Pur Efi Wealth, LLC Purchases and Sells in Q2 2025

Pur Efi Wealth, LLC

$125 Billion
Q2 2025

Top Buys

Incresed Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	933 + 9.84%	$354.56 - $497.45 $331K - $464K	10.4K $5.18B
AVGO	637 + 5.79%	$146.29 - $275.65 $93.2K - $176K	11.6K $3.21B
IVV	1.19K + 29.72%	$498.8 - $620.9 $595K - $740K	5.2K $3.23B
NVDA	2.43K + 26.41%	$94.31 - $157.99 $229K - $384K	11.6K $1.84B
FBCG	13.6K + 75.24%	$35.12 - $48.24 $477K - $655K	31.6K $1.53B
DYNF	12.2K + 60.37%	$43.53 - $54.46 $529K - $662K	32.3K $1.76B

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VYM	9.83K New	$114.78 - $133.31 $1.13M - $1.31M	9.83K $1.31B
MUB	11.5K New	$102.31 - $105.8 $1.17M - $1.21M	11.5K $1.2B
SCHG	15.2K New	$22.27 - $29.21 $339K - $444K	15.2K $444M
FALN	14.1K New	$25.27 - $27.14 $357K - $384K	14.1K $384M
HEFA	8.9K New	$32.11 - $38.21 $286K - $340K	8.9K $338M
SMIG	11.4K New	$25.57 - $29.33 $291K - $334K	11.4K $329M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CAPITAL GRP FIXED INCM ETF T	-28.5K - 6.2%	N/A	431K $11.3B
XLF	-6.7K - 48.64%	$43.92 - $52.37 $294K - $351K	7.08K $371M
PEP	-619 - 18.47%	$128.02 - $151.37 $79.2K - $93.7K	2.73K $361M
OEF	-690 - 32.2%	N/A	1.45K $442M
QUS	-928 - 32.73%	$140.84 - $163.09 $131K - $151K	1.91K $311M
MRK	-742 - 15.69%	$73.47 - $87.12 $54.5K - $64.6K	3.99K $316M

Activity Summary All Purchases 113 New Holdings 29 Increased Positions 84 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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