Pur Efi Wealth, LLC Purchases and Sells in Q1 2025

Pur Efi Wealth, LLC

$100 Billion
Q1 2025

Top Buys

Incresed Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	580 + 82.27%	$725.72 - $929.72 $421K - $539K	1.29K $1.06B
ABBV	2K + 67.49%	$169.2 - $216.66 $338K - $432K	4.95K $1.04B
SPY	1.08K + 31.44%	$551.42 - $612.93 $595K - $661K	4.51K $2.52B
MMC	1.73K + 108.01%	$208.48 - $244.03 $360K - $421K	3.32K $811M
IWM	2.58K + 88.03%	$198.1 - $229.79 $511K - $593K	5.51K $1.1B
IWF	1.19K + 120.3%	$360.07 - $417.26 $429K - $497K	2.18K $788M

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OEF	2.14K New	N/A	2.14K $580M
WMB	9.06K New	$54.02 - $61.09 $489K - $553K	9.06K $541M
AGG	5.19K New	$95.85 - $99.25 $497K - $515K	5.19K $513M
QUS	2.84K New	$152.57 - $163.66 $433K - $464K	2.84K $444M
TRV	1.63K New	$232.43 - $265.13 $380K - $433K	1.63K $432M
JAVA	6.67K New	$61.9 - $66.89 $413K - $446K	6.67K $424M

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-1.29K - 8.48%	$190.26 - $242.06 $245K - $311K	13.9K $2.64B
GOOG	-1.93K - 23.77%	$156.06 - $207.71 $302K - $402K	6.2K $969M
HUBS	-650 - 64.04%	$571.29 - $819.71 $371K - $533K	365 $209M
EQL	-3.91K - 26.01%	$14.0 - $132.02 $54.7K - $516K	11.1K $1.4B
XLK	-1.47K - 30.13%	$206.38 - $242.18 $303K - $355K	3.4K $702M
NOW	-298 - 53.12%	$783.83 - $1170.39 $234K - $349K	263 $209M

Activity Summary All Purchases 91 New Holdings 29 Increased Positions 62 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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