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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
XLVSelect Sector Spdr Tr
Recent Activity
Increased 16.92%
0.75%
$1.881M
13,677 shares@ $137.57 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 5.09%
0.74%
$1.849M
51,567 shares@ $35.85 avg price
RTXRtx Corporation
Recent Activity
Increased 1.85%
0.68%
$1.698M
14,675 shares@ $115.73 avg price
FXRFirst Tr Exchange Traded Fd
Recent Activity
Increased 22.3%
0.65%
$1.63M
21,785 shares@ $74.82 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 115.87%
0.6%
$1.496M
6,668 shares@ $224.35 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Increased 41.52%
0.59%
$1.475M
33,806 shares@ $43.64 avg price
QQEWFirst Tr Nas100 Eq Weighted
Recent Activity
Increased 150.22%
0.42%
$1.042M
8,337 shares@ $124.97 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 135.95%
0.41%
$1.021M
12,989 shares@ $78.61 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 13.89%
0.31%
$775,510
10,254 shares@ $75.63 avg price
ITAIshares Tr
Recent Activity
Increased 0.07%
0.29%
$719,087
4,947 shares@ $145.36 avg price