Pur Efi Wealth, LLC Portfolio Holdings

Pur Efi Wealth, LLC

  • $100 Billion
  • Q1 2025

Pur Efi Wealth, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Grp Fixed Incm ETF T with a value of $12B, Stryker Corp with a value of $8B, Microsoft Corp with a value of $3.56B, Apple Inc. with a value of $3.25B, and Amazon Com Inc with a value of $2.64B.

Examining the 13F form we can see an decrease of $2.25B in the current position value, from $102B to 100B.

Pur Efi Wealth, LLC is based out at Boston, MA

Below you can find more details about Pur Efi Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $100 Billion
ETFs: $27.9 Billion
Technology: $16.7 Billion
Healthcare: $14.5 Billion
Financial Services: $7.06 Billion
Industrials: $4.99 Billion
Consumer Defensive: $4.72 Billion
Consumer Cyclical: $4.38 Billion
Communication Services: $2.44 Billion
Other: $4.37 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Capital Grp Fixed Incm ETF T
-
$12 Billion 11.97% of portfolio
-
Q1 2025 Reduced 2.11%
$132B
$8 Billion 8.0% of portfolio
21,481
Q1 2025 Reduced 1.42%
$2.73T
$3.56 Billion 3.56% of portfolio
9,486
Q1 2025 Added 9.75%
$3.21T
$3.25 Billion 3.25% of portfolio
14,635
Q1 2025 Added 3.16%
$1.76T
$2.64 Billion 2.64% of portfolio
13,873
Q1 2025 Reduced 8.48%
$0
$2.52 Billion 2.52% of portfolio
4,511
Q1 2025 Added 31.44%
$257B
$2.34 Billion 2.34% of portfolio
26,683
Q1 2025 Added 3.18%
$0
$2.25 Billion 2.25% of portfolio
4,011
Q1 2025 Added 6.93%
$68.7B
$1.84 Billion 1.84% of portfolio
10,998
Q1 2025 Added 41.76%
$0
$1.4 Billion 1.4% of portfolio
11,109
Q1 2025 Reduced 26.01%
$542B
$1.32 Billion 1.32% of portfolio
3,758
Q1 2025 Added 17.4%
$691B
$1.19 Billion 1.19% of portfolio
4,834
Q1 2025 Added 7.54%
$412B
$1.17 Billion 1.17% of portfolio
7,034
Q1 2025 Reduced 0.92%
$0
$1.1 Billion 1.1% of portfolio
5,513
Q1 2025 Added 88.03%
$786B
$1.06 Billion 1.06% of portfolio
1,285
Q1 2025 Added 82.27%
$451B
$1.05 Billion 1.05% of portfolio
8,857
Q1 2025 Added 15.28%
$307B
$1.04 Billion 1.04% of portfolio
4,951
Q1 2025 Added 67.49%
$246B
$998 Million 1.0% of portfolio
9,209
Q1 2025 Added 24.48%
$343B
$988 Million 0.99% of portfolio
7,067
Q1 2025 Added 16.37%
$0
$982 Million 0.98% of portfolio
20,148
Q1 2025 Added 11.05%
$363B
$983 Million 0.98% of portfolio
2,683
Q1 2025 Reduced 7.13%
$937B
$969 Million 0.97% of portfolio
6,204
Q1 2025 Reduced 23.77%
$231B
$876 Million 0.88% of portfolio
6,603
Q1 2025 Reduced 24.78%
$398B
$871 Million 0.87% of portfolio
5,109
Q1 2025 Added 56.67%
$0
$818 Million 0.82% of portfolio
4,785
Q1 2025 Added 28.73%
$109B
$811 Million 0.81% of portfolio
3,324
Q1 2025 Added 108.01%
$0
$788 Million 0.79% of portfolio
2,181
Q1 2025 Added 120.3%
$235B
$759 Million 0.76% of portfolio
2,431
Q1 2025 Added 81.01%
$0
$728 Million 0.73% of portfolio
4,515
Q4 2024 New
$0
$728 Million 0.73% of portfolio
16,095
Q1 2025 Reduced 2.71%
$131B
$718 Million 0.72% of portfolio
10,133
Q1 2025 Added 71.22%
$0
$722 Million 0.72% of portfolio
18,055
Q1 2025 Added 44.3%
$179B
$705 Million 0.71% of portfolio
2,261
Q1 2025 Reduced 13.21%
$0
$702 Million 0.7% of portfolio
3,400
Q1 2025 Reduced 30.13%
$0
$687 Million 0.69% of portfolio
13,783
Q1 2025 Added 6.94%
$93.6B
$676 Million 0.68% of portfolio
9,967
Q1 2025 Added 55.59%
$0
$670 Million 0.67% of portfolio
15,950
Q1 2025 Added 27.86%
$76.2B
$668 Million 0.67% of portfolio
1,673
Q1 2025 Added 38.95%
$106B
$667 Million 0.67% of portfolio
2,455
Q1 2025 Added 89.87%
$1.12T
$620 Million 0.62% of portfolio
1,076
Q1 2025 Reduced 7.72%
$0
$610 Million 0.61% of portfolio
3,540
Q4 2024 New
$163B
$611 Million 0.61% of portfolio
1,593
Q1 2025 Added 13.62%
$0
$577 Million 0.58% of portfolio
10,695
Q1 2025 Added 31.4%
$0
$578 Million 0.58% of portfolio
9,047
Q1 2025 Added 11.91%
$0
$580 Million 0.58% of portfolio
2,143
Q1 2025 New
$133B
$563 Million 0.56% of portfolio
2,385
Q1 2025 Reduced 9.9%
$0
$553 Million 0.55% of portfolio
9,379
Q1 2025 Reduced 4.25%
$20.9B
$543 Million 0.54% of portfolio
2,640
Q4 2024 New
$785B
$540 Million 0.54% of portfolio
3,250
Q1 2025 Added 8.08%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $100 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 29 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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