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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
FTSLFirst Tr Exchange-traded Fd
Recent Activity
Decreased -12.74%
0.16%
$396,184
8,568 shares@ $46.24 avg price
CATCaterpillar Inc
Recent Activity
Increased 12.22%
0.16%
$393,364
1,084 shares@ $362.89 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.79%
0.15%
$362,842
1,252 shares@ $289.81 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -9.59%
0.15%
$361,929
2,356 shares@ $153.63 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.11%
0.15%
$358,257
1,881 shares@ $190.47 avg price
LOWLowes Cos Inc
Recent Activity
Increased 0.07%
0.15%
$354,422
1,436 shares@ $246.82 avg price
PWRQuanta Svcs Inc
Recent Activity
Decreased -1.77%
0.14%
$349,235
1,105 shares@ $316.05 avg price
PAVEGlobal X Fds
Recent Activity
0.14%
$341,299
8,446 shares@ $40.41 avg price
FMBFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -1.86%
0.13%
$322,425
6,321 shares@ $51.01 avg price
IHAKIshares Tr
Recent Activity
Decreased -3.91%
0.13%
$318,903
6,536 shares@ $48.8 avg price