StockDriftsStockDriftsTop 50 Pursuit Wealth Strategies LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 15.97% | 19.2K | $11.5M | +0.38%(+72) | $619.73(+9.64%) | 2026-03-31 | |
| AGG | ISHARES TR | 5.83% | 42.2K | $4.2M | +6.53%(+2.59K) | $100.03(-2.01%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.93% | 31.2K | $2.8M | -1.37%(-432) | $88.38(+7.72%) | 2026-03-31 | |
| DUK | DUKE ENERGY CORP NEW | 3.84% | 21.1K | $2.8M | -0.19%(-41) | $120.48(+0.39%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.01% | 8.5K | $2.2M | +1.66%(+139) | $263.24(+14.05%) | 2026-03-31 | |
| IHDG | WISDOMTREE TR | 2.81% | 42.1K | $2.0M | +31.63%(+10.11K) | $47.62(+4.14%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.41% | 25.7K | $1.7M | -2.09%(-547) | $65.63(+10.04%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.33% | 9.6K | $1.7M | -3.96%(-397) | $186.54(+20.79%) | 2026-03-31 | |
| PGX | INVESCO EXCH TRADED FD TR II | 2.17% | 143.7K | $1.6M | -3.75%(-5.59K) | $11.42(-3.33%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.17% | 9.2K | $1.6M | +0.51%(+47) | $116.69(+35.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -15.29% | -39.20% |
| Top 20 Holdings Unweighted | -16.57% | -41.93% |
Sign up free to track Pursuit Wealth Strategies LLC, compare funds side by side, and get alerts the moment positions change.