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PUREfi Wealth, LLC

13F
PUREfi Wealth, LLC
Last update 2025-04-21 137 Stocks (29 new)
Value $100.00 Mil Turnover 18 %
Countries:
Top Holdings: CGSM(11.97%)SYK(8.00%)MSFT(3.56%)AAPL(3.25%)AMZN(2.64%)
Summary Stock Picks Current Portfolio
PUREfi Wealth, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CGSM
Capital Group Short Duration Municipal Income ETF
Capital Group Short Duration Municipal Income ETF
460,022
11,965.2
-2.11%
11.970
-0.25%
1.890
+2.23%
+2.21%
712.1
 
SYK
Stryker Corp
21,481
7,996.3
-1.42%
8.000
-0.11%
0.010
+11.00%
+9.21%
149,602.3
Medical Devices & Instruments
MSFT
Microsoft Corp
9,486
3,560.8
+9.75%
3.560
+0.32%
0.000
+29.95%
+19.80%
3,738,718.2
Software
AAPL
Apple Inc
14,635
3,251.0
+3.16%
3.250
+0.10%
0.000
+3.15%
-16.49%
3,115,912.0
Hardware
AMZN
Amazon.com Inc
13,873
2,639.6
-8.48%
2.640
-0.28%
0.000
+23.92%
+2.87%
2,396,004.6
Retail - Cyclical
SPY
SPDR S&P 500 ETF Trust
4,511
2,523.2
+31.44%
2.520
+0.60%
0.000
+16.24%
+7.25%
642,607.9
 
WMT
Walmart Inc
26,683
2,342.5
+3.18%
2.340
+0.07%
0.000
+1.35%
+6.56%
764,364.5
Retail - Defensive
IVV
iShares Core S&P 500 ETF
4,011
2,253.8
+6.93%
2.250
+0.15%
0.000
+16.28%
+7.30%
623,345.3
 
AVGO
Broadcom Inc
10,998
1,841.4
+41.76%
1.840
+0.54%
0.000
+54.88%
+19.52%
1,296,276.6
Semiconductors
EQL
ALPS Equal Sector Weight ETF
11,109
1,399.4
-26.01%
1.400
-0.48%
0.090
+11.51%
+6.86%
535.3
 

PUREfi Wealth, LLC's Historical Top Holdings Breakdowns

PUREfi Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UPS
United Parcel Service Inc
2025-03-31
Sold Out
Sold Out
-0.72%
●
109.66 ($119.57) 136.26
$100.12
-16.27%
Sold Out
0
-5,845
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.60%
●
551.42 ($587.78) 612.93
$624.81
6.30%
Add 31.44%
4,511
1,079
OEF
iShares S&P 100 ETF
2025-03-31
New Buy
New Buy
+0.58%
●
268.35 ($287.14) 300.35
$307.17
6.98%
New holding
2,143
2,143
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.54%
●
167.43 ($211.65) 244.7
$275.60
30.21%
Add 41.76%
10,998
3,240
WMB
Williams Companies Inc
2025-03-31
New Buy
New Buy
+0.54%
●
54.02 ($57.24) 61.09
$59.04
3.14%
New holding
9,056
9,056
MS
Morgan Stanley
2025-03-31
Sold Out
Sold Out
-0.53%
●
111.68 ($128.85) 141.08
$143.97
11.73%
Sold Out
0
-4,273
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
New Buy
New Buy
+0.51%
●
95.85 ($97.76) 99.25
$98.04
0.29%
New holding
5,188
5,188
IWM
iShares Russell 2000 ETF
2025-03-31
Add
Add
+0.51%
●
198.1 ($216.92) 229.79
$223.19
2.89%
Add 88.03%
5,513
2,581
EQL
ALPS Equal Sector Weight ETF
2025-03-31
Reduce
Reduce
-0.48%
●
40.99 ($42.71) 44.01
$44.42
4.00%
Reduce -26.01%
11,109
-3,905
LLY
Eli Lilly and Co
2025-03-31
Add
Add
+0.48%
●
725.72 ($832.09) 929.72
$799.34
-3.94%
Add 82.27%
1,285
580

PUREfi Wealth, LLC Total Holding History ($B)

To

PUREfi Wealth, LLC's Asset Allocation

To

PUREfi Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PUREfi Wealth, LLC's Hypothetical Growth since 2025-03-31

PUREfi Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

PUREfi Wealth, LLC's Holdings Heat Map

Size field:

PUREfi Wealth, LLC's Holdings Bubble Chart

PUREfi Wealth, LLC News

  • 1

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