Pur Efi Wealth, LLC Reduced Holdings in Q3 2025

Pur Efi Wealth, LLC

  • $130 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Capital Grp Fixed Incm ETF T
-334K
- 77.31%
N/A
97.9K $2.58B
SYK
Stryker Corp

Healthcare
-172
- 0.8%
$368.57 - $403.53 $63.4K - $69.4K
21.3K $7.88B
ABT
Abbott Laboratories

Healthcare
-1.54K
- 25.24%
$120.51 - $136.62 $185K - $210K
4.55K $610M
TXN
Texas Instruments Inc

Technology
-732
- 32.61%
N/A
1.51K $278M
V
Visa Inc.

Financial Services
-368
- 9.33%
$332.09 - $358.86 $122K - $132K
3.58K $1.22B
ADBE
Adobe Inc.

Technology
-271
- 13.36%
$333.65 - $392.1 $90.4K - $106K
1.76K $620M
ACN
Accenture PLC

Technology
-44
- 1.85%
$232.56 - $304.78 $10.2K - $13.4K
2.34K $576M
EFG
Msci Eafe Growth ETF

ETFs
-1.25K
- 25.58%
$106.99 - $114.46 $134K - $144K
3.65K $416M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.26K
- 24.38%
$171.38 - $197.01 $215K - $247K
3.89K $762M
WDAY
Workday, Inc.

Technology
-533
- 36.04%
$213.69 - $247.69 $114K - $132K
946 $228M
APD
Air Products & Chemicals, Inc.

Basic Materials
-380
- 27.5%
$265.78 - $299.3 $101K - $114K
1K $273M
AMZN
Amazon Com Inc

Consumer Cyclical
-471
- 3.14%
$211.65 - $238.24 $99.7K - $112K
14.5K $3.19B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.17K
- 22.45%
$45.6 - $46.92 $99.1K - $102K
7.51K $351M
MUB
Ishares National Muni Bond ETF

ETFs
-1.04K
- 9.12%
$103.24 - $106.68 $108K - $111K
10.4K $1.11B
HON
Honeywell International Inc

Industrials
-194
- 10.06%
$207.7 - $240.4 $40.3K - $46.6K
1.74K $365M
ADP
Automatic Data Processing Inc

Industrials
-67
- 1.73%
$288.69 - $310.94 $19.3K - $20.8K
3.81K $1.12B
SPOT
Spotify Technology S.A.

Communication Services
-34
- 5.63%
$620.01 - $738.53 $21.1K - $25.1K
570 $398M
ADI
Analog Devices Inc

Technology
-318
- 18.46%
$220.68 - $255.63 $70.2K - $81.3K
1.41K $345M
IBM
International Business Machines Corp

Technology
-156
- 13.67%
$234.77 - $292.47 $36.6K - $45.6K
985 $278M
SAP
Sap Se

Technology
-15
- 1.04%
$252.42 - $311.93 $3.79K - $4.68K
1.43K $383M
PAYC
Paycom Software, Inc.

Technology
-20
- 0.91%
$208.14 - $238.8 $4.16K - $4.78K
2.17K $451M
ZTS
Zoetis Inc.

Healthcare
-166
- 6.02%
$141.13 - $159.19 $23.4K - $26.4K
2.59K $379M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-809
- 20.8%
$62.54 - $68.42 $50.6K - $55.4K
3.08K $208M
EFV
Msci Eafe Value ETF

ETFs
-1.48K
- 10.08%
$62.79 - $68.42 $93.1K - $101K
13.2K $897M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-479
- 9.05%
$182.33 - $194.5 $87.3K - $93.2K
4.82K $937M
HEFA
Ishares Currency Hedged Msci E

ETFs
-965
- 10.85%
$37.2 - $39.61 $35.9K - $38.2K
7.93K $314M
IWM
Ishares Russell 2000 ETF

ETFs
-622
- 12.02%
$214.92 - $244.84 $134K - $152K
4.55K $1.1B
WELL
Welltower Inc.

Real Estate
-303
- 16.68%
$150.71 - $178.14 $45.7K - $54K
1.51K $270M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-600
- 6.25%
$26.38 - $27.95 $15.8K - $16.8K
9K $246M
MSCI
Msci Inc.

Financial Services
-3
- 0.43%
$526.48 - $588.0 $1.58K - $1.76K
694 $394M
UNP
Union Pacific Corp

Industrials
-87
- 3.78%
$214.91 - $237.16 $18.7K - $20.6K
2.22K $524M
AON
Aon PLC

Financial Services
-12
- 0.63%
$350.91 - $375.27 $4.21K - $4.5K
1.89K $673M
IVW
Ishares S&P 500 Growth ETF

ETFs
-528
- 8.8%
$108.97 - $121.65 $57.5K - $64.2K
5.48K $661M
IWD
Ishares Russell 1000 Val ETF

ETFs
-123
- 4.55%
$192.76 - $203.86 $23.7K - $25.1K
2.58K $526M
MA
Mastercard Inc

Financial Services
-10
- 1.02%
$550.18 - $598.96 $5.5K - $5.99K
972 $553M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-600
- 4.86%
$23.82 - $25.84 $14.3K - $15.5K
11.8K $302M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-42
- 2.47%
$133.48 - $144.38 $5.61K - $6.06K
1.66K $236M
WEC
Wec Energy Group, Inc.

Utilities
-154
- 6.08%
$103.66 - $114.59 $16K - $17.6K
2.38K $272M
Blackrock ETF Trust
-259
- 3.13%
N/A
8.03K $304M
XLF
Financial Sector Spdr

ETFs
-1
- 0.01%
$51.37 - $54.25 $51.4 - $54.3
7.08K $381M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-34
- 0.77%
$52.12 - $55.33 $1.77K - $1.88K
4.36K $241M
CSGP
Costar Group, Inc.

Real Estate
-12
- 0.33%
$81.42 - $96.83 $977 - $1.16K
3.65K $308M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-800
- 5.26%
$28.92 - $32.19 $23.1K - $25.8K
14.4K $460M
VLO
Valero Energy Corp

Energy
-217
- 14.56%
$131.77 - $175.63 $28.6K - $38.1K
1.27K $217M
RTX
Raytheon Technologies Corp

Industrials
-61
- 3.45%
$144.19 - $167.33 $8.8K - $10.2K
1.71K $285M
IDXX
Idexx Laboratories Inc

Healthcare
-7
- 1.84%
$514.61 - $682.78 $3.6K - $4.78K
374 $239M
ETN
Eaton Corp PLC

Industrials
-31
- 1.11%
$342.99 - $392.76 $10.6K - $12.2K
2.76K $1.03B
BK
Bank Of New York Mellon Corp

Financial Services
-10
- 0.41%
$90.65 - $109.75 $907 - $1.1K
2.44K $265M
SPY
Spdr S&P 500 ETF Trust

ETFs
-229
- 4.89%
$617.65 - $666.84 $141K - $153K
4.45K $2.96B
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
Track This Portfolio

Track Pur Efi Wealth, LLC Portfolio

Follow Pur Efi Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pur Efi Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pur Efi Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email