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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
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
HONHoneywell Intl Inc
Recent Activity
Decreased -2.84%
0.2%
$502,246
2,223 shares@ $225.94 avg price
ARKGArk Etf Tr
Recent Activity
Decreased -75.7%
0.2%
$497,236
21,119 shares@ $23.55 avg price
RZGInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.86%
0.2%
$486,309
9,818 shares@ $49.54 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -0.1%
0.19%
$471,669
1,948 shares@ $242.13 avg price
LDOSLeidos Holdings Inc
Recent Activity
Increased 0.16%
0.19%
$471,652
3,274 shares@ $144.06 avg price
FTGSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -48.87%
0.19%
$462,106
14,717 shares@ $31.4 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -2.97%
0.18%
$444,214
980 shares@ $453.28 avg price
LNGCheniere Energy Inc
Recent Activity
0.17%
$412,394
1,919 shares@ $214.91 avg price