Fund HoldingsPurus Wealth Management, LLC

Total Portfolio Value
$236.13M
Total Bought
$9.21M
Total Sold
$8.76M
Net Transaction
+$450.4K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
027,948+27,94801,6730.71%+1,673
APPLE INC(AAPL)50,46249,548-91410,62811,5454.89%+916
COSTCO WHSL CORP NEW(COST)15,59115,646+5513,25213,8715.87%+619
INTUITIVE SURGICAL INC28,20026,767-1,43312,54513,1505.57%+605
WORLD GOLD TR(GLDM)84,50585,070+5653,8954,4351.88%+540
BROADCOM INC(AVGO)4,18141,845+37,6646,7147,2183.06%+505
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
210,174217,422+7,2486,0786,4992.75%+421
JANUS DETROIT STR TR
HENDERSN CAP ETF
063,575+63,57504,1581.76%+4,158
FIRST TR EXCHANGE-TRADED FD055,975+55,97505,0832.15%+5,083
PALANTIR TECHNOLOGIES INC(PLTR)09,004+9,00403350.14%+335
TESLA INC(TSLA)6,5156,146-3691,2891,6080.68%+319
LOCKHEED MARTIN CORP(LMT)2,5862,589+31,2081,5130.64%+306
VISA INC(V)024,342+24,34206,6932.83%+6,693
AMGEN INC(AMGN)7,6828,303+6212,4002,6751.13%+275
RTX CORPORATION(RTX)14,76014,409-3511,4821,7460.74%+264
ARISTA NETWORKS INC8,6788,571-1073,0413,2901.39%+248
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
051,461+51,46103,0471.29%+3,047
ISHARES TR01,797+1,79702280.10%+228
FIRST TR EXCH TRD ALPHDX FD
INDIA NFTY50 EQW
34,01135,116+1,1052,0502,2770.96%+227
ARK ETF TR
NEXT GNRTN INTER
033,406+33,40602,8441.20%+2,844
META PLATFORMS INC(META)3,2433,24301,6351,8570.79%+222
AXON ENTERPRISE INC(AXON)2,0362,048+125998180.35%+219
SCHWAB STRATEGIC TR04,300+4,30002180.09%+218
GE VERNOVA INC(GEV)0816+81602080.09%+208
ARK ETF TR
GENOMIC REV ETF
086,920+86,92002,2250.94%+2,225
NORTHROP GRUMMAN CORP(NOC)01,997+1,99701,0540.45%+1,054
BLACKSTONE INC(BX)6,3306,307-237849660.41%+182
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
017,814+17,81401,3500.57%+1,350
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
1,8922,674+7823735370.23%+164
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
049,070+49,07001,7850.76%+1,785
DEERE & CO(DE)03,446+3,44601,4380.61%+1,438
INVESCO EXCH TRADED FD TR II
NASDAQNXTGEN100
9,52813,657+4,1292664150.18%+149
APOLLO GLOBAL MGMT INC(APO)26,00525,736-2693,0703,2151.36%+144
FIRST TR VALUE LINE DIVID IN
SHS
23,15723,888+7319441,0870.46%+143
FIRST TR EXCHANGE TRADED FD
MATERIALS ALPH
035,101+35,10102,3531.00%+2,353
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
26,36227,366+1,0041,4941,6290.69%+134
ARK ETF TR
BLOC FIN INN ETF
070,742+70,74202,1100.89%+2,110
SPDR DOW JONES INDL AVERAGE(DIA)3,9593,934-251,5481,6640.70%+116
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
29,17429,733+5591,6461,7610.75%+115
HOME DEPOT INC(HD)1,8521,854+26387510.32%+114
AMERICAN EXPRESS CO(AXP)3,1123,055-577218280.35%+108
VANECK ETF TRUST
SEMICONDUCTR ETF
1,7512,298+5474565640.24%+108
SELECT SECTOR SPDR TR
ST STR CARE ETF
11,67211,698+261,7011,8020.76%+100
ISHARES TR4,9424,944+26537400.31%+87
GE AEROSPACE(GE)3,0192,999-204805650.24%+86
SELECT SECTOR SPDR TR
ST STR ENERG ETF
21,13322,899+1,7661,9262,0110.85%+84
LOWES COS INC(LOW)1,4341,435+13163890.16%+73
ROYAL CARIBBEAN GROUP
COM
2,0002,200+2003193900.17%+71
ARK ETF TR
INNOVATION ETF
039,485+39,48501,8770.79%+1,877
SELECT SECTOR SPDR TR
ST STR STAPL ETF
5,2325,505+2734014570.19%+56
LEIDOS HOLDINGS INC(LDOS)3,2693,26904775330.23%+56
VERIZON COMMUNICATIONS INC(VZ)13,27813,422+1445486030.26%+55
CF INDS HLDGS INC(CF)4,8244,803-213584120.17%+55
ABBOTT LABS07,739+7,73908820.37%+882
SPDR GOLD TR(GLD)1,9831,950-334264740.20%+48
CATERPILLAR INC(CAT)995966-293313780.16%+46
GENERAC HLDGS INC(GNRC)1,6371,653+162162630.11%+46
QUANTA SVCS INC1,1501,125-252923350.14%+43
BERKSHIRE HATHAWAY INC DEL1,0401,010-304234650.20%+42
AT&T INC(T)12,89113,054+1632462870.12%+41
FIRST TR NAS100 EQ WEIGHTED3,0663,332+2663784180.18%+40
INVESCO QQQ TR8,5758,498-774,1084,1471.76%+39
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
34,65435,715+1,0611,9231,9620.83%+39
GLOBAL X FDS
US INFR DEV ETF
8,4528,446-63133480.15%+35
UNITEDHEALTH GROUP INC(UNH)45045002292630.11%+34
JPMORGAN CHASE & CO.(JPM)12,62212,264-3582,5532,5861.10%+33
FIRST TR EXCHANGE-TRADED ALP
MID CP GR ALPH
9,7149,380-3347157470.32%+32
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
93,82592,757-1,0682,4452,4741.05%+29
SCIENCE APPLICATIONS INTL CO(SAIC)2,1442,015-1292522810.12%+29
ARK ETF TR
AUTNMUS TECHNLGY
7,9547,644-3104384660.20%+27
GENERAL DYNAMICS CORP(GD)2,6472,621-267687920.34%+24
JOHNSON & JOHNSON(JNJ)1,4351,439+42102330.10%+23
FIRST TR EXCHANGE-TRADED FD2,2072,202-52192430.10%+23
INVESCO EXCHANGE TRADED FD T
S&P SML600 GWT
10,42510,005-4204945150.22%+21
VANGUARD INDEX FDS1,2621,26203383570.15%+20
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
4,4124,379-332042240.09%+20
ISHARES TR
CYBERSECURITY
6,8126,802-103133320.14%+19
STRYKER CORPORATION(SYK)669670+12282420.10%+14
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 VL
1,8051,806+12022140.09%+12
CHENIERE ENERGY INC(LNG)1,9191,91903363450.15%+10
QUALCOMM INC(QCOM)2,1812,606+4254344430.19%+9
PROSHARES TR
ULTRAPRO QQQ
3,8113,976+1652812880.12%+7
ARM HOLDINGS PLC1,6841,975+2912762820.12%+7
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
6,3316,33102322390.10%+7
CONSTELLATION BRANDS INC(STZ)1,0711,072+12762760.12%+1
REGENERON PHARMACEUTICALS(REGN)30030003153150.13%0
ZOMEDICA CORP13,15513,1550220.00%-0
FIRST TR EXCHANGE-TRADED FD
MANAGD MUN ETF
6,5586,441-1173353350.14%-0
SELECT SECTOR SPDR TR
ST STR DISCR ETF
3,4223,089-3336246190.26%-5
FIRST TR NASDAQ 100 TECH IND1,1731,17302322240.10%-7
ISHARES TR3,1672,967-2002752650.11%-10
FIRST TR EXCHANGE TRADED FD29,79228,787-1,0059098990.38%-10
NETFLIX INC(NFLX)738687-514984870.21%-11
CHEVRON CORP NEW(CVX)3,7993,951+1525945820.25%-12
VISTA OUTDOOR INC6,2235,477-7462342150.09%-20
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
10,4249,820-6044764510.19%-26
NUCOR CORP(NUE)02,807+2,80704220.18%+422
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
2,8402,420-4202522180.09%-34
SCHWAB CHARLES CORP(SCHW)4,1764,183+73082710.11%-37
HONEYWELL INTL INC(HON)2,4252,288-1375184730.20%-45
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