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CIK: 0002001520
Total reported value
$182.1M
$182.1M
152 檔
16.8%
As reported in its official Q4 2024 Form 13F filing, PUREfi Wealth, LLC's tracked investment portfolio stood at $182.1M with 152 total positions.
During Q4 2024, PUREfi Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including CGSM, SYK, MSFT) accounted for 16.8% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGSM | Cap Group Short Muni Income | ETF-Other | 11.94% | -0.18% | — | |
| 2 | SYK | Stryker CORP | Stock-Healthcare | 7.68% | -0.91% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.56% | -0.65% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.48% | +0.02% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.25% | -0.10% | — | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 2.29% | -1.70% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.16% | +0.59% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.97% | -0.23% | — | |
| 9 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 1.84% | -0.05% | — | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.76% | +0.08% | — | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.52% | +0.70% | — | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.11% | +0.11% | — | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.10% | +0.06% | — | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | -0.02% | — | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.50% | — | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 0.99% | -0.07% | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.99% | +0.01% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.27% | — | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 0.97% | -0.03% | — | |
| 20 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.91% | +0.06% | — | |
| 21 | ACN | Accenture plc | Stock-Tech | 0.90% | -0.16% | — | |
| 22 | ADP | Automatic Data Processing | Stock-Tech | 0.86% | -0.03% | — | |
| 23 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.82% | +0.09% | — | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -1.56% | EXIT | |
| 25 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.72% | — | — | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.71% | -0.08% | — | |
| 27 | HUBS | Hubspot Inc | Stock-Tech | 0.69% | — | — | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | +0.19% | — | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.66% | -0.04% | — | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.65% | -0.13% | — | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.63% | +0.03% | — | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.62% | -0.26% | EXIT | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 0.61% | — | — | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.61% | +0.11% | NEW | |
| 35 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.60% | -0.02% | — | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.59% | -0.01% | — | |
| 37 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.59% | +0.13% | — | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.58% | +0.29% | NEW | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.58% | +0.35% | — | |
| 40 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.57% | +0.06% | — | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.56% | -0.05% | — | |
| 42 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.54% | -0.01% | — | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.05% | — | |
| 44 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.53% | — | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.13% | — | |
| 46 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 0.53% | +0.07% | — | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.53% | +0.15% | NEW | |
| 48 | VV | Vanguard Large-cap ETF | ETF-Other | 0.52% | -0.01% | — | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | — | — | |
| 50 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.50% | -0.18% | — |
According to official SEC Form 13F filings, PUREfi Wealth, LLC reported a total U.S. public equity portfolio value of $182.1M across 152 disclosed positions in Q4 2024.
During Q4 2024, PUREfi Wealth, LLC's top holdings by market value included CGSM (11.9%)、SYK (7.7%)、MSFT (3.6%). The largest single position, CGSM, represented 11.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2024, PUREfi Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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