Pur Efi Wealth, LLC Incresed Positions in Q4 2025

Pur Efi Wealth, LLC

  • $131 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
21.4K
+ 65.07%
$101.18 - $109.03 $2.17M - $2.33M
54.3K $6.05B
AAPL
Apple Inc.

Technology
1.13K
+ 7.47%
$245.27 - $275.25 $276K - $310K
16.2K $4.41B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.41K
+ 28.94%
$280.66 - $305.09 $395K - $429K
6.26K $1.9B
Blackrock ETF Trust
14.6K
+ 233.81%
N/A
20.9K $696M
XOM
Exxon Mobil Corp

Energy
2.88K
+ 26.76%
$110.64 - $119.78 $319K - $345K
13.7K $1.64B
GOOGL
Alphabet Inc.

Communication Services
59
+ 1.31%
$236.57 - $291.31 $14K - $17.2K
4.58K $1.43B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.23K
+ 34.11%
$99.87 - $101.27 $323K - $327K
12.7K $1.27B
IVE
Ishares S&P 500 Value ETF

ETFs
959
+ 36.98%
$202.52 - $212.07 $194K - $203K
3.55K $753M
IEMG
Ishares Inc

ETFs
2.23K
+ 9.69%
N/A
25.2K $1.7B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.94K
+ 67.42%
$54.27 - $56.85 $159K - $167K
7.29K $414M
Blackrock ETF Trust Ii
2.98K
+ 35.9%
N/A
11.3K $594M
Fidelity Ethereum Fd
6.7K
+ 95.71%
N/A
13.7K $406M
HD
Home Depot, Inc.

Consumer Cyclical
878
+ 28.2%
$358.03 - $397.02 $314K - $349K
3.99K $1.37B
HIG
Hartford Financial Services Group, Inc.

Financial Services
678
+ 29.57%
$122.36 - $133.85 $83K - $90.8K
2.97K $409M
GD
General Dynamics Corp

Industrials
309
+ 27.59%
$330.59 - $353.77 $102K - $109K
1.43K $481M
TRV
Travelers Companies, Inc.

Financial Services
240
+ 9.08%
$261.57 - $287.42 $62.8K - $69K
2.88K $837M
IAU
Ishares Gold Trust

ETFs
141
+ 1.62%
$72.65 - $82.5 $10.2K - $11.6K
8.86K $719M
MUB
Ishares National Muni Bond ETF

ETFs
717
+ 6.89%
$106.36 - $107.61 $76.3K - $77.2K
11.1K $1.19B
ISRG
Intuitive Surgical Inc

Healthcare
30
+ 5.95%
$429.59 - $576.2 $12.9K - $17.3K
534 $302M
WEC
Wec Energy Group, Inc.

Utilities
832
+ 35.0%
$110.61 - $117.5 $92K - $97.8K
3.21K $338M
SAP
Sap Se

Technology
352
+ 24.58%
$238.9 - $280.46 $84.1K - $98.7K
1.78K $433M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
65
+ 0.66%
$137.47 - $143.13 $8.94K - $9.3K
9.95K $1.43B
IYW
Ishares Dj Us Tech ETF

ETFs
93
+ 2.39%
$192.8 - $211.27 $17.9K - $19.6K
3.99K $796M
PNC
Pnc Financial Services Group, Inc.

Financial Services
53
+ 2.35%
$178.37 - $198.46 $9.45K - $10.5K
2.31K $481M
Te Connectivity PLC
37
+ 1.99%
N/A
1.89K $431M
OEF
Ishares S&P 100 ETF

ETFs
9
+ 0.47%
N/A
1.92K $659M
XLK
Technology Sector Spdr

ETFs
3.36K
+ 100.0%
$278.39 - $304.13 $935K - $1.02M
6.72K $967M
PEP
Pepsico Inc

Consumer Defensive
73
+ 2.31%
$138.84 - $153.71 $10.1K - $11.2K
3.23K $464M
IVW
Ishares S&P 500 Growth ETF

ETFs
49
+ 0.89%
$118.29 - $126.28 $5.8K - $6.19K
5.52K $681M
IBM
International Business Machines Corp

Technology
16
+ 1.62%
$275.97 - $314.98 $4.42K - $5.04K
1K $297M
MCD
Mcdonalds Corp

Consumer Cyclical
42
+ 1.31%
$293.81 - $310.11 $12.3K - $13K
3.24K $989M
CME
Cme Group Inc.

Financial Services
32
+ 2.44%
$261.53 - $285.04 $8.37K - $9.12K
1.35K $367M
TSLA
Tesla, Inc.

Consumer Cyclical
16
+ 1.64%
$401.99 - $468.37 $6.43K - $7.49K
991 $446M
Blackrock ETF Trust
39
+ 0.49%
N/A
8.07K $311M
ROL
Rollins Inc

Consumer Cyclical
10
+ 0.29%
$53.87 - $59.67 $539 - $597
3.45K $207M
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.1%
$291.71 - $309.36 $292 - $309
1.04K $314M
Capital Grp Fixed Incm ETF T
206
+ 0.21%
N/A
98.1K $2.58B
SRE
Sempra Energy

Utilities
90
+ 2.04%
$89.26 - $94.01 $8.03K - $8.46K
4.5K $397M
INTU
Intuit Inc

Technology
10
+ 2.71%
$641.79 - $683.39 $6.42K - $6.83K
379 $251M
CVX
Chevron Corp

Energy
55
+ 1.63%
$148.9 - $157.72 $8.19K - $8.67K
3.44K $524M
VLO
Valero Energy Corp

Energy
31
+ 2.44%
$156.39 - $181.76 $4.85K - $5.63K
1.3K $212M
XLU
Utilities Sector Spdr

ETFs
3.2K
+ 100.0%
$87.89 - $92.9 $281K - $297K
6.4K $273M
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 5.45%
$910.94 - $954.99 $18.2K - $19.1K
387 $334M
ABBV
Abb Vie Inc.

Healthcare
36
+ 0.6%
$211.96 - $244.38 $7.63K - $8.8K
6.06K $1.39B
NKE
Nike, Inc.

Consumer Cyclical
88
+ 2.85%
$60.8 - $74.57 $5.35K - $6.56K
3.18K $202M
LMT
Lockheed Martin Corp

Industrials
8
+ 0.72%
$452.1 - $514.24 $3.62K - $4.11K
1.12K $540M
AVB
Avalonbay Communities Inc

Real Estate
51
+ 2.6%
$173.92 - $191.37 $8.87K - $9.76K
2.02K $366M
PPL
Ppl Corp

Utilities
238
+ 2.14%
$36.25 - $37.97 $8.63K - $9.04K
11.4K $398M
UNH
Unitedhealth Group Inc

Healthcare
23
+ 1.26%
$320.52 - $369.92 $7.37K - $8.51K
1.85K $612M
Activity Summary
Buys All Purchases 81 New Holdings 22 Increased Positions 59 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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