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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.51T
$3.56 Billion 3.56% of portfolio
9,486
Q1 2025 Added 9.75%
$3.26T
$3.25 Billion 3.25% of portfolio
14,635
Q1 2025 Added 3.16%
$2.22T
$2.64 Billion 2.64% of portfolio
13,873
Q1 2025 Reduced 8.48%
$264B
$2.34 Billion 2.34% of portfolio
26,683
Q1 2025 Added 3.18%
$606B
$1.32 Billion 1.32% of portfolio
3,758
Q1 2025 Added 17.4%
$788B
$1.19 Billion 1.19% of portfolio
4,834
Q1 2025 Added 7.54%
$409B
$1.17 Billion 1.17% of portfolio
7,034
Q1 2025 Reduced 0.92%
$767B
$1.06 Billion 1.06% of portfolio
1,285
Q1 2025 Added 82.27%
$447B
$1.05 Billion 1.05% of portfolio
8,857
Q1 2025 Added 15.28%
$335B
$1.04 Billion 1.04% of portfolio
4,951
Q1 2025 Added 67.49%
$359B
$998 Million 1.0% of portfolio
9,209
Q1 2025 Added 24.48%
$479B
$988 Million 0.99% of portfolio
7,067
Q1 2025 Added 16.37%
$377B
$983 Million 0.98% of portfolio
2,683
Q1 2025 Reduced 7.13%
$1.1T
$969 Million 0.97% of portfolio
6,204
Q1 2025 Reduced 23.77%
$235B
$876 Million 0.88% of portfolio
6,603
Q1 2025 Reduced 24.78%
$386B
$871 Million 0.87% of portfolio
5,109
Q1 2025 Added 56.67%
$202B
$705 Million 0.71% of portfolio
2,261
Q1 2025 Reduced 13.21%
$1.5T
$620 Million 0.62% of portfolio
1,076
Q1 2025 Reduced 7.72%
$1.1T
$540 Million 0.54% of portfolio
3,250
Q1 2025 Added 8.08%
$993B
$543 Million 0.54% of portfolio
3,512
Q1 2025 Added 37.46%
$562B
$483 Million 0.48% of portfolio
881
Q1 2025 Added 3.89%
$206B
$424 Million 0.42% of portfolio
4,729
Q1 2025 Added 50.65%
$281B
$360 Million 0.36% of portfolio
2,154
Q1 2025 Reduced 2.62%
$284B
$363 Million 0.36% of portfolio
692
Q1 2025 Reduced 30.59%
$446B
$330 Million 0.33% of portfolio
349
Q1 2025 Reduced 6.93%
$248B
$332 Million 0.33% of portfolio
1,334
Q1 2025 Added 3.49%
$356B
$333 Million 0.33% of portfolio
1,240
Q1 2025 Reduced 35.48%
$268B
$242 Million 0.24% of portfolio
3,921
Q1 2025 New
$204B
$209 Million 0.21% of portfolio
263
Q1 2025 Reduced 53.12%
$215B
$202 Million 0.2% of portfolio
329
Q1 2025 New

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
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