Pur Efi Wealth, LLC Purchases in Q4 2024

Pur Efi Wealth, LLC

  • $102 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9.19K
New
$55.45 - $61.08 $509K - $561K
9.19K $509M
UNH
Unitedhealth Group Inc

Healthcare
997
New
$485.52 - $625.25 $484K - $623K
997 $504M
VGT
Vanguard Information Technolog

ETFs
810
New
$571.78 - $647.97 $463K - $525K
810 $504M
GOOGL
Alphabet Inc.

Communication Services
2.56K
New
$161.86 - $196.66 $414K - $502K
2.56K $484M
CTAS
Cintas Corp

Industrials
2.64K
New
$182.7 - $226.47 $482K - $598K
2.64K $482M
SAP
Sap Se

Technology
1.92K
New
$218.13 - $255.54 $419K - $491K
1.92K $473M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.3K
New
$45.07 - $47.1 $464K - $485K
10.3K $465M
MA
Mastercard Inc

Financial Services
848
New
$491.3 - $536.15 $417K - $455K
848 $447M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.39K
New
$94.43 - $105.47 $414K - $463K
4.39K $445M
ADI
Analog Devices Inc

Technology
2.06K
New
$206.35 - $236.48 $425K - $487K
2.06K $438M
MMM
3 M CO

Industrials
3.34K
New
$124.74 - $137.12 $416K - $457K
3.34K $430M
ETN
Eaton Corp PLC

Industrials
1.29K
New
$326.96 - $377.52 $423K - $488K
1.29K $429M
IEMG
Ishares Inc

ETFs
8.14K
New
N/A
8.14K $425M
NEE
Nextera Energy Inc

Utilities
5.92K
New
$69.77 - $85.43 $413K - $506K
5.92K $424M
CMCSA
Comcast Corp

Communication Services
10.7K
New
$37.39 - $45.14 $400K - $483K
10.7K $401M
WDAY
Workday, Inc.

Technology
1.55K
New
$233.85 - $279.91 $361K - $432K
1.55K $399M
IWF
Ishares Russell 1000 Gr ETF

ETFs
990
New
$370.24 - $418.94 $367K - $415K
990 $398M
BAC
Bank Of America Corp

Financial Services
8.92K
New
$39.22 - $47.77 $350K - $426K
8.92K $392M
IYW
Ishares Dj Us Tech ETF

ETFs
2.45K
New
$148.14 - $166.23 $363K - $407K
2.45K $391M
MCD
Mcdonalds Corp

Consumer Cyclical
1.34K
New
$288.47 - $316.54 $387K - $425K
1.34K $389M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.41K
New
$59.25 - $72.99 $380K - $468K
6.41K $383M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
5.4K
New
$70.31 - $77.39 $379K - $418K
5.4K $379M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
5.06K
New
$72.28 - $78.42 $366K - $397K
5.06K $367M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
5.6K
New
$64.85 - $73.04 $363K - $409K
5.6K $366M
BBY
Best Buy CO Inc

Consumer Cyclical
4.26K
New
$85.2 - $101.35 $363K - $432K
4.26K $365M
DG
Dollar General Corp

Consumer Defensive
4.81K
New
$73.27 - $84.47 $352K - $406K
4.81K $365M
PEP
Pepsico Inc

Consumer Defensive
2.36K
New
$151.29 - $176.1 $357K - $416K
2.36K $359M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.9K
New
$55.73 - $66.16 $329K - $390K
5.9K $356M
NKE
Nike, Inc.

Consumer Cyclical
4.63K
New
$73.36 - $89.13 $340K - $413K
4.63K $350M
COST
Costco Wholesale Corp

Consumer Defensive
375
New
$873.59 - $994.69 $328K - $373K
375 $344M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.85K
New
$183.23 - $199.79 $338K - $369K
1.85K $342M
VZ
Verizon Communications Inc

Communication Services
8.51K
New
$39.6 - $45.21 $337K - $385K
8.51K $340M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.6K
New
$209.89 - $233.24 $335K - $373K
1.6K $339M
GWW
W.W. Grainger, Inc.

Industrials
320
New
$1023.06 - $1220.93 $327K - $391K
320 $337M
IXUS
Ishares Tr

ETFs
5.03K
New
$65.95 - $72.56 $332K - $365K
5.03K $333M
FVAL
Fidelity Covington Tr Value Fa

ETFs
5.33K
New
$60.19 - $64.39 $321K - $343K
5.33K $328M
ASH
Ashland Global Holdings Inc

Basic Materials
4.54K
New
$70.93 - $87.79 $322K - $399K
4.54K $325M
MSCI
Msci Inc.

Financial Services
536
New
$569.09 - $635.99 $305K - $341K
536 $322M
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.33K
New
$72.97 - $96.75 $316K - $419K
4.33K $321M
CVX
Chevron Corp

Energy
2.21K
New
$141.15 - $162.53 $312K - $360K
2.21K $320M
VEA
Vanguard Ftse Developed Market

ETFs
6.64K
New
$47.57 - $52.44 $316K - $348K
6.64K $318M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.38K
New
$193.7 - $235.05 $267K - $323K
1.38K $315M
MRK
Merck & Co., Inc.

Healthcare
3.14K
New
$96.31 - $114.76 $302K - $360K
3.14K $312M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.1K
New
$264.18 - $304.19 $290K - $334K
1.1K $307M
CGDV
Capital Group Divid Value ETF

ETFs
8.7K
New
$35.16 - $37.12 $306K - $323K
8.7K $307M
KMB
Kimberly Clark Corp

Consumer Defensive
2.34K
New
$130.37 - $146.09 $305K - $342K
2.34K $306M
TGT
Target Corp

Consumer Defensive
2.25K
New
$121.59 - $160.69 $274K - $362K
2.25K $304M
TYL
Tyler Technologies Inc

Technology
520
New
$576.64 - $635.69 $300K - $331K
520 $300M
NFLX
Netflix Inc

Communication Services
336
New
$687.65 - $936.56 $231K - $315K
336 $299M
Activity Summary
Buys All Purchases 152 New Holdings 152 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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