Pur Efi Wealth, LLC Portfolio Holdings
Pur Efi Wealth, LLC
- $102 Billion
- Q4 2024
Pur Efi Wealth, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $102 Billion distributed in 152 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Grp Fixed Incm ETF T with a value of $12.2B, Stryker Corp with a value of $7.85B, Microsoft Corp with a value of $3.64B, Apple Inc. with a value of $3.55B, and Amazon Com Inc with a value of $3.33B.
Examining the 13F form we can see an increase of $102B in the current position value.
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
$102 Billion
ETFs: $25.8 Billion
Technology: $18.2 Billion
Healthcare: $12.7 Billion
Consumer Cyclical: $6.74 Billion
Consumer Defensive: $6.48 Billion
Financial Services: $6.01 Billion
Industrials: $5.71 Billion
Communication Services: $4.01 Billion
Other: $2.98 Billion
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 152
- Current Value $102 Billion
- Filing
- Period Q4 2024
- Filing Date January 30, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 152 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks