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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
ARKKArk Etf Tr
Recent Activity
Decreased -15.16%
0.76%
$1.902M
33,497 shares@ $56.77 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.37%
0.75%
$1.892M
3,231 shares@ $585.55 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 16.92%
0.75%
$1.881M
13,677 shares@ $137.57 avg price
CIBRFirst Tr Exchange Traded Fd
Recent Activity
Decreased -1.21%
0.74%
$1.864M
29,371 shares@ $63.46 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
JIREJ P Morgan Exchange Traded F
Recent Activity
New Position
0.68%
$1.695M
28,973 shares@ $58.51 avg price
TERTeradyne Inc
Recent Activity
Decreased -3.52%
0.67%
$1.68M
13,341 shares@ $125.92 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -75.14%
0.66%
$1.647M
54,049 shares@ $30.47 avg price
FXRFirst Tr Exchange Traded Fd
Recent Activity
Increased 22.3%
0.65%
$1.63M
21,785 shares@ $74.82 avg price