Pur Efi Wealth, LLC Portfolio Holdings

Pur Efi Wealth, LLC

  • $100 Billion
  • Q1 2025

Pur Efi Wealth, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Grp Fixed Incm ETF T with a value of $12B, Stryker Corp with a value of $8B, Microsoft Corp with a value of $3.56B, Apple Inc. with a value of $3.25B, and Amazon Com Inc with a value of $2.64B.

Examining the 13F form we can see an decrease of $2.25B in the current position value, from $102B to 100B.

Pur Efi Wealth, LLC is based out at Boston, MA

Below you can find more details about Pur Efi Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $100 Billion
ETFs: $27.9 Billion
Technology: $16.7 Billion
Healthcare: $14.5 Billion
Financial Services: $7.06 Billion
Industrials: $4.99 Billion
Consumer Defensive: $4.72 Billion
Consumer Cyclical: $4.38 Billion
Communication Services: $2.44 Billion
Other: $4.37 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$147B
$8 Billion 8.0% of portfolio
21,481
Q1 2025 Reduced 1.42%
$3.8T
$3.56 Billion 3.56% of portfolio
9,486
Q1 2025 Added 9.75%
$3.41T
$3.25 Billion 3.25% of portfolio
14,635
Q1 2025 Added 3.16%
$2.34T
$2.64 Billion 2.64% of portfolio
13,873
Q1 2025 Reduced 8.48%
$260B
$2.34 Billion 2.34% of portfolio
26,683
Q1 2025 Added 3.18%
$117B
$1.84 Billion 1.84% of portfolio
10,998
Q1 2025 Added 41.76%
$574B
$1.32 Billion 1.32% of portfolio
3,758
Q1 2025 Added 17.4%
$853B
$1.19 Billion 1.19% of portfolio
4,834
Q1 2025 Added 7.54%
$430B
$1.17 Billion 1.17% of portfolio
7,034
Q1 2025 Reduced 0.92%
$724B
$1.06 Billion 1.06% of portfolio
1,285
Q1 2025 Added 82.27%
$450B
$1.05 Billion 1.05% of portfolio
8,857
Q1 2025 Added 15.28%
$125B
$1.04 Billion 1.04% of portfolio
3,394
Q1 2025 Added 13.4%
$327B
$1.04 Billion 1.04% of portfolio
4,951
Q1 2025 Added 67.49%
$427B
$998 Million 1.0% of portfolio
9,209
Q1 2025 Added 24.48%
$657B
$988 Million 0.99% of portfolio
7,067
Q1 2025 Added 16.37%
$373B
$983 Million 0.98% of portfolio
2,683
Q1 2025 Reduced 7.13%
$218B
$876 Million 0.88% of portfolio
6,603
Q1 2025 Reduced 24.78%
$367B
$871 Million 0.87% of portfolio
5,109
Q1 2025 Added 56.67%
$104B
$811 Million 0.81% of portfolio
3,324
Q1 2025 Added 108.01%
$218B
$759 Million 0.76% of portfolio
2,431
Q1 2025 Added 81.01%
$150B
$718 Million 0.72% of portfolio
10,133
Q1 2025 Added 71.22%
$178B
$705 Million 0.71% of portfolio
2,261
Q1 2025 Reduced 13.21%
$95.1B
$676 Million 0.68% of portfolio
9,967
Q1 2025 Added 55.59%
$72.6B
$668 Million 0.67% of portfolio
1,673
Q1 2025 Added 38.95%
$149B
$667 Million 0.67% of portfolio
2,455
Q1 2025 Added 89.87%
$1.62T
$620 Million 0.62% of portfolio
1,076
Q1 2025 Reduced 7.72%
$171B
$611 Million 0.61% of portfolio
1,593
Q1 2025 Added 13.62%
$139B
$563 Million 0.56% of portfolio
2,385
Q1 2025 Reduced 9.9%
$22.5B
$543 Million 0.54% of portfolio
2,640
Q4 2024 New
$1.24T
$540 Million 0.54% of portfolio
3,250
Q1 2025 Added 8.08%
$1.07T
$543 Million 0.54% of portfolio
3,512
Q1 2025 Added 37.46%
$70.3B
$541 Million 0.54% of portfolio
9,056
Q1 2025 New
$195B
$503 Million 0.5% of portfolio
3,352
Q1 2025 Added 42.03%
$529B
$483 Million 0.48% of portfolio
881
Q1 2025 Added 3.89%
$158B
$478 Million 0.48% of portfolio
2,258
Q1 2025 Reduced 18.92%
$153B
$473 Million 0.47% of portfolio
4,956
Q1 2025 Reduced 12.65%
$177B
$460 Million 0.46% of portfolio
2,557
Q1 2025 Added 63.6%
$118B
$433 Million 0.43% of portfolio
894
Q1 2025 Added 74.95%
$61.7B
$432 Million 0.43% of portfolio
1,633
Q1 2025 New
$201B
$424 Million 0.42% of portfolio
4,729
Q1 2025 Added 50.65%
$13.7B
$410 Million 0.41% of portfolio
1,877
Q1 2025 Added 33.88%
$47B
$397 Million 0.4% of portfolio
1,698
Q1 2025 Added 9.9%
$69B
$376 Million 0.38% of portfolio
2,283
Q1 2025 New
$124B
$374 Million 0.37% of portfolio
1,854
Q1 2025 Reduced 9.96%
$293B
$360 Million 0.36% of portfolio
2,154
Q1 2025 Reduced 2.62%
$264B
$363 Million 0.36% of portfolio
692
Q1 2025 Reduced 30.59%
$121B
$357 Million 0.36% of portfolio
799
Q1 2025 Added 66.81%
$65.1B
$335 Million 0.34% of portfolio
1,137
Q1 2025 New
$46.2B
$339 Million 0.34% of portfolio
599
Q1 2025 Added 11.75%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $100 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 29 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
Track This Portfolio

Track Pur Efi Wealth, LLC Portfolio

Follow Pur Efi Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pur Efi Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pur Efi Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email