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 $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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