Pur Efi Wealth, LLC Purchases in Q2 2025

Pur Efi Wealth, LLC

  • $125 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
1.99K
New
$82.51 - $109.2 $164K - $217K
1.99K $217M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.21K
+ 25.32%
$82.96 - $110.1 $101K - $134K
6K $661M
IAU
Ishares Gold Trust

ETFs
3.22K
+ 83.92%
$56.1 - $64.74 $180K - $208K
7.05K $439M
GOOGL
Alphabet Inc.

Communication Services
757
+ 21.55%
$144.7 - $178.6 $110K - $135K
4.27K $752M
IDXX
Idexx Laboratories Inc

Healthcare
381
New
$361.04 - $536.34 $138K - $204K
381 $204M
KMI
Kinder Morgan, Inc.

Energy
6.84K
New
$25.21 - $29.4 $173K - $201K
6.84K $201M
VLO
Valero Energy Corp

Energy
1.49K
New
$104.69 - $141.77 $156K - $211K
1.49K $200M
Blackrock ETF Trust Ii
3.54K
+ 78.18%
N/A
8.07K $426M
TRV
Travelers Companies, Inc.

Financial Services
650
+ 39.8%
$233.83 - $276.34 $152K - $180K
2.28K $611M
ADBE
Adobe Inc.

Technology
436
+ 27.37%
$340.0 - $420.68 $148K - $183K
2.03K $785M
SHOP
Shopify Inc.

Technology
625
+ 12.61%
$76.89 - $115.35 $48.1K - $72.1K
5.58K $644M
SPOT
Spotify Technology S.A.

Communication Services
51
+ 9.22%
$503.3 - $775.9 $25.7K - $39.6K
604 $463M
ADP
Automatic Data Processing Inc

Industrials
481
+ 14.17%
$276.76 - $326.81 $133K - $157K
3.88K $1.2B
UNH
Unitedhealth Group Inc

Healthcare
961
+ 138.87%
$274.35 - $599.47 $264K - $576K
1.65K $516M
QUAL
Ishares Msci Usa Quality Facto

ETFs
510
+ 10.66%
$152.42 - $182.82 $77.7K - $93.2K
5.3K $968M
JNJ
Johnson & Johnson

Healthcare
1.51K
+ 21.52%
$146.36 - $159.82 $222K - $242K
8.55K $1.31B
EFG
Msci Eafe Growth ETF

ETFs
720
+ 17.21%
$89.8 - $112.0 $64.7K - $80.6K
4.9K $549M
CSCO
Cisco Systems, Inc.

Technology
1.26K
+ 32.21%
$53.19 - $69.38 $67.2K - $87.6K
5.18K $360M
HD
Home Depot, Inc.

Consumer Cyclical
299
+ 11.14%
$335.24 - $380.78 $100K - $114K
2.98K $1.09B
SAP
Sap Se

Technology
207
+ 16.69%
$237.53 - $309.8 $49.2K - $64.1K
1.45K $440M
NOW
Service Now, Inc.

Technology
39
+ 14.83%
$721.65 - $1040.18 $28.1K - $40.6K
302 $310M
PG
Procter & Gamble CO

Consumer Defensive
970
+ 18.99%
$157.66 - $172.39 $153K - $167K
6.08K $969M
CME
Cme Group Inc.

Financial Services
322
+ 40.5%
$252.37 - $290.71 $81.3K - $93.6K
1.12K $308M
PAYC
Paycom Software, Inc.

Technology
311
+ 16.57%
$193.07 - $265.71 $60K - $82.6K
2.19K $506M
PNC
Pnc Financial Services Group, Inc.

Financial Services
389
+ 24.95%
$149.76 - $186.42 $58.3K - $72.5K
1.95K $363M
MCD
Mcdonalds Corp

Consumer Cyclical
471
+ 19.37%
$285.55 - $321.23 $134K - $151K
2.9K $848M
AMD
Advanced Micro Devices Inc

Technology
21
+ 0.97%
$78.21 - $143.81 $1.64K - $3.02K
2.18K $309M
LMT
Lockheed Martin Corp

Industrials
160
+ 20.03%
$430.82 - $486.45 $68.9K - $77.8K
959 $444M
V
Visa Inc.

Financial Services
186
+ 4.95%
$308.27 - $373.31 $57.3K - $69.4K
3.94K $1.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
62
+ 10.58%
$416.06 - $551.64 $25.8K - $34.2K
648 $357M
IEFA
Ishares Tr

ETFs
602
+ 15.4%
$67.83 - $84.09 $40.8K - $50.6K
4.51K $377M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.67K
+ 20.77%
$45.12 - $46.23 $75.1K - $77K
9.68K $448M
INTU
Intuit Inc

Technology
24
+ 7.29%
$544.07 - $787.63 $13.1K - $18.9K
353 $278M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.1K
+ 11.02%
$63.54 - $68.5 $69.8K - $75.2K
11.1K $746M
MA
Mastercard Inc

Financial Services
101
+ 11.46%
$479.92 - $590.74 $48.5K - $59.7K
982 $552M
PPL
Ppl Corp

Utilities
2.41K
+ 39.87%
$33.45 - $36.5 $80.5K - $87.8K
8.44K $286M
MSCI
Msci Inc.

Financial Services
98
+ 16.36%
$506.56 - $576.74 $49.6K - $56.5K
697 $402M
MGTX
Meira G Tx Holdings PLC

Healthcare
10K
+ 100.0%
$4.64 - $7.26 $46.4K - $72.6K
20K $130M
LPLA
Lpl Financial Holdings Inc.

Financial Services
73
+ 11.66%
$283.31 - $388.96 $20.7K - $28.4K
699 $262M
PAYX
Paychex Inc

Industrials
508
+ 26.5%
$137.01 - $159.78 $69.6K - $81.2K
2.43K $353M
APD
Air Products & Chemicals, Inc.

Basic Materials
245
+ 21.55%
$248.61 - $294.96 $60.9K - $72.3K
1.38K $390M
ZTS
Zoetis Inc.

Healthcare
473
+ 20.72%
$144.41 - $170.3 $68.3K - $80.6K
2.76K $430M
SRE
Sempra Energy

Utilities
482
+ 14.55%
$63.78 - $78.91 $30.7K - $38K
3.79K $287M
CVX
Chevron Corp

Energy
710
+ 32.96%
$133.73 - $168.51 $94.9K - $120K
2.86K $410M
XOM
Exxon Mobil Corp

Energy
1.37K
+ 15.51%
$99.93 - $119.04 $137K - $164K
10.2K $1.1B
IXUS
Ishares Tr

ETFs
116
+ 2.3%
$62.37 - $77.63 $7.23K - $9.01K
5.15K $398M
ITW
Illinois Tool Works Inc

Industrials
185
+ 17.11%
$218.41 - $252.43 $40.4K - $46.7K
1.27K $313M
ABBV
Abb Vie Inc.

Healthcare
878
+ 17.73%
$170.16 - $206.27 $149K - $181K
5.83K $1.08B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
582
+ 17.51%
$212.1 - $244.27 $123K - $142K
3.91K $854M
Activity Summary
Buys All Purchases 113 New Holdings 29 Increased Positions 84 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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