Filer Name: PUREFI WEALTH, LLC
CIK: 2001520
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 152
Portfolio Value: $0.10B

Purefi Wealth, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
CGSM US CAP GROUP SHORT MUNI INCOME 469,934 $12M 11.94% - -
SYK US STRYKER CORP 21,791 $8M 7.68% - -
MSFT US MICROSOFT CORP 8,643 $4M 3.56% - -
AAPL US APPLE INC 14,187 $4M 3.48% - -
AMZN US AMAZON.COM INC 15,159 $3M 3.25% - -
WMT US WALMART INC 25,860 $2M 2.29% - -
IVV US ISHARES CORE S&P 500 ETF 3,751 $2M 2.16% - -
SPY US SPDR S&P 500 ETF TRUST 3,432 $2M 1.97% - -
EQL US ALPS EQUAL SECTOR WEIGHT ETF 15,014 $2M 1.84% - -
AVGO US BROADCOM INC 7,758 $2M 1.76% - -
GOOG US ALPHABET INC-CL C 8,138 $2M 1.52% - -
XLK US TECHNOLOGY SELECT SECT SPDR 4,866 $1M 1.11% - -
HD US HOME DEPOT INC 2,889 $1M 1.10% - -
JPM US JPMORGAN CHASE & CO 4,495 $1M 1.05% - -
JNJ US JOHNSON & JOHNSON 7,099 $1M 1.00% - -
ORCL US ORACLE CORP 6,073 $1M 0.99% - -
V US VISA INC-CLASS A SHARES 3,201 $1M 0.99% - -
NVDA US NVIDIA CORP 7,398 $1M 0.97% - -
ABT US ABBOTT LABORATORIES 8,778 $1M 0.97% - -
DYNF US ISHRS US E F R A ETF-USD INC 18,143 $1M 0.91% - -
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