Purkiss Capital Advisors LLC Top Holdings and 13F Report (2025) About Purkiss Capital Advisors LLCInvestment ActivityPurkiss Capital Advisors LLC has $115.83 million in total holdings as of December 31, 2024.Purkiss Capital Advisors LLC owns shares of 100 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Largest Holdings Berkshire Hathaway $25,572,944iShares Gold Trust $12,457,954Apple $8,848,454Microsoft $5,348,745Alphabet $2,454,560 Sector AllocationMap of 500 Largest Holdings ofPurkiss Capital Advisors LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$25,572,94456,41822.1%FinanceIAUiShares Gold Trust$12,457,954251,62510.8%FinanceAAPLApple$8,848,45435,3347.6%Computer and TechnologyMSFTMicrosoft$5,348,74512,6904.6%Computer and TechnologyGOOGLAlphabet$2,454,56012,9672.1%Computer and TechnologyVOOVanguard S&P 500 ETF$2,299,6414,2682.0%ETFGOOGAlphabet$2,299,58112,0752.0%Computer and TechnologyBMYBristol-Myers Squibb$2,133,78337,7261.8%MedicalJPMJPMorgan Chase & Co.$2,114,6908,8221.8%FinanceAMZNAmazon.com$1,938,8218,8371.7%Retail/WholesaleGUNRFlexShares Global Upstream Natural Resources Index Fund$1,894,90152,1151.6%ETFJNJJohnson & Johnson$1,838,79012,7151.6%MedicalNVDANVIDIA$1,671,86912,4501.4%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$1,618,4838,7541.4%ETFFIFiserv$1,461,5637,1151.3%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$1,453,2808,2941.3%ETFAVGOBroadcom$1,444,1746,2291.2%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$1,377,41222,2021.2%HEDGED EQUITY LAGLDSPDR Gold Shares$1,357,4505,6061.2%FinanceVTVVanguard Value ETF$1,199,4917,0851.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,196,38921,5761.0%ManufacturingTMOThermo Fisher Scientific$1,120,9852,1551.0%MedicalVVisa$1,102,2893,4881.0%Business ServicesTSLATesla$1,036,6572,5670.9%Auto/Tires/TrucksPGProcter & Gamble$1,028,7126,1360.9%Consumer StaplesUPSUnited Parcel Service$990,8947,8580.9%TransportationMCDMcDonald's$909,8213,1390.8%Retail/WholesaleWSTWest Pharmaceutical Services$825,1242,5190.7%MedicalXLKTechnology Select Sector SPDR Fund$802,2613,4500.7%ETFSDYSPDR S&P Dividend ETF$734,8725,5630.6%ETFMAMastercard$714,3401,3570.6%Business ServicesSBUXStarbucks$704,5417,7210.6%Retail/WholesaleEFAiShares MSCI EAFE ETF$703,4009,3030.6%FinanceHDHome Depot$698,1171,7950.6%Retail/WholesaleRTXRTX$665,2125,7480.6%AerospaceXOMExxon Mobil$657,2596,1100.6%Oils/EnergyQQQInvesco QQQ$633,1741,2390.5%FinanceLINDE PLC$618,7941,4780.5%SHSSPSMSPDR Portfolio S&P 600 Small Cap ETF$614,46113,6790.5%ETFADPAutomatic Data Processing$603,9022,0630.5%Business ServicesOKEONEOK$594,2785,9190.5%Oils/EnergyABBVAbbVie$582,4323,2780.5%MedicalBACBank of America$537,56612,2310.5%FinanceCOSTCostco Wholesale$508,6585550.4%Retail/WholesaleCVXChevron$469,4993,2410.4%Oils/EnergyBXBlackstone$466,5692,7060.4%FinanceIXJiShares Global Healthcare ETF$460,9715,3620.4%ETFPANWPalo Alto Networks$455,6282,5040.4%Computer and TechnologyLLYEli Lilly and Company$452,0285860.4%MedicalFDISFidelity MSCI Consumer Discretionary Index ETF$430,8684,4210.4%ETFMETAMeta Platforms$407,7706960.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$387,6856610.3%FinanceEXIiShares Global Industrials ETF$385,2752,7280.3%ETFLMTLockheed Martin$382,1347860.3%AerospaceNEENextEra Energy$378,7665,2830.3%UtilitiesSYKStryker$375,1721,0420.3%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$365,9808600.3%FinanceCLColgate-Palmolive$361,3953,9750.3%Consumer StaplesEZUiShares MSCI Eurozone ETF$360,9867,6480.3%ETFUNHUnitedHealth Group$355,8337030.3%MedicalPNCThe PNC Financial Services Group$342,7171,7770.3%FinanceAEPAmerican Electric Power$326,3943,5390.3%UtilitiesIVViShares Core S&P 500 ETF$309,9215260.3%ETFGISGeneral Mills$309,4764,8530.3%Consumer StaplesWELLWelltower$306,1492,4290.3%FinancePEPPepsiCo$305,1242,0070.3%Consumer StaplesQCOMQUALCOMM$302,7931,9710.3%Computer and TechnologyWMTWalmart$302,3133,3460.3%Retail/WholesaleLOWLowe's Companies$301,3471,2210.3%Retail/WholesaleVYMVanguard High Dividend Yield ETF$301,1212,3600.3%ETFBBCAJPMorgan BetaBuilders Canada ETF$295,5604,1870.3%ETFACNAccenture$285,3028110.2%Computer and TechnologyALLAllstate$281,2811,4590.2%FinanceVTIVanguard Total Stock Market ETF$280,2499670.2%ETFINTUIntuit$277,1694410.2%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$271,5185,6180.2%ETFKMBKimberly-Clark$268,1502,0460.2%Consumer StaplesTJXTJX Companies$267,4732,2140.2%Retail/WholesaleCRMSalesforce$261,7807830.2%Computer and TechnologyCATCaterpillar$259,0527140.2%Industrial ProductsHONHoneywell International$252,2811,1170.2%Multi-Sector ConglomeratesPMPhilip Morris International$242,7202,0170.2%Consumer StaplesEPDEnterprise Products Partners$239,1277,6250.2%Oils/EnergyORCLOracle$238,9621,4340.2%Computer and TechnologyMRKMerck & Co., Inc.$238,1352,3940.2%MedicalPSXPhillips 66$232,4662,0400.2%Oils/EnergySPGSimon Property Group$231,7951,3460.2%FinanceDHRDanaher$229,5501,0000.2%MedicalIQLTiShares MSCI Intl Quality Factor ETF$228,2146,1480.2%ETFTMUST-Mobile US$226,2481,0250.2%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$218,9512,9580.2%SHS REP COM UTHIGThe Hartford Financial Services Group$218,8002,0000.2%FinanceXLEEnergy Select Sector SPDR Fund$218,2622,5480.2%ETFUNPUnion Pacific$214,1309390.2%TransportationCARRCarrier Global$212,4253,1120.2%Computer and TechnologyADIAnalog Devices$204,8239640.2%Computer and TechnologyADBEAdobe$204,5534600.2%Computer and TechnologyPRTAProthena$148,59710,7290.1%MedicalTTSHTile Shop$103,10514,8780.1%Retail/WholesaleBRISTOL-MYERS SQUIBB CO$1,29626,4500.0%RIGHT 12/30/2030Showing 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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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