%
$5.823M
30,760 shares@ $189.31 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.85%
2.08%
$5.247M
12,449 shares@ $421.51 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Increased 6.69%
2.08%
$5.244M
59,716 shares@ $87.82 avg price
GLDMWorld Gold Tr
Recent Activity
Increased 11.74%
1.96%
$4.942M
95,050 shares@ $51.99 avg price
APOApollo Global Mgmt Inc
Recent Activity
Increased 0.68%
1.7%
$4.279M
25,909 shares@ $165.17 avg price
JSMLJanus Detroit Str Tr
Recent Activity
Increased 1.02%
1.67%
$4.209M
64,218 shares@ $65.56 avg price