PUREfi Wealth, LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Charles Corkery - Chief Compliance Officer
Location
Boston, MA
Holdings as of
31 Dec 2024
Value $
$102M
Num holdings
152
Filing time
30 Jan 2025, 12:32:37
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included CGSM, SYK, MSFT, AAPL, and AMZN.
Next filing
Q1 2025 - 21 Apr 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Charles Corkery Chief Compliance Officer Boston, Massachusetts 30 Jan 2025