Pur Efi Wealth, LLC Purchases in Q3 2025

Pur Efi Wealth, LLC

  • $130 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.2K
+ 23.03%
$620.67 - $670.08 $744K - $803K
6.4K $4.28B
AVGO
Broadcom Inc.

Technology
1.09K
+ 9.33%
$264.74 - $369.57 $288K - $401K
12.7K $4.2B
WMT
Walmart Inc.

Consumer Defensive
7.16K
+ 27.8%
$94.4 - $104.27 $676K - $746K
32.9K $3.39B
NVDA
Nvidia Corp

Technology
2.13K
+ 18.3%
$153.3 - $186.58 $327K - $397K
13.8K $2.57B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
12.2K
New
$50.9 - $52.37 $620K - $637K
12.2K $636M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.19K
+ 32.41%
$224.68 - $282.71 $267K - $336K
4.86K $1.36B
JNJ
Johnson & Johnson

Healthcare
1.02K
+ 11.87%
$155.17 - $185.42 $157K - $188K
9.56K $1.77B
IEFA
Ishares Tr

ETFs
4.89K
+ 108.36%
$81.7 - $87.53 $399K - $428K
9.4K $821M
IEMG
Ishares Inc

ETFs
4.5K
+ 24.33%
N/A
23K $1.52B
MSFT
Microsoft Corp

Technology
366
+ 3.51%
$491.09 - $535.64 $180K - $196K
10.8K $5.59B
GD
General Dynamics Corp

Industrials
1.12K
New
$293.92 - $341.0 $329K - $382K
1.12K $382M
AVB
Avalonbay Communities Inc

Real Estate
1.97K
New
$182.72 - $204.51 $359K - $402K
1.97K $380M
GOOGL
Alphabet Inc.

Communication Services
251
+ 5.88%
$174.36 - $254.72 $43.8K - $63.9K
4.52K $1.1B
ABBV
Abb Vie Inc.

Healthcare
199
+ 3.41%
$184.85 - $231.54 $36.8K - $46.1K
6.03K $1.4B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.58K
+ 7.97%
$54.35 - $59.32 $140K - $153K
34.9K $2.07B
Fidelity Ethereum Fd
7K
New
N/A
7K $291M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
2.08K
+ 6.56%
$47.75 - $54.24 $99.1K - $113K
33.7K $1.81B
BSX
Boston Scientific Corp

Healthcare
2.7K
New
$97.03 - $108.14 $262K - $292K
2.7K $263M
Ishares Bitcoin Trust ETF
4K
New
N/A
4K $260M
VICI
Vici Properties Inc.

Real Estate
7.57K
+ 104.79%
$31.43 - $33.93 $238K - $257K
14.8K $483M
PLTR
Palantir Technologies Inc.

Technology
1.31K
New
$130.68 - $186.97 $171K - $245K
1.31K $239M
ALLE
Allegion PLC

Industrials
1.34K
New
$145.55 - $179.33 $195K - $240K
1.34K $238M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.64K
New
$82.96 - $95.7 $219K - $253K
2.64K $237M
Proshares Tr
17.4K
New
N/A
17.4K $235M
ZWS
Zurn Water Solutions Corp

Industrials
4.75K
New
$36.48 - $47.94 $173K - $228K
4.75K $223M
WTW
Willis Towers Watson PLC

Financial Services
642
New
$301.83 - $345.45 $194K - $222K
642 $222M
NKE
Nike, Inc.

Consumer Cyclical
3.09K
New
$69.24 - $79.24 $214K - $245K
3.09K $215M
JPM
Jpmorgan Chase & CO

Financial Services
236
+ 4.31%
$282.78 - $316.06 $66.7K - $74.6K
5.71K $1.8B
Blackrock ETF Trust
6.27K
New
N/A
6.27K $214M
TDY
Teledyne Technologies Inc

Technology
356
New
$509.51 - $586.04 $181K - $209K
356 $209M
ICLR
Icon PLC

Healthcare
1.16K
New
$139.63 - $195.01 $161K - $225K
1.16K $202M
ROL
Rollins Inc

Consumer Cyclical
3.44K
New
$55.05 - $58.74 $189K - $202K
3.44K $202M
IAU
Ishares Gold Trust

ETFs
1.67K
+ 23.76%
$61.62 - $72.77 $103K - $122K
8.72K $635M
OEF
Ishares S&P 100 ETF

ETFs
460
+ 31.66%
N/A
1.91K $637M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.61K
+ 60.09%
$98.52 - $103.93 $158K - $167K
4.28K $441M
HD
Home Depot, Inc.

Consumer Cyclical
131
+ 4.39%
$357.4 - $423.42 $46.8K - $55.5K
3.11K $1.26B
TSLA
Tesla, Inc.

Consumer Cyclical
124
+ 14.57%
$293.94 - $444.72 $36.4K - $55.1K
975 $434M
CSCO
Cisco Systems, Inc.

Technology
2.45K
+ 47.22%
$66.2 - $71.79 $162K - $176K
7.63K $522M
LLY
Eli Lilly & CO

Healthcare
251
+ 11.46%
$625.65 - $812.69 $157K - $204K
2.44K $1.86B
Te Connectivity PLC
271
+ 17.1%
N/A
1.86K $407M
NEE
Nextera Energy Inc

Utilities
744
+ 5.8%
$69.77 - $77.54 $51.9K - $57.7K
13.6K $1.02B
PPL
Ppl Corp

Utilities
2.69K
+ 31.84%
$33.54 - $37.24 $90.2K - $100K
11.1K $414M
TRV
Travelers Companies, Inc.

Financial Services
361
+ 15.81%
$250.62 - $279.43 $90.5K - $101K
2.64K $738M
MCD
Mcdonalds Corp

Consumer Cyclical
292
+ 10.06%
$291.67 - $316.99 $85.2K - $92.6K
3.19K $971M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.18K
+ 10.05%
$64.75 - $69.05 $76.1K - $81.1K
12.9K $888M
UNH
Unitedhealth Group Inc

Healthcare
177
+ 10.71%
$237.77 - $353.61 $42.1K - $62.6K
1.83K $632M
CVX
Chevron Corp

Energy
520
+ 18.16%
$145.57 - $161.83 $75.7K - $84.2K
3.38K $526M
XOM
Exxon Mobil Corp

Energy
543
+ 5.31%
$105.83 - $117.22 $57.5K - $63.7K
10.8K $1.21B
WMB
Williams Companies, Inc.

Energy
1.66K
+ 13.08%
$56.52 - $64.01 $93.6K - $106K
14.3K $907M
Activity Summary
Buys All Purchases 87 New Holdings 18 Increased Positions 69 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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