Pur Efi Wealth, LLC Purchases in Q2 2025

Pur Efi Wealth, LLC

  • $125 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
933
+ 9.84%
$354.56 - $497.45 $331K - $464K
10.4K $5.18B
AVGO
Broadcom Inc.

Technology
637
+ 5.79%
$146.29 - $275.65 $93.2K - $176K
11.6K $3.21B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.83K
New
$114.78 - $133.31 $1.13M - $1.31M
9.83K $1.31B
MUB
Ishares National Muni Bond ETF

ETFs
11.5K
New
$102.31 - $105.8 $1.17M - $1.21M
11.5K $1.2B
IVV
Ishares Core S&P 500 ETF

ETFs
1.19K
+ 29.72%
$498.8 - $620.9 $595K - $740K
5.2K $3.23B
NVDA
Nvidia Corp

Technology
2.43K
+ 26.41%
$94.31 - $157.99 $229K - $384K
11.6K $1.84B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
13.6K
+ 75.24%
$35.12 - $48.24 $477K - $655K
31.6K $1.53B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.2K
+ 60.37%
$43.53 - $54.46 $529K - $662K
32.3K $1.76B
ORCL
Oracle Corp

Technology
941
+ 13.32%
$122.82 - $218.63 $116K - $206K
8.01K $1.75B
TTAC
Fcf Us Quality ETF

ETFs
8.99K
+ 99.4%
$68.45 - $70.76 $616K - $636K
18K $1.28B
LLY
Eli Lilly & CO

Healthcare
905
+ 70.43%
$713.71 - $898.95 $646K - $814K
2.19K $1.71B
IEMG
Ishares Inc

ETFs
7.8K
+ 72.91%
N/A
18.5K $1.11B
IYW
Ishares Dj Us Tech ETF

ETFs
2.48K
+ 92.92%
$122.57 - $173.27 $304K - $430K
5.15K $892M
SYK
Stryker Corp

Healthcare
5
+ 0.02%
$337.37 - $395.63 $1.69K - $1.98K
21.5K $8.5B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
3.79K
+ 67.52%
N/A
9.4K $847M
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.2K
New
$22.27 - $29.21 $339K - $444K
15.2K $444M
JPM
Jpmorgan Chase & CO

Financial Services
638
+ 13.2%
$210.28 - $289.91 $134K - $185K
5.47K $1.59B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
14.1K
New
$25.27 - $27.14 $357K - $384K
14.1K $384M
EFV
Msci Eafe Value ETF

ETFs
5.33K
+ 56.84%
$52.4 - $64.65 $279K - $345K
14.7K $934M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.76K
+ 72.44%
$96.84 - $99.46 $364K - $374K
8.95K $887M
SPY
Spdr S&P 500 ETF Trust

ETFs
168
+ 3.72%
$496.48 - $617.85 $83.4K - $104K
4.68K $2.89B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
5.02K
+ 75.27%
$56.84 - $65.5 $286K - $329K
11.7K $766M
HEFA
Ishares Currency Hedged Msci E

ETFs
8.9K
New
$32.11 - $38.21 $286K - $340K
8.9K $338M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
11.4K
New
$25.57 - $29.33 $291K - $334K
11.4K $329M
ETN
Eaton Corp PLC

Industrials
333
+ 13.56%
$246.52 - $356.99 $82.1K - $119K
2.79K $995M
GOOG
Alphabet Inc.

Communication Services
1.05K
+ 16.89%
$146.58 - $180.01 $154K - $189K
7.25K $1.29B
Blackrock ETF Trust
8.29K
New
N/A
8.29K $295M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.4K
New
$19.1 - $23.83 $236K - $294K
12.4K $294M
GLW
Corning Inc

Technology
5.59K
New
$39.07 - $52.59 $219K - $294K
5.59K $294M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
419
+ 12.89%
$141.37 - $228.57 $59.2K - $95.8K
3.67K $831M
SBUX
Starbucks Corp

Consumer Cyclical
3.13K
New
$79.69 - $99.41 $249K - $311K
3.13K $286M
WELL
Welltower Inc.

Real Estate
1.82K
New
$136.49 - $155.22 $248K - $282K
1.82K $279M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.68K
New
$97.29 - $105.63 $260K - $283K
2.68K $272M
TSLA
Tesla, Inc.

Consumer Cyclical
851
New
$221.86 - $362.89 $189K - $309K
851 $270M
Te Connectivity PLC
1.59K
New
N/A
1.59K $267M
MELI
Mercadolibre Inc

Consumer Cyclical
102
New
$1794.73 - $2613.63 $183K - $267K
102 $267M
WEC
Wec Energy Group, Inc.

Utilities
2.53K
New
$102.24 - $109.76 $259K - $278K
2.53K $264M
RTX
Raytheon Technologies Corp

Industrials
1.77K
New
$113.75 - $148.48 $201K - $262K
1.77K $258M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.6K
New
$24.32 - $27.87 $233K - $268K
9.6K $254M
WMB
Williams Companies, Inc.

Energy
3.61K
+ 39.81%
$54.33 - $62.87 $196K - $227K
12.7K $795M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.97K
New
$109.83 - $131.67 $216K - $260K
1.97K $250M
META
Meta Platforms, Inc.

Communication Services
96
+ 8.92%
$484.66 - $738.09 $46.5K - $70.9K
1.17K $865M
BSY
Bentley Systems Inc

Technology
4.47K
New
$38.62 - $53.97 $173K - $241K
4.47K $241M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
7.29K
New
$32.56 - $35.71 $237K - $260K
7.29K $241M
IVE
Ishares S&P 500 Value ETF

ETFs
1.18K
+ 85.08%
$168.34 - $195.42 $198K - $230K
2.56K $499M
VICI
Vici Properties Inc.

Real Estate
7.23K
New
$29.41 - $32.97 $213K - $238K
7.23K $236M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.39K
New
$45.11 - $52.34 $198K - $230K
4.39K $230M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.7K
New
$104.23 - $134.39 $177K - $229K
1.7K $229M
SPYG
Spdr Portfolio

ETFs
2.35K
New
$71.83 - $95.32 $169K - $224K
2.35K $224M
Activity Summary
Buys All Purchases 113 New Holdings 29 Increased Positions 84 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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