PURSUIT WEALTH STRATEGIES, LLC
CIK
2116904
City
RALEIGH
State / Country
NC
Top Portfolio Positions
59 positions ·
$34,062,886 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DUK |
Duke Energy CORP
Utilities
|
21,101 | $2,762,964 | 8.11% | |
| AAPL |
Apple Inc.
Technology
|
8,532 | $2,165,336 | 6.36% | |
| NVDA |
Nvidia Corp
Technology
|
9,631 | $1,679,646 | 4.93% | |
| XOM |
Exxon Mobil Corp
Energy
|
9,192 | $1,559,514 | 4.58% | |
| MSFT |
Microsoft Corp
Technology
|
3,906 | $1,445,884 | 4.24% | |
| BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
Financial Services
|
52,447 | $1,383,551 | 4.06% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
8,831 | $1,373,397 | 4.03% | |
| IBM |
International Business Machines Corp
Technology
|
4,502 | $1,091,239 | 3.20% | |
| JNJ |
Johnson & Johnson
Healthcare
|
4,313 | $1,054,269 | 3.10% | |
| ORCL |
Oracle Corp
Technology
|
7,152 | $1,052,130 | 3.09% |
Portfolio Trend
2 quarters · across all stocks
Holdings in BUI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,383,551 | 52,447 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,296,317 | 50,460 | Shares | Sole | 2026-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||