Pursue Wealth Partners Highlights Asset Portfolio Changes

Pursue Wealth Partners has outlined their investment positions and portfolio value for Q4 2024.

February 10, 2025

Pursue Wealth Partners Highlights Asset Allocation for Q4 2024

Pursue Wealth Partners LLC has released its quarterly Form 13F, detailing the firm's investment holdings as of December 31, 2024. The report showcases its asset allocation across various equities, reflecting its strategic approach in managing client portfolios. According to the filing, Pursue Wealth Partners reported a total of 113 unique holdings valued at approximately $74.7 million.

The quarterly report indicates Pursue Wealth Partners' diversified strategy, with a portfolio spread across multiple sectors and asset classes. The firm’s holdings range from high-growth technology companies to more stable, dividend-paying stocks. This blend suggests a balanced investment approach that aims to capture both long-term capital appreciation and steady income.

Collaboration with Raymond James Financial

One notable feature of the filing is the inclusion of Raymond James Financial Inc. as an additional manager. This detail signals potential collaboration or shared management of certain portfolio components, providing further insights into the firm’s operational strategy.

Given the modest size of its reported assets under management, Pursue Wealth Partners likely focuses on personalized client service and targeted investment strategies. The firm's emphasis on maintaining a broad array of investments suggests a focus on mitigating risk while pursuing steady returns.

The summary report serves as a snapshot of the firm's market positioning at the end of 2024, offering insights for clients and investors seeking transparency and understanding of its overall investment philosophy.