PUREfi Wealth, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Boston, MA
CIK
0002001520
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
137
99,956
CGSM, SYK, MSFT, AAPL
13F-HR
4/21/2025
000200152025000002
Q4 2024
152
102,202
CGSM, SYK, MSFT, AAPL
13F-HR
1/30/2025
000200152025000001