Pur Efi Wealth, LLC Incresed Positions 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
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
GOOGL
Alphabet Inc.

Communication Services
251
+ 5.88%
$174.36 - $254.72 $43.8K - $63.9K
4.52K $1.1B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.58K
+ 7.97%
$54.35 - $59.32 $140K - $153K
34.9K $2.07B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
2.08K
+ 6.56%
$47.75 - $54.24 $99.1K - $113K
33.7K $1.81B
VICI
Vici Properties Inc.

Real Estate
7.57K
+ 104.79%
$31.43 - $33.93 $238K - $257K
14.8K $483M
JPM
Jpmorgan Chase & CO

Financial Services
236
+ 4.31%
$282.78 - $316.06 $66.7K - $74.6K
5.71K $1.8B
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
TTAC
Fcf Us Quality ETF

ETFs
1.25K
+ 6.92%
$69.96 - $71.12 $87.3K - $88.8K
19.3K $1.39B
SRE
Sempra Energy

Utilities
612
+ 16.13%
$74.14 - $89.98 $45.4K - $55.1K
4.41K $396M
LMT
Lockheed Martin Corp

Industrials
149
+ 15.54%
$410.74 - $499.21 $61.2K - $74.4K
1.11K $553M
NOW
Service Now, Inc.

Technology
149
+ 49.34%
$850.86 - $1044.69 $127K - $156K
451 $415M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
301
+ 3.2%
N/A
9.7K $948M
PNC
Pnc Financial Services Group, Inc.

Financial Services
304
+ 15.61%
$185.88 - $207.44 $56.5K - $63.1K
2.25K $452M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
58
+ 0.59%
$132.9 - $142.03 $7.71K - $8.24K
9.88K $1.39B
PEP
Pepsico Inc

Consumer Defensive
425
+ 15.55%
$133.81 - $152.16 $56.9K - $64.7K
3.16K $444M
IBKR
Interactive Brokers Group, Inc.

Financial Services
206
+ 4.74%
$56.32 - $68.81 $11.6K - $14.2K
4.55K $313M
Blackrock Inc
9
+ 2.0%
N/A
460 $536M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
528
+ 5.9%
$97.75 - $100.75 $51.6K - $53.2K
9.47K $950M
ITW
Illinois Tool Works Inc

Industrials
170
+ 13.43%
$252.31 - $269.41 $42.9K - $45.8K
1.44K $374M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
1.6K
+ 14.04%
$28.92 - $30.19 $46.3K - $48.3K
13K $385M
HIG
Hartford Financial Services Group, Inc.

Financial Services
322
+ 16.34%
$119.73 - $134.7 $38.6K - $43.4K
2.29K $306M
PG
Procter & Gamble CO

Consumer Defensive
580
+ 9.54%
$150.47 - $161.22 $87.3K - $93.5K
6.66K $1.02B
AMD
Advanced Micro Devices Inc

Technology
56
+ 2.57%
$134.8 - $184.42 $7.55K - $10.3K
2.24K $362M
CME
Cme Group Inc.

Financial Services
196
+ 17.55%
$258.83 - $287.1 $50.7K - $56.3K
1.31K $355M
IVE
Ishares S&P 500 Value ETF

ETFs
37
+ 1.45%
$194.44 - $206.51 $7.19K - $7.64K
2.59K $535M
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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