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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
LOWLowes Cos Inc
Recent Activity
Increased 0.07%
0.15%
$354,422
1,436 shares@ $246.82 avg price
TQQQProshares Tr
Recent Activity
Increased 0.51%
0.13%
$316,203
3,996 shares@ $79.13 avg price
TAt&t Inc
Recent Activity
Increased 1.1%
0.12%
$300,500
13,197 shares@ $22.78 avg price
GEVGe Vernova Inc
Recent Activity
Increased 8.58%
0.12%
$291,432
886 shares@ $328.94 avg price
QQQEDirexion Shs Etf Tr
Recent Activity
Increased 29.76%
0.12%
$281,904
3,140 shares@ $89.78 avg price
EWEdwards Lifesciences Corp
Recent Activity
Increased 10.95%
0.11%
$265,658
3,589 shares@ $74.03 avg price
SYKStryker Corporation
Recent Activity
Increased 6.57%
0.11%
$257,179
714 shares@ $360.2 avg price
RFVInvesco Exchange Traded Fd T
Recent Activity
Increased 0.06%
0.09%
$219,161
1,807 shares@ $121.29 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 100%
0.09%
$208,894
8,600 shares@ $24.29 avg price
JNJJohnson & Johnson
Recent Activity
Increased 0.35%
0.09%
$208,799
1,444 shares@ $144.6 avg price