Filling information for PURSUE WEALTH PARTNERS LLC as Treemap, investor disclosed 99 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 224504 | 417 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 289847 | 1617 | |
| 92189H102 | 92189H102 | VANECK ETF TRUST | DURABLE HGH DIV | 2157734 | 67700 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 243982 | 1081 | |
| 833445109 | 833445109 | SNOWFLAKE INC | CL A | 6521643 | 37059 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 2596137 | 21461 | |
| 33734H106 | 33734H106 | FIRST TR VALUE LINE DIVID IN | SHS | 2526552 | 63022 | |
| 78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 871176 | 7107 | |
| 931142103 | 931142103 | WALMART INC | COM | 1966636 | 12512 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 1950054 | 21842 | |
| 98980G102 | 98980G102 | ZSCALER INC | COM | 3523489 | 24084 | |
| 33739H101 | 33739H101 | FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 227700 | 10000 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 1090334 | 7497 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 313606 | 770 | |
| 007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 738592 | 6484 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 849620 | 3857 | |
| 92189F726 | 92189F726 | VANECK ETF TRUST | BIOTECH ETF | 468150 | 3000 | |
| 23804L103 | 23804L103 | DATADOG INC | CL A COM | 3815275 | 38781 | |
| 852234103 | 852234103 | BLOCK INC | CL A | 2951448 | 44336 | |
| 02072L789 | 02072L789 | EA SERIES TRUST | GURU FAV STOCKS | 4574400 | 200000 | |
| 46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 571076 | 5666 | |
| 90353T100 | 90353T100 | UBER TECHNOLOGIES INC | COM | 2970528 | 68810 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 1000926 | 2258 | |
| 33739Q705 | 33739Q705 | FIRST TR EXCHANGE-TRADED FD | FT CBOE VEST S&P | 264250 | 5000 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 430908 | 2301 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 4977557 | 19015 | |
| 33738R118 | 33738R118 | FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 4318960 | 73627 | |
| 649445103 | 649445103 | NEW YORK CMNTY BANCORP INC | COM | 169274 | 15060 | |
| 92189F643 | 92189F643 | VANECK ETF TRUST | MRNGSTR WDE MOAT | 5466971 | 68517 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 1010512 | 4255 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 464555 | 3500 | |
| 697435105 | 697435105 | PALO ALTO NETWORKS INC | COM | 4617577 | 18072 | |
| 18915M107 | 18915M107 | CLOUDFLARE INC | CL A COM | 1691383 | 25874 | |
| 25490K323 | 25490K323 | DIREXION SHS ETF TR | SP BIOTCH BL NEW | 88800 | 15000 | |
| 92189H730 | 92189H730 | VANECK ETF TRUST | MORNINGSTAR SMID | 1198000 | 40000 | |
| 78464A359 | 78464A359 | SPDR SER TR | BBG CONV SEC ETF | 1187401 | 16975 | |
| 025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 435500 | 2500 | |
| 60937P106 | 60937P106 | MONGODB INC | CL A | 7522761 | 18304 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 496188 | 1729 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 544274 | 3459 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 393680 | 1600 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1620091 | 4751 | |
| 33735K108 | 33735K108 | FIRST TRUST LRGCP GWT ALPHAD | COM SHS | 202580 | 2000 | |
| 30161Q104 | 30161Q104 | EXELIXIS INC | COM | 305760 | 16000 | |
| 808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 257078 | 3430 | |
| 38147U107 | 38147U107 | GOLDMAN SACHS BDC INC | SHS | 8629541 | 622622 | |
| 921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 697622 | 6577 | |
| 336917109 | 336917109 | FIRST TR MORNINGSTAR DIVID L | SHS | 340100 | 10000 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 576236 | 4814 | |
| 169656105 | 169656105 | CHIPOTLE MEXICAN GRILL INC | COM | 2444877 | 1143 | |
| 731068102 | 731068102 | POLARIS INC | COM | 227832 | 1884 | |
| 82982T106 | 82982T106 | SITIME CORP | COM | 2978035 | 25244 | |
| 009066101 | 009066101 | AIRBNB INC | COM CL A | 870975 | 6796 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 225032 | 2300 | |
| 464287556 | 464287556 | ISHARES TR | ISHARES BIOTECH | 3643625 | 28699 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 772650 | 26931 | |
| 78464A870 | 78464A870 | SPDR SER TR | S&P BIOTECH | 1702355 | 20461 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 348624 | 6738 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 533735 | 5388 | |
| 037833100 | 037833100 | APPLE INC | COM | 5204021 | 26829 | |
| 81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 736564 | 21850 | |
| 66987V109 | 66987V109 | NOVARTIS AG | SPONSORED ADR | 307977 | 3052 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 3579012 | 30053 | |
| 00214Q104 | 00214Q104 | ARK ETF TR | INNOVATION ETF | 417697 | 9463 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW | COM | 320100 | 7500 | |
| 92532F100 | 92532F100 | VERTEX PHARMACEUTICALS INC | COM | 223111 | 634 | |
| 80359A106 | 80359A106 | SARCOS TECHN AND ROBOTICS CO | COM | 180880 | 562612 | |
| 49456B101 | 49456B101 | KINDER MORGAN INC DEL | COM | 184581 | 10719 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 4463707 | 10552 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 880897 | 5322 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 925978 | 5326 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 3664289 | 28109 | |
| 37954Y442 | 37954Y442 | GLOBAL X FDS | CLOUD COMPUTNG | 1304083 | 65730 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 576184 | 1465 | |
| 375558103 | 375558103 | GILEAD SCIENCES INC | COM | 336950 | 4372 | |
| 33738R720 | 33738R720 | FIRST TR EXCHANGE-TRADED FD | NASDQ ARTFCIAL | 502370 | 11000 | |
| 65290C105 | 65290C105 | NEXTIER OILFIELD SOLUTIONS | COM | 1089786 | 121900 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 10146184 | 29794 | |
| 33734X846 | 33734X846 | FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 703855 | 15500 | |
| 577096100 | 577096100 | MATTERPORT INC | COM CL A | 50400 | 16000 | |
| 418100103 | 418100103 | HASHICORP INC | COM CL A | 3283548 | 125422 | |
| 38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 354794 | 1100 | |
| 33739Q507 | 33739Q507 | FIRST TR EXCHANGE-TRADED FD | SSI STRG ETF | 261280 | 8000 | |
| 446150104 | 446150104 | HUNTINGTON BANCSHARES INC | COM | 143676 | 13328 | |
| 33733E203 | 33733E203 | FIRST TR EXCHANGE-TRADED FD | NY ARCA BIOTECH | 275652 | 1800 | |
| 81730H109 | 81730H109 | SENTINELONE INC | CL A | 730568 | 48382 | |
| 37637K108 | 37637K108 | GITLAB INC | CLASS A COM | 1208138 | 23638 | |
| 22788C105 | 22788C105 | CROWDSTRIKE HLDGS INC | CL A | 4132187 | 28135 | |
| 79466L302 | 79466L302 | SALESFORCE INC | COM | 616668 | 2919 | |
| 444097109 | 444097109 | HUDSON PAC PPTYS INC | COM | 1033727 | 244959 | |
| 337345102 | 337345102 | FIRST TR NASDAQ 100 TECH IND | SHS | 1052194 | 7150 | |
| 574599106 | 574599106 | MASCO CORP | COM | 231987 | 4043 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 952662 | 6036 | |
| 679295105 | 679295105 | OKTA INC | CL A | 1781740 | 25692 | |
| H01301128 | H01301128 | ALCON AG | ORD SHS | 311115 | 3789 | |
| 01609W102 | 01609W102 | ALIBABA GROUP HLDG LTD | SPONSORED ADS | 557612 | 6690 | |
| 33734X192 | 33734X192 | FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 370891 | 4884 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 795270 | 2890 | |
| 46435G102 | 46435G102 | ISHARES TR | CONV BD ETF | 1347754 | 17650 |