PUREfi Wealth, LLC

13F filer, CIK 2001520, BOSTON, MA

PUREfi Wealth, LLC reported $102,202,500 across 152 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-30. Its ten largest share positions make up 39.93% of the portfolio.

Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0002001520-25-000001

Period: 2024-12-31
Reported value: $102M
Holdings: 152
Top 10 weight: 39.93%
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Holdings, Q4 2024

Share positions as resolved from 13F-HR 0002001520-25-000001, largest first. % of portfolio is the value over $102,202,500, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
CGSMCAPITAL GRP FIXED INCM ETF T	469,934	$12.2M	11.94%	Timeline
SYKSTRYKER CORPORATION	21,791	$7.85M	7.68%	Timeline
MSFTMICROSOFT CORP	8,643	$3.64M	3.56%	Timeline
AAPLAPPLE INC	14,187	$3.55M	3.48%	Timeline
AMZNAMAZON COM INC	15,159	$3.33M	3.25%	Timeline
WMTWALMART INC	25,860	$2.34M	2.29%	Timeline
IVVISHARES TR	3,751	$2.21M	2.16%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	3,432	$2.01M	1.97%	Timeline
EQLALPS ETF TR	15,014	$1.88M	1.84%	Timeline
AVGOBROADCOM INC	7,758	$1.8M	1.76%	Timeline
GOOGALPHABET INC	8,138	$1.55M	1.52%	Timeline
XLKSELECT SECTOR SPDR TR	4,866	$1.13M	1.11%	Timeline
HDHOME DEPOT INC	2,889	$1.12M	1.1%	Timeline
JPMJPMORGAN CHASE & CO	4,495	$1.08M	1.05%	Timeline
JNJJOHNSON & JOHNSON	7,099	$1.03M	1%	Timeline
ORCLORACLE CORP	6,073	$1.01M	0.99%	Timeline
VVISA INC	3,201	$1.01M	0.99%	Timeline
NVDANVIDIA CORPORATION	7,398	$993K	0.97%	Timeline
ABTABBOTT LABORATORIES	8,778	$993K	0.97%	Timeline
DYNFBLACKROCK ETF TRUST	18,143	$930K	0.91%	Timeline
ACNACCENTURE PLC IRELAND	2,605	$917K	0.9%	Timeline
ADPAUTOMATIC DATA PROCESSING IN	2,993	$876K	0.86%	Timeline
FTECFIDELITY COVINGTON TRUST	4,515	$835K	0.82%	Timeline
XOMEXXON MOBIL CORP	7,683	$826K	0.81%	Timeline
UPSUNITED PARCEL SVCS INC	5,845	$737K	0.72%	Timeline
VWOVANGUARD INTL EQUITY INDEX F	16,544	$729K	0.71%	Timeline
HUBSHUBSPOT INC	1,015	$707K	0.69%	Timeline
METAMETA PLATFORMS INC	1,166	$683K	0.67%	Timeline
VXFVANGUARD INDEX FDS	3,540	$673K	0.66%	Timeline
QUALISHARES TR	3,717	$662K	0.65%	Timeline
IWMISHARES TR	2,932	$648K	0.63%	Timeline
HONHONEYWELL INTL INC	2,785	$629K	0.62%	Timeline
ADBEADOBE INC	1,402	$624K	0.61%	Timeline
XLFSELECT SECTOR SPDR TR	12,888	$623K	0.61%	Timeline
VCRVANGUARD WORLD FD	1,637	$614K	0.6%	Timeline
UNPUNION PAC CORP	2,647	$604K	0.59%	Timeline
SHOPSHOPIFY INC	5,674	$603K	0.59%	Timeline
NOWSERVICENOW INC	561	$595K	0.58%	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	3,007	$594K	0.58%	Timeline
FBCGFIDELITY COVINGTON TRUST	12,512	$579K	0.57%	Timeline
BLKBLACKROCK INC	560	$574K	0.56%	Timeline
EFGISHARES TR	5,751	$557K	0.54%	Timeline
PGPROCTER & GAMBLE CO	3,261	$547K	0.53%	Timeline
OUSMALPS ETF TR	12,475	$545K	0.53%	Timeline
LLYELI LILLY & CO	705	$544K	0.53%	Timeline
ABFLABACUS FCF ETF TR	8,084	$537K	0.53%	Timeline
MSMORGAN STANLEY	4,273	$537K	0.53%	Timeline
VVVANGUARD INDEX FDS	1,952	$526K	0.52%	Timeline
ABBVABBVIE INC	2,956	$525K	0.51%	Timeline
EFVISHARES TR	9,795	$514K	0.5%	Timeline
EMXCISHARES INC	9,188	$509K	0.5%	Timeline
UNHUNITEDHEALTH GROUP INC	997	$504K	0.49%	Timeline
VGTVANGUARD WORLD FD	810	$504K	0.49%	Timeline
GOOGLALPHABET INC	2,555	$484K	0.47%	Timeline
CTASCINTAS CORP	2,640	$482K	0.47%	Timeline
SAPSAP SE	1,922	$473K	0.46%	Timeline
IUSBISHARES TR	10,298	$465K	0.46%	Timeline
MAMASTERCARD INCORPORATED	848	$447K	0.44%	Timeline
IVWISHARES TR	4,386	$445K	0.44%	Timeline
ADIANALOG DEVICES INC	2,059	$438K	0.43%	Timeline
AONAON PLC	1,204	$432K	0.42%	Timeline
MMM3M CO	3,335	$430K	0.42%	Timeline
ETNEATON CORP PLC	1,293	$429K	0.42%	Timeline
IEMGISHARES INC	8,139	$425K	0.42%	Timeline
NEENEXTERA ENERGY INC	5,918	$424K	0.42%	Timeline
CMCSACOMCAST CORP NEW	10,691	$401K	0.39%	Timeline
WDAYWORKDAY INC	1,545	$399K	0.39%	Timeline
IWFISHARES TR	990	$398K	0.39%	Timeline
BACBANK OF AMER CORP	8,923	$392K	0.38%	Timeline
IYWISHARES TR	2,449	$391K	0.38%	Timeline
MCDMCDONALDS CORP	1,343	$389K	0.38%	Timeline
MDLZMONDELEZ INTL INC	6,406	$383K	0.37%	Timeline
FIDUFIDELITY COVINGTON TRUST	5,395	$379K	0.37%	Timeline
PWRDTCW ETF TRUST	5,059	$367K	0.36%	Timeline
FHLCFIDELITY COVINGTON TRUST	5,599	$366K	0.36%	Timeline
BBYBEST BUY INC	4,259	$365K	0.36%	Timeline
DGDOLLAR GEN CORP	4,810	$365K	0.36%	Timeline
PEPPEPSICO INC	2,360	$359K	0.35%	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	5,900	$356K	0.35%	Timeline
NKENIKE INC	4,629	$350K	0.34%	Timeline
COSTCOSTCO WHOLESALE CORPORATION	375	$344K	0.34%	Timeline
IWDISHARES TR	1,846	$342K	0.33%	Timeline
VZVERIZON COMMUNICATIONS INC	8,508	$340K	0.33%	Timeline
MRSHMARSH & MCLENNAN COS INC	1,598	$339K	0.33%	Timeline
GWWWW GRAINGER INC	320	$337K	0.33%	Timeline
IXUSISHARES TR	5,030	$333K	0.33%	Timeline
FVALFIDELITY COVINGTON TRUST	5,331	$328K	0.32%	Timeline
ASHASHLAND INC	4,544	$325K	0.32%	Timeline
MSCIMSCI INC	536	$322K	0.31%	Timeline
LYBLYONDELLBASELL INDUSTRIES NV	4,327	$321K	0.31%	Timeline
CVXCHEVRON CORPORATION	2,212	$320K	0.31%	Timeline
VEAVANGUARD TAX-MANAGED FDS	6,641	$318K	0.31%	Timeline
DKSDICKS SPORTING GOODS INC	1,376	$315K	0.31%	Timeline
MRKMERCK & CO INC	3,139	$312K	0.31%	Timeline
VBKVANGUARD INDEX FDS	1,097	$307K	0.3%	Timeline
CGDVCAPITAL GROUP DIVIDEND VALUE	8,700	$307K	0.3%	Timeline
KMBKIMBERLY-CLARK CORP	2,338	$306K	0.3%	Timeline
TGTTARGET CORP	2,250	$304K	0.3%	Timeline
TYLTYLER TECHNOLOGIES INC	520	$300K	0.29%	Timeline
NFLXNETFLIX INC.	336	$299K	0.29%	Timeline
TXNTEXAS INSTRS INC	1,563	$293K	0.29%	Timeline
BINCBLACKROCK ETF TRUST II	5,613	$292K	0.29%	Timeline
PAYCPAYCOM SOFTWARE INC	1,402	$287K	0.28%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,289	$283K	0.28%	Timeline
SWKSSKYWORKS SOLUTIONS INC	3,195	$283K	0.28%	Timeline
VBVANGUARD INDEX FDS	1,175	$282K	0.28%	Timeline
PPGPPG INDS INC	2,336	$279K	0.27%	Timeline
XLESELECT SECTOR SPDR TR	3,245	$278K	0.27%	Timeline
GPCGENUINE PARTS CO	2,377	$278K	0.27%	Timeline
IEFAISHARES TR	3,909	$275K	0.27%	Timeline
KOCOCA COLA CO	4,403	$274K	0.27%	Timeline
RRCRANGE RES CORP	7,500	$270K	0.26%	Timeline
VOYAVOYA FINANCIAL INC	3,907	$269K	0.26%	Timeline
HSYHERSHEY CO	1,587	$269K	0.26%	Timeline
XLUSELECT SECTOR SPDR TR	3,500	$265K	0.26%	Timeline
AFGAMERICAN FINANCIAL GROUP INC	1,910	$262K	0.26%	Timeline
VBRVANGUARD INDEX FDS	1,304	$258K	0.25%	Timeline
TROWPRICE T ROWE GROUP INC	2,273	$257K	0.25%	Timeline
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS	9,143	$256K	0.25%
NVONOVO-NORDISK A S	2,953	$254K	0.25%	Timeline
AOSSMITH A O CORP	3,691	$252K	0.25%	Timeline
HRLHORMEL FOODS CORP	8,013	$251K	0.25%	Timeline
ADMARCHER DANIELS MIDLAND CO	4,966	$251K	0.25%	Timeline
POOLPOOL CORP	735	$251K	0.25%	Timeline
PFFISHARES TR	7,941	$250K	0.24%	Timeline
PFFVGLOBAL X FDS	10,570	$249K	0.24%	Timeline
FCOMFIDELITY COVINGTON TRUST	4,233	$248K	0.24%	Timeline
BNYBANK OF NY MELLON CORP	3,210	$247K	0.24%	Timeline
LWLAMB WESTON HLDGS INC	3,659	$245K	0.24%	Timeline
SYYSYSCO CORP	3,185	$244K	0.24%	Timeline
TSLATESLA INC	598	$241K	0.24%	Timeline
LMTLOCKHEED MARTIN CORP	479	$233K	0.23%	Timeline
LIILENNOX INTL INC	376	$229K	0.22%	Timeline
VONEVANGUARD SCOTTSDALE FDS	857	$229K	0.22%	Timeline
QQQINVESCO QQQ TR	435	$222K	0.22%	Timeline
MUBISHARES TR	2,084	$222K	0.22%	Timeline
ITWILLINOIS TOOL WKS INC	859	$218K	0.21%	Timeline
EZUISHARES INC	4,606	$217K	0.21%	Timeline
VONGVANGUARD SCOTTSDALE FDS	2,080	$215K	0.21%	Timeline
IQVIQVIA HLDGS INC	1,090	$214K	0.21%	Timeline
ECLECOLAB INC	911	$213K	0.21%	Timeline
IBKRINTERACTIVE BROKERS GROUP IN	1,196	$211K	0.21%	Timeline
MTUMISHARES TR	1,004	$208K	0.2%	Timeline
BF-BBROWN FORMAN CORP	5,464	$208K	0.2%	Timeline
VRTXVERTEX PHARMACEUTICALS INC	511	$206K	0.2%	Timeline
SNOWSNOWFLAKE INC	1,330	$205K	0.2%	Timeline
GLOBGLOBANT S A	956	$205K	0.2%	Timeline
IVEISHARES TR	1,067	$204K	0.2%	Timeline
ESNTESSENT GROUP LTD	3,729	$203K	0.2%	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	390	$203K	0.2%	Timeline
MGTXMEIRAGTX HLDGS PLC	20,000	$122K	0.12%	Timeline
Checkpoint Therapeutics IncCheckpoint Therapeutics Inc	10,000	$32K	0.03%

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002001520-25-000001	base		2025-01-30	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC