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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
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
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.58%
1.71%
$4.319M
8,448 shares@ $511.21 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
ADBEAdobe Inc
Recent Activity
Increased 0.48%
1.61%
$4.066M
9,144 shares@ $444.69 avg price
ANETArista Networks Inc
Recent Activity
New Position
1.5%
$3.784M
34,232 shares@ $110.53 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 0.28%
1.25%
$3.135M
25,952 shares@ $120.79 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 3.89%
1.21%
$3.054M
12,741 shares@ $239.72 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.61%
1.18%
$2.964M
50,113 shares@ $59.14 avg price