Pur Efi Wealth, LLC Sells in Q3 2025

Pur Efi Wealth, LLC

  • $130 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Capital Grp Fixed Incm ETF T
-334K
- 77.31%
N/A
97.9K $2.58B
SYK
Stryker Corp

Healthcare
-172
- 0.8%
$368.57 - $403.53 $63.4K - $69.4K
21.3K $7.88B
ABT
Abbott Laboratories

Healthcare
-1.54K
- 25.24%
$120.51 - $136.62 $185K - $210K
4.55K $610M
TXN
Texas Instruments Inc

Technology
-732
- 32.61%
N/A
1.51K $278M
V
Visa Inc.

Financial Services
-368
- 9.33%
$332.09 - $358.86 $122K - $132K
3.58K $1.22B
ADBE
Adobe Inc.

Technology
-271
- 13.36%
$333.65 - $392.1 $90.4K - $106K
1.76K $620M
ACN
Accenture PLC

Technology
-44
- 1.85%
$232.56 - $304.78 $10.2K - $13.4K
2.34K $576M
EFG
Msci Eafe Growth ETF

ETFs
-1.25K
- 25.58%
$106.99 - $114.46 $134K - $144K
3.65K $416M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.26K
- 24.38%
$171.38 - $197.01 $215K - $247K
3.89K $762M
WDAY
Workday, Inc.

Technology
-533
- 36.04%
$213.69 - $247.69 $114K - $132K
946 $228M
APD
Air Products & Chemicals, Inc.

Basic Materials
-380
- 27.5%
$265.78 - $299.3 $101K - $114K
1K $273M
AMZN
Amazon Com Inc

Consumer Cyclical
-471
- 3.14%
$211.65 - $238.24 $99.7K - $112K
14.5K $3.19B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.17K
- 22.45%
$45.6 - $46.92 $99.1K - $102K
7.51K $351M
MUB
Ishares National Muni Bond ETF

ETFs
-1.04K
- 9.12%
$103.24 - $106.68 $108K - $111K
10.4K $1.11B
HON
Honeywell International Inc

Industrials
-194
- 10.06%
$207.7 - $240.4 $40.3K - $46.6K
1.74K $365M
ADP
Automatic Data Processing Inc

Industrials
-67
- 1.73%
$288.69 - $310.94 $19.3K - $20.8K
3.81K $1.12B
SPOT
Spotify Technology S.A.

Communication Services
-34
- 5.63%
$620.01 - $738.53 $21.1K - $25.1K
570 $398M
ADI
Analog Devices Inc

Technology
-318
- 18.46%
$220.68 - $255.63 $70.2K - $81.3K
1.41K $345M
IBM
International Business Machines Corp

Technology
-156
- 13.67%
$234.77 - $292.47 $36.6K - $45.6K
985 $278M
SAP
Sap Se

Technology
-15
- 1.04%
$252.42 - $311.93 $3.79K - $4.68K
1.43K $383M
PAYC
Paycom Software, Inc.

Technology
-20
- 0.91%
$208.14 - $238.8 $4.16K - $4.78K
2.17K $451M
ZTS
Zoetis Inc.

Healthcare
-166
- 6.02%
$141.13 - $159.19 $23.4K - $26.4K
2.59K $379M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-809
- 20.8%
$62.54 - $68.42 $50.6K - $55.4K
3.08K $208M
EFV
Msci Eafe Value ETF

ETFs
-1.48K
- 10.08%
$62.79 - $68.42 $93.1K - $101K
13.2K $897M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-479
- 9.05%
$182.33 - $194.5 $87.3K - $93.2K
4.82K $937M
HEFA
Ishares Currency Hedged Msci E

ETFs
-965
- 10.85%
$37.2 - $39.61 $35.9K - $38.2K
7.93K $314M
IWM
Ishares Russell 2000 ETF

ETFs
-622
- 12.02%
$214.92 - $244.84 $134K - $152K
4.55K $1.1B
WELL
Welltower Inc.

Real Estate
-303
- 16.68%
$150.71 - $178.14 $45.7K - $54K
1.51K $270M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-600
- 6.25%
$26.38 - $27.95 $15.8K - $16.8K
9K $246M
MSCI
Msci Inc.

Financial Services
-3
- 0.43%
$526.48 - $588.0 $1.58K - $1.76K
694 $394M
UNP
Union Pacific Corp

Industrials
-87
- 3.78%
$214.91 - $237.16 $18.7K - $20.6K
2.22K $524M
AON
Aon PLC

Financial Services
-12
- 0.63%
$350.91 - $375.27 $4.21K - $4.5K
1.89K $673M
IVW
Ishares S&P 500 Growth ETF

ETFs
-528
- 8.8%
$108.97 - $121.65 $57.5K - $64.2K
5.48K $661M
IWD
Ishares Russell 1000 Val ETF

ETFs
-123
- 4.55%
$192.76 - $203.86 $23.7K - $25.1K
2.58K $526M
MA
Mastercard Inc

Financial Services
-10
- 1.02%
$550.18 - $598.96 $5.5K - $5.99K
972 $553M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-600
- 4.86%
$23.82 - $25.84 $14.3K - $15.5K
11.8K $302M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-42
- 2.47%
$133.48 - $144.38 $5.61K - $6.06K
1.66K $236M
WEC
Wec Energy Group, Inc.

Utilities
-154
- 6.08%
$103.66 - $114.59 $16K - $17.6K
2.38K $272M
Blackrock ETF Trust
-259
- 3.13%
N/A
8.03K $304M
XLF
Financial Sector Spdr

ETFs
-1
- 0.01%
$51.37 - $54.25 $51.4 - $54.3
7.08K $381M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-34
- 0.77%
$52.12 - $55.33 $1.77K - $1.88K
4.36K $241M
CSGP
Costar Group, Inc.

Real Estate
-12
- 0.33%
$81.42 - $96.83 $977 - $1.16K
3.65K $308M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-800
- 5.26%
$28.92 - $32.19 $23.1K - $25.8K
14.4K $460M
VLO
Valero Energy Corp

Energy
-217
- 14.56%
$131.77 - $175.63 $28.6K - $38.1K
1.27K $217M
RTX
Raytheon Technologies Corp

Industrials
-61
- 3.45%
$144.19 - $167.33 $8.8K - $10.2K
1.71K $285M
IDXX
Idexx Laboratories Inc

Healthcare
-7
- 1.84%
$514.61 - $682.78 $3.6K - $4.78K
374 $239M
ETN
Eaton Corp PLC

Industrials
-31
- 1.11%
$342.99 - $392.76 $10.6K - $12.2K
2.76K $1.03B
BK
Bank Of New York Mellon Corp

Financial Services
-10
- 0.41%
$90.65 - $109.75 $907 - $1.1K
2.44K $265M
SPY
Spdr S&P 500 ETF Trust

ETFs
-229
- 4.89%
$617.65 - $666.84 $141K - $153K
4.45K $2.96B
Activity Summary
Buys All Purchases 87 New Holdings 18 Increased Positions 69 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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