Pur Efi Wealth, LLC Reduced Holdings in Q4 2025

Pur Efi Wealth, LLC

  • $131 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-2.14K
- 31.96%
$217.57 - $313.0 $465K - $669K
4.55K $887M
MSFT
Microsoft Corp

Technology
-471
- 4.37%
$496.82 - $542.07 $234K - $255K
10.3K $4.99B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.4K
- 49.75%
$191.01 - $199.18 $458K - $477K
2.42K $481M
SHOP
Shopify Inc.

Technology
-2.88K
- 57.57%
$146.04 - $179.01 $421K - $516K
2.12K $342M
AVGO
Broadcom Inc.

Technology
-1.7K
- 13.4%
$324.63 - $385.98 $553K - $658K
11K $3.81B
MA
Mastercard Inc

Financial Services
-565
- 58.13%
$536.85 - $580.45 $303K - $328K
407 $232M
ABT
Abbott Laboratories

Healthcare
-1.81K
- 39.8%
$123.62 - $134.59 $224K - $244K
2.74K $343M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.69K
- 11.67%
$213.04 - $254.0 $361K - $430K
12.8K $2.96B
V
Visa Inc.

Financial Services
-735
- 20.55%
$325.75 - $352.42 $239K - $259K
2.84K $996M
WMB
Williams Companies, Inc.

Energy
-2.77K
- 19.31%
$56.51 - $64.48 $156K - $178K
11.6K $694M
ADP
Automatic Data Processing Inc

Industrials
-251
- 6.59%
$250.9 - $292.94 $63K - $73.5K
3.56K $915M
UBER
Uber Technologies, Inc

Technology
-1.42K
- 35.78%
$91.62 - $100.1 $130K - $142K
2.55K $209M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-2.59K
- 43.91%
$61.02 - $63.76 $158K - $165K
3.3K $212M
GLW
Corning Inc

Technology
-2.02K
- 37.06%
$82.06 - $90.29 $166K - $183K
3.43K $301M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-1.16K
- 11.99%
N/A
8.54K $821M
META
Meta Platforms, Inc.

Communication Services
-45
- 3.67%
$609.01 - $751.67 $27.4K - $33.8K
1.18K $779M
SPOT
Spotify Technology S.A.

Communication Services
-83
- 14.56%
$616.91 - $707.3 $51.2K - $58.7K
487 $283M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-173
- 26.49%
$589.5 - $635.77 $102K - $110K
480 $295M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.66K
- 12.69%
$52.54 - $55.77 $87.3K - $92.7K
11.4K $615M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
-2.18K
- 10.99%
$45.09 - $46.71 $98.5K - $102K
17.7K $821M
TTAC
Fcf Us Quality ETF

ETFs
-950
- 4.93%
N/A
18.3K $1.31B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-2.08K
- 6.18%
$52.27 - $56.39 $109K - $117K
31.6K $1.73B
TXN
Texas Instruments Inc

Technology
-317
- 20.95%
N/A
1.2K $207M
IVV
Ishares Core S&P 500 ETF

ETFs
-249
- 3.89%
$656.2 - $690.71 $163K - $172K
6.15K $4.21B
Blackrock Inc
-12
- 2.61%
N/A
448 $480M
EFV
Msci Eafe Value ETF

ETFs
-1.46K
- 11.02%
$66.73 - $70.99 $97.2K - $103K
11.8K $840M
NVDA
Nvidia Corp

Technology
-294
- 2.13%
$179.83 - $207.04 $52.9K - $60.9K
13.5K $2.51B
IWD
Ishares Russell 1000 Val ETF

ETFs
-345
- 13.36%
$199.44 - $208.01 $68.8K - $71.8K
2.24K $471M
ITW
Illinois Tool Works Inc

Industrials
-117
- 8.15%
$242.03 - $260.73 $28.3K - $30.5K
1.32K $325M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-400
- 9.34%
$102.37 - $105.36 $40.9K - $42.1K
3.88K $395M
WELL
Welltower Inc.

Real Estate
-279
- 18.43%
$165.94 - $193.82 $46.3K - $54.1K
1.24K $229M
TYL
Tyler Technologies Inc

Technology
-3
- 0.57%
$460.81 - $518.69 $1.38K - $1.56K
520 $236M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-733
- 9.76%
$46.57 - $47.16 $34.1K - $34.6K
6.77K $315M
HON
Honeywell International Inc

Industrials
-13
- 0.75%
$194.07 - $220.67 $2.52K - $2.87K
1.72K $336M
NEE
Nextera Energy Inc

Utilities
-1.09K
- 8.01%
$78.18 - $86.03 $85.1K - $93.6K
12.5K $1B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-154
- 9.28%
$139.66 - $144.52 $21.5K - $22.3K
1.51K $216M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-4
- 0.09%
$64.77 - $73.08 $259 - $292
4.55K $293M
UNP
Union Pacific Corp

Industrials
-33
- 1.49%
$216.37 - $237.41 $7.14K - $7.83K
2.18K $505M
IEFA
Ishares Tr

ETFs
-356
- 3.79%
$86.09 - $89.88 $30.6K - $32K
9.05K $809M
KMI
Kinder Morgan, Inc.

Energy
-50
- 0.63%
$25.84 - $28.46 $1.29K - $1.42K
7.92K $218M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-37
- 1.83%
$459.47 - $491.71 $17K - $18.2K
1.99K $942M
PLTR
Palantir Technologies Inc.

Technology
-1
- 0.08%
$172.14 - $207.18 $172 - $207
1.31K $232M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.03K
- 2.94%
$57.9 - $61.26 $59.3K - $62.8K
33.9K $2.06B
VGT
Vanguard Information Technolog

ETFs
-5
- 0.79%
$736.33 - $801.52 $3.68K - $4.01K
626 $472M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-126
- 13.36%
$402.9 - $437.15 $50.8K - $55.1K
817 $370M
XLF
Financial Sector Spdr

ETFs
-56
- 0.79%
$51.76 - $53.77 $2.9K - $3.01K
7.02K $385M
VEA
Vanguard Ftse Developed Market

ETFs
-118
- 2.59%
$59.18 - $62.09 $6.98K - $7.33K
4.44K $278M
BK
Bank Of New York Mellon Corp

Financial Services
-57
- 2.34%
$104.54 - $112.64 $5.96K - $6.42K
2.38K $276M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-6
- 0.82%
$312.18 - $378.94 $1.87K - $2.27K
726 $259M
Activity Summary
Buys All Purchases 81 New Holdings 22 Increased Positions 59 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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