Pure Financial Advisors, LLC Purchases in Q2 2025

Pure Financial Advisors, LLC

  • $5.49 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BP
Bp PLC

Energy
11.7K
New
$26.11 - $33.81 $305K - $395K
11.7K $349K
RS
Reliance Steel & Aluminum CO

Basic Materials
349
+ 3.74%
$262.08 - $316.81 $91.5K - $111K
9.68K $3.04M
GE
General Electric CO

Industrials
515
+ 14.23%
$166.81 - $257.39 $85.9K - $133K
4.14K $1.06M
NOW
Service Now, Inc.

Technology
137
+ 16.0%
$721.65 - $1040.18 $98.9K - $143K
993 $1.02M
NBIX
Neurocrine Biosciences Inc

Healthcare
2.7K
New
$87.54 - $128.18 $236K - $346K
2.7K $338K
WM
Waste Management Inc

Industrials
1.48K
+ 129.38%
$216.47 - $242.1 $321K - $359K
2.63K $602K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
3.46K
+ 0.38%
$41.1 - $42.37 $142K - $147K
917K $38.7M
VZ
Verizon Communications Inc

Communication Services
8.3K
+ 50.88%
$41.67 - $45.62 $346K - $379K
24.6K $1.06M
LLY
Eli Lilly & CO

Healthcare
641
+ 16.55%
$713.71 - $898.95 $457K - $576K
4.51K $3.52M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.6K
+ 36.42%
$104.34 - $138.68 $167K - $222K
5.99K $830K
XLF
Financial Sector Spdr

ETFs
5.54K
+ 80.57%
$43.92 - $52.37 $243K - $290K
12.4K $649K
SYK
Stryker Corp

Healthcare
641
+ 29.43%
$337.37 - $395.63 $216K - $254K
2.82K $1.12M
OMC
Omnicom Group Inc.

Communication Services
4.2K
New
$69.22 - $79.77 $291K - $335K
4.2K $302K
DAL
Delta Air Lines, Inc.

Industrials
6.13K
New
$35.88 - $52.99 $220K - $325K
6.13K $301K
QDPL
Pacer Fds Tr Metaurus Us Large
7.64K
New
$32.46 - $39.77 $248K - $304K
7.64K $301K
TRV
Travelers Companies, Inc.

Financial Services
1.11K
+ 105.33%
$233.83 - $276.34 $259K - $306K
2.16K $576K
A
Agilent Technologies, Inc.

Healthcare
2.54K
New
$99.29 - $120.52 $252K - $306K
2.54K $299K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.52K
New
$107.61 - $119.09 $272K - $301K
2.52K $299K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
9.58K
+ 64.92%
$31.07 - $32.25 $297K - $309K
24.3K $772K
MSTR
Microstrategy Inc

Technology
731
New
$237.95 - $421.61 $174K - $308K
731 $295K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
3.44K
+ 30.4%
$54.81 - $67.78 $189K - $233K
14.8K $1M
GWW
W.W. Grainger, Inc.

Industrials
276
New
$919.93 - $1101.66 $254K - $304K
276 $287K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
650
New
$376.48 - $440.65 $245K - $286K
650 $286K
COF
Capital One Financial Corp

Financial Services
1.34K
New
$150.57 - $212.76 $201K - $284K
1.34K $284K
ENB
Enbridge Inc

Energy
6.19K
New
$41.09 - $47.16 $255K - $292K
6.19K $280K
CB
Chubb LTD

Financial Services
969
New
$274.32 - $302.46 $266K - $293K
969 $280K
ATEC
Alphatec Holdings, Inc.

Healthcare
25.2K
New
$9.43 - $13.03 $237K - $328K
25.2K $279K
UFPT
Ufp Technologies Inc

Healthcare
1.15K
New
$186.83 - $253.3 $214K - $290K
1.15K $279K
MBB
Ishares Tr

ETFs
2.97K
+ 62.67%
$91.41 - $94.22 $271K - $279K
7.7K $722K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.01K
New
$74.88 - $91.97 $226K - $277K
3.01K $277K
AXON
Axon Enterprise, Inc.

Industrials
331
New
$497.13 - $827.94 $165K - $274K
331 $274K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
710
+ 2.89%
$50.48 - $64.85 $35.8K - $46K
25.2K $1.64M
KLAC
Kla Corp

Technology
302
New
$576.53 - $902.94 $174K - $273K
302 $270K
TM
Toyota Motor Corp

Consumer Cyclical
1.55K
New
$158.63 - $195.39 $245K - $302K
1.55K $266K
AMD
Advanced Micro Devices Inc

Technology
459
+ 9.13%
$78.21 - $143.81 $35.9K - $66K
5.49K $778K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.79K
New
$85.42 - $94.39 $238K - $263K
2.79K $261K
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.35K
+ 7.09%
$24.94 - $31.15 $83.6K - $104K
50.6K $1.57M
SHYD
Vaneck Short High Yield Muni E

ETFs
11.5K
New
$21.84 - $22.79 $252K - $263K
11.5K $260K
IBHE
Ishares Ibonds 2025 Term High

ETFs
11.2K
New
$22.98 - $23.27 $258K - $261K
11.2K $260K
JCI
Johnson Controls International PLC

Industrials
2.46K
New
$71.14 - $105.62 $175K - $260K
2.46K $259K
CW
Curtiss Wright Corp

Industrials
530
New
$283.18 - $488.55 $150K - $259K
530 $258K
SRE
Sempra Energy

Utilities
1.38K
+ 3.98%
$63.78 - $78.91 $88.1K - $109K
36.1K $2.74M
SUB
Ishares Short Term National Mu

ETFs
2.35K
+ 20.72%
$104.77 - $106.34 $247K - $250K
13.7K $1.46M
SYY
Sysco Corp

Consumer Defensive
3.4K
New
$68.0 - $75.91 $231K - $258K
3.4K $257K
USD
Proshares Ultra Semiconductors

ETFs
3.44K
New
$29.19 - $74.0 $100K - $254K
3.44K $254K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.11K
+ 62.05%
$55.54 - $69.09 $173K - $215K
8.11K $560K
CDNS
Cadence Design Systems Inc

Technology
813
New
$231.64 - $323.08 $188K - $263K
813 $250K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.92K
New
N/A
2.92K $250K
DVY
Ishares Tr

ETFs
1.86K
New
$118.37 - $134.86 $221K - $251K
1.86K $247K
Activity Summary
Buys All Purchases 380 New Holdings 94 Increased Positions 286 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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