Pur Efi Wealth, LLC Purchases in Q3 2025

Pur Efi Wealth, LLC

  • $130 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TTAC
Fcf Us Quality ETF

ETFs
1.25K
+ 6.92%
$69.96 - $71.12 $87.3K - $88.8K
19.3K $1.39B
SRE
Sempra Energy

Utilities
612
+ 16.13%
$74.14 - $89.98 $45.4K - $55.1K
4.41K $396M
LMT
Lockheed Martin Corp

Industrials
149
+ 15.54%
$410.74 - $499.21 $61.2K - $74.4K
1.11K $553M
NOW
Service Now, Inc.

Technology
149
+ 49.34%
$850.86 - $1044.69 $127K - $156K
451 $415M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
301
+ 3.2%
N/A
9.7K $948M
PNC
Pnc Financial Services Group, Inc.

Financial Services
304
+ 15.61%
$185.88 - $207.44 $56.5K - $63.1K
2.25K $452M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
58
+ 0.59%
$132.9 - $142.03 $7.71K - $8.24K
9.88K $1.39B
PEP
Pepsico Inc

Consumer Defensive
425
+ 15.55%
$133.81 - $152.16 $56.9K - $64.7K
3.16K $444M
IBKR
Interactive Brokers Group, Inc.

Financial Services
206
+ 4.74%
$56.32 - $68.81 $11.6K - $14.2K
4.55K $313M
Blackrock Inc
9
+ 2.0%
N/A
460 $536M
ITW
Illinois Tool Works Inc

Industrials
170
+ 13.43%
$252.31 - $269.41 $42.9K - $45.8K
1.44K $374M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
1.6K
+ 14.04%
$28.92 - $30.19 $46.3K - $48.3K
13K $385M
HIG
Hartford Financial Services Group, Inc.

Financial Services
322
+ 16.34%
$119.73 - $134.7 $38.6K - $43.4K
2.29K $306M
PG
Procter & Gamble CO

Consumer Defensive
580
+ 9.54%
$150.47 - $161.22 $87.3K - $93.5K
6.66K $1.02B
AMD
Advanced Micro Devices Inc

Technology
56
+ 2.57%
$134.8 - $184.42 $7.55K - $10.3K
2.24K $362M
CME
Cme Group Inc.

Financial Services
196
+ 17.55%
$258.83 - $287.1 $50.7K - $56.3K
1.31K $355M
IVE
Ishares S&P 500 Value ETF

ETFs
37
+ 1.45%
$194.44 - $206.51 $7.19K - $7.64K
2.59K $535M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.77%
$546.99 - $602.2 $2.73K - $3.01K
653 $392M
META
Meta Platforms, Inc.

Communication Services
53
+ 4.52%
$695.21 - $791.73 $36.8K - $42K
1.23K $899M
KMI
Kinder Morgan, Inc.

Energy
1.13K
+ 16.44%
$26.23 - $28.5 $29.5K - $32.1K
7.97K $226M
WRB
Berkley W R Corp

Financial Services
126
+ 3.87%
$67.78 - $76.62 $8.54K - $9.65K
3.38K $259M
Blackrock ETF Trust Ii
218
+ 2.7%
N/A
8.29K $441M
SBUX
Starbucks Corp

Consumer Cyclical
406
+ 12.99%
$81.9 - $96.86 $33.3K - $39.3K
3.53K $299M
ECL
Ecolab Inc.

Basic Materials
17
+ 1.87%
$259.39 - $285.47 $4.41K - $4.85K
928 $254M
MDLZ
Mondelez International, Inc.

Consumer Defensive
920
+ 8.31%
$60.9 - $70.75 $56K - $65.1K
12K $749M
PAYX
Paychex Inc

Industrials
361
+ 14.89%
$126.69 - $147.99 $45.7K - $53.4K
2.79K $353M
BSY
Bentley Systems Inc

Technology
171
+ 3.83%
$51.48 - $58.72 $8.8K - $10K
4.64K $239M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
249
+ 6.37%
$196.15 - $217.83 $48.8K - $54.2K
4.16K $837M
LPLA
Lpl Financial Holdings Inc.

Financial Services
33
+ 4.72%
$332.69 - $399.0 $11K - $13.2K
732 $244M
MELI
Mercadolibre Inc

Consumer Cyclical
4
+ 3.92%
$2292.04 - $2514.05 $9.17K - $10.1K
106 $248M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.19K
+ 16.26%
$25.5 - $35.2 $30.2K - $41.7K
8.47K $216M
INTU
Intuit Inc

Technology
16
+ 4.53%
$646.03 - $807.39 $10.3K - $12.9K
369 $252M
TYL
Tyler Technologies Inc

Technology
3
+ 0.58%
$522.22 - $611.76 $1.57K - $1.84K
523 $274M
CTAS
Cintas Corp

Industrials
19
+ 0.72%
$199.29 - $226.27 $3.79K - $4.3K
2.66K $546M
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 1.2%
$433.66 - $544.47 $2.6K - $3.27K
504 $225M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
7
+ 0.75%
$366.54 - $479.53 $2.57K - $3.36K
943 $369M
Activity Summary
Buys All Purchases 87 New Holdings 18 Increased Positions 69 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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