Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PURSUE WEALTH PARTNERS LLC | 08-02-2024 | 06-30-2024 | 111 | 183,368,645 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $13,828,811 | 30,940 | 0.01 | 0.01 | 2,556 | 9.01 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 2 | $9,754,718 | 78,960 | 0.01 | 0.01 | 69,056 | 697.25 | 06-30-2024 |
| CROWDSTRIKE HLDGS INC | CL A | 3 | $9,138,315 | 23,848 | 0.00 | 0.00 | -144 | -0.60 | 06-30-2024 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 4 | $7,999,473 | 92,362 | 0.00 | 0.00 | 4,350 | 4.94 | 06-30-2024 |
