Purus Wealth Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 12, 2024), Purus Wealth Management, LLC reported 113 stock positions worth $202.6 million. Its top holding was Nvidia (NVDA) at 12.5% of the portfolio, followed by Intuitive Surgical (ISRG, 5.7%) and Costco Wholesale (COST, 5.4%). Compared with Q4 2023, it opened 8 new positions, sold out of 16, added to 31 and reduced 60. The biggest buy was Intuitive Surgical (ISRG, shares +1079%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Newport Beach, CA
- CIK
- 0001844250
- Portfolio Value
- $202.6M (Q1 2024)
- SEC Filing
- 0001172661-24-001831 ↗ filed Apr 12, 2024
Holdings Value
Holdings 113 stocks · $202.6M
| NVDA Nvidia Corp. | 12.48% | 27,983 | $25.3M | Reduce -0.9% |
| ISRG Intuitive Surgical Inc. | 5.68% | 28,826 | $11.5M | Add +1078.5% |
| COST Costco Wholesale Corp. | 5.40% | 14,931 | $10.9M | Add +4.2% |
| AMZN Amazon.com Inc. | 4.16% | 46,724 | $8.4M | Add +5.8% |
| AAPL Apple Inc. | 4.13% | 48,833 | $8.4M | Reduce -0.4% |
| WM Waste Management Inc. | 4.09% | 38,858 | $8.3M | Add +4.7% |
| V Visa Inc. Class A | 3.21% | 23,287 | $6.5M | Add +5.6% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.86% | 207,137 | $5.8M | Reduce -1.0% |
| AVGO Broadcom Inc. | 2.52% | 3,852 | $5.1M | Add +8.0% |
| FTCS First Trust Capital Strength | 2.40% | 56,832 | $4.9M | Reduce -1.6% |
| MSFT Microsoft Corp. | 2.31% | 11,143 | $4.7M | Add +0.2% |
| AMD Advanced Micro Devices | 2.12% | 23,765 | $4.3M | Add +8.6% |
| GOOGL Alphabet Inc. Class A | 2.10% | 28,201 | $4.3M | Add +9.3% |
| ADBE Adobe Inc. | 2.10% | 8,430 | $4.3M | Add +9.7% |
| JSML Janus Hender SM Cap GRW Alph | 1.93% | 64,768 | $3.9M | Reduce -1.3% |
| GLDM SPDR Gold Minishares Trust | 1.81% | 83,211 | $3.7M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.72% | 7,827 | $3.5M | Reduce -3.3% |
| RDVY First Trust Rising Dividend | 1.46% | 52,505 | $2.9M | Reduce -1.8% |
| ARKW ARK Next Generation Technolo | 1.39% | 33,751 | $2.8M | Reduce -1.4% |
| APO Apollo Global Management Inc. | 1.25% | 22,454 | $2.5M | Add +7.5% |
| ARKG ARK Genomic Revolution ETF | 1.25% | 87,725 | $2.5M | Reduce -3.9% |
| ANET Arista Networks Inc. | 1.23% | 8,617 | $2.5M | Reduce -0.0% |
| FXZ First Trust Materials Alphad | 1.18% | 33,630 | $2.4M | Reduce -2.2% |
| QDEC FT Vest Nasdaq-100 Buffer Et | 1.15% | 93,941 | $2.3M | Reduce -0.2% |
| AMGN Amgen Inc. | 1.08% | 7,682 | $2.2M | Add +0.8% |
| ARKF ARK Blockchain & Fintech Inn | 1.06% | 70,813 | $2.1M | Reduce -4.0% |
| JPM JPMorgan Chase & Co. | 1.04% | 10,555 | $2.1M | Add +21.1% |
| ARKK ARK Innovation ETF | 1.03% | 41,825 | $2.1M | Reduce -3.1% |
| XLE SS Energy Select Sector | 0.96% | 20,664 | $2.0M | Reduce -2.8% |
| NFTY First Trust India Nifty 50 E | 0.95% | 33,745 | $1.9M | Add +21.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.89% | 33,106 | $1.8M | Add +1.1% |
| XLV SS Health Care Select Sector | 0.85% | 11,638 | $1.7M | Reduce -2.1% |
| SDVY First Trust Smid Cap Rising | 0.84% | 48,639 | $1.7M | Reduce -1.3% |
| CIBR First Trust Nasdaq Cybersecu | 0.80% | 28,907 | $1.6M | Reduce -3.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.79% | 4,015 | $1.6M | Reduce -0.0% |
| TER Teradyne Inc. | 0.78% | 13,995 | $1.6M | Reduce -3.5% |
| META Meta Platforms Inc. Class A | 0.76% | 3,190 | $1.5M | Reduce -0.3% |
| JEPI JPMorgan Equity Premium Inco | 0.74% | 25,795 | $1.5M | Reduce -2.4% |
| RTX RTX Corp. | 0.71% | 14,743 | $1.4M | Add +0.1% |
| DE Deere & Co. | 0.70% | 3,437 | $1.4M | Add +37.8% |
| FXR First Trust Indst/Producers | 0.63% | 17,377 | $1.3M | Reduce -2.5% |
| TSLA Tesla Inc. | 0.61% | 7,085 | $1.2M | Reduce -8.2% |
| LMT Lockheed Martin Corp. | 0.58% | 2,589 | $1.2M | Reduce -1.8% |
| FVD First Trust Value Line DVD | 0.48% | 22,920 | $968K | Reduce -1.4% |
| NOC Northrop Grumman Corp. | 0.47% | 1,995 | $955K | Add +0.3% |
| ABT Abbott Laboratories | 0.45% | 7,951 | $904K | Reduce -4.0% |
| BX Blackstone Inc. | 0.41% | 6,281 | $825K | Reduce -3.8% |
| GD General Dynamics Corp. | 0.37% | 2,680 | $757K | Add +0.0% |
| FNY First Trust Mid Cap Growth | 0.36% | 9,739 | $736K | Reduce -2.4% |
| ICLR Icon PLC | 0.36% | 2,191 | $736K | No change |
| AMAT Applied Materials Inc. | 0.36% | 3,519 | $726K | Reduce -1.9% |
| AXP American Express Co. | 0.35% | 3,108 | $708K | Reduce -0.6% |
| HD Home Depot Inc. | 0.34% | 1,777 | $682K | Add +1.8% |
| ITA iShares U.S. Aerospace & Def | 0.33% | 4,994 | $659K | Reduce -2.4% |
| AXON Axon Enterprise Inc. | 0.31% | 2,023 | $633K | Reduce -0.9% |
| XLY SS Consumer Disc Select Sect | 0.31% | 3,432 | $631K | Reduce -3.6% |
| CVX Chevron Corp. | 0.29% | 3,768 | $594K | Add +6.0% |
| NUE Nucor Corp. | 0.29% | 2,922 | $578K | Reduce -2.6% |
| VZ Verizon Communications Inc. | 0.28% | 13,688 | $574K | Add +0.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.28% | 7,012 | $573K | No change |
| GE General Electric | 0.26% | 3,007 | $528K | New |
| RZG Invesco S&P Smallcap 600 Pur | 0.25% | 10,439 | $507K | Add +0.1% |
| HON Honeywell International Inc. | 0.24% | 2,375 | $488K | Reduce -9.5% |
| FTSL First Trust Senior Loan ETF | 0.24% | 10,424 | $482K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 1,075 | $452K | No change |
| LW Lamb Weston Holdings Inc. | 0.22% | 4,211 | $449K | Reduce -0.8% |
| NFLX Netflix Inc. | 0.22% | 738 | $448K | No change |
| ARKQ ARK Autonomous Tech & Robot | 0.22% | 8,142 | $445K | Reduce -6.5% |
| LDOS Leidos Holdings Inc. | 0.21% | 3,269 | $429K | No change |
| GLD SPDR Gold Shares | 0.20% | 1,992 | $410K | No change |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.20% | 4,866 | $405K | Reduce -6.4% |
| XLP SS Consumer Staples Sel Sect | 0.19% | 5,005 | $382K | Reduce -2.2% |
| CAT Caterpillar Inc. | 0.19% | 1,029 | $377K | Reduce -4.0% |
| QCOM Qualcomm Inc. | 0.18% | 2,196 | $372K | No change |
| SMH Vaneck Semiconductor ETF | 0.18% | 1,648 | $371K | No change |
| TAN Invesco Solar ETF | 0.18% | 8,125 | $369K | Reduce -6.5% |
| LOW Lowe's Cos Inc. | 0.18% | 1,433 | $365K | Add +0.1% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.18% | 27,092 | $360K | Add +0.0% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.18% | 2,891 | $358K | Reduce -0.9% |
| PAVE Global X US Infrastructure | 0.17% | 8,532 | $340K | Reduce -2.8% |
| FMB First Trust Managed Municipa | 0.17% | 6,579 | $338K | Reduce -0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 1,262 | $328K | No change |
| GOOG Alphabet Inc. Class C | 0.16% | 2,150 | $327K | No change |
| IHAK iShares Cybersecurity & Tech | 0.16% | 6,880 | $322K | Reduce -1.5% |
| LNG Cheniere Energy Inc. | 0.15% | 1,946 | $314K | Reduce -1.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.15% | 323 | $313K | Reduce -0.9% |
| SCHW Schwab (charles) Corp. | 0.15% | 4,169 | $302K | Add +0.2% |
| EW Edwards Lifesciences Corp. | 0.14% | 3,052 | $292K | Reduce -4.7% |
| STZ Constellation Brands Inc. Class A | 0.14% | 1,073 | $291K | Add +0.1% |
| REGN Regeneron Pharmaceuticals | 0.14% | 300 | $289K | No change |
| SAIC Science Applications Inte | 0.14% | 2,144 | $280K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.14% | 2,000 | $278K | New |
| PWR Quanta Services Inc. | 0.14% | 1,070 | $278K | Add +0.9% |
| IGV iShares Expanded Tech-Softwa | 0.13% | 3,190 | $272K | Reduce -3.0% |
| RSP Invesco S&P 500 Equal Weight | 0.13% | 1,574 | $267K | Reduce -2.2% |
| BUG Global X Cybersecurity ETF | 0.13% | 8,948 | $266K | Reduce -4.7% |
| FPX First Trust US Equity Opport | 0.12% | 2,376 | $251K | Reduce -2.1% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.12% | 2,725 | $243K | Add +2.3% |
| JNJ Johnson & Johnson | 0.12% | 1,488 | $235K | Reduce -8.4% |
| TQQQ Proshares Ultrapro QQQ | 0.12% | 3,811 | $235K | New |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -0.4% | 4.13% | −1.34 |
| ROBO Robo Global Robotics and Aut | Sold out | 0.00% | −0.85 |
| TSLA Tesla Inc. | Reduce -8.2% | 0.61% | −0.50 |
| ARKG ARK Genomic Revolution ETF | Reduce -3.9% | 1.25% | −0.49 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.39 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -1.0% | 2.86% | −0.37 |
| LIT Global X Lithium & Battery T | Sold out | 0.00% | −0.35 |
| JSML Janus Hender SM Cap GRW Alph | Reduce -1.3% | 1.93% | −0.31 |
| BSBR Banco Santander Brasil-ADS | Sold out | 0.00% | −0.30 |
| SUPV Grupo Supervielle SA-SP ADR | Sold out | 0.00% | −0.28 |
| FTCS First Trust Capital Strength | Reduce -1.6% | 2.40% | −0.28 |
| ARKK ARK Innovation ETF | Reduce -3.1% | 1.03% | −0.28 |
| FXI iShares China Large-Cap ETF | Sold out | 0.00% | −0.21 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.3% | 1.72% | −0.21 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.20 |
| SBLK Star Bulk Carriers Corp. | Sold out | 0.00% | −0.19 |
| FXZ First Trust Materials Alphad | Reduce -2.2% | 1.18% | −0.19 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.18 |
| IVZ Invesco Ltd. | Sold out | 0.00% | −0.18 |
| GLDM SPDR Gold Minishares Trust | Reduce -0.5% | 1.81% | −0.18 |
| ARCC Ares Capital Corp. | Sold out | 0.00% | −0.16 |
| ICLN iShares Global Clean Energy | Sold out | 0.00% | −0.15 |
| RDVY First Trust Rising Dividend | Reduce -1.8% | 1.46% | −0.15 |
| QDEC FT Vest Nasdaq-100 Buffer Et | Reduce -0.2% | 1.15% | −0.14 |
| TER Teradyne Inc. | Reduce -3.5% | 0.78% | −0.13 |
| BMA Banco Macro SA-ADR | Sold out | 0.00% | −0.13 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -3.5% | 0.80% | −0.13 |
| USB US Bancorp | Sold out | 0.00% | −0.13 |
| ARKF ARK Blockchain & Fintech Inn | Reduce -4.0% | 1.06% | −0.12 |
| ARKW ARK Next Generation Technolo | Reduce -1.4% | 1.39% | −0.12 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.12 |
| INTC Intel Corp. | Sold out | 0.00% | −0.12 |
| LMT Lockheed Martin Corp. | Reduce -1.8% | 0.58% | −0.11 |
| BA The Boeing Co. | Reduce -24.4% | 0.10% | −0.11 |
| JEPI JPMorgan Equity Premium Inco | Reduce -2.4% | 0.74% | −0.11 |
| SDVY First Trust Smid Cap Rising | Reduce -1.3% | 0.84% | −0.10 |
| XLV SS Health Care Select Sector | Reduce -2.1% | 0.85% | −0.09 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.0% | 0.79% | −0.09 |
| BX Blackstone Inc. | Reduce -3.8% | 0.41% | −0.09 |
| TAN Invesco Solar ETF | Reduce -6.5% | 0.18% | −0.09 |
| ABT Abbott Laboratories | Reduce -4.0% | 0.45% | −0.08 |
| HON Honeywell International Inc. | Reduce -9.5% | 0.24% | −0.08 |
| ARKQ ARK Autonomous Tech & Robot | Reduce -6.5% | 0.22% | −0.07 |
| XLE SS Energy Select Sector | Reduce -2.8% | 0.96% | −0.07 |
| FVD First Trust Value Line DVD | Reduce -1.4% | 0.48% | −0.07 |
| XLY SS Consumer Disc Select Sect | Reduce -3.6% | 0.31% | −0.06 |
| ITA iShares U.S. Aerospace & Def | Reduce -2.4% | 0.33% | −0.05 |
| T AT&T Inc. | Reduce -22.6% | 0.11% | −0.05 |
| FXR First Trust Indst/Producers | Reduce -2.5% | 0.63% | −0.05 |
| LW Lamb Weston Holdings Inc. | Reduce -0.8% | 0.22% | −0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| ISRG Intuitive Surgical Inc. | Add +1078.5% | 5.68% | +5.20 |
| AMZN Amazon.com Inc. | Add +5.8% | 4.16% | +0.27 |
| GE General Electric | New | 0.26% | +0.26 |
| AMD Advanced Micro Devices | Add +8.6% | 2.12% | +0.24 |
| WM Waste Management Inc. | Add +4.7% | 4.09% | +0.23 |
| AVGO Broadcom Inc. | Add +8.0% | 2.52% | +0.21 |
| JPM JPMorgan Chase & Co. | Add +21.1% | 1.04% | +0.18 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.14% | +0.14 |
| DE Deere & Co. | Add +37.8% | 0.70% | +0.12 |
| APO Apollo Global Management Inc. | Add +7.5% | 1.25% | +0.12 |
| TQQQ Proshares Ultrapro QQQ | New | 0.12% | +0.12 |
| SYK Stryker Corp. | New | 0.12% | +0.12 |
| LRCX Lam Research Corp. | New | 0.11% | +0.11 |
| ITB iShares U.S. Home Constructi | New | 0.11% | +0.11 |
| FXO First Trust Financial Alphad | New | 0.10% | +0.10 |
| VSTO Vista Outdoor Inc. | New | 0.10% | +0.10 |
| NFTY First Trust India Nifty 50 E | Add +21.2% | 0.95% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +9.3% | 2.10% | +0.01 |
| PWR Quanta Services Inc. | Add +0.9% | 0.14% | +0.00 |
| LOW Lowe's Cos Inc. | Add +0.1% | 0.18% | −0.00 |
| STZ Constellation Brands Inc. Class A | Add +0.1% | 0.14% | −0.01 |
| RSPT Invesco S&P 500 Equal Weight | Add +0.1% | 0.11% | −0.01 |
| RTX RTX Corp. | Add +0.1% | 0.71% | −0.01 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Add +2.3% | 0.12% | −0.01 |
| F Ford Motor Co. | Add +0.0% | 0.18% | −0.01 |
| CVX Chevron Corp. | Add +6.0% | 0.29% | −0.01 |
| HD Home Depot Inc. | Add +1.8% | 0.34% | −0.01 |
| RFV Invesco S&P Midcap 400 Pure | Add +0.1% | 0.11% | −0.02 |
| VZ Verizon Communications Inc. | Add +0.0% | 0.28% | −0.02 |
| SCHW Schwab (charles) Corp. | Add +0.2% | 0.15% | −0.02 |
| RZG Invesco S&P Smallcap 600 Pur | Add +0.1% | 0.25% | −0.03 |
| GD General Dynamics Corp. | Add +0.0% | 0.37% | −0.03 |
| JEPQ JPM Nasdaq Equity Premium | Add +1.1% | 0.89% | −0.06 |
| NOC Northrop Grumman Corp. | Add +0.3% | 0.47% | −0.07 |
| COST Costco Wholesale Corp. | Add +4.2% | 5.40% | −0.09 |
| MSFT Microsoft Corp. | Add +0.2% | 2.31% | −0.11 |
| V Visa Inc. Class A | Add +5.6% | 3.21% | −0.13 |
| AMGN Amgen Inc. | Add +0.8% | 1.08% | −0.20 |
| ADBE Adobe Inc. | Add +9.7% | 2.10% | −0.56 |
Notes & Other Activity Q4 2023 → Q1 2024
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 7,287 | $284Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 171 | $363.2M | NVDA, AVGO, AAPL, COST, AMD |
| Q1 2026 | 157 | $313.7M | NVDA, COST, AVGO, AAPL, ISRG |
| Q4 2025 | 150 | $320.6M | NVDA, AVGO, COST, AAPL, ISRG |
| Q3 2025 | 144 | $313.3M | NVDA, AVGO, COST, AAPL, ISRG |
| Q2 2025Amended | 140 | $288.1M | NVDA, COST, ISRG, AVGO, AMZN |
| Q1 2025 | 119 | $235.1M | NVDA, COST, ISRG, AAPL, WM |
| Q4 2024 | 123 | $252.7M | NVDA, COST, ISRG, AAPL, AMZN |
| Q3 2024 | 117 | $236.1M | NVDA, COST, ISRG, AAPL, AMZN |
| Q2 2024 | 116 | $226.5M | NVDA, COST, ISRG, AAPL, AMZN |
| Q1 2024 | 113 | $202.6M | NVDA, ISRG, COST, AMZN, AAPL |