Back to PUREfi Wealth, LLC

PUREfi Wealth, LLC

All holdings · as of Dec 31, 2025

164 positions

CompanyClassValueShares% of portfolio
LOCKHEED MARTIN CORP$539.8K1,1160.4%
CISCO SYSTEMS, INC.$572.9K7,4380.4%
BLACKROCK ETF TRUST II$578.5K24,0640.4%
ASML HOLDING N V$586.3K5480.4%
BLACKROCK ETF TRUST II$594.2K11,2610.5%
VANGUARD INDEX FDS$602.2K1,9130.5%
UNITEDHEALTH GROUP INC$611.8K1,8530.5%
VANGUARD INTL EQUITY INDEX F$614.6K11,4330.5%
MARSH & MCLENNAN COMPANIES, INC.$626.9K3,3790.5%
VANGUARD WORLD FD$644.8K1,6370.5%
Mondelez International, Inc.$653.3K12,1360.5%
ISHARES TR$659.2K1,9220.5%
ISHARES TR$680.9K5,5240.5%
Williams Cos Inc/The$694.4K11,5520.5%
BLACKROCK ETF TRUST$696.4K20,9130.5%
VANGUARD INDEX FDS$702.5K3,3590.5%
ISHARES GOLD TR$719.2K8,8610.6%
Accenture plc$736.7K2,7460.6%
ISHARES TR$753.3K3,5520.6%
Meta Platforms Inc$778.7K1,1800.6%
ISHARES TR$795.7K3,9850.6%
ISHARES TR$809.2K9,0450.6%
ALPS ETF TR$820.5K17,6920.6%
TCW TRANSFORM ETF TRUST$820.8K8,5360.6%
TRAVELERS COMPANIES, INC.$836.5K2,8840.6%
ISHARES TR$840.5K11,7700.6%
ORACLE CORP$887.0K4,5510.7%
J P MORGAN EXCHANGE TRADED F$913.1K12,7320.7%
AUTOMATIC DATA PROCESSING INC$915.0K3,5570.7%
Eaton Corp plc$925.0K2,9040.7%
ISHARES TR$941.9K1,9900.7%
PROCTER & GAMBLE Co$957.6K6,6820.7%
SELECT SECTOR SPDR TR$967.5K6,7200.7%
MCDONALD'S CORP$989.0K3,2360.8%
Visa Inc$996.4K2,8410.8%
NEXTERA ENERGY INC$1.00M12,4870.8%
FIDELITY COVINGTON TRUST$1.01M4,5150.8%
ISHARES TR$1.12M4,5510.9%
ISHARES TR$1.19M11,1230.9%
ISHARES TR$1.27M12,7061.0%
TRIMTABS ETF TR$1.31M18,3381.0%
HOME DEPOT, INC.$1.37M3,9911.1%
AbbVie Inc.$1.39M6,0641.1%
VANGUARD WHITEHALL FDS$1.43M9,9481.1%
Alphabet Inc.$1.43M4,5791.1%
EXXON MOBIL CORP$1.64M13,6571.3%
ISHARES INC$1.70M25,2211.3%
FIDELITY COVINGTON TRUST$1.73M31,6321.3%
JPMORGAN CHASE & CO$1.82M5,6491.4%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$1.90M6,2641.5%
← PrevPage 3 of 4Next →