Pur Efi Wealth, LLC New Holdings 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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.19K
New
$95.85 - $99.25 $497K - $515K
5.19K $513M
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
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
6.67K
New
$61.9 - $66.89 $413K - $446K
6.67K $424M
ZTS
Zoetis Inc.

Healthcare
2.28K
New
$156.48 - $175.67 $357K - $401K
2.28K $376M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.14K
New
$283.24 - $338.07 $322K - $384K
1.14K $335M
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
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
SRE
Sempra Energy

Utilities
3.31K
New
$67.85 - $87.67 $225K - $290K
3.31K $236M
ISRG
Intuitive Surgical Inc

Healthcare
462
New
$476.63 - $610.45 $220K - $282K
462 $229M
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
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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