Pur Efi Wealth, LLC Incresed Positions in Q1 2025

Pur Efi Wealth, LLC

  • $100 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
580
+ 82.27%
$725.72 - $929.72 $421K - $539K
1.29K $1.06B
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
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.19K
+ 120.3%
$360.07 - $417.26 $429K - $497K
2.18K $788M
MCD
Mcdonalds Corp

Consumer Cyclical
1.09K
+ 81.01%
$279.74 - $321.29 $304K - $350K
2.43K $759M
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
NEE
Nextera Energy Inc

Utilities
4.22K
+ 71.22%
$66.96 - $76.16 $282K - $321K
10.1K $718M
ETN
Eaton Corp PLC

Industrials
1.16K
+ 89.87%
$271.83 - $371.23 $316K - $431K
2.46K $667M
AON
Aon PLC

Financial Services
469
+ 38.95%
$348.44 - $409.32 $163K - $192K
1.67K $668M
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
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
FBCG
Fidelity Covington Tr Blue Chi

ETFs
5.54K
+ 44.3%
$39.97 - $48.7 $222K - $270K
18.1K $722M
XLE
Energy Sector Spdr

ETFs
1.08K
+ 33.25%
$85.7 - $93.96 $92.5K - $101K
4.32K $404M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
3.48K
+ 27.86%
$41.26 - $44.98 $143K - $156K
16K $670M
LMT
Lockheed Martin Corp

Industrials
320
+ 66.81%
$423.19 - $506.29 $135K - $162K
799 $357M
PAYC
Paycom Software, Inc.

Technology
475
+ 33.88%
$199.42 - $225.82 $94.7K - $107K
1.88K $410M
MRK
Merck & Co., Inc.

Healthcare
1.59K
+ 50.65%
$83.01 - $101.02 $132K - $161K
4.73K $424M
JPM
Jpmorgan Chase & CO

Financial Services
339
+ 7.54%
$225.19 - $279.95 $76.3K - $94.9K
4.83K $1.19B
EZU
Ishares Inc Msci Eurozone ETF

ETFs
1.29K
+ 27.9%
$46.83 - $56.05 $60.2K - $72K
5.89K $314M
XLF
Financial Sector Spdr

ETFs
895
+ 6.94%
$47.32 - $52.19 $42.4K - $46.7K
13.8K $687M
IVE
Ishares S&P 500 Value ETF

ETFs
314
+ 29.43%
$185.78 - $198.58 $58.3K - $62.4K
1.38K $263M
GOOGL
Alphabet Inc.

Communication Services
957
+ 37.46%
$154.33 - $206.19 $148K - $197K
3.51K $543M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.01K
+ 11.05%
$48.06 - $53.73 $96.4K - $108K
20.1K $982M
QQQ
Invesco Qqq Trust, Series 1

ETFs
151
+ 34.71%
$468.34 - $539.52 $70.7K - $81.5K
586 $275M
XLU
Utilities Sector Spdr

ETFs
500
+ 14.29%
$74.7 - $80.27 $37.4K - $40.1K
4K $315M
ITW
Illinois Tool Works Inc

Industrials
222
+ 25.84%
$244.9 - $274.48 $54.4K - $60.9K
1.08K $268M
IBM
International Business Machines Corp

Technology
45
+ 3.49%
$217.4 - $264.74 $9.78K - $11.9K
1.33K $332M
IVV
Ishares Core S&P 500 ETF

ETFs
260
+ 6.93%
$554.06 - $615.85 $144K - $160K
4.01K $2.25B
AVGO
Broadcom Inc.

Technology
3.24K
+ 41.76%
$167.43 - $244.7 $542K - $793K
11K $1.84B
TTAC
Fcf Us Quality ETF

ETFs
963
+ 11.91%
$65.72 - $67.39 $63.3K - $64.9K
9.05K $578M
MA
Mastercard Inc

Financial Services
33
+ 3.89%
$504.67 - $576.31 $16.7K - $19K
881 $483M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
551
+ 10.89%
$73.16 - $83.16 $40.3K - $45.8K
5.61K $391M
VEA
Vanguard Ftse Developed Market

ETFs
56
+ 0.84%
$47.4 - $52.99 $2.65K - $2.97K
6.7K $340M
IEFA
Ishares Tr

ETFs
1
+ 0.03%
$69.57 - $78.65 $69.6 - $78.7
3.91K $296M
IXUS
Ishares Tr

ETFs
4
+ 0.08%
$65.06 - $72.31 $260 - $289
5.03K $351M
MSCI
Msci Inc.

Financial Services
63
+ 11.75%
$541.46 - $628.34 $34.1K - $39.6K
599 $339M
TMO
Thermo Fisher Scientific Inc.

Healthcare
42
+ 10.77%
$497.6 - $606.74 $20.9K - $25.5K
432 $215M
WMT
Walmart Inc.

Consumer Defensive
823
+ 3.18%
$84.5 - $105.05 $69.5K - $86.5K
26.7K $2.34B
NVDA
Nvidia Corp

Technology
1.81K
+ 24.48%
$106.98 - $149.43 $194K - $271K
9.21K $998M
NVO
Novo Nordisk A S

Healthcare
747
+ 25.3%
$69.3 - $90.95 $51.8K - $67.9K
3.7K $257M
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
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