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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
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 44.84%
1.16%
$2.916M
51,728 shares@ $56.39 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 407%
1.13%
$2.853M
13,557 shares@ $210.46 avg price
QQQJInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 553.52%
1.1%
$2.756M
89,251 shares@ $30.89 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 68.04%
1.05%
$2.645M
45,984 shares@ $57.54 avg price
JGROJ P Morgan Exchange Traded F
Recent Activity
New Position
1.03%
$2.583M
31,878 shares@ $81.03 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
AMGNAmgen Inc
Recent Activity
Increased 1.02%
0.87%
$2.186M
8,387 shares@ $260.65 avg price
NFTYFirst Tr Exch Trd Alphdx Fd
Recent Activity
Increased 7.21%
0.84%
$2.108M
37,645 shares@ $55.99 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 5.75%
0.83%
$2.074M
24,215 shares@ $85.67 avg price