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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
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Decreased -3.28%
0.64%
$1.616M
27,029 shares@ $59.77 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -8.51%
0.61%
$1.531M
3,599 shares@ $425.51 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
DEDeere & Co
Recent Activity
Decreased -0.72%
0.58%
$1.449M
3,421 shares@ $423.66 avg price
ARKWArk Etf Tr
Recent Activity
Decreased -59.86%
0.58%
$1.448M
13,409 shares@ $107.99 avg price
IEFIshares Tr
Recent Activity
New Position
0.53%
$1.329M
14,373 shares@ $92.45 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -1.19%
0.5%
$1.243M
2,558 shares@ $485.95 avg price
AXONAxon Enterprise Inc
Recent Activity
0.49%
$1.217M
2,048 shares@ $594.32 avg price
BXBlackstone Inc
Recent Activity
Decreased -1.22%
0.43%
$1.074M
6,230 shares@ $172.43 avg price