Purefi Wealth, LLC Top Holdings and 13F Report (2025) About Purefi Wealth, LLCInvestment ActivityPurefi Wealth, LLC has $99.96 million in total holdings as of March 31, 2025.Purefi Wealth, LLC owns shares of 137 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 18.08% of the portfolio was purchased this quarter.About 17.39% of the portfolio was sold this quarter.This quarter, Purefi Wealth, LLC has purchased 152 new stocks and bought additional shares in 62 stocks.Purefi Wealth, LLC sold shares of 32 stocks and completely divested from 44 stocks this quarter.Largest Holdings CAPITAL GRP FIXED INCM ETF T $11,965,178Stryker $7,996,336Microsoft $3,560,792Apple $3,250,980Amazon.com $2,639,545 Largest New Holdings this Quarter 464287101 - iShares S&P 100 ETF $580,389 Holding969457100 - Williams Companies $541,187 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $513,231 Holding78468R812 - SPDR MSCI USA StrategicFactors ETF $444,218 Holding89417E109 - Travelers Companies $431,863 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 1,079 shares (about $603.53K)iShares S&P 100 ETF 2,143 shares (about $580.39K)Broadcom 3,240 shares (about $542.48K)Williams Companies 9,056 shares (about $541.19K)iShares Russell 2000 ETF 2,581 shares (about $514.89K) Largest Sales this Quarter ALPS Equal Sector Weight ETF 3,905 shares (about $491.91K)HubSpot 650 shares (about $371.34K)Technology Select Sector SPDR Fund 1,466 shares (about $302.70K)Alphabet 1,934 shares (about $302.13K)Abbott Laboratories 2,175 shares (about $288.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPurefi Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCAPITAL GRP FIXED INCM ETF T$11,965,178$257,811 ▼-2.1%460,02212.0%SHORT DURATION MSYKStryker$7,996,336$115,398 ▼-1.4%21,4818.0%MedicalMSFTMicrosoft$3,560,792$316,440 ▲9.8%9,4863.6%Computer and TechnologyAAPLApple$3,250,980$99,518 ▲3.2%14,6353.3%Computer and TechnologyAMZNAmazon.com$2,639,545$244,681 ▼-8.5%13,8732.6%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$2,523,205$603,533 ▲31.4%4,5112.5%FinanceWMTWalmart$2,342,515$72,252 ▲3.2%26,6832.3%Retail/WholesaleIVViShares Core S&P 500 ETF$2,253,815$146,096 ▲6.9%4,0112.3%ETFAVGOBroadcom$1,841,424$542,482 ▲41.8%10,9981.8%Computer and TechnologyEQLALPS Equal Sector Weight ETF$1,399,401$491,913 ▼-26.0%11,1091.4%ETFVVisa$1,317,110$195,218 ▲17.4%3,7581.3%Business ServicesJPMJPMorgan Chase & Co.$1,185,829$83,160 ▲7.5%4,8341.2%FinanceJNJJohnson & Johnson$1,166,519$10,780 ▼-0.9%7,0341.2%MedicalIWMiShares Russell 2000 ETF$1,099,810$514,894 ▲88.0%5,5131.1%FinanceLLYEli Lilly and Company$1,061,106$478,943 ▲82.3%1,2851.1%MedicalXOMExxon Mobil$1,053,363$139,624 ▲15.3%8,8571.1%EnergyABBVAbbVie$1,037,341$417,995 ▲67.5%4,9511.0%MedicalADPAutomatic Data Processing$1,036,969$122,518 ▲13.4%3,3941.0%Business ServicesNVDANVIDIA$998,072$196,276 ▲24.5%9,2091.0%Computer and TechnologyORCLOracle$988,037$138,971 ▲16.4%7,0671.0%Computer and TechnologyHDHome Depot$983,215$75,491 ▼-7.1%2,6831.0%Retail/WholesaleDYNFiShares U.S. Equity Factor Rotation Active ETF$982,410$97,763 ▲11.1%20,1481.0%ETFGOOGAlphabet$969,185$302,128 ▼-23.8%6,2041.0%Computer and TechnologyABTAbbott Laboratories$875,912$288,522 ▼-24.8%6,6030.9%MedicalPGProcter & Gamble$870,676$314,936 ▲56.7%5,1090.9%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$817,691$182,507 ▲28.7%4,7850.8%ETFMMCMarsh & McLennan Companies$811,156$421,196 ▲108.0%3,3240.8%FinanceIWFiShares Russell 1000 Growth ETF$787,537$430,058 ▲120.3%2,1810.8%ETFMCDMcDonald's$759,371$339,858 ▲81.0%2,4310.8%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$728,460$20,322 ▼-2.7%16,0950.7%ETFFTECFidelity MSCI Information Technology Index ETF$728,1340.0%4,5150.7%ETFFBCGFidelity Blue Chip Growth ETF$721,656$221,553 ▲44.3%18,0550.7%ETFNEENextEra Energy$718,328$298,801 ▲71.2%10,1330.7%UtilitiesACNAccenture$705,457$107,332 ▼-13.2%2,2610.7%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$702,032$302,700 ▼-30.1%3,4000.7%ETFXLFFinancial Select Sector SPDR Fund$686,555$44,581 ▲6.9%13,7830.7%ETFMDLZMondelez International$676,261$241,614 ▲55.6%9,9670.7%Consumer StaplesOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$670,219$146,020 ▲27.9%15,9500.7%ETFAONAON$667,678$187,173 ▲39.0%1,6730.7%FinanceETNEaton$667,343$315,867 ▲89.9%2,4550.7%IndustrialsMETAMeta Platforms$620,367$51,889 ▼-7.7%1,0760.6%Computer and TechnologyADBEAdobe$611,051$73,265 ▲13.6%1,5930.6%Computer and TechnologyVXFVanguard Extended Market ETF$609,8000.0%3,5400.6%ETFOEFiShares S&P 100 ETF$580,389$580,389 ▲New Holding2,1430.6%ETFTTACFCF US Quality ETF$578,182$61,544 ▲11.9%9,0470.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$577,228$137,952 ▲31.4%10,6950.6%ETFUNPUnion Pacific$563,432$61,895 ▼-9.9%2,3850.6%TransportationEFViShares MSCI EAFE Value ETF$552,782$24,518 ▼-4.2%9,3790.6%ETFGOOGLAlphabet$543,096$147,991 ▲37.5%3,5120.5%Computer and TechnologyCTASCintas$542,5990.0%2,6400.5%Business ServicesWMBWilliams Companies$541,187$541,187 ▲New Holding9,0560.5%EnergyTSMTaiwan Semiconductor Manufacturing$539,500$40,338 ▲8.1%3,2500.5%Computer and TechnologyVCRVanguard Consumer Discretionary ETF$532,8600.0%1,6370.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$513,231$513,231 ▲New Holding5,1880.5%FinanceIWDiShares Russell 1000 Value ETF$508,973$161,630 ▲46.5%2,7050.5%ETFPEPPepsiCo$502,599$148,741 ▲42.0%3,3520.5%Consumer StaplesVVVanguard Large-Cap ETF$491,955$9,767 ▼-1.9%1,9140.5%ETFMAMastercard$483,128$18,097 ▲3.9%8810.5%Business ServicesHONHoneywell International$478,095$111,584 ▼-18.9%2,2580.5%Multi-Sector ConglomeratesSHOPShopify$473,199$68,555 ▼-12.7%4,9560.5%Computer and TechnologyTXNTexas Instruments$459,511$178,629 ▲63.6%2,5570.5%Computer and TechnologyVGTVanguard Information Technology ETF$445,545$5,970 ▲1.4%8210.4%ETFIVWiShares S&P 500 Growth ETF$444,656$37,503 ▲9.2%4,7900.4%ETFQUSSPDR MSCI USA StrategicFactors ETF$444,218$444,218 ▲New Holding2,8350.4%ETFVRTXVertex Pharmaceuticals$433,429$185,686 ▲75.0%8940.4%MedicalBLACKROCK INC$433,344$96,509 ▼-18.2%4580.4%COMTRVTravelers Companies$431,863$431,863 ▲New Holding1,6330.4%FinanceMRKMerck & Co., Inc.$424,468$142,716 ▲50.7%4,7290.4%MedicalJAVAJPMorgan Active Value ETF$424,002$424,002 ▲New Holding6,6730.4%ETFEFGiShares MSCI EAFE Growth ETF$418,267$156,788 ▼-27.3%4,1830.4%ETFPAYCPaycom Software$410,087$103,778 ▲33.9%1,8770.4%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$404,078$100,833 ▲33.3%4,3240.4%ETFWDAYWorkday$396,534$35,730 ▲9.9%1,6980.4%Computer and TechnologyNETZTCW Transform Systems ETF$391,272$38,430 ▲10.9%5,6100.4%ETFFHLCFidelity MSCI Health Care Index ETF$382,5240.0%5,5990.4%ETFZTSZoetis$375,918$375,918 ▲New Holding2,2830.4%MedicalIYWiShares U.S. Technology ETF$374,644$30,752 ▲8.9%2,6680.4%ManufacturingADIAnalog Devices$373,899$41,343 ▼-10.0%1,8540.4%Computer and TechnologyFIDUFidelity MSCI Industrials Index ETF$369,3960.0%5,3950.4%ETFIUSBiShares Core Total USD Bond Market ETF$369,331$105,201 ▼-22.2%8,0150.4%ManufacturingUNHUnitedHealth Group$362,527$159,784 ▼-30.6%6920.4%MedicalCVXChevron$360,343$9,703 ▼-2.6%2,1540.4%EnergyLMTLockheed Martin$356,921$142,947 ▲66.8%7990.4%AerospaceEMXCiShares MSCI Emerging Markets ex China ETF$353,959$152,216 ▼-30.1%6,4250.4%ManufacturingIXUSiShares Core MSCI Total International Stock ETF$351,424$279 ▲0.1%5,0340.4%ManufacturingVEAVanguard FTSE Developed Markets ETF$340,409$2,846 ▲0.8%6,6970.3%ETFMSCIMSCI$338,735$35,627 ▲11.8%5990.3%FinanceAPDAir Products and Chemicals$335,324$335,324 ▲New Holding1,1370.3%Basic MaterialsSAPSAP$332,866$183,076 ▼-35.5%1,2400.3%Computer and TechnologyIBMInternational Business Machines$331,712$11,190 ▲3.5%1,3340.3%Computer and TechnologyCOSTCostco Wholesale$330,133$24,594 ▼-6.9%3490.3%Retail/WholesaleGWWW.W. Grainger$316,1060.0%3200.3%IndustrialsXLUUtilities Select Sector SPDR Fund$315,400$39,425 ▲14.3%4,0000.3%ETFEZUiShares MSCI Eurozone ETF$313,696$68,426 ▲27.9%5,8910.3%ETFSPOTSpotify Technology$304,167$304,167 ▲New Holding5530.3%Business ServicesTYLTyler Technologies$302,3230.0%5200.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$295,783$76 ▲0.0%3,9100.3%ETFPAYXPaychex$295,755$295,755 ▲New Holding1,9170.3%Business ServicesQQQInvesco QQQ$275,018$70,866 ▲34.7%5860.3%FinancePNCThe PNC Financial Services Group$274,025$274,025 ▲New Holding1,5590.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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