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Home > Institutional Investor > Pursuit Wealth Strategies, Llc > Profile

Instuitional Investor - Pursuit Wealth Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Pursuit Wealth Strategies, Llc
Portfolio Value $76,903,624
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 19,232 $13,208,645 17.18%
2.
Ishares Trust
 IEF 44,355 $4,390,301 5.71%
3.
Ishares Trust
 HYG 31,478 $3,040,166 3.95%
4.
Duke Energy Corp
 DUK 21,134 $2,675,204 3.48%
5.
Apple Inc.
 AAPL 9,129 $2,641,588 3.43%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.