PUREfi Wealth, LLC
Top Portfolio Positions
108 positions ·
$95,202,245 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
67,325 | $8,367,151 | 8.79% | |
| SYK |
Stryker Corp
Healthcare
|
21,346 | $7,014,082 | 7.37% | |
| AAPL |
Apple Inc.
Technology
|
19,716 | $5,003,723 | 5.26% | |
| MSFT |
Microsoft Corp
Technology
|
13,408 | $4,963,239 | 5.21% | |
| AVGO |
Broadcom Inc.
Technology
|
12,334 | $3,817,496 | 4.01% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,667 | $3,685,476 | 3.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,054 | $3,343,566 | 3.51% | |
| NVDA |
Nvidia Corp
Technology
|
17,836 | $3,110,598 | 3.27% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
7,046 | $2,381,195 | 2.50% | |
| XOM |
Exxon Mobil Corp
Energy
|
14,030 | $2,380,329 | 2.50% |
Portfolio Trend
6 quarters · across all stocks
Holdings in FETH
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,056 | 13,700 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $405,657 | 13,700 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $290,850 | 7,000 | Shares | Sole | 2025-10-21 | |
| No 13F history on record for this holder in this stock. | ||||||