Chief Compliance Officer

0002001520-25-000001.txt : 20250130 0002001520-25-000001.hdr.sgml : 20250130 20250130123237 ACCESSION NUMBER: 0002001520-25-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250130 DATE AS OF CHANGE: 20250130 EFFECTIVENESS DATE: 20250130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PUREfi Wealth, LLC CENTRAL INDEX KEY: 0002001520 ORGANIZATION NAME: IRS NUMBER: 933395226 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24678 FILM NUMBER: 25572108 BUSINESS ADDRESS: STREET 1: 10 POST OFFICE SQUARE, SUITE 710 CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 617-488-9320 MAIL ADDRESS: STREET 1: 10 POST OFFICE SQUARE, SUITE 710 CITY: BOSTON STATE: MA ZIP: 02109 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002001520 XXXXXXXX 12-31-2024 12-31-2024 PUREfi Wealth, LLC

10 POST OFFICE SQUARE, SUITE 710 BOSTON MA 02109

13F HOLDINGS REPORT 028-24678 N Charles Corkery Chief Compliance Officer 617-488-9320 Charles Corkery Boston MA 01-30-2025 0 152 102202500 false INFORMATION TABLE 2 purefi13fq42024.xml 3M CO COM 88579Y101 430454 3335 SH SOLE 0 0 3335 ABBOTT LABS COM 002824100 992831 8778 SH SOLE 0 0 8778 ABBVIE INC COM 00287Y109 525352 2956 SH SOLE 0 0 2956 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 916531 2605 SH SOLE 0 0 2605 ADOBE INC COM 00724F101 623543 1402 SH SOLE 0 0 1402 ALPHABET INC CAP STK CL A 02079K305 483662 2555 SH SOLE 0 0 2555 ALPHABET INC CAP STK CL C 02079K107 1549882 8138 SH SOLE 0 0 8138 ALPS ETF TR EQUAL SEC ETF 00162Q205 1880504 15014 SH SOLE 0 0 15014 ALPS ETF TR OSHARES US SMLCP 00162Q395 545407 12475 SH SOLE 0 0 12475 AMAZON COM INC COM 023135106 3325824 15159 SH SOLE 0 0 15159 AMERICAN FINL GROUP INC OHIO COM 025932104 261536 1910 SH SOLE 0 0 1910 ANALOG DEVICES INC COM 032654105 437558 2059 SH SOLE 0 0 2059 AON PLC SHS CL A G0403H108 432429 1204 SH SOLE 0 0 1204 APPLE INC 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