Purkiss Capital Advisors LLC Reduced Holdings in Q3 2025

Purkiss Capital Advisors LLC

  • $209 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
-102K
- 38.21%
$61.62 - $72.77 $6.31M - $7.45M
166K $12.1B
ADBE
Adobe Inc.

Technology
-232
- 15.79%
$333.65 - $392.1 $77.4K - $91K
1.24K $436M
LLY
Eli Lilly & CO

Healthcare
-135
- 13.02%
$625.65 - $812.69 $84.5K - $110K
902 $688M
SBUX
Starbucks Corp

Consumer Cyclical
-125
- 1.68%
$81.9 - $96.86 $10.2K - $12.1K
7.32K $619M
EPD
Enterprise Products Partners L.P.

Energy
-1.99K
- 16.38%
$30.74 - $32.14 $61K - $63.8K
10.1K $317M
MRK
Merck & Co., Inc.

Healthcare
-919
- 19.87%
$77.6 - $87.37 $71.3K - $80.3K
3.71K $311M
PG
Procter & Gamble CO

Consumer Defensive
-33
- 0.4%
$150.47 - $161.22 $4.97K - $5.32K
8.18K $1.26B
KO
Coca Cola CO

Consumer Defensive
-207
- 4.35%
$65.67 - $71.67 $13.6K - $14.8K
4.55K $302M
VEA
Vanguard Ftse Developed Market

ETFs
-713
- 16.9%
$56.02 - $60.3 $39.9K - $43K
3.51K $210M
TMUS
T Mobile Us, Inc.

Communication Services
-81
- 8.1%
$226.02 - $259.01 $18.3K - $21K
919 $220M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-315
- 10.65%
$82.96 - $95.7 $26.1K - $30.1K
2.64K $237M
MCD
Mcdonalds Corp

Consumer Cyclical
-141
- 5.37%
$291.67 - $316.99 $41.1K - $44.7K
2.49K $756M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-159
- 3.93%
$52.31 - $56.47 $8.32K - $8.98K
3.89K $219M
LMT
Lockheed Martin Corp

Industrials
-79
- 6.06%
$410.74 - $499.21 $32.4K - $39.4K
1.23K $612M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-308
- 3.25%
$87.29 - $93.61 $26.9K - $28.8K
9.17K $856M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-14
- 1.87%
$339.37 - $366.46 $4.75K - $5.13K
733 $268M
EXI
Ishares Global Industrials ETF

ETFs
-1
- 0.05%
$164.53 - $172.75 $165 - $173
2.13K $367M
IVV
Ishares Core S&P 500 ETF

ETFs
-9
- 1.63%
$620.67 - $670.08 $5.59K - $6.03K
542 $363M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-103
- 1.74%
$132.9 - $142.03 $13.7K - $14.6K
5.83K $822M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1
- 0.01%
$62.54 - $68.42 $62.5 - $68.4
8.88K $599M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-80
- 2.21%
$112.94 - $129.99 $9.04K - $10.4K
3.53K $452M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-225
- 0.43%
$40.15 - $43.86 $9.03K - $9.87K
51.9K $2.27B
TSLA
Tesla, Inc.

Consumer Cyclical
-150
- 6.04%
$293.94 - $444.72 $44.1K - $66.7K
2.34K $1.04B
JNJ
Johnson & Johnson

Healthcare
-578
- 4.05%
$155.17 - $185.42 $89.7K - $107K
13.7K $2.54B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-433
- 0.75%
$459.11 - $506.91 $199K - $219K
57K $28.7B
GOOG
Alphabet Inc.

Communication Services
-353
- 2.68%
$175.16 - $255.24 $61.8K - $90.1K
12.8K $3.12B
Activity Summary
Buys All Purchases 123 New Holdings 20 Increased Positions 103 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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