Pur Efi Wealth, LLC Portfolio Holdings
Pur Efi Wealth, LLC
- $130 Billion
- Q3 2025
Pur Efi Wealth, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $130 Billion distributed in 165 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $7.88B, Microsoft Corp with a value of $5.59B, Ishares Core S&P 500 ETF with a value of $4.28B, Broadcom Inc. with a value of $4.2B, and Apple Inc. with a value of $3.84B.
Examining the 13F form we can see an increase of $4.84B in the current position value, from $125B to 130B.
Pur Efi Wealth, LLC is based out at Boston, MA
Below you can find more details about Pur Efi Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$130 Billion
ETFs: $43.1 Billion
Technology: $26.7 Billion
Healthcare: $15.8 Billion
Financial Services: $8.63 Billion
Consumer Cyclical: $6.82 Billion
Industrials: $6.3 Billion
Consumer Defensive: $6.16 Billion
Communication Services: $3.95 Billion
Other: $7.16 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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