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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$993B
$543 Million 0.54% of portfolio
3,512
Q1 2025 Added 37.46%
$71.8B
$541 Million 0.54% of portfolio
9,056
Q1 2025 New
$0
$533 Million 0.53% of portfolio
1,637
Q4 2024 New
$0
$513 Million 0.51% of portfolio
5,188
Q1 2025 New
$0
$509 Million 0.51% of portfolio
2,705
Q1 2025 Added 46.53%
$182B
$503 Million 0.5% of portfolio
3,352
Q1 2025 Added 42.03%
$0
$492 Million 0.49% of portfolio
1,914
Q1 2025 Reduced 1.95%
$562B
$483 Million 0.48% of portfolio
881
Q1 2025 Added 3.89%
$152B
$478 Million 0.48% of portfolio
2,258
Q1 2025 Reduced 18.92%
$128B
$473 Million 0.47% of portfolio
4,956
Q1 2025 Reduced 12.65%
$177B
$460 Million 0.46% of portfolio
2,557
Q1 2025 Added 63.6%
$0
$446 Million 0.45% of portfolio
821
Q1 2025 Added 1.36%
$0
$444 Million 0.44% of portfolio
2,835
Q1 2025 New
$0
$445 Million 0.44% of portfolio
4,790
Q1 2025 Added 9.21%
$116B
$433 Million 0.43% of portfolio
894
Q1 2025 Added 74.95%
$61.6B
$432 Million 0.43% of portfolio
1,633
Q1 2025 New
$0
$418 Million 0.42% of portfolio
4,183
Q1 2025 Reduced 27.26%
$206B
$424 Million 0.42% of portfolio
4,729
Q1 2025 Added 50.65%
$0
$424 Million 0.42% of portfolio
6,673
Q1 2025 New
$15.3B
$410 Million 0.41% of portfolio
1,877
Q1 2025 Added 33.88%
$50.8B
$397 Million 0.4% of portfolio
1,698
Q1 2025 Added 9.9%
$0
$404 Million 0.4% of portfolio
4,324
Q1 2025 Added 33.25%
$0
$391 Million 0.39% of portfolio
5,610
Q1 2025 Added 10.89%
$78.2B
$376 Million 0.38% of portfolio
2,283
Q1 2025 New
$0
$383 Million 0.38% of portfolio
5,599
Q4 2024 New
$0
$375 Million 0.37% of portfolio
2,668
Q1 2025 Added 8.94%
$0
$369 Million 0.37% of portfolio
5,395
Q4 2024 New
$120B
$374 Million 0.37% of portfolio
1,854
Q1 2025 Reduced 9.96%
$0
$369 Million 0.37% of portfolio
8,015
Q1 2025 Reduced 22.17%
$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%
$125B
$357 Million 0.36% of portfolio
799
Q1 2025 Added 66.81%
$0
$354 Million 0.35% of portfolio
6,425
Q1 2025 Reduced 30.07%
$0
$351 Million 0.35% of portfolio
5,034
Q1 2025 Added 0.08%
$62.5B
$335 Million 0.34% of portfolio
1,137
Q1 2025 New
$0
$340 Million 0.34% of portfolio
6,697
Q1 2025 Added 0.84%
$44.6B
$339 Million 0.34% of portfolio
599
Q1 2025 Added 11.75%
$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%
$54.8B
$316 Million 0.32% of portfolio
320
Q4 2024 New
$0
$315 Million 0.32% of portfolio
4,000
Q1 2025 Added 14.29%
$0
$314 Million 0.31% of portfolio
5,891
Q1 2025 Added 27.9%
$134B
$304 Million 0.3% of portfolio
553
Q1 2025 New
$0
$296 Million 0.3% of portfolio
3,910
Q1 2025 Added 0.03%
$24.4B
$302 Million 0.3% of portfolio
520
Q4 2024 New
$56B
$296 Million 0.3% of portfolio
1,917
Q1 2025 New
$0
$275 Million 0.28% of portfolio
586
Q1 2025 Added 34.71%
$72.5B
$274 Million 0.27% of portfolio
1,559
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
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