Pur Efi Wealth, LLC Portfolio Holdings

Pur Efi Wealth, LLC

  • $125 Billion
  • Q2 2025

Pur Efi Wealth, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 156 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 $11.3B, Stryker Corp with a value of $8.5B, Microsoft Corp with a value of $5.18B, Amazon Com Inc with a value of $3.29B, and Ishares Core S&P 500 ETF with a value of $3.23B.

Examining the 13F form we can see an increase of $25.1B in the current position value, from $100B to 125B.

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 $125 Billion
ETFs: $38.6 Billion
Technology: $23 Billion
Healthcare: $15.7 Billion
Financial Services: $8.49 Billion
Consumer Cyclical: $6.05 Billion
Industrials: $5.69 Billion
Consumer Defensive: $5.2 Billion
Communication Services: $3.37 Billion
Other: $6.09 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.2B
$363 Million 0.29% of portfolio
1,948
Q2 2025 Added 24.95%
$195B
$361 Million 0.29% of portfolio
2,733
Q2 2025 Reduced 18.47%
$281B
$360 Million 0.29% of portfolio
5,184
Q2 2025 Added 32.21%
$51.4B
$353 Million 0.28% of portfolio
2,425
Q2 2025 Added 26.5%
$47B
$355 Million 0.28% of portfolio
1,479
Q2 2025 Reduced 12.9%
$255B
$336 Million 0.27% of portfolio
1,141
Q2 2025 Reduced 14.47%
$51.7B
$333 Million 0.27% of portfolio
320
Q4 2024 New
$253B
$309 Million 0.25% of portfolio
2,180
Q2 2025 Added 0.97%
$201B
$316 Million 0.25% of portfolio
3,987
Q2 2025 Reduced 15.69%
$78.2B
$313 Million 0.25% of portfolio
1,266
Q2 2025 Added 17.11%
$98.8B
$308 Million 0.25% of portfolio
1,117
Q2 2025 Added 40.5%
$23.3B
$308 Million 0.25% of portfolio
520
Q4 2024 New
$194B
$310 Million 0.25% of portfolio
302
Q2 2025 Added 14.83%
$45.6B
$294 Million 0.24% of portfolio
5,593
Q2 2025 New
$15B
$301 Million 0.24% of portfolio
2,054
Q2 2025 Added 15.59%
$34.6B
$294 Million 0.24% of portfolio
3,659
Q2 2025 Added 13.6%
$24.7B
$287 Million 0.23% of portfolio
3,794
Q2 2025 Added 14.55%
$26.6B
$286 Million 0.23% of portfolio
8,441
Q2 2025 Added 39.87%
$182B
$271 Million 0.22% of portfolio
498
Q2 2025 Added 7.79%
$215B
$278 Million 0.22% of portfolio
353
Q2 2025 Added 7.29%
$1.04T
$270 Million 0.22% of portfolio
851
Q2 2025 New
$74.3B
$279 Million 0.22% of portfolio
1,817
Q2 2025 New
$223B
$258 Million 0.21% of portfolio
1,767
Q2 2025 New
$30.3B
$262 Million 0.21% of portfolio
699
Q2 2025 Added 11.66%
$34.2B
$264 Million 0.21% of portfolio
2,531
Q2 2025 New
$120B
$267 Million 0.21% of portfolio
102
Q2 2025 New
$76.4B
$245 Million 0.2% of portfolio
911
Q4 2024 New
$38.6B
$250 Million 0.2% of portfolio
1,971
Q2 2025 New
$18B
$239 Million 0.19% of portfolio
3,256
Q2 2025 Added 11.66%
$16B
$241 Million 0.19% of portfolio
4,470
Q2 2025 New
$11.8B
$232 Million 0.19% of portfolio
797
Q2 2025 Added 3.1%
$47.2B
$241 Million 0.19% of portfolio
7,286
Q2 2025 New
$5.63B
$241 Million 0.19% of portfolio
4,348
Q2 2025 Added 248.96%
$31.5B
$236 Million 0.19% of portfolio
7,226
Q2 2025 New
$79.7B
$223 Million 0.18% of portfolio
2,445
Q2 2025 Reduced 14.78%
$101B
$219 Million 0.17% of portfolio
1,191
Q2 2025 Reduced 3.87%
$99.6B
$208 Million 0.17% of portfolio
1,982
Q2 2025 Added 9.93%
$26.2B
$203 Million 0.16% of portfolio
365
Q1 2025 Reduced 64.04%
$60.9B
$201 Million 0.16% of portfolio
6,844
Q2 2025 New
$43.4B
$204 Million 0.16% of portfolio
381
Q2 2025 New
$56.4B
$200 Million 0.16% of portfolio
1,490
Q2 2025 New
$391M
$130 Million 0.1% of portfolio
20,000
Q2 2025 Added 100.0%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $125 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 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