Pur Efi Wealth, LLC Reduced Holdings in Q1 2025

Pur Efi Wealth, LLC

  • $100 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-1.29K
- 8.48%
$190.26 - $242.06 $245K - $311K
13.9K $2.64B
GOOG
Alphabet Inc.

Communication Services
-1.93K
- 23.77%
$156.06 - $207.71 $302K - $402K
6.2K $969M
HUBS
Hubspot Inc

Technology
-650
- 64.04%
$571.29 - $819.71 $371K - $533K
365 $209M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
-3.91K
- 26.01%
$14.0 - $132.02 $54.7K - $516K
11.1K $1.4B
XLK
Technology Sector Spdr

ETFs
-1.47K
- 30.13%
$206.38 - $242.18 $303K - $355K
3.4K $702M
NOW
Service Now, Inc.

Technology
-298
- 53.12%
$783.83 - $1170.39 $234K - $349K
263 $209M
Capital Grp Fixed Incm ETF T
-9.91K
- 2.11%
N/A
460K $12B
ACN
Accenture PLC

Technology
-344
- 13.21%
$300.91 - $398.25 $104K - $137K
2.26K $705M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.76K
- 30.07%
$54.25 - $57.64 $150K - $159K
6.43K $354M
HON
Honeywell International Inc

Industrials
-527
- 18.92%
$202.75 - $226.52 $107K - $119K
2.26K $478M
HD
Home Depot, Inc.

Consumer Cyclical
-206
- 7.13%
$347.25 - $424.87 $71.5K - $87.5K
2.68K $983M
Blackrock Inc
-102
- 18.21%
N/A
458 $433M
SAP
Sap Se

Technology
-682
- 35.48%
$241.4 - $293.69 $165K - $200K
1.24K $333M
EFG
Msci Eafe Growth ETF

ETFs
-1.57K
- 27.26%
$96.1 - $106.37 $151K - $167K
4.18K $418M
SHOP
Shopify Inc.

Technology
-718
- 12.65%
$90.59 - $129.31 $65K - $92.8K
4.96K $473M
ABT
Abbott Laboratories

Healthcare
-2.18K
- 24.78%
$111.1 - $140.22 $242K - $305K
6.6K $876M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.28K
- 22.17%
$44.72 - $46.25 $102K - $106K
8.02K $369M
ADI
Analog Devices Inc

Technology
-205
- 9.96%
$201.56 - $243.82 $41.3K - $50K
1.85K $374M
META
Meta Platforms, Inc.

Communication Services
-90
- 7.72%
$576.36 - $736.67 $51.9K - $66.3K
1.08K $620M
Blackrock ETF Trust Ii
-1.09K
- 19.33%
N/A
4.53K $237M
MGTX
Meira G Tx Holdings PLC

Healthcare
-10K
- 50.0%
$5.71 - $8.25 $57.1K - $82.5K
10K $67.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
-58
- 5.29%
$247.97 - $296.33 $14.4K - $17.2K
1.04K $262M
UNP
Union Pacific Corp

Industrials
-262
- 9.9%
$225.21 - $254.42 $59K - $66.7K
2.39K $563M
VV
Vanguard Large Cap ETF

ETFs
-38
- 1.95%
$253.32 - $282.66 $9.63K - $10.7K
1.91K $492M
COST
Costco Wholesale Corp

Consumer Defensive
-26
- 6.93%
$890.62 - $1076.86 $23.2K - $28K
349 $330M
BK
Bank Of New York Mellon Corp

Financial Services
-341
- 10.62%
$75.42 - $88.95 $25.7K - $30.3K
2.87K $241M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-449
- 2.71%
$42.5 - $46.71 $19.1K - $21K
16.1K $728M
EFV
Msci Eafe Value ETF

ETFs
-416
- 4.25%
$51.88 - $60.73 $21.6K - $25.3K
9.38K $553M
CVX
Chevron Corp

Energy
-58
- 2.62%
$146.71 - $167.97 $8.51K - $9.74K
2.15K $360M
JNJ
Johnson & Johnson

Healthcare
-65
- 0.92%
$142.06 - $167.7 $9.23K - $10.9K
7.03K $1.17B
SYK
Stryker Corp

Healthcare
-310
- 1.42%
$355.18 - $399.9 $110K - $124K
21.5K $8B
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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