Purus Wealth Management, LLC logo

Purus Wealth Management, LLC

RIA/Wealth

Purus Wealth Management, LLC is a RIA/Wealth based in Newport Beach, CA led by John Don Morreale, reporting $548.2M in AUM as of Q3 2025 with 35% Technology concentration and 16% allocation to NVDA.

Managing PartnerJohn Don Morreale
Portfolio Value
$313.3M
Positions
144
Top Holding
NVDA at 16.35%
Last Reported
Q3 2025
Address4675 Macarthur Court, Suite 770, Newport Beach, CA, 92660, United States

Top Holdings

Largest long holdings in Purus Wealth Management, LLC's portfolio (47.5% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$51.2M
16.35%
-$177.3K
Sold
0.00%
274.6K shares
Semiconductors
Technology
$15.3M
4.88%
-$11.9K
Sold
0.00%
46.4K shares
Discount Stores
Consumer Defensive
$14.9M
4.77%
+$6.5K
Bought
0.00%
16.1K shares
4
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$12.9M
4.12%
-$282.9K
Sold
0.00%
50.7K shares
Medical - Instruments & Supplies
Healthcare
$11.3M
3.61%
0.01%
25.3K shares
6
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$10.8M
3.45%
-$208.2K
Sold
0.00%
49.3K shares
Waste Management
Industrials
$9.4M
2.99%
-$97.8K
Sold
0.01%
42.4K shares
Financial - Credit Services
Financial Services
$8.0M
2.56%
-$116.1K
Sold
0.00%
23.5K shares
Unknown
Unknown
$7.6M
2.43%
+$248.7K
Bought
99.5K shares
10
Microsoft logo
Software - Infrastructure
Technology
$7.2M
2.31%
-$46.1K
Sold
0.00%
14.0K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Purus Wealth Management, LLC's latest filing

See all changes
Market Value
$313.3M
Prior: $288.6M
Q/Q Change
+8.58%
+$24.8M
Net Flows % of MV
-0.064%
Turnover Ratio
1.2%
New Purchases
5 stocks
$1.4M
Added To
61 stocks
+$2.0M
Sold Out Of
4 stocks
$1.0M
Reduced Holdings
65 stocks
-$2.6M

Increased Positions

PositionShares Δ
New
2
Oklo logo
Oklo
OKLO
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
4
Pfizer logo
Sold
-24.43%

Analytics

Portfolio insights and performance metrics for Purus Wealth Management, LLC

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Sector Allocation

Technology: 34.90%TechnologyETF: 27.00%ETFIndustrials: 7.10%Financial Services: 6.30%Consumer Cyclical: 5.30%Healthcare: 5.20%Consumer Defensive: 4.80%Communication Services: 4.60%Utilities: 1.00%Energy: 0.50%Basic Materials: 0.20%
Technology
34.90%
ETF
27.00%
Industrials
7.10%
Financial Services
6.30%
Consumer Cyclical
5.30%
Healthcare
5.20%
Consumer Defensive
4.80%
Communication Services
4.60%
Utilities
1.00%
Energy
0.50%
Basic Materials
0.20%

Market Cap Distribution

Mega Cap (> $200B): 52.13%Mega Cap (> $200B)Large Cap ($10B - $200B): 17.69%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.11%N/A (ETF or Unknown): 30.07%N/A (ETF or Unknown)
Mega Cap (> $200B)
52.13%
Large Cap ($10B - $200B)
17.69%
Mid Cap ($2B - $10B)
0.11%
N/A (ETF or Unknown)
30.07%

Portfolio Concentration

Top 10 Holdings %
47.47%
Top 20 Holdings %
62.91%
Top 50 Holdings %
84.62%
Top 100 Holdings %
96.37%

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