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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
GDGeneral Dynamics Corp
Recent Activity
Increased 1.49%
0.28%
$701,011
2,660 shares@ $263.54 avg price
NFLXNetflix Inc
Recent Activity
Increased 7.43%
0.27%
$657,648
738 shares@ $891.13 avg price
AMATApplied Matls Inc
Recent Activity
Increased 2.55%
0.23%
$577,139
3,549 shares@ $162.63 avg price
SHYIshares Tr
Recent Activity
Increased 8.65%
0.22%
$545,987
6,660 shares@ $81.99 avg price
VZVerizon Communications Inc
Recent Activity
Increased 1.1%
0.22%
$542,627
13,569 shares@ $40.0 avg price
GEGe Aerospace
Recent Activity
Increased 4.57%
0.21%
$523,051
3,136 shares@ $166.79 avg price
RCLRoyal Caribbean Group
Recent Activity
Increased 0.19%
0.21%
$508,513
2,204 shares@ $230.73 avg price
LDOSLeidos Holdings Inc
Recent Activity
Increased 0.16%
0.19%
$471,652
3,274 shares@ $144.06 avg price
CATCaterpillar Inc
Recent Activity
Increased 12.22%
0.16%
$393,364
1,084 shares@ $362.89 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.11%
0.15%
$358,257
1,881 shares@ $190.47 avg price