Chief Compliance Officer

0001951757-24-000437.txt : 20240503 0001951757-24-000437.hdr.sgml : 20240503 20240503102758 ACCESSION NUMBER: 0001951757-24-000437 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240503 DATE AS OF CHANGE: 20240503 EFFECTIVENESS DATE: 20240503 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PURSUE WEALTH PARTNERS LLC CENTRAL INDEX KEY: 0001911091 ORGANIZATION NAME: IRS NUMBER: 923066901 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22203 FILM NUMBER: 24911301 BUSINESS ADDRESS: STREET 1: 1026 OAK ST STREET 2: SUITE 201 CITY: CLAYTON STATE: CA ZIP: 94517 BUSINESS PHONE: (925) 276-0427 MAIL ADDRESS: STREET 1: 1026 OAK ST STREET 2: SUITE 201 CITY: CLAYTON STATE: CA ZIP: 94517 FORMER COMPANY: FORMER CONFORMED NAME: ICAPITAL WEALTH LLC DATE OF NAME CHANGE: 20220214 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001911091 XXXXXXXX 03-31-2024 03-31-2024 PURSUE WEALTH PARTNERS LLC

1026 OAK ST SUITE 201 CLAYTON CA 94517

13F HOLDINGS REPORT 028-22203 N Yarenis Rodriguez Chief Compliance Officer (925) 276-0427 Yarenis Rodriguez Clayton CA 05-03-2024 1 103 169902518 false 1 Raymond James & Associates, Inc INFORMATION TABLE 2 F_13F_Pursue_Q12024.xml VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 549240 1143 SH DFND 1.0 0 881 262 APPLE INC COM 037833100 4470827 26072 SH SOLE 0 0 26072 AIRBNB INC COM CL A 009066101 1427234 8652 SH SOLE 0 0 8652 ARMADA HOFFLER PPTYS INC COM 04208T108 257514 24761 SH SOLE 0 0 24761 ALCON AG ORD SHS H01301128 315586 3789 SH SOLE 0 0 3789 ADVANCED MICRO DEVICES INC COM 007903107 933494 5172 SH SOLE 0 0 5172 AMAZON COM INC COM 023135106 4661380 25842 SH SOLE 0 0 25842 ALGONQUIN PWR UTILS CORP COM 015857105 164864 26086 SH SOLE 0 0 26086 ARK ETF TR INNOVATION ETF 00214Q104 536056 10704 SH SOLE 0 0 10704 ARM HOLDINGS PLC SPONSORED ADR 042068205 2578419 20629 SH SOLE 0 0 20629 ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 219348 1451 SH SOLE 0 0 1451 AMERICAN EXPRESS CO COM 025816109 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