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Home > Institutional Investor > Purefi Wealth, Llc > Profile

Instuitional Investor - Purefi Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Purefi Wealth, Llc
Portfolio Value $102,202,500
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Grp Fixed Incm Etf T
 469,934 $12,204,176 11.94%
2.
Stryker Corp
 SYK 21,791 $7,845,762 7.67%
3.
Microsoft Corp
 MSFT 8,643 $3,642,897 3.56%
4.
Apple Inc.
 AAPL 14,187 $3,552,586 3.47%
5.
Amazon Com Inc
 AMZN 15,159 $3,325,824 3.25%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)