Pur Efi Wealth, LLC Incresed Positions in Q2 2025

Pur Efi Wealth, LLC

  • $125 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
ISRG
Intuitive Surgical Inc

Healthcare
36
+ 7.79%
$451.58 - $565.94 $16.3K - $20.4K
498 $271M
CSGP
Costar Group, Inc.

Real Estate
438
+ 13.6%
$72.62 - $83.22 $31.8K - $36.5K
3.66K $294M
TW
Tradeweb Markets Inc.

Financial Services
277
+ 15.59%
$125.37 - $149.02 $34.7K - $41.3K
2.05K $301M
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.1K
+ 248.96%
$50.53 - $212.53 $157K - $659K
4.35K $241M
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 5.16%
$908.13 - $1056.85 $16.3K - $19K
367 $363M
WRB
Berkley W R Corp

Financial Services
340
+ 11.66%
$64.28 - $75.17 $21.9K - $25.6K
3.26K $239M
AON
Aon PLC

Financial Services
226
+ 13.51%
$335.85 - $398.81 $75.9K - $90.1K
1.9K $677M
PLD
Prologis, Inc.

Real Estate
179
+ 9.93%
$89.76 - $112.34 $16.1K - $20.1K
1.98K $208M
ACN
Accenture PLC

Technology
121
+ 5.35%
$279.23 - $323.21 $33.8K - $39.1K
2.38K $712M
POOL
Pool Corp

Industrials
24
+ 3.1%
$285.0 - $325.66 $6.84K - $7.82K
797 $232M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
42
+ 4.7%
$421.16 - $509.5 $17.7K - $21.4K
936 $417M
AAPL
Apple Inc.

Technology
927
+ 6.33%
$172.42 - $223.89 $160K - $208K
15.6K $3.19B
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
8.77K
+ 78.92%
$37.36 - $43.85 $328K - $384K
19.9K $871M
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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