Pure Financial Advisors, LLC Portfolio Holdings
Pure Financial Advisors, LLC
- $3.51 Billion
- Q2 2024
Pure Financial Advisors, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.51 Billion distributed in 313 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $401M, Vanguard Bd Index Fd Inc Total with a value of $303M, Ishares Tr with a value of $206M, Ishares Trust Ishares 1 5 Year with a value of $156M, and Dimensional ETF Tr U S Core Eq with a value of $155M.
Examining the 13F form we can see an increase of $327M in the current position value, from $3.18B to 3.51B.
Below you can find more details about Pure Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.51 Billion
ETFs: $3.16 Billion
Technology: $91.3 Million
Healthcare: $25.8 Million
Financial Services: $24.8 Million
Consumer Cyclical: $23.1 Million
Industrials: $21.7 Million
Consumer Defensive: $13.8 Million
Communication Services: $12.1 Million
Other: $12.5 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 313
- Current Value $3.51 Billion
- Prior Value $3.18 Billion
- Filing
- Period Q2 2024
- Filing Date July 18, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 19 stocks
- Additional Purchases 164 stocks
- Sold out of 0 stocks
- Reduced holdings in 106 stocks