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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) |
|---|
| CIK | Period |
|---|---|
| 0001911091 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.2 | ||
| Microsoft Corp | 10.2 | ||
| CrowdStrike Holdings Inc | 10.1 | ||
| Amazon Com Inc | 6.8 | ||
| Alphabet Inc | 5.9 | ||
| Apple Inc | 4.1 | ||
| Wal Mart Stores Inc | 3.6 | ||
| Advance Auto Parts Inc | 3.4 | ||
| Facebook Inc | 3.1 | ||
| ARM Holdings PLC /UK | 2.8 | ||
| UnitedHealth Group Inc | 2.7 | ||
| Tesla Motors Inc | 2.6 | ||
| MongoDB Inc | 2.6 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Square Inc | 2.4 | ||
| Broadcom Inc | 2.3 | ||
| ServiceNow Inc | 2.2 | ||
| Salesforce Com Inc | 2.1 | ||
| Rubrik Inc | 2.0 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
E A Horwitz LLC
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|
IL | 0.2 |
|
WMS Advisors LLC
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|
NC | 0.2 |
|
Braun-Bostich & Associates Inc
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PA | 0.2 |
|
Mader & Shannon Wealth Management Inc
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|
MO | 0.2 |
|
Pacific Capital Associates Inc
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|
CA | 0.2 |
|
Westbourne Investments Inc
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|
VA | 0.2 |
|
RM Financial Services LLC
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|
ME | 0.2 |
|
DWD Portfolio Solutions Inc
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|
PA | 0.2 |
|
Evergreen Private Wealth LLC
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|
CO | 0.2 |
|
Dillow Wealth Management LLC
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|
IL | 0.2 |