Purefi Wealth, LLC Top Holdings and 13F Report (2025) About Purefi Wealth, LLCInvestment ActivityPurefi Wealth, LLC has $102.20 million in total holdings as of December 31, 2024.Purefi Wealth, LLC owns shares of 152 different stocks, but just 76 companies or ETFs make up 80% of its holdings.Largest Holdings CAPITAL GRP FIXED INCM ETF T $12,204,176Stryker $7,845,762Microsoft $3,642,897Apple $3,552,586Amazon.com $3,325,824 Sector AllocationMap of 500 Largest Holdings ofPurefi Wealth, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorCAPITAL GRP FIXED INCM ETF T$12,204,176469,93411.9%SHORT DURATION MSYKStryker$7,845,76221,7917.7%MedicalMSFTMicrosoft$3,642,8978,6433.6%Computer and TechnologyAAPLApple$3,552,58614,1873.5%Computer and TechnologyAMZNAmazon.com$3,325,82415,1593.3%Retail/WholesaleWMTWalmart$2,336,46625,8602.3%Retail/WholesaleIVViShares Core S&P 500 ETF$2,208,1693,7512.2%ETFSPYSPDR S&P 500 ETF Trust$2,011,4383,4322.0%FinanceEQLALPS Equal Sector Weight ETF$1,880,50415,0141.8%ETFAVGOBroadcom$1,798,6157,7581.8%Computer and TechnologyGOOGAlphabet$1,549,8828,1381.5%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,131,4424,8661.1%ETFHDHome Depot$1,123,8082,8891.1%Retail/WholesaleJPMJPMorgan Chase & Co.$1,077,4844,4951.1%FinanceJNJJohnson & Johnson$1,026,6577,0991.0%MedicalORCLOracle$1,012,0056,0731.0%Computer and TechnologyVVisa$1,011,6473,2011.0%Business ServicesNVDANVIDIA$993,4117,3981.0%Computer and TechnologyABTAbbott Laboratories$992,8318,7781.0%MedicalDYNFiShares U.S. Equity Factor Rotation Active ETF$929,82918,1430.9%ETFACNAccenture$916,5312,6050.9%Computer and TechnologyADPAutomatic Data Processing$876,1412,9930.9%Business ServicesFTECFidelity MSCI Information Technology Index ETF$834,7334,5150.8%ETFXOMExxon Mobil$826,4607,6830.8%Oils/EnergyUPSUnited Parcel Service$737,0425,8450.7%TransportationVWOVanguard FTSE Emerging Markets ETF$728,59816,5440.7%ETFHUBSHubSpot$707,2221,0150.7%Computer and TechnologyMETAMeta Platforms$682,8631,1660.7%Computer and TechnologyVXFVanguard Extended Market ETF$672,5293,5400.7%ETFQUALiShares MSCI USA Quality Factor ETF$661,9233,7170.6%ETFIWMiShares Russell 2000 ETF$647,8792,9320.6%FinanceHONHoneywell International$629,1662,7850.6%Multi-Sector ConglomeratesADBEAdobe$623,5431,4020.6%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$622,90012,8880.6%ETFVCRVanguard Consumer Discretionary ETF$614,4971,6370.6%ETFUNPUnion Pacific$603,6222,6470.6%TransportationSHOPShopify$603,3165,6740.6%Computer and TechnologyNOWServiceNow$594,7275610.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$593,8523,0070.6%Computer and TechnologyFBCGFidelity Blue Chip Growth ETF$578,80512,5120.6%ETFBLACKROCK INC$573,8455600.6%COMEFGiShares MSCI EAFE Growth ETF$556,8355,7510.5%ETFPGProcter & Gamble$546,7073,2610.5%Consumer StaplesOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$545,40712,4750.5%ETFLLYEli Lilly and Company$543,9567050.5%MedicalTTACFCF US Quality ETF$537,3148,0840.5%ETFMSMorgan Stanley$537,2024,2730.5%FinanceVVVanguard Large-Cap ETF$526,4541,9520.5%ETFABBVAbbVie$525,3522,9560.5%MedicalEFViShares MSCI EAFE Value ETF$513,9619,7950.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$509,4759,1880.5%ManufacturingUNHUnitedHealth Group$504,2629970.5%MedicalVGTVanguard Information Technology ETF$503,9458100.5%ETFGOOGLAlphabet$483,6622,5550.5%Computer and TechnologyCTASCintas$482,3282,6400.5%Business ServicesSAPSAP$473,2161,9220.5%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$465,47010,2980.5%ManufacturingMAMastercard$446,6958480.4%Business ServicesIVWiShares S&P 500 Growth ETF$445,3114,3860.4%ETFADIAnalog Devices$437,5582,0590.4%Computer and TechnologyAONAON$432,4291,2040.4%FinanceMMM3M$430,4543,3350.4%Multi-Sector ConglomeratesETNEaton$429,1081,2930.4%Industrial ProductsIEMGiShares Core MSCI Emerging Markets ETF$425,0098,1390.4%ETFNEENextEra Energy$424,2615,9180.4%UtilitiesCMCSAComcast$401,24510,6910.4%Consumer DiscretionaryWDAYWorkday$398,6561,5450.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$397,5649900.4%ETFBACBank of America$392,1668,9230.4%FinanceIYWiShares U.S. Technology ETF$390,6572,4490.4%ManufacturingMCDMcDonald's$389,3221,3430.4%Retail/WholesaleMDLZMondelez International$382,6306,4060.4%Consumer StaplesFIDUFidelity MSCI Industrials Index ETF$379,3225,3950.4%ETFNETZTCW Transform Systems ETF$367,1325,0590.4%ETFFHLCFidelity MSCI Health Care Index ETF$365,8955,5990.4%ETFBBYBest Buy$365,4224,2590.4%Retail/WholesaleDGDollar General$364,6644,8100.4%Retail/WholesalePEPPepsiCo$358,8622,3600.4%Consumer StaplesCMGChipotle Mexican Grill$355,7705,9000.3%Retail/WholesaleNKENIKE$350,2784,6290.3%Consumer DiscretionaryCOSTCostco Wholesale$343,6293750.3%Retail/WholesaleIWDiShares Russell 1000 Value ETF$341,7501,8460.3%ETFVZVerizon Communications$340,2518,5080.3%Computer and TechnologyMMCMarsh & McLennan Companies$339,4311,5980.3%FinanceGWWW.W. Grainger$337,2963200.3%Industrial ProductsIXUSiShares Core MSCI Total International Stock ETF$332,6845,0300.3%ManufacturingFVALFidelity Value Factor ETF$327,9805,3310.3%ETFASHAshland$324,7144,5440.3%Basic MaterialsMSCIMSCI$321,6055360.3%FinanceLYBLyondellBasell Industries$321,3664,3270.3%Basic MaterialsCVXChevron$320,3862,2120.3%Oils/EnergyVEAVanguard FTSE Developed Markets ETF$317,5736,6410.3%ETFDKSDICK'S Sporting Goods$314,8541,3760.3%Retail/WholesaleMRKMerck & Co., Inc.$312,3033,1390.3%MedicalVBKVanguard Small-Cap Growth ETF$307,3151,0970.3%ETFCGDVCapital Group Dividend Value ETF$306,7628,7000.3%ETFKMBKimberly-Clark$306,3722,3380.3%Consumer StaplesTGTTarget$304,1022,2500.3%Retail/WholesaleTYLTyler Technologies$299,8535200.3%Computer and TechnologyNFLXNetflix$299,4843360.3%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. 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