Pure Financial Advisors, LLC Purchases in Q3 2024

Pure Financial Advisors, LLC

  • $4.03 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
3.5K
+ 11.85%
$109.72 - $119.0 $384K - $417K
33.1K $3.88M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
5.3K
+ 112.63%
$75.63 - $84.89 $401K - $450K
10K $841K
META
Meta Platforms, Inc.

Communication Services
251
+ 6.23%
$453.41 - $572.44 $114K - $144K
4.28K $2.45M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
11.3K
New
$32.04 - $37.11 $363K - $420K
11.3K $412K
IRM
Iron Mountain Inc

Real Estate
3.44K
New
$89.69 - $119.32 $309K - $411K
3.44K $408K
VUG
Vanguard Growth ETF

ETFs
952
+ 34.51%
$341.08 - $391.94 $325K - $373K
3.71K $1.42M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.73K
+ 40.24%
$113.45 - $126.18 $310K - $344K
9.51K $1.2M
KO
Coca Cola CO

Consumer Defensive
4.76K
+ 95.18%
$62.69 - $73.01 $298K - $347K
9.76K $700K
SNOW
Snowflake Inc.

Technology
3.27K
New
$108.56 - $143.02 $355K - $468K
3.27K $375K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
85
+ 0.09%
$57.32 - $62.65 $4.87K - $5.33K
94.9K $5.91M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.33K
New
$60.84 - $67.51 $324K - $360K
5.33K $359K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.32K
+ 18.14%
$49.93 - $51.15 $315K - $323K
41.1K $2.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
522
+ 100.0%
$531.86 - $624.21 $278K - $326K
1.04K $645K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.51K
New
$125.95 - $142.04 $316K - $356K
2.51K $356K
JNJ
Johnson & Johnson

Healthcare
303
+ 1.62%
$145.48 - $167.38 $44.1K - $50.7K
19K $3.07M
MMM
3 M CO

Industrials
2.45K
New
$99.69 - $139.42 $244K - $342K
2.45K $334K
SUB
Ishares Short Term National Mu

ETFs
2.99K
+ 40.08%
$104.3 - $106.3 $312K - $318K
10.4K $1.11M
KEY
Keycorp

Financial Services
19.7K
New
$13.95 - $17.34 $275K - $341K
19.7K $329K
KMI
Kinder Morgan, Inc.

Energy
13.6K
New
$19.72 - $22.22 $269K - $303K
13.6K $300K
IBM
International Business Machines Corp

Technology
252
+ 5.1%
$175.1 - $223.38 $44.1K - $56.3K
5.2K $1.15M
GAB
Gabelli Equity Trust Inc

Financial Services
51.8K
New
$5.15 - $5.6 $267K - $290K
51.8K $284K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.75K
+ 1.77%
$49.77 - $51.95 $87.2K - $91K
101K $5.21M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.01K
+ 107.42%
$77.02 - $85.06 $232K - $256K
5.82K $491K
MUB
Ishares National Muni Bond ETF

ETFs
1.93K
+ 6.48%
$106.13 - $108.7 $205K - $210K
31.8K $3.45M
XT
Ishares Tr Exponential Technol

ETFs
4.34K
New
$54.51 - $61.59 $237K - $267K
4.34K $264K
VBK
Vanguard Small Cap Growth ETF

ETFs
958
New
$240.48 - $267.94 $230K - $257K
958 $256K
MCD
Mcdonalds Corp

Consumer Cyclical
334
+ 11.34%
$245.82 - $304.51 $82.1K - $102K
3.28K $998K
EPD
Enterprise Products Partners L.P.

Energy
8.16K
New
$27.88 - $30.0 $227K - $245K
8.16K $237K
SO
Southern CO

Utilities
2.57K
New
$77.0 - $90.52 $198K - $233K
2.57K $231K
SAP
Sap Se

Technology
1.01K
New
$197.21 - $231.0 $199K - $234K
1.01K $231K
GLW
Corning Inc

Technology
5.03K
New
$37.76 - $46.2 $190K - $232K
5.03K $227K
ACWI
Ishares Msci Acwi ETF

ETFs
972
+ 6.7%
$107.24 - $119.84 $104K - $116K
15.5K $1.85M
VDE
Vanguard Energy ETF

ETFs
1.8K
New
$117.44 - $131.06 $211K - $235K
1.8K $219K
OHI
Omega Healthcare Investors Inc

Real Estate
5.36K
New
$33.55 - $41.29 $180K - $221K
5.36K $218K
CTVA
Corteva, Inc.

Basic Materials
3.69K
New
$50.72 - $58.78 $187K - $217K
3.69K $217K
SCCO
Southern Copper Corp

Basic Materials
1.88K
New
$94.1 - $120.43 $177K - $226K
1.88K $216K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.68K
New
$117.9 - $128.2 $199K - $216K
1.68K $215K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.16K
New
$162.83 - $179.16 $189K - $208K
1.16K $207K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
23
+ 0.03%
$30.27 - $34.42 $696 - $792
86K $2.94M
COP
Conocophillips

Energy
2.2K
+ 65.71%
$102.3 - $116.61 $225K - $257K
5.55K $584K
DHR
Danaher Corp

Healthcare
727
New
$239.25 - $280.76 $174K - $204K
727 $202K
VT
Vanguard Total World Stk Index

ETFs
1.51K
+ 59.87%
$107.72 - $119.96 $163K - $182K
4.04K $483K
PM
Philip Morris International Inc.

Consumer Defensive
482
+ 7.85%
$101.25 - $127.45 $48.8K - $61.4K
6.62K $803K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.44K
+ 23.93%
$38.51 - $41.69 $133K - $144K
17.8K $743K
VZ
Verizon Communications Inc

Communication Services
2.91K
+ 29.67%
$38.89 - $45.0 $113K - $131K
12.7K $571K
IWS
Ishares Russell Midcap Value E

ETFs
203
+ 1.77%
$119.52 - $132.25 $24.3K - $26.8K
11.7K $1.54M
YUM
Yum Brands Inc

Consumer Cyclical
903
+ 25.8%
$125.95 - $139.96 $114K - $126K
4.4K $614K
GE
General Electric CO

Industrials
321
+ 10.92%
$156.66 - $189.66 $50.3K - $60.9K
3.26K $614K
DFSD
Dimensional ETF Tr Short Durat

ETFs
653
+ 0.45%
$47.0 - $47.84 $30.7K - $31.2K
145K $6.91M
Activity Summary
Buys All Purchases 189 New Holdings 30 Increased Positions 159 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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