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CIK: 0002001520
Total reported value
$182.1M
$182.1M
137 檔
16.2%
According to the latest 13F quarterly dataset, PUREfi Wealth, LLC managed an equity portfolio of $182.1M at the end of Q1 2025, spanning 137 distinct U.S. exchange-listed positions.
During Q1 2025, PUREfi Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGSM | Cap Group Short Muni Income | ETF-Other | 11.97% | -0.18% | -2.11% | |
| 2 | SYK | Stryker CORP | Stock-Healthcare | 8.00% | -0.91% | -1.42% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.56% | -0.65% | +9.75% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.25% | +0.02% | +3.16% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.64% | -0.10% | -8.48% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.52% | -0.23% | +31.44% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.34% | -1.70% | +3.18% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.25% | +0.59% | +6.93% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.84% | +0.08% | +41.76% | |
| 10 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 1.40% | -0.05% | -26.01% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.32% | +0.01% | +17.40% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | -0.02% | +7.54% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.50% | -0.92% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.10% | +0.03% | +88.03% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | +0.13% | +82.27% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.05% | -1.56% | EXIT | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.04% | — | +67.49% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.04% | -0.03% | +13.40% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | +0.27% | +24.48% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.99% | -0.07% | +16.37% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.98% | +0.06% | -7.13% | |
| 22 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.98% | +0.06% | +11.05% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +0.70% | -23.77% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 0.88% | -0.03% | -24.78% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | -0.05% | +56.67% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.82% | -0.13% | +28.73% | |
| 27 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.81% | -0.03% | +108.01% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.79% | -0.01% | +120.30% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.20% | +81.01% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.73% | -0.08% | -2.71% | |
| 31 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.73% | +0.09% | — | |
| 32 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.72% | +0.06% | +44.30% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | -0.21% | +71.22% | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.71% | -0.16% | -13.21% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.70% | +0.11% | -30.13% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.69% | +0.11% | NEW | |
| 37 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.68% | -0.03% | +55.59% | |
| 38 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.67% | — | +27.86% | |
| 39 | AON | Aon plc | Stock-Financials | 0.67% | — | +38.95% | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.67% | -0.02% | +89.87% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | +0.19% | -7.72% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.61% | — | +13.62% | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.61% | -0.04% | — | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.58% | +0.06% | — | |
| 45 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 0.58% | +0.07% | +11.91% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | -0.02% | +31.40% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | -0.01% | -9.90% | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.55% | -0.18% | -4.25% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.12% | +37.46% | |
| 50 | CTAS | Cintas CORP | Stock-Industrials | 0.54% | -0.04% | — |
According to official SEC Form 13F filings, PUREfi Wealth, LLC reported a total U.S. public equity portfolio value of $182.1M across 137 disclosed positions in Q1 2025.
During Q1 2025, PUREfi Wealth, LLC's top holdings by market value included CGSM (12.0%)、SYK (8.0%)、MSFT (3.6%). The largest single position, CGSM, represented 12.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including CGSM, SYK, MSFT) accounted for 16.2% of total reported equity market value during Q1 2025.
In Q1 2025, 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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