Pur Efi Wealth, LLC Purchases in Q1 2025

Pur Efi Wealth, LLC

  • $100 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBCG
Fidelity Covington Tr Blue Chi

ETFs
5.54K
+ 44.3%
$39.97 - $48.7 $222K - $270K
18.1K $722M
XLE
Energy Sector Spdr

ETFs
1.08K
+ 33.25%
$85.7 - $93.96 $92.5K - $101K
4.32K $404M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
3.48K
+ 27.86%
$41.26 - $44.98 $143K - $156K
16K $670M
LMT
Lockheed Martin Corp

Industrials
320
+ 66.81%
$423.19 - $506.29 $135K - $162K
799 $357M
PAYC
Paycom Software, Inc.

Technology
475
+ 33.88%
$199.42 - $225.82 $94.7K - $107K
1.88K $410M
MRK
Merck & Co., Inc.

Healthcare
1.59K
+ 50.65%
$83.01 - $101.02 $132K - $161K
4.73K $424M
JPM
Jpmorgan Chase & CO

Financial Services
339
+ 7.54%
$225.19 - $279.95 $76.3K - $94.9K
4.83K $1.19B
EZU
Ishares Inc Msci Eurozone ETF

ETFs
1.29K
+ 27.9%
$46.83 - $56.05 $60.2K - $72K
5.89K $314M
XLF
Financial Sector Spdr

ETFs
895
+ 6.94%
$47.32 - $52.19 $42.4K - $46.7K
13.8K $687M
IVE
Ishares S&P 500 Value ETF

ETFs
314
+ 29.43%
$185.78 - $198.58 $58.3K - $62.4K
1.38K $263M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.01K
+ 11.05%
$48.06 - $53.73 $96.4K - $108K
20.1K $982M
QQQ
Invesco Qqq Trust, Series 1

ETFs
151
+ 34.71%
$468.34 - $539.52 $70.7K - $81.5K
586 $275M
XLU
Utilities Sector Spdr

ETFs
500
+ 14.29%
$74.7 - $80.27 $37.4K - $40.1K
4K $315M
ITW
Illinois Tool Works Inc

Industrials
222
+ 25.84%
$244.9 - $274.48 $54.4K - $60.9K
1.08K $268M
IBM
International Business Machines Corp

Technology
45
+ 3.49%
$217.4 - $264.74 $9.78K - $11.9K
1.33K $332M
IVV
Ishares Core S&P 500 ETF

ETFs
260
+ 6.93%
$554.06 - $615.85 $144K - $160K
4.01K $2.25B
AVGO
Broadcom Inc.

Technology
3.24K
+ 41.76%
$167.43 - $244.7 $542K - $793K
11K $1.84B
TTAC
Fcf Us Quality ETF

ETFs
963
+ 11.91%
$65.72 - $67.39 $63.3K - $64.9K
9.05K $578M
MA
Mastercard Inc

Financial Services
33
+ 3.89%
$504.67 - $576.31 $16.7K - $19K
881 $483M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
551
+ 10.89%
$73.16 - $83.16 $40.3K - $45.8K
5.61K $391M
VEA
Vanguard Ftse Developed Market

ETFs
56
+ 0.84%
$47.4 - $52.99 $2.65K - $2.97K
6.7K $340M
IEFA
Ishares Tr

ETFs
1
+ 0.03%
$69.57 - $78.65 $69.6 - $78.7
3.91K $296M
IXUS
Ishares Tr

ETFs
4
+ 0.08%
$65.06 - $72.31 $260 - $289
5.03K $351M
MSCI
Msci Inc.

Financial Services
63
+ 11.75%
$541.46 - $628.34 $34.1K - $39.6K
599 $339M
TMO
Thermo Fisher Scientific Inc.

Healthcare
42
+ 10.77%
$497.6 - $606.74 $20.9K - $25.5K
432 $215M
WMT
Walmart Inc.

Consumer Defensive
823
+ 3.18%
$84.5 - $105.05 $69.5K - $86.5K
26.7K $2.34B
NVDA
Nvidia Corp

Technology
1.81K
+ 24.48%
$106.98 - $149.43 $194K - $271K
9.21K $998M
NVO
Novo Nordisk A S

Healthcare
747
+ 25.3%
$69.3 - $90.95 $51.8K - $67.9K
3.7K $257M
IVW
Ishares S&P 500 Growth ETF

ETFs
404
+ 9.21%
$92.45 - $106.69 $37.3K - $43.1K
4.79K $445M
WDAY
Workday, Inc.

Technology
153
+ 9.9%
$233.53 - $277.82 $35.7K - $42.5K
1.7K $397M
POOL
Pool Corp

Industrials
38
+ 5.17%
$314.92 - $364.31 $12K - $13.8K
773 $246M
IBKR
Interactive Brokers Group, Inc.

Financial Services
50
+ 4.18%
$161.03 - $235.53 $8.05K - $11.8K
1.25K $206M
LII
Lennox International Inc

Industrials
14
+ 3.72%
$553.05 - $666.93 $7.74K - $9.34K
390 $219M
ADBE
Adobe Inc.

Technology
191
+ 13.62%
$377.84 - $464.11 $72.2K - $88.6K
1.59K $611M
IYW
Ishares Dj Us Tech ETF

ETFs
219
+ 8.94%
$140.44 - $166.79 $30.8K - $36.5K
2.67K $375M
ORCL
Oracle Corp

Technology
994
+ 16.37%
$139.81 - $186.47 $139K - $185K
7.07K $988M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
243
+ 8.08%
$165.25 - $224.62 $40.2K - $54.6K
3.25K $540M
VGT
Vanguard Information Technolog

ETFs
11
+ 1.36%
$542.38 - $646.34 $5.97K - $7.11K
821 $446M
MSFT
Microsoft Corp

Technology
843
+ 9.75%
$375.39 - $447.2 $316K - $377K
9.49K $3.56B
AAPL
Apple Inc.

Technology
448
+ 3.16%
$209.68 - $247.1 $93.9K - $111K
14.6K $3.25B
Activity Summary
Buys All Purchases 91 New Holdings 29 Increased Positions 62 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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