Pur Efi Wealth, LLC Incresed Positions 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
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
AMZN
Amazon Com Inc

Consumer Cyclical
1.11K
+ 8.0%
$167.32 - $223.3 $186K - $248K
15K $3.29B
LLY
Eli Lilly & CO

Healthcare
905
+ 70.43%
$713.71 - $898.95 $646K - $814K
2.19K $1.71B
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
JPM
Jpmorgan Chase & CO

Financial Services
638
+ 13.2%
$210.28 - $289.91 $134K - $185K
5.47K $1.59B
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
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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
419
+ 12.89%
$141.37 - $228.57 $59.2K - $95.8K
3.67K $831M
WMB
Williams Companies, Inc.

Energy
3.61K
+ 39.81%
$54.33 - $62.87 $196K - $227K
12.7K $795M
META
Meta Platforms, Inc.

Communication Services
96
+ 8.92%
$484.66 - $738.09 $46.5K - $70.9K
1.17K $865M
IVE
Ishares S&P 500 Value ETF

ETFs
1.18K
+ 85.08%
$168.34 - $195.42 $198K - $230K
2.56K $499M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.21K
+ 25.32%
$82.96 - $110.1 $101K - $134K
6K $661M
IAU
Ishares Gold Trust

ETFs
3.22K
+ 83.92%
$56.1 - $64.74 $180K - $208K
7.05K $439M
GOOGL
Alphabet Inc.

Communication Services
757
+ 21.55%
$144.7 - $178.6 $110K - $135K
4.27K $752M
Blackrock ETF Trust Ii
3.54K
+ 78.18%
N/A
8.07K $426M
TRV
Travelers Companies, Inc.

Financial Services
650
+ 39.8%
$233.83 - $276.34 $152K - $180K
2.28K $611M
ADBE
Adobe Inc.

Technology
436
+ 27.37%
$340.0 - $420.68 $148K - $183K
2.03K $785M
NEE
Nextera Energy Inc

Utilities
2.7K
+ 26.63%
$64.11 - $75.0 $173K - $202K
12.8K $891M
SHOP
Shopify Inc.

Technology
625
+ 12.61%
$76.89 - $115.35 $48.1K - $72.1K
5.58K $644M
SPOT
Spotify Technology S.A.

Communication Services
51
+ 9.22%
$503.3 - $775.9 $25.7K - $39.6K
604 $463M
ADP
Automatic Data Processing Inc

Industrials
481
+ 14.17%
$276.76 - $326.81 $133K - $157K
3.88K $1.2B
UNH
Unitedhealth Group Inc

Healthcare
961
+ 138.87%
$274.35 - $599.47 $264K - $576K
1.65K $516M
QUAL
Ishares Msci Usa Quality Facto

ETFs
510
+ 10.66%
$152.42 - $182.82 $77.7K - $93.2K
5.3K $968M
JNJ
Johnson & Johnson

Healthcare
1.51K
+ 21.52%
$146.36 - $159.82 $222K - $242K
8.55K $1.31B
EFG
Msci Eafe Growth ETF

ETFs
720
+ 17.21%
$89.8 - $112.0 $64.7K - $80.6K
4.9K $549M
CSCO
Cisco Systems, Inc.

Technology
1.26K
+ 32.21%
$53.19 - $69.38 $67.2K - $87.6K
5.18K $360M
HD
Home Depot, Inc.

Consumer Cyclical
299
+ 11.14%
$335.24 - $380.78 $100K - $114K
2.98K $1.09B
SAP
Sap Se

Technology
207
+ 16.69%
$237.53 - $309.8 $49.2K - $64.1K
1.45K $440M
NOW
Service Now, Inc.

Technology
39
+ 14.83%
$721.65 - $1040.18 $28.1K - $40.6K
302 $310M
PG
Procter & Gamble CO

Consumer Defensive
970
+ 18.99%
$157.66 - $172.39 $153K - $167K
6.08K $969M
CME
Cme Group Inc.

Financial Services
322
+ 40.5%
$252.37 - $290.71 $81.3K - $93.6K
1.12K $308M
PAYC
Paycom Software, Inc.

Technology
311
+ 16.57%
$193.07 - $265.71 $60K - $82.6K
2.19K $506M
PNC
Pnc Financial Services Group, Inc.

Financial Services
389
+ 24.95%
$149.76 - $186.42 $58.3K - $72.5K
1.95K $363M
MCD
Mcdonalds Corp

Consumer Cyclical
471
+ 19.37%
$285.55 - $321.23 $134K - $151K
2.9K $848M
AMD
Advanced Micro Devices Inc

Technology
21
+ 0.97%
$78.21 - $143.81 $1.64K - $3.02K
2.18K $309M
LMT
Lockheed Martin Corp

Industrials
160
+ 20.03%
$430.82 - $486.45 $68.9K - $77.8K
959 $444M
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
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