Pur Efi Wealth, LLC Portfolio Holdings

Pur Efi Wealth, LLC

  • $125 Billion
  • Q2 2025

Pur Efi Wealth, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 156 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 $11.3B, Stryker Corp with a value of $8.5B, Microsoft Corp with a value of $5.18B, Amazon Com Inc with a value of $3.29B, and Ishares Core S&P 500 ETF with a value of $3.23B.

Examining the 13F form we can see an increase of $25.1B in the current position value, from $100B to 125B.

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 $125 Billion
ETFs: $38.6 Billion
Technology: $23 Billion
Healthcare: $15.7 Billion
Financial Services: $8.49 Billion
Consumer Cyclical: $6.05 Billion
Industrials: $5.69 Billion
Consumer Defensive: $5.2 Billion
Communication Services: $3.37 Billion
Other: $6.09 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.9B
$677 Million 0.54% of portfolio
1,899
Q2 2025 Added 13.51%
$0
$661 Million 0.53% of portfolio
6,003
Q2 2025 Added 25.32%
$0
$648 Million 0.52% of portfolio
13,095
Q2 2025 Reduced 18.64%
$0
$647 Million 0.52% of portfolio
3,359
Q2 2025 Reduced 5.11%
$171B
$644 Million 0.51% of portfolio
5,581
Q2 2025 Added 12.61%
$65.4B
$611 Million 0.49% of portfolio
2,283
Q2 2025 Added 39.8%
$20.5B
$588 Million 0.47% of portfolio
2,640
Q4 2024 New
$0
$593 Million 0.47% of portfolio
1,637
Q4 2024 New
$0
$549 Million 0.44% of portfolio
4,903
Q2 2025 Added 17.21%
$554B
$552 Million 0.44% of portfolio
982
Q2 2025 Added 11.46%
$0
$546 Million 0.44% of portfolio
1,913
Q2 2025 Reduced 0.05%
$0
$525 Million 0.42% of portfolio
2,705
Q1 2025 Added 46.53%
$132B
$530 Million 0.42% of portfolio
2,304
Q2 2025 Reduced 3.4%
$330B
$516 Million 0.41% of portfolio
1,653
Q2 2025 Added 138.87%
$0
$499 Million 0.4% of portfolio
2,556
Q2 2025 Added 85.08%
$13.4B
$506 Million 0.4% of portfolio
2,188
Q2 2025 Added 16.57%
$134B
$463 Million 0.37% of portfolio
604
Q2 2025 Added 9.22%
$177B
$466 Million 0.37% of portfolio
2,245
Q2 2025 Reduced 12.2%
$142B
$449 Million 0.36% of portfolio
1,929
Q2 2025 Reduced 14.57%
$124B
$444 Million 0.36% of portfolio
959
Q2 2025 Added 20.03%
$0
$448 Million 0.36% of portfolio
9,680
Q2 2025 Added 20.77%
$301B
$440 Million 0.35% of portfolio
1,447
Q2 2025 Added 16.69%
$0
$442 Million 0.35% of portfolio
1,453
Q2 2025 Reduced 32.2%
$0
$444 Million 0.35% of portfolio
15,200
Q2 2025 New
$58.3B
$439 Million 0.35% of portfolio
7,046
Q2 2025 Added 83.92%
Blackrock ETF Trust Ii
-
$426 Million 0.34% of portfolio
-
Q2 2025 Added 78.18%
$69.4B
$430 Million 0.34% of portfolio
2,756
Q2 2025 Added 20.72%
$101B
$417 Million 0.33% of portfolio
936
Q2 2025 Added 4.7%
$308B
$410 Million 0.33% of portfolio
2,864
Q2 2025 Added 32.96%
$0
$419 Million 0.33% of portfolio
631
Q2 2025 Reduced 23.14%
$0
$418 Million 0.33% of portfolio
5,395
Q4 2024 New
$126B
$410 Million 0.33% of portfolio
1,723
Q2 2025 Reduced 7.07%
$46.6B
$402 Million 0.32% of portfolio
697
Q2 2025 Added 16.36%
$0
$398 Million 0.32% of portfolio
5,150
Q2 2025 Added 2.3%
$64.9B
$390 Million 0.31% of portfolio
1,382
Q2 2025 Added 21.55%
$0
$384 Million 0.31% of portfolio
14,142
Q2 2025 New
$0
$371 Million 0.3% of portfolio
7,079
Q2 2025 Reduced 48.64%
$0
$377 Million 0.3% of portfolio
4,512
Q2 2025 Added 15.4%
$428B
$363 Million 0.29% of portfolio
367
Q2 2025 Added 5.16%
$81.6B
$363 Million 0.29% of portfolio
1,948
Q2 2025 Added 24.95%
$198B
$361 Million 0.29% of portfolio
2,733
Q2 2025 Reduced 18.47%
$273B
$360 Million 0.29% of portfolio
5,184
Q2 2025 Added 32.21%
$0
$357 Million 0.29% of portfolio
648
Q2 2025 Added 10.58%
$0
$358 Million 0.29% of portfolio
5,599
Q4 2024 New
$48.7B
$353 Million 0.28% of portfolio
2,425
Q2 2025 Added 26.5%
$0
$350 Million 0.28% of portfolio
5,891
Q1 2025 Added 27.9%
$44.9B
$355 Million 0.28% of portfolio
1,479
Q2 2025 Reduced 12.9%
$227B
$336 Million 0.27% of portfolio
1,141
Q2 2025 Reduced 14.47%
$50.7B
$333 Million 0.27% of portfolio
320
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $125 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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