Pur Efi Wealth, LLC Portfolio Holdings by Sector

Pur Efi Wealth, LLC

$125 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV SPY DYNF FBCG VYM TTAC MUB IWM 57 stocks	$38.6 Million 34.39% of portfolio	34	13	13	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK ABT 2 stocks	$9.33 Million 8.32% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE 3 stocks	$7.72 Million 6.88% of portfolio	3	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA TSM TXN ADI AMD 6 stocks	$7.06 Million 6.3% of portfolio	4	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV MRK 4 stocks	$4.41 Million 3.93% of portfolio	3	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$3.55 Million 3.17% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL SPOT 4 stocks	$3.37 Million 3.0% of portfolio	4	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SHOP PAYC SAP WDAY NOW TYL INTU BSY 9 stocks	$3.29 Million 2.93% of portfolio	6	1	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.19 Million 2.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$2.88 Million 2.57% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$1.95 Million 1.74% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1.59 Million 1.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$1.55 Million 1.38% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC AON 2 stocks	$1.53 Million 1.37% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.51 Million 1.35% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE PPL WEC 3 stocks	$1.44 Million 1.28% of portfolio	3	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN ITW 2 stocks	$1.31 Million 1.17% of portfolio	2	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX 2 stocks	$1.13 Million 1.01% of portfolio	2	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$1.09 Million 0.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN IBM 2 stocks	$1.05 Million 0.93% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WMB KMI 2 stocks	$996,451 0.89% of portfolio	2	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$968,506 0.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MSCI CME ICE 3 stocks	$928,413 0.83% of portfolio	2	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV WRB 2 stocks	$850,012 0.76% of portfolio	2	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services TW LPLA IBKR 3 stocks	$803,775 0.72% of portfolio	3	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$746,224 0.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT RTX 2 stocks	$702,180 0.63% of portfolio	2	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD ECL 2 stocks	$635,267 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KDP 2 stocks	$601,740 0.54% of portfolio	1	1	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$588,377 0.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW POOL 2 stocks	$565,187 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX MGTX 2 stocks	$547,107 0.49% of portfolio	2	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$530,104 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$515,740 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$449,302 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$429,721 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC 1 stocks	$363,146 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$359,666 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$294,184 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$294,136 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$287,471 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$279,327 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$270,618 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$270,329 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services HIG 1 stocks	$250,061 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate VICI 1 stocks	$235,568 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BK 1 stocks	$222,764 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$208,348 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX 1 stocks	$204,346 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO 1 stocks	$200,286 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts

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Pur Efi Wealth, LLC Portfolio Holdings by Sector

Pur Efi Wealth, LLC

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