Pure Financial Advisors, LLC Purchases in Q4 2024

Pure Financial Advisors, LLC

  • $4.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
18.7K
+ 387.08%
$25.93 - $105.3 $486K - $1.97M
23.6K $656K
SYK
Stryker Corp

Healthcare
426
+ 67.73%
$345.14 - $392.15 $147K - $167K
1.06K $379K
MA
Mastercard Inc

Financial Services
220
+ 21.07%
$491.3 - $536.15 $108K - $118K
1.26K $665K
KSS
Kohls Corp

Consumer Cyclical
10.4K
New
$13.86 - $20.95 $144K - $217K
10.4K $145K
XLC
Select Sector Spdr Tr Communic

ETFs
1.05K
+ 17.63%
$89.66 - $102.16 $94.1K - $107K
7K $677K
ASML
Asml Holding Nv

Technology
284
+ 64.69%
$658.43 - $872.27 $187K - $248K
723 $501K
XLY
Select Sector Spdr Consumer Di

ETFs
186
+ 4.82%
$194.8 - $239.43 $36.2K - $44.5K
4.04K $906K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.16K
+ 46.11%
$131.66 - $144.0 $152K - $167K
3.67K $484K
LDOS
Leidos Holdings, Inc.

Technology
3.84K
+ 16.59%
$143.17 - $201.39 $550K - $773K
27K $3.89M
IVW
Ishares S&P 500 Growth ETF

ETFs
736
+ 13.0%
$94.43 - $105.47 $69.5K - $77.6K
6.4K $649K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.32K
+ 24.72%
$66.77 - $71.52 $87.9K - $94.2K
6.65K $458K
MCD
Mcdonalds Corp

Consumer Cyclical
502
+ 15.31%
$288.47 - $316.54 $145K - $159K
3.78K $1.1M
PEP
Pepsico Inc

Consumer Defensive
1.21K
+ 23.64%
$151.29 - $176.1 $183K - $213K
6.31K $959K
GLD
Spdr Gold Trust

ETFs
396
+ 6.84%
$236.59 - $257.5 $93.7K - $102K
6.19K $1.5M
VTV
Vanguard Value ETF

ETFs
3.34K
+ 3.7%
$168.32 - $181.87 $562K - $607K
93.6K $15.8M
GS
Goldman Sachs Group Inc

Financial Services
87
+ 17.3%
$486.1 - $608.57 $42.3K - $52.9K
590 $337K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
477
+ 5.02%
$124.61 - $133.96 $59.4K - $63.9K
9.99K $1.29M
PWZ
Invesco California Amt Free Mu

ETFs
3.99K
+ 6.97%
$24.49 - $25.25 $97.7K - $101K
61.2K $1.51M
ABT
Abbott Laboratories

Healthcare
711
+ 11.34%
$111.93 - $119.39 $79.6K - $84.9K
6.98K $789K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
586
+ 34.8%
$126.68 - $134.74 $74.2K - $79K
2.27K $289K
MCK
Mckesson Corp

Healthcare
25
+ 3.26%
$482.27 - $628.5 $12.1K - $15.7K
792 $451K
T
At&T Inc.

Communication Services
2.43K
+ 11.89%
$21.22 - $23.88 $51.6K - $58.1K
22.9K $521K
IWD
Ishares Russell 1000 Val ETF

ETFs
596
+ 7.11%
$183.23 - $199.79 $109K - $119K
8.98K $1.66M
IWP
Ishares Russell Mid Cap Growth

ETFs
207
+ 4.5%
$116.4 - $138.52 $24.1K - $28.7K
4.81K $609K
TJX
Tjx Companies Inc

Consumer Cyclical
372
+ 5.15%
$112.15 - $127.2 $41.7K - $47.3K
7.59K $917K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.52K
+ 5.06%
$160.89 - $176.18 $244K - $267K
31.5K $5.09M
ORCL
Oracle Corp

Technology
647
+ 5.5%
$165.41 - $192.43 $107K - $125K
12.4K $2.07M
SPMD
Spdr Portfolio

ETFs
1.15K
+ 1.68%
$54.13 - $59.56 $62K - $68.2K
69.3K $3.79M
ISRG
Intuitive Surgical Inc

Healthcare
26
+ 1.76%
$471.27 - $550.62 $12.3K - $14.3K
1.51K $785K
VFH
Vanguard Financial ETF

ETFs
208
+ 5.51%
$108.87 - $126.2 $22.6K - $26.2K
3.99K $470K
SBUX
Starbucks Corp

Consumer Cyclical
804
+ 25.05%
$87.44 - $102.5 $70.3K - $82.4K
4.01K $365K
SCHW
Schwab Charles Corp

Financial Services
7
+ 0.13%
$63.31 - $82.85 $443 - $580
5.49K $406K
GLW
Corning Inc

Technology
787
+ 15.64%
$44.11 - $49.76 $34.7K - $39.2K
5.82K $276K
IWV
Ishares Russell 3000 ETF

ETFs
46
+ 1.27%
$323.08 - $349.08 $14.9K - $16.1K
3.66K $1.22M
TTD
Trade Desk, Inc.

Technology
57
+ 1.3%
$108.7 - $139.51 $6.2K - $7.95K
4.45K $522K
USB
Us Bancorp \De\

Financial Services
519
+ 8.02%
$43.98 - $53.66 $22.8K - $27.8K
6.99K $334K
PNC
Pnc Financial Services Group, Inc.

Financial Services
30
+ 0.72%
$178.39 - $215.0 $5.35K - $6.45K
4.21K $810K
SAP
Sap Se

Technology
78
+ 7.72%
$218.13 - $255.54 $17K - $19.9K
1.09K $268K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
150K
+ 8.7%
$44.04 - $49.49 $6.61M - $7.43M
1.88M $82.6M
EFSC
Enterprise Financial Services Corp

Financial Services
17
+ 0.28%
$49.0 - $61.38 $833 - $1.04K
6.04K $340K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.98K
+ 17.45%
$33.39 - $37.66 $66K - $74.4K
13.3K $444K
HD
Home Depot, Inc.

Consumer Cyclical
526
+ 4.82%
$385.02 - $431.37 $203K - $227K
11.4K $4.45M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13K
+ 120.36%
$22.63 - $47.53 $295K - $620K
23.9K $541K
PFE
Pfizer Inc

Healthcare
2.95K
+ 13.37%
$24.8 - $30.19 $73K - $88.9K
25K $662K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
337
+ 4.15%
$66.67 - $74.08 $22.5K - $25K
8.45K $574K
PAYX
Paychex Inc

Industrials
29
+ 0.97%
$135.86 - $148.73 $3.94K - $4.31K
3.03K $425K
CRON
Cronos Group Inc.

Healthcare
10.1K
New
$1.87 - $2.29 $18.9K - $23.1K
10.1K $20K
XLI
Industrial Sector Spdr

ETFs
204
+ 8.92%
$131.76 - $143.99 $26.9K - $29.4K
2.49K $328K
DFAU
Dimensional ETF Tr

ETFs
58
+ 0.3%
$39.27 - $42.38 $2.28K - $2.46K
19.5K $791K
Activity Summary
Buys All Purchases 239 New Holdings 40 Increased Positions 199 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pure Financial Advisors, LLC Portfolio

Follow Pure Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pure Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pure Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email