PURSUIT WEALTH STRATEGIES, LLC
CIK 2116904 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $76.9M
- पोजीशन
- 114
- तिथि अनुसार
- 30 जून 2026
13F मूल्य के अनुसार 9443 में से #8519 · शीर्ष 90.2%
पोर्टफोलियो मूल्य QoQ: +6.9% 13F नकद का खुलासा नहीं करता है
- शीर्ष 10 होल्डिंग्स का भार
- 45.02%
- शीर्ष 25 होल्डिंग्स का भार
- 68.81%
- 1% से ऊपर की स्थितियाँ
- 30
- स्थितियों की प्रभावी संख्या
- 22.2
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
टर्नओवर Q2 2026: 7.04% अनुमानित। खरीदें $5349342 · बेचें $5239030
- नई स्थितियाँ
- 13
- बढ़ाया
- 37
- घटा हुआ
- 43
- बंद
- 8
इस पृष्ठ पर
- क्षेत्रवार विवरण पोर्टफोलियो विभिन्न बाजार क्षेत्रों में कैसे विभाजित है।
- पोर्टफोलियो इस संस्था द्वारा रिपोर्ट की गई हर स्टॉक होल्डिंग, उसके नवीनतम 13F से।
- सबसे बड़े नए दांव नवीनतम तिमाही में खोले गए बिल्कुल नए पद।
- शीर्ष चालें इस तिमाही में सबसे बड़ी स्थिति वृद्धि और कमी।
- बाहर निकली पोजीशन पिछले तिमाही में प्रबंधक द्वारा पूरी तरह से बेचे गए पद।
क्षेत्रवार विवरण
Technology
12.8%
Industrials
7.9%
Utilities
4.9%
Healthcare
2.9%
Energy
2.8%
Financials
2.8%
Retail
2.3%
Communication Services
1.7%
Consumer products
1.3%
Financial Services
0.5%
Consumer Discretionary
0.5%
Communications
0.5%
Consumer Staples
0.4%
Telecommunication
0.3%
अन्य/अनमैप्ड
58.3%
पूर्ण पोर्टफोलियो 114 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| VOO | $13208645 | 17.18% | 19232 | $1718179 | ऊपर ×2 | ||
| AGG | $4390301 | 5.71% | 44355 | $196961 | ऊपर ×2 | ||
| IEFA | $3040166 | 3.95% | 31478 | $214653 | ऊपर ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $2675204 | 3.48% | 21134 | $-87805 | ऊपर ×1 | ||
| AAPL Apple Inc. - Common Stock | $2641588 | 3.43% | 9129 | $476171 | ऊपर ×2 | ||
| IJH | $1972133 | 2.56% | 25576 | $238009 | नीचे ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1844838 | 2.40% | 9220 | $165123 | नीचे ×2 | ||
| VO | $1674847 | 2.18% | 20787 | $199692 | ऊपर ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1602434 | 2.08% | 4296 | $156477 | ऊपर ×2 | ||
| XLK XLK | $1570716 | 2.04% | 8244 | $450995 | नीचे ×1 | ||
| BUI BlackRock Utility, Infrastructure & Power Opportunities Trust | $1555623 | 2.02% | 53624 | $172060 | ऊपर ×2 | ||
| DDWM | $1474296 | 1.92% | 31925 | ऊपर ×1 | |||
| IEMG | $1374601 | 1.79% | 16593 | $189662 | नीचे ×2 | ||
| MTUM | $1314847 | 1.71% | 3835 | $364905 | नीचे ×2 | ||
| IJR | $1312989 | 1.71% | 8853 | $202167 | नीचे ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $1309999 | 1.70% | 9582 | $-249488 | ऊपर ×2 | ||
| XLU XLU | $1295015 | 1.68% | 28562 | $-33384 | नीचे ×1 | ||
| IBM International Business Machines Corporation Common Stock | $1266912 | 1.65% | 4505 | $175771 | ऊपर ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1259150 | 1.64% | 5283 | $258413 | ऊपर ×1 | ||
| DIVO | $1152697 | 1.50% | 25223 | $51386 | ऊपर ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1068871 | 1.39% | 4209 | $14610 | नीचे ×1 | ||
| ORCL Oracle Corporation Common Stock | $1044986 | 1.36% | 7131 | $-7093 | नीचे ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $982785 | 1.28% | 2306 | $101052 | नीचे ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $976770 | 1.27% | 2984 | $20002 | नीचे ×1 | ||
| LDOS Leidos Holdings, Inc. Common Stock | $906651 | 1.18% | 8805 | $-466746 | नीचे ×2 | ||
| WM Waste Management, Inc. Common Stock | $834115 | 1.08% | 3742 | $-35516 | नीचे ×2 | ||
| SAIC Science Applications International Corporation - Common Stock | $794621 | 1.03% | 7197 | $111102 | नीचे ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $790794 | 1.03% | 8362 | $14580 | ऊपर ×1 | ||
| IVV | $788951 | 1.03% | 1053 | $109415 | ऊपर ×2 | ||
| IHDG | $782039 | 1.02% | 14930 | $-1243622 | नीचे ×1 | ||
| PGX | $746402 | 0.97% | 68856 | $-817292 | नीचे ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $738935 | 0.96% | 5039 | $-301 | नीचे ×1 | ||
| RY Royal Bank Of Canada Common Stock | $658165 | 0.86% | 3180 | $143219 | नीचे ×2 | ||
| RSPT | $561150 | 0.73% | 8700 | $149284 | नीचे ×1 | ||
| FSLR First Solar, Inc. - Common Stock | $547663 | 0.71% | 2321 | $89823 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $520947 | 0.68% | 4054 | $18852 | नीचे ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $517628 | 0.67% | 1465 | $100820 | ऊपर ×1 | ||
| VNQ | $515601 | 0.67% | 5347 | $43776 | ऊपर ×2 | ||
| WMT Walmart Inc. - Common Stock | $514592 | 0.67% | 4543 | $-86653 | नीचे ×1 | ||
| NEA Nuveen AMT-Free Quality Municipal Income Fund Common Shares of Beneficial Interest Par Value $.01 | $510885 | 0.66% | 43517 | $-154307 | नीचे ×2 | ||
| ITW Illinois Tool Works Inc. Common Stock | $500432 | 0.65% | 1850 | $31604 | ऊपर ×1 | ||
| FPE | $492132 | 0.64% | 27524 | $-5317 | नीचे ×1 | ||
| VUG | $487220 | 0.63% | 5656 | $79688 | ऊपर ×1 | ||
| DDD 3D Systems Corporation Common Stock | $470404 | 0.61% | 155763 | $177570 | |||
| CMI Cummins Inc. Common Stock | $456311 | 0.59% | 640 | $76065 | नीचे ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $406201 | 0.53% | 1137 | $-55261 | नीचे ×2 | ||
| CSX CSX Corporation - Common Stock | $406062 | 0.53% | 8543 | $51707 | नीचे ×2 | ||
| RJF Raymond James Financial, Inc. Common Stock | $400287 | 0.52% | 2633 | $20092 | ऊपर ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $399790 | 0.52% | 375 | $130274 | नीचे ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $398729 | 0.52% | 948 | $11365 | नीचे ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $392796 | 0.51% | 3344 | $128422 | नीचे ×1 | ||
| USHY | $386789 | 0.50% | 10448 | $28482 | ऊपर ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $367096 | 0.48% | 972 | $-3297 | नीचे ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $356294 | 0.46% | 633 | $-38600 | नीचे ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $346716 | 0.45% | 726 | $97985 | नीचे ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $333063 | 0.43% | 4098 | $79487 | ऊपर ×1 | ||
| LLY Eli Lilly and Company Common Stock | $329605 | 0.43% | 275 | $54883 | नीचे ×2 | ||
| D Dominion Energy, Inc. Common Stock | $321266 | 0.42% | 4704 | $12786 | नीचे ×2 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $319894 | 0.42% | 644 | $89033 | ऊपर ×1 | ||
| VMO Invesco Municipal Opportunity Trust Common Stock | $316636 | 0.41% | 32081 | $-77943 | नीचे ×2 | ||
| BRKB | $310242 | 0.40% | 620 | $20805 | ऊपर ×2 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $305171 | 0.40% | 2231 | $73765 | ऊपर ×1 | ||
| PSX Phillips 66 Common Stock | $303282 | 0.39% | 1794 | $-25249 | नीचे ×2 | ||
| BAC Bank of America Corporation Common Stock | $299216 | 0.39% | 5251 | $85883 | ऊपर ×2 | ||
| JCI Johnson Controls International plc Ordinary Share | $294567 | 0.38% | 2016 | $-29069 | नीचे ×1 | ||
| CVX Chevron Corporation Common Stock | $284616 | 0.37% | 1717 | $-56432 | ऊपर ×2 | ||
| VLO Valero Energy Corporation Common Stock | $270452 | 0.35% | 1038 | $47740 | ऊपर ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $252364 | 0.33% | 5960 | $-91391 | नीचे ×1 | ||
| USMV | $249101 | 0.32% | 2582 | $22325 | ऊपर ×2 | ||
| NVR NVR, Inc. Common Stock | $238469 | 0.31% | 35 | $7825 | |||
| VTEB | $238384 | 0.31% | 4713 | $7144 | ऊपर ×2 | ||
| NGG National Grid Transco, PLC National Grid PLC (NEW) American Depositary Shares | $236757 | 0.31% | 2857 | $16715 | ऊपर ×1 | ||
| PTNQ Pacer Trendpilot 100 ETF | $231651 | 0.30% | 2613 | $36038 | नीचे ×1 | ||
| SO Southern Company (The) Common Stock | $227768 | 0.30% | 2380 | $-6437 | नीचे ×1 | ||
| TFC Truist Financial Corporation Common Stock | $226747 | 0.29% | 4551 | $20956 | ऊपर ×1 | ||
| CGGR | $216120 | 0.28% | 4579 | ||||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $208337 | 0.27% | 273 | ऊपर ×1 | |||
| DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund | $186576 | 0.24% | 4567 | ऊपर ×1 | |||
| RSPN | $159988 | 0.21% | 2500 | $16038 | |||
| PTLC | $152719 | 0.20% | 2621 | $11637 | नीचे ×2 | ||
| NUV Nuveen Municipal Value Fund, Inc. Common Stock | $140863 | 0.18% | 15278 | $8761 | ऊपर ×2 | ||
| PDP Invesco Dorsey Wright Momentum ETF | $114101 | 0.15% | 752 | ऊपर ×1 | |||
| XLV XLV | $100998 | 0.13% | 637 | $7836 | ऊपर ×2 | ||
| DWAS Invesco Dorsey Wright SmallCap Momentum ETF | $93831 | 0.12% | 737 | ऊपर ×1 | |||
| IYW | $87941 | 0.11% | 349 | $24707 | |||
| IYK | $83910 | 0.11% | 1155 | $3226 | ऊपर ×1 | ||
| IWM | $72108 | 0.09% | 240 | $12588 | |||
| SPLV | $65912 | 0.09% | 880 | $1549 | |||
| DHS | $57176 | 0.07% | 503 | ऊपर ×1 | |||
| PIZ Invesco Dorsey Wright Developed Markets Momentum ETF | $55341 | 0.07% | 990 | ऊपर ×1 | |||
| XLF XLF | $55287 | 0.07% | 1031 | $4372 | |||
| XLRE XLRE | $49828 | 0.06% | 1132 | $-801 | नीचे ×1 | ||
| XLI XLI | $38637 | 0.05% | 209 | $4902 | |||
| XLY XLY | $37076 | 0.05% | 316 | $2647 | |||
| XLP XLP | $33448 | 0.04% | 403 | $439 | |||
| VTI | $32612 | 0.04% | 88 | $4419 | |||
| XLB XLB | $31992 | 0.04% | 629 | $541 | |||
| QDVO | $30109 | 0.04% | 1009 | ऊपर ×1 | |||
| IWD | $26667 | 0.03% | 110 | $-25468 | नीचे ×1 | ||
| IGV | $22650 | 0.03% | 250 | $2637 | |||
| कोई मिलान नहीं | |||||||
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
| सुरक्षा | मूल्य | शेयर | % पोर्टफोलियो का |
|---|---|---|---|
| DDWM | $1474296 | 31925 | 1.92% |
| CGGR | $216120 | 4579 | 0.28% |
| CRWD | $208337 | 273 | 0.27% |
| DGRE | $186576 | 4567 | 0.24% |
| PDP | $114101 | 752 | 0.15% |
| DWAS | $93831 | 737 | 0.12% |
| DHS | $57176 | 503 | 0.07% |
| PIZ | $55341 | 990 | 0.07% |
| QDVO | $30109 | 1009 | 0.04% |
| VTV | $14819 | 68 | 0.02% |
| IVW | $3301 | 24 | 0.00% |
| IWF | $2856 | 23 | 0.00% |
| IVE | $2725 | 12 | 0.00% |
शीर्ष मूवर्स (तिमाही-दर-तिमाही)
बाहर निकली पोजीशन
कॉर्पोरेट घटनाओं (विलय, डिलिस्टिंग) को शामिल करता है — सभी निकास बिक्री नहीं हैं
बंद पोजीशन 13F रिपोर्टिंग परिवर्तनों को दर्शाती हैं; इंडेक्स प्रबंधकों के लिए ये अक्सर यांत्रिक (डीलिस्टिंग, एम एंड ए, इंडेक्स रीबैलेंसिंग) होते हैं, न कि सक्रिय निर्णय।
| सुरक्षा | Quarter | शेयर पहले | मूल्य पहले | निकास के बाद से मूल्य |
|---|---|---|---|---|
| HON | 30 जून 2026 | 1154 | $260839 | -1.9% |
| CHTR | 30 जून 2026 | 1047 | $226026 | 3.5% |
| MA | 31 मार्च 2026 | 392 | $223785 | 15.1% |
| T | 30 जून 2026 | 7648 | $221707 | 22.6% |
| MSI | 30 जून 2026 | 502 | $217704 | 14.9% |
| O | 30 जून 2026 | 3554 | $217459 | 1.9% |
| COP | 30 जून 2026 | 1639 | $216293 | 30.3% |
| CGGR | 31 मार्च 2026 | 4579 | $203620 | अब ट्रैक नहीं किया जा रहा है |
| BBN | 30 जून 2026 | 11748 | $189965 | -2.8% |
| FLOT | 30 जून 2026 | 1114 | $56749 | अब ट्रैक नहीं किया जा रहा है |
| IJJ | 31 मार्च 2026 | 243 | $31976 | अब ट्रैक नहीं किया जा रहा है |