Pur Efi Wealth, LLC Purchases in Q1 2025

Pur Efi Wealth, LLC

  • $100 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
2.14K
New
N/A
2.14K $580M
WMB
Williams Companies, Inc.

Energy
9.06K
New
$54.02 - $61.09 $489K - $553K
9.06K $541M
LLY
Eli Lilly & CO

Healthcare
580
+ 82.27%
$725.72 - $929.72 $421K - $539K
1.29K $1.06B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.19K
New
$95.85 - $99.25 $497K - $515K
5.19K $513M
ABBV
Abb Vie Inc.

Healthcare
2K
+ 67.49%
$169.2 - $216.66 $338K - $432K
4.95K $1.04B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.08K
+ 31.44%
$551.42 - $612.93 $595K - $661K
4.51K $2.52B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.73K
+ 108.01%
$208.48 - $244.03 $360K - $421K
3.32K $811M
IWM
Ishares Russell 2000 ETF

ETFs
2.58K
+ 88.03%
$198.1 - $229.79 $511K - $593K
5.51K $1.1B
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
2.84K
New
$152.57 - $163.66 $433K - $464K
2.84K $444M
TRV
Travelers Companies, Inc.

Financial Services
1.63K
New
$232.43 - $265.13 $380K - $433K
1.63K $432M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.19K
+ 120.3%
$360.07 - $417.26 $429K - $497K
2.18K $788M
ZTS
Zoetis Inc.

Healthcare
2.28K
New
$156.48 - $175.67 $357K - $401K
2.28K $376M
MCD
Mcdonalds Corp

Consumer Cyclical
1.09K
+ 81.01%
$279.74 - $321.29 $304K - $350K
2.43K $759M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.14K
New
$283.24 - $338.07 $322K - $384K
1.14K $335M
PG
Procter & Gamble CO

Consumer Defensive
1.85K
+ 56.67%
$158.56 - $176.26 $293K - $326K
5.11K $871M
V
Visa Inc.

Financial Services
557
+ 17.4%
$306.92 - $362.71 $171K - $202K
3.76K $1.32B
SPOT
Spotify Technology S.A.

Communication Services
553
New
$457.79 - $648.32 $253K - $359K
553 $304M
PAYX
Paychex Inc

Industrials
1.92K
New
$136.06 - $154.52 $261K - $296K
1.92K $296M
NEE
Nextera Energy Inc

Utilities
4.22K
+ 71.22%
$66.96 - $76.16 $282K - $321K
10.1K $718M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.56K
+ 55.59%
$56.12 - $68.15 $200K - $243K
9.97K $676M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.56K
New
$168.84 - $202.89 $263K - $316K
1.56K $274M
TW
Tradeweb Markets Inc.

Financial Services
1.78K
New
$123.42 - $148.46 $219K - $264K
1.78K $264M
CSGP
Costar Group, Inc.

Real Estate
3.22K
New
$69.29 - $80.37 $223K - $259K
3.22K $255M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.88K
New
$49.75 - $50.27 $243K - $245K
4.88K $244M
CSCO
Cisco Systems, Inc.

Technology
3.92K
New
$58.74 - $64.87 $230K - $254K
3.92K $242M
ETN
Eaton Corp PLC

Industrials
1.16K
+ 89.87%
$271.83 - $371.23 $316K - $431K
2.46K $667M
SRE
Sempra Energy

Utilities
3.31K
New
$67.85 - $87.67 $225K - $290K
3.31K $236M
AON
Aon PLC

Financial Services
469
+ 38.95%
$348.44 - $409.32 $163K - $192K
1.67K $668M
ISRG
Intuitive Surgical Inc

Healthcare
462
New
$476.63 - $610.45 $220K - $282K
462 $229M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
383
+ 74.95%
$402.49 - $513.76 $154K - $197K
894 $433M
XOM
Exxon Mobil Corp

Energy
1.17K
+ 15.28%
$105.44 - $118.93 $124K - $140K
8.86K $1.05B
IAU
Ishares Gold Trust

ETFs
3.83K
New
$49.74 - $58.96 $191K - $226K
3.83K $226M
PSX
Phillips 66

Energy
1.8K
New
$113.93 - $131.55 $205K - $237K
1.8K $223M
AMD
Advanced Micro Devices Inc

Technology
2.16K
New
$96.63 - $129.55 $209K - $280K
2.16K $222M
PPL
Ppl Corp

Utilities
6.04K
New
$31.68 - $36.11 $191K - $218K
6.04K $218M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.24K
New
$142.8 - $176.36 $177K - $219K
1.24K $214M
CME
Cme Group Inc.

Financial Services
795
New
$225.82 - $266.54 $180K - $212K
795 $211M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
407
New
$507.05 - $563.67 $206K - $229K
407 $209M
WRB
Berkley W R Corp

Financial Services
2.92K
New
$56.7 - $71.27 $165K - $208K
2.92K $208M
LPLA
Lpl Financial Holdings Inc.

Financial Services
626
New
$308.87 - $383.33 $193K - $240K
626 $205M
INTU
Intuit Inc

Technology
329
New
$555.63 - $630.23 $183K - $207K
329 $202M
PLD
Prologis, Inc.

Real Estate
1.8K
New
$103.59 - $124.04 $187K - $224K
1.8K $202M
XLY
Select Sector Spdr Consumer Di

ETFs
1.02K
New
$192.6 - $233.2 $196K - $237K
1.02K $201M
IWD
Ishares Russell 1000 Val ETF

ETFs
859
+ 46.53%
$182.82 - $196.21 $157K - $169K
2.71K $509M
TXN
Texas Instruments Inc

Technology
994
+ 63.6%
N/A
2.56K $460M
ADP
Automatic Data Processing Inc

Industrials
401
+ 13.4%
$286.85 - $318.64 $115K - $128K
3.39K $1.04B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.07K
+ 28.73%
$168.16 - $186.21 $180K - $199K
4.79K $818M
IEMG
Ishares Inc

ETFs
2.56K
+ 31.4%
N/A
10.7K $577M
PEP
Pepsico Inc

Consumer Defensive
992
+ 42.03%
$142.64 - $156.42 $141K - $155K
3.35K $503M
Activity Summary
Buys All Purchases 91 New Holdings 29 Increased Positions 62 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pur Efi Wealth, LLC Portfolio

Follow Pur Efi Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pur Efi Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pur Efi Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email