PUREfi Wealth, LLC 13F Holdings
CIK 0002001520 · BOSTON, MA
As of Sep 30, 2025, PUREfi Wealth, LLC reported 165 positions worth
CIK 0002001520 · BOSTON, MA
As of Sep 30, 2025, PUREfi Wealth, LLC reported 165 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STRYKER CORP | SYK | Healthcare | 21,314 | $7.9M | 6.07% |
| MICROSOFT CORP | MSFT | Technology | 10,785 | $5.6M | 4.30% |
| ISHARES CORE S&P 500 ETF | IVV | — | 6,401 | $4.3M | 3.30% |
| BROADCOM INC | AVGO | Technology | 12,721 | $4.2M | 3.23% |
| APPLE INC | AAPL | Technology | 15,091 | $3.8M | 2.96% |
| WALMART INC | WMT | Consumer Defensive | 32,897 | $3.4M | 2.61% |
| AMAZON.COM INC | AMZN | Equity | 14,512 | $3.2M | 2.45% |
| SPDR S&P 500 ETF TRUST | SPY | — | 4,450 | $3.0M | 2.28% |
| CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | CGSM | — | 97,906 | $2.6M | 1.99% |
| NVIDIA CORP | NVDA | Technology | 13,771 | $2.6M | 1.98% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 34,888 | $2.1M | 1.59% |
| ORACLE CORP | ORCL | Technology | 6,689 | .9M | 1.45% |
| ELI LILLY & CO | LLY | Healthcare | 2,441 | .9M | 1.43% |
| FIDELITY BLUE CHIP GROWTH ETF | FBCG | — | 33,715 | .8M | 1.39% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 5,708 | .8M | 1.39% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 9,563 | .8M | 1.36% |
| ALPHABET INC | GOOG | Equity | 6,396 | .6M | 1.20% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 22,993 | .5M | 1.17% |
| ABBVIE INC | ABBV | Equity | 6,028 | .4M | 1.07% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 9,883 | .4M | 1.07% |
| TRIMTABS ETF TR | ABFL | — | 19,288 | .4M | 1.07% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 4,858 | .4M | 1.04% |
| HOME DEPOT INC | HD | Consumer Cyclical | 3,113 | .3M | 0.97% |
| VISA INC-CLASS A SHARES | V | Financial Services | 3,576 | .2M | 0.94% |
| EXXON MOBIL CORP | XOM | Energy | 10,774 | .2M | 0.94% |