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| Happy Holidays!! thanks for using AUM13F!! |
| Pursue Wealth Partners LLC
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|---|---|
| CRD # | 326348 |
| SEC # | 801-127939 |
| CIK # | 0001911091 |
| AUM | $221.3 M (2025-02-14) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 925-276-0427 |
| Address | 6024 Main Street Clayton, CA 94517 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.2 | ||
| Microsoft Corp | 10.2 | ||
| CrowdStrike Holdings Inc | 10.1 | ||
| Amazon Com Inc | 6.8 | ||
| Alphabet Inc | 5.9 | ||
| Apple Inc | 4.1 | ||
| Wal Mart Stores Inc | 3.6 | ||
| Advance Auto Parts Inc | 3.4 | ||
| Facebook Inc | 3.1 | ||
| ARM Holdings PLC /UK | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.2 |
| (b) Individuals (high net worth individuals) | 28 | 199.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 20.3 |
| (n) Other | 0 | 0.0 |
| Total | 94 | 221.3 |
| By Discretionary | ||
| Discretionary | 89 | 217.4 |
| Non-Discretionary | 5 | 3.8 |
| Total | 94 | 221.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.3 | |
| Total | 94 | 221.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911091] |
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|---|---|---|
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IL | 0.2 |
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