Pursue-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ASND",
  "PINS",
  "GDX",
  null,
  "ARM",
  "ASPN",
  null,
  "ABBV",
  "BABA",
  "GOOGL",
  "AXP",
  null,
  "AFRM",
  "TEAM",
  "ASML",
  "CAT",
  "AVGO",
  "LOW",
  null,
  "TIGR",
  null,
  null,
  null,
  "GILD",
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  "TDW",
  null,
  null,
  "KMI",
  null,
  null,
  null,
  "EXEL",
  "MSFT",
  "EPR",
  null,
  "NVS",
  "KKR",
  "ORCL",
  null,
  "IWF",
  "PANW",
  "GSBD",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "MDB",
  null,
  "NOW",
  null,
  "UBER",
  "AAP",
  "ALC",
  "EPRT",
  "VIG",
  "AHH",
  "TSM",
  null,
  null,
  "VRTX",
  "VRT",
  "RH",
  "ADSK",
  "AXON",
  "SDY",
  "ESRT",
  "AMZN",
  "VGT",
  "VTEB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "VICI",
  "WMT",
  "WFC",
  "WMB",
  "WDAY",
  "ET",
  "SCHG",
  null,
  "CRM",
  "SUI",
  "RBRK",
  "PTEN",
  null,
  "MELI",
  null,
  null,
  "KMB",
  "BAC",
  "BRK-B",
  null,
  "CSCO",
  "CLPR",
  "CEG",
  "COST",
  "CRWD",
  "DDOG",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "GOOG",
  "TSLA",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 120
Total Value: 164301162
Accession Number: 0001951757-25-000420
Form Type: 13F-HR
CIK: pursue-wealth-partners
Manager Name: Pursue-Wealth-Partners

Data Enrichment

73% identified

88 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

120 positions • $164.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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33738R720

Shares:6.0K

Value:$244.0K

% of Portfolio:0.1% ($244.0K/$164.3M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.5K

Value:$241.7K

% of Portfolio:0.1% ($241.7K/$164.3M)

922908744

VTV|922908744

Shares:1.4K

Value:$239.4K

% of Portfolio:0.1% ($239.4K/$164.3M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:4.0K

Value:$239.0K

% of Portfolio:0.1% ($239.0K/$164.3M)

PINTEREST, INC.

PINS|72352L106

Shares:7.6K

Value:$236.8K

% of Portfolio:0.1% ($236.8K/$164.3M)

Affirm Holdings, Inc.

AFRM|00827B106

Shares:5.2K

Value:$235.0K

% of Portfolio:0.1% ($235.0K/$164.3M)

ORACLE CORP

ORCL|68389X105

Shares:1.6K

Value:$226.8K

% of Portfolio:0.1% ($226.8K/$164.3M)

Ascendis Pharma A/S

ASND|04351P101

Shares:1.5K

Value:$226.2K

% of Portfolio:0.1% ($226.2K/$164.3M)

33738R860

Shares:7.4K

Value:$223.8K

% of Portfolio:0.1% ($223.8K/$164.3M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:950

Value:$220.0K

% of Portfolio:0.1% ($220.0K/$164.3M)

464287226

Shares:2.2K

Value:$219.6K

% of Portfolio:0.1% ($219.6K/$164.3M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:400

Value:$213.4K

% of Portfolio:0.1% ($213.4K/$164.3M)

Constellation Energy Corp

CEG|21037T109

Shares:1.0K

Value:$206.9K

% of Portfolio:0.1% ($206.9K/$164.3M)

MERCADOLIBRE INC

MELI|58733R102

Shares:103

Value:$200.9K

% of Portfolio:0.1% ($200.9K/$164.3M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:5.9K

Value:$200.6K

% of Portfolio:0.1% ($200.6K/$164.3M)

Armada Hoffler Properties, Inc.

AHH|04208T108

Shares:24.8K

Value:$186.0K

% of Portfolio:0.1% ($186.0K/$164.3M)

Empire State Realty Trust, Inc.

ESRT|292104106

Shares:18.8K

Value:$147.0K

% of Portfolio:0.1% ($147.0K/$164.3M)

UP Fintech Holding Ltd

TIGR|91531W106

Shares:13.0K

Value:$112.1K

% of Portfolio:0.1% ($112.1K/$164.3M)

ASPEN AEROGELS INC

ASPN|04523Y105

Shares:11.2K

Value:$71.6K

% of Portfolio:0.0% ($71.6K/$164.3M)

Clipper Realty Inc.

CLPR|18885T306

Shares:18.2K

Value:$70.1K

% of Portfolio:0.0% ($70.1K/$164.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33738R720)✕	6.0K	QoQ 0.00% (-0) YoY -45.45% (-5.0K)	All Managers (Combined)	$244.0K	0.1% ($244.0K/$164.3M)	QoQ -9.70% (-$26.2K) YoY -50.96% (-$253.6K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$241.7K	0.1% ($241.7K/$164.3M)	QoQ NEW(+$241.7K) YoY NEW(+$241.7K)
(VTVcusip922908744)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$239.4K	0.1% ($239.4K/$164.3M)	QoQ NEW(+$239.4K) YoY NEW(+$239.4K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	4.0K	QoQ 0.00% (+0) YoY NEW(+4.0K)	All Managers (Combined)	$239.0K	0.1% ($239.0K/$164.3M)	QoQ +10.42% (+$22.6K) YoY NEW(+$239.0K)
PINTEREST, INC.(PINScusip72352L106)	7.6K	QoQ NEW(+7.6K) YoY NEW(+7.6K)	All Managers (Combined)	$236.8K	0.1% ($236.8K/$164.3M)	QoQ NEW(+$236.8K) YoY NEW(+$236.8K)
Affirm Holdings, Inc.(AFRMcusip00827B106)	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$235.0K	0.1% ($235.0K/$164.3M)	QoQ NEW(+$235.0K) YoY NEW(+$235.0K)
ORACLE CORP(ORCLcusip68389X105)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$226.8K	0.1% ($226.8K/$164.3M)	QoQ NEW(+$226.8K) YoY NEW(+$226.8K)
Ascendis Pharma A/S(ASNDcusip04351P101)	1.5K	QoQ NEW(+1.5K) YoY 0.00% (+0)	All Managers (Combined)	$226.2K	0.1% ($226.2K/$164.3M)	QoQ NEW(+$226.2K) YoY +3.10% (+$6.8K)
(cusip33738R860)✕	7.4K	QoQ 0.00% (-0) YoY NEW(+7.4K)	All Managers (Combined)	$223.8K	0.1% ($223.8K/$164.3M)	QoQ -4.42% (-$10.4K) YoY NEW(+$223.8K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	950	QoQ -1.85% (-18) YoY -65.32% (-1.8K)	All Managers (Combined)	$220.0K	0.1% ($220.0K/$164.3M)	QoQ +8.12% (-$16.5K) YoY -65.33% (-$414.8K)
(cusip464287226)✕	2.2K	QoQ 0.00% (+0) YoY NEW(+2.2K)	All Managers (Combined)	$219.6K	0.1% ($219.6K/$164.3M)	QoQ +2.08% (+$4.5K) YoY NEW(+$219.6K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	400	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$213.4K	0.1% ($213.4K/$164.3M)	QoQ -6.33% (-$14.4K) YoY -4.11% (-$9.2K)
Constellation Energy Corp(CEGcusip21037T109)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$206.9K	0.1% ($206.9K/$164.3M)	QoQ NEW(+$206.9K) YoY NEW(+$206.9K)
MERCADOLIBRE INC(MELIcusip58733R102)	103	QoQ NEW(+103) YoY NEW(+103)	All Managers (Combined)	$200.9K	0.1% ($200.9K/$164.3M)	QoQ NEW(+$200.9K) YoY NEW(+$200.9K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$200.6K	0.1% ($200.6K/$164.3M)	QoQ NEW(+$200.6K) YoY NEW(+$200.6K)
Armada Hoffler Properties, Inc.(AHHcusip04208T108)	24.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$186.0K	0.1% ($186.0K/$164.3M)	QoQ -26.58% (-$67.3K) YoY -27.78% (-$71.6K)
Empire State Realty Trust, Inc.(ESRTcusip292104106)	18.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$147.0K	0.1% ($147.0K/$164.3M)	QoQ -24.22% (-$47.0K) YoY -22.80% (-$43.4K)
UP Fintech Holding Ltd(TIGRcusip91531W106)	13.0K	QoQ NEW(+13.0K) YoY NEW(+13.0K)	All Managers (Combined)	$112.1K	0.1% ($112.1K/$164.3M)	QoQ NEW(+$112.1K) YoY NEW(+$112.1K)
ASPEN AEROGELS INC(ASPNcusip04523Y105)	11.2K	QoQ 0.00% (-0) YoY NEW(+11.2K)	All Managers (Combined)	$71.6K	0.0% ($71.6K/$164.3M)	QoQ -46.21% (-$61.5K) YoY NEW(+$71.6K)
Clipper Realty Inc.(CLPRcusip18885T306)	18.2K	QoQ 0.00% (-0) YoY -4.39% (-838)	All Managers (Combined)	$70.1K	0.0% ($70.1K/$164.3M)	QoQ -16.15% (-$13.5K) YoY -23.98% (-$22.1K)