PUREfi Wealth, LLC
Net buyer this quarter
$182M
126
+$7.98M
26.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 WMT | $6.87M | 3.78% | 0.00% | -9.9% | Q4 2024 |
 SYK | $6.72M | 3.69% | 0.01% | +0.1% | Q4 2024 |
 AAPL | $6.01M | 3.30% | 0.00% | +5.3% | Q4 2024 |
 MSFT | $4.73M | 2.60% | 0.00% | -5.3% | Q4 2024 |
 AVGO | $4.7M | 2.58% | 0.00% | +0.8% | Q4 2024 |
 NVDA | $4.2M | 2.31% | 0.00% | +17.8% | Q4 2024 |
 SPY | $3.96M | 2.18% | Not reported | -6.4% | Q4 2024 |
 AMZN | $3.81M | 2.09% | 0.00% | -0.4% | Q4 2024 |
 GOOG | $3.68M | 2.02% | Not reported | +48.6% | Q4 2024 |
 TSM | $3.48M | 1.91% | 0.00% | +3.4% | Q4 2024 |
 LLY | $2.53M | 1.39% | 0.00% | +0.8% | Q4 2024 |
| GOOGL | $2.27M | 1.25% | 0.00% | +5.5% | Q4 2024 |
 JPM | $2.01M | 1.10% | 0.00% | +5.5% | Q4 2024 |
 JNJ | $1.9M | 1.04% | 0.00% | -22.1% | Q4 2024 |
 JAVA | $1.86M | 1.02% | Not reported | +15.6% | Q1 2025 |
 HD | $1.75M | 0.96% | 0.00% | +18.8% | Q4 2024 |
 ASML | $1.75M | 0.96% | 0.00% | +23.8% | Q4 2025 |
 XOM | $1.71M | 0.94% | 0.00% | -10.6% | Q4 2024 |
 AMD | $1.69M | 0.93% | 0.00% | +6.0% | Q1 2025 |
 VYM | $1.59M | 0.87% | Not reported | +0.6% | Q2 2025 |
 UNH | $1.56M | 0.85% | 0.00% | +14.5% | Q4 2024 |
 META | $1.55M | 0.85% | Not reported | +56.0% | Q4 2024 |
 ABBV | $1.32M | 0.72% | 0.00% | +3.2% | Q4 2024 |
 ETN | $1.2M | 0.66% | 0.00% | -2.5% | Q4 2024 |
 V | $1.2M | 0.66% | 0.00% | +7.0% | Q4 2024 |
 CSCO | $1.06M | 0.58% | 0.00% | +6.2% | Q1 2025 |
 PNC | $1.06M | 0.58% | 0.00% | +41.6% | Q1 2025 |
 ADI | $1.02M | 0.56% | 0.00% | +4.2% | Q4 2024 |
 NEE | $1.01M | 0.56% | 0.00% | -8.5% | Q4 2024 |
 QQQ | $975K | 0.54% | Not reported | +3.4% | Q4 2024 |
 MRVL | $889K | 0.49% | 0.00% | -18.1% | Q1 2026 |
 APO | $869K | 0.48% | 0.00% | +138.5% | Q4 2025 |
 WMB | $866K | 0.48% | 0.00% | +0.6% | Q1 2025 |
 GEV | $815K | 0.45% | 0.00% | +24.2% | Q4 2025 |
 ADP | $814K | 0.45% | 0.00% | +1.7% | Q4 2024 |
 TSLA | $802K | 0.44% | 0.00% | +38.8% | Q4 2024 |
 LIN | $737K | 0.41% | 0.00% | -2.3% | Q4 2025 |
 COST | $730K | 0.40% | 0.00% | +3.3% | Q4 2024 |
 PG | $682K | 0.37% | 0.00% | +4.0% | Q4 2024 |
 TRV | $672K | 0.37% | 0.00% | -29.8% | Q1 2025 |
 GD | $654K | 0.36% | 0.00% | +2.7% | Q3 2025 |
 CVX | $619K | 0.34% | 0.00% | +5.8% | Q4 2024 |
 VRTX | $588K | 0.32% | 0.00% | +2.6% | Q4 2024 |
 MCD | $571K | 0.31% | 0.00% | -15.5% | Q4 2024 |
 LRCX | $567K | 0.31% | 0.00% | New | Q2 2026 |
 AGIX | $561K | 0.31% | Not reported | New | Q2 2026 |
 TEL | $552K | 0.30% | 0.00% | +28.5% | Q2 2025 |
 BLK | $549K | 0.30% | 0.00% | +2.9% | Q4 2024 |
 CMI | $544K | 0.30% | 0.00% | New | Q2 2026 |
 GRMN | $543K | 0.30% | 0.00% | +54.6% | Q1 2026 |
| Q1 2026 | |||||
| WMT | $8.37M | 5.48% | 0.00% | +24.0% | Q4 2024 |
| SYK | $7.01M | 4.59% | 0.01% | 0.0% | Q4 2024 |
| AAPL | $5M | 3.28% | 0.00% | +21.6% | Q4 2024 |
| MSFT | $4.96M | 3.25% | 0.00% | +30.0% | Q4 2024 |
| AVGO | $3.82M | 2.50% | 0.00% | +12.0% | Q4 2024 |
| SPY | $3.69M | 2.41% | Not reported | +27.8% | Q4 2024 |
| AMZN | $3.34M | 2.19% | 0.00% | +25.2% | Q4 2024 |
| NVDA | $3.11M | 2.04% | 0.00% | +32.3% | Q4 2024 |
| TSM | $2.38M | 1.56% | 0.00% | +12.5% | Q4 2024 |
| XOM | $2.38M | 1.56% | 0.00% | +2.7% | Q4 2024 |
| JNJ | $2.34M | 1.54% | 0.00% | +1.8% | Q4 2024 |
| GOOG | $2.01M | 1.32% | Not reported | +12.7% | Q4 2024 |
| LLY | $1.92M | 1.26% | 0.00% | -4.9% | Q4 2024 |
| GOOGL | $1.73M | 1.13% | 0.00% | +31.5% | Q4 2024 |
| JPM | $1.71M | 1.12% | 0.00% | +2.8% | Q4 2024 |
| VYM | $1.48M | 0.97% | Not reported | +0.6% | Q2 2025 |
| JAVA | $1.45M | 0.95% | Not reported | +58.9% | Q1 2025 |
| HD | $1.38M | 0.90% | 0.00% | +4.9% | Q4 2024 |
| NEE | $1.17M | 0.77% | 0.00% | +0.9% | Q4 2024 |
| ABBV | $1.1M | 0.72% | 0.00% | -16.4% | Q4 2024 |
| ETN | $1.04M | 0.68% | 0.00% | -0.3% | Q4 2024 |
| META | $1.01M | 0.66% | Not reported | +49.3% | Q4 2024 |
| V | $989K | 0.65% | 0.00% | +15.2% | Q4 2024 |
| ASML | $938K | 0.61% | 0.00% | +29.6% | Q4 2025 |
| UNH | $884K | 0.58% | 0.00% | +76.4% | Q4 2024 |
| TRV | $846K | 0.55% | 0.00% | +0.6% | Q1 2025 |
| WMB | $843K | 0.55% | 0.00% | +0.3% | Q1 2025 |
| ADI | $783K | 0.51% | 0.00% | +84.1% | Q4 2024 |
| MCD | $778K | 0.51% | 0.00% | -22.7% | Q4 2024 |
 NFLX | $753K | 0.49% | 0.00% | +222.8% | Q4 2024 |
| COST | $753K | 0.49% | 0.00% | +95.1% | Q4 2024 |
| QQQ | $740K | 0.48% | Not reported | +167.1% | Q4 2024 |
| CVX | $731K | 0.48% | 0.00% | +2.7% | Q4 2024 |
| ADP | $726K | 0.48% | 0.00% | +0.5% | Q4 2024 |
| LIN | $721K | 0.47% | 0.00% | +17.5% | Q4 2025 |
| CSCO | $659K | 0.43% | 0.00% | +14.3% | Q1 2025 |
| PG | $646K | 0.42% | 0.00% | -33.1% | Q4 2024 |
| PNC | $630K | 0.41% | 0.00% | +31.3% | Q1 2025 |
 TRGP | $624K | 0.41% | 0.00% | +46.8% | Q4 2025 |
| GD | $617K | 0.40% | 0.00% | +25.8% | Q3 2025 |
| AMD | $558K | 0.37% | 0.00% | +33.3% | Q1 2025 |
 PEP | $547K | 0.36% | 0.00% | +9.0% | Q4 2024 |
| BLK | $534K | 0.35% | 0.00% | +23.9% | Q4 2024 |
| VRTX | $515K | 0.34% | 0.00% | +41.1% | Q4 2024 |
| TSLA | $510K | 0.33% | 0.00% | +38.6% | Q4 2024 |
| GEV | $488K | 0.32% | 0.00% | +8.5% | Q4 2025 |
 CRH | $478K | 0.31% | 0.00% | +9.5% | Q4 2025 |
 ORCL | $477K | 0.31% | 0.00% | -28.7% | Q4 2024 |
 MDLZ | $474K | 0.31% | 0.00% | -32.3% | Q4 2024 |
 UNP | $461K | 0.30% | 0.00% | -12.9% | Q4 2024 |
| Q4 2025 | |||||
| SYK | $7.5M | 5.75% | 0.01% | +0.1% | Q4 2024 |
| WMT | $6.05M | 4.63% | 0.00% | +65.1% | Q4 2024 |
| MSFT | $4.99M | 3.82% | 0.00% | -4.4% | Q4 2024 |
| AAPL | $4.41M | 3.38% | 0.00% | +7.5% | Q4 2024 |
| AVGO | $3.81M | 2.92% | 0.00% | -13.4% | Q4 2024 |
| SPY | $3.02M | 2.32% | Not reported | -0.4% | Q4 2024 |
| AMZN | $2.96M | 2.27% | 0.00% | -11.7% | Q4 2024 |
| NVDA | $2.51M | 1.93% | 0.00% | -2.1% | Q4 2024 |
| LLY | $2.36M | 1.81% | 0.00% | -10.0% | Q4 2024 |
| JNJ | $1.95M | 1.49% | 0.00% | -1.4% | Q4 2024 |
| GOOG | $1.95M | 1.49% | Not reported | -2.8% | Q4 2024 |
| TSM | $1.9M | 1.46% | 0.00% | +28.9% | Q4 2024 |
| JPM | $1.82M | 1.39% | 0.00% | -1.0% | Q4 2024 |
| XOM | $1.64M | 1.26% | 0.00% | +26.8% | Q4 2024 |
| GOOGL | $1.43M | 1.10% | 0.00% | +1.3% | Q4 2024 |
| VYM | $1.43M | 1.09% | Not reported | +0.7% | Q2 2025 |
| ABBV | $1.39M | 1.06% | 0.00% | +0.6% | Q4 2024 |
| HD | $1.37M | 1.05% | 0.00% | +28.2% | Q4 2024 |
| NEE | $1M | 0.77% | 0.00% | -8.0% | Q4 2024 |
| V | $996K | 0.76% | 0.00% | -20.6% | Q4 2024 |
| MCD | $989K | 0.76% | 0.00% | +1.3% | Q4 2024 |
| PG | $958K | 0.73% | 0.00% | +0.4% | Q4 2024 |
| ETN | $925K | 0.71% | 0.00% | +5.3% | Q4 2024 |
| ADP | $915K | 0.70% | 0.00% | -6.6% | Q4 2024 |
| JAVA | $913K | 0.70% | Not reported | -1.1% | Q1 2025 |
| ORCL | $887K | 0.68% | 0.00% | -32.0% | Q4 2024 |
| TRV | $837K | 0.64% | 0.00% | +9.1% | Q1 2025 |
| META | $779K | 0.60% | Not reported | -3.7% | Q4 2024 |
 ACN | $737K | 0.56% | 0.00% | +17.5% | Q4 2024 |
 IAU | $719K | 0.55% | 0.00% | +1.6% | Q1 2025 |
| WMB | $694K | 0.53% | 0.00% | -19.3% | Q1 2025 |
| MDLZ | $653K | 0.50% | 0.00% | +1.3% | Q4 2024 |
 MRSH | $627K | 0.48% | 0.00% | -18.7% | Q4 2024 |
| UNH | $612K | 0.47% | 0.00% | +1.3% | Q4 2024 |
| ASML | $586K | 0.45% | 0.00% | New | Q4 2025 |
| CSCO | $573K | 0.44% | 0.00% | -2.5% | Q1 2025 |
 LMT | $540K | 0.41% | 0.00% | +0.7% | Q4 2024 |
| LIN | $527K | 0.40% | 0.00% | New | Q4 2025 |
| CVX | $524K | 0.40% | 0.00% | +1.6% | Q4 2024 |
| CRH | $519K | 0.40% | 0.00% | New | Q4 2025 |
| UNP | $505K | 0.39% | 0.00% | -1.5% | Q4 2024 |
 CTAS | $503K | 0.39% | 0.00% | +0.6% | Q4 2024 |
| PNC | $481K | 0.37% | 0.00% | +2.4% | Q1 2025 |
| GD | $481K | 0.37% | 0.00% | +27.6% | Q3 2025 |
| BLK | $480K | 0.37% | 0.00% | -2.6% | Q4 2024 |
| PEP | $464K | 0.36% | 0.00% | +2.3% | Q4 2024 |
| TSLA | $446K | 0.34% | 0.00% | +1.6% | Q4 2024 |
| AMD | $441K | 0.34% | 0.00% | -7.9% | Q1 2025 |
 SAP | $433K | 0.33% | 0.00% | +24.6% | Q4 2024 |
| TEL | $431K | 0.33% | 0.00% | +2.0% | Q2 2025 |
| Q3 2025 | |||||
| SYK | $7.88M | 6.07% | 0.01% | -0.8% | Q4 2024 |
| MSFT | $5.59M | 4.30% | 0.00% | +3.5% | Q4 2024 |
| AVGO | $4.2M | 3.23% | 0.00% | +9.3% | Q4 2024 |
| AAPL | $3.84M | 2.96% | 0.00% | -3.0% | Q4 2024 |
| WMT | $3.39M | 2.61% | 0.00% | +27.8% | Q4 2024 |
| AMZN | $3.19M | 2.45% | 0.00% | -3.1% | Q4 2024 |
| SPY | $2.96M | 2.28% | Not reported | -4.9% | Q4 2024 |
| NVDA | $2.57M | 1.98% | 0.00% | +18.3% | Q4 2024 |
| ORCL | $1.88M | 1.45% | 0.00% | -16.5% | Q4 2024 |
| LLY | $1.86M | 1.43% | 0.00% | +11.5% | Q4 2024 |
| JPM | $1.8M | 1.39% | 0.00% | +4.3% | Q4 2024 |
| JNJ | $1.77M | 1.36% | 0.00% | +11.9% | Q4 2024 |
| GOOG | $1.56M | 1.20% | Not reported | -11.8% | Q4 2024 |
| ABBV | $1.4M | 1.07% | 0.00% | +3.4% | Q4 2024 |
| VYM | $1.39M | 1.07% | Not reported | +0.6% | Q2 2025 |
| TSM | $1.36M | 1.04% | 0.00% | +32.4% | Q4 2024 |
| HD | $1.26M | 0.97% | 0.00% | +4.4% | Q4 2024 |
| V | $1.22M | 0.94% | 0.00% | -9.3% | Q4 2024 |
| XOM | $1.21M | 0.94% | 0.00% | +5.3% | Q4 2024 |
| ADP | $1.12M | 0.86% | 0.00% | -1.7% | Q4 2024 |
| GOOGL | $1.1M | 0.85% | 0.00% | +5.9% | Q4 2024 |
| ETN | $1.03M | 0.79% | 0.00% | -1.1% | Q4 2024 |
| NEE | $1.02M | 0.79% | 0.00% | +5.8% | Q4 2024 |
| PG | $1.02M | 0.79% | 0.00% | +9.5% | Q4 2024 |
| MCD | $971K | 0.75% | 0.00% | +10.1% | Q4 2024 |
| WMB | $907K | 0.70% | 0.00% | +13.1% | Q1 2025 |
| META | $899K | 0.69% | Not reported | +4.5% | Q4 2024 |
| JAVA | $888K | 0.68% | Not reported | +10.1% | Q1 2025 |
| MRSH | $837K | 0.64% | 0.00% | +6.4% | Q4 2024 |
| MDLZ | $749K | 0.58% | 0.00% | +8.3% | Q4 2024 |
 SHOP | $744K | 0.57% | 0.00% | -10.3% | Q4 2024 |
| TRV | $738K | 0.57% | 0.00% | +15.8% | Q1 2025 |
 AON | $673K | 0.52% | 0.00% | -0.6% | Q4 2024 |
| IAU | $635K | 0.49% | 0.00% | +23.8% | Q1 2025 |
| UNH | $632K | 0.49% | 0.00% | +10.7% | Q4 2024 |
 ADBE | $620K | 0.48% | 0.00% | -13.4% | Q4 2024 |
 ABT | $610K | 0.47% | 0.00% | -25.2% | Q4 2024 |
| ACN | $576K | 0.44% | 0.00% | -1.9% | Q4 2024 |
| LMT | $553K | 0.43% | 0.00% | +15.5% | Q4 2024 |
 MA | $553K | 0.43% | 0.00% | -1.0% | Q4 2024 |
| CTAS | $546K | 0.42% | 0.00% | +0.7% | Q4 2024 |
| BLK | $536K | 0.41% | 0.00% | +2.0% | Q4 2024 |
| CVX | $526K | 0.40% | 0.00% | +18.2% | Q4 2024 |
| UNP | $524K | 0.40% | 0.00% | -3.8% | Q4 2024 |
| CSCO | $522K | 0.40% | 0.00% | +47.2% | Q1 2025 |
 VICI | $483K | 0.37% | 0.00% | +104.8% | Q2 2025 |
| PNC | $452K | 0.35% | 0.00% | +15.6% | Q1 2025 |
 PAYC | $451K | 0.35% | 0.00% | -0.9% | Q4 2024 |
 GLW | $448K | 0.34% | 0.00% | -2.5% | Q2 2025 |
| PEP | $444K | 0.34% | 0.00% | +15.6% | Q4 2024 |