Pur Efi Wealth, LLC Portfolio Holdings by Sector
Pur Efi Wealth, LLC
- $130 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV SPY DYNF FBCG IEMG VYM TTAC MUB 58 stocks |
$43.1 Million
34.58% of portfolio
|
18
|
19
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA TSM AMD ADI TXN 6 stocks |
$9.11 Million
7.31% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT BSX 3 stocks |
$8.75 Million
7.02% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE PLTR 4 stocks |
$8.33 Million
6.68% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ ABBV 3 stocks |
$5.03 Million
4.04% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META SPOT 4 stocks |
$3.95 Million
3.17% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.84 Million
3.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$3.73 Million
2.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$3.43 Million
2.76% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP PAYC NOW UBER SAP TYL INTU BSY 9 stocks |
$3.37 Million
2.71% of portfolio
|
5
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1.8 Million
1.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$1.77 Million
1.42% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.74 Million
1.4% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AON WTW 3 stocks |
$1.73 Million
1.39% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE PPL WEC 3 stocks |
$1.71 Million
1.37% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$1.47 Million
1.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN ITW 2 stocks |
$1.41 Million
1.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$1.27 Million
1.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1.26 Million
1.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT GD RTX 3 stocks |
$1.22 Million
0.98% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB KMI 2 stocks |
$1.13 Million
0.91% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
$1.02 Million
0.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Insurance—Property & Casualty | Financial Services
TRV WRB 2 stocks |
$997,387
0.8% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$854,411
0.69% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$748,703
0.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI CME 2 stocks |
$748,542
0.6% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KDP 2 stocks |
$659,605
0.53% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$632,006
0.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
IBKR LPLA 2 stocks |
$556,890
0.45% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$545,786
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD ECL 2 stocks |
$527,407
0.42% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$524,032
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$522,181
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI 1 stocks |
$482,563
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC 1 stocks |
$452,494
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$447,556
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX ICLR 2 stocks |
$441,245
0.35% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$433,602
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$396,452
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AVB 1 stocks |
$379,579
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$378,969
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX 1 stocks |
$369,317
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$365,141
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$307,697
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
HIG 1 stocks |
$305,863
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$304,947
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$269,704
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK 1 stocks |
$265,318
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$237,649
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$225,404
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
ZWS 1 stocks |
$223,251
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$216,741
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$215,389
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY 1 stocks |
$208,630
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$202,124
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|