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
FVD
First Tr Value Line Divid Inde

ETFs
4.36K
+ 50.13%
$40.62 - $45.12 $177K - $197K
13.1K $583K
PFE
Pfizer Inc

Healthcare
9.18K
+ 38.49%
$21.59 - $24.84 $198K - $228K
33K $800K
CL
Colgate Palmolive CO

Consumer Defensive
2.39K
+ 30.03%
$87.57 - $96.0 $209K - $229K
10.3K $938K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
93
+ 0.96%
$104.23 - $134.39 $9.69K - $12.5K
9.75K $1.31M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
570
+ 0.75%
$19.1 - $23.83 $10.9K - $13.6K
76.1K $1.81M
MS
Morgan Stanley

Financial Services
884
+ 35.29%
$99.83 - $140.86 $88.2K - $125K
3.39K $477K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
11.7K
+ 6.26%
$18.94 - $21.67 $222K - $253K
199K $4.2M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.73K
+ 30.34%
$62.73 - $78.42 $108K - $135K
7.42K $574K
ISRG
Intuitive Surgical Inc

Healthcare
139
+ 6.87%
$451.58 - $565.94 $62.8K - $78.7K
2.16K $1.18M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.59K
+ 46.28%
$63.54 - $68.5 $165K - $178K
8.19K $552K
IVW
Ishares S&P 500 Growth ETF

ETFs
483
+ 7.38%
$82.96 - $110.1 $40.1K - $53.2K
7.03K $773K
SCHW
Schwab Charles Corp

Financial Services
463
+ 4.99%
$69.06 - $91.24 $32K - $42.2K
9.74K $888K
CAH
Cardinal Health Inc

Healthcare
622
+ 34.87%
$125.0 - $168.0 $77.8K - $104K
2.41K $404K
EMR
Emerson Electric CO

Industrials
799
+ 36.57%
$94.15 - $133.33 $75.2K - $107K
2.98K $397K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.16K
+ 11.46%
$50.08 - $63.14 $58.1K - $73.3K
11.3K $712K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
941
+ 46.54%
$212.1 - $244.27 $200K - $230K
2.96K $647K
D
Dominion Energy, Inc

Utilities
2.63K
+ 58.76%
$49.66 - $58.0 $131K - $153K
7.11K $401K
ADBE
Adobe Inc.

Technology
365
+ 14.99%
$340.0 - $420.68 $124K - $154K
2.8K $1.08M
IWV
Ishares Russell 3000 ETF

ETFs
65
+ 1.79%
$281.67 - $351.0 $18.3K - $22.8K
3.7K $1.3M
ROK
Rockwell Automation, Inc

Industrials
65
+ 3.98%
$218.97 - $332.17 $14.2K - $21.6K
1.7K $564K
TXN
Texas Instruments Inc

Technology
718
+ 27.81%
N/A
3.3K $642K
TTD
Trade Desk, Inc.

Technology
718
+ 14.52%
$45.27 - $79.4 $32.5K - $57K
5.66K $407K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
876
+ 39.98%
$108.87 - $133.04 $95.4K - $117K
3.07K $408K
MCK
Mckesson Corp

Healthcare
98
+ 9.7%
$652.83 - $732.78 $64K - $71.8K
1.11K $811K
XLC
Select Sector Spdr Tr Communic

ETFs
387
+ 5.3%
$86.13 - $108.53 $33.3K - $42K
7.69K $834K
PANW
Palo Alto Networks Inc

Technology
391
+ 28.96%
$152.44 - $204.64 $59.6K - $80K
1.74K $356K
GILD
Gilead Sciences, Inc.

Healthcare
1.17K
+ 33.6%
$96.91 - $113.0 $113K - $132K
4.64K $514K
TTEK
Tetra Tech Inc

Industrials
261
+ 1.56%
$28.01 - $36.25 $7.31K - $9.46K
17K $612K
FISV
Fiserv Inc

Technology
972
+ 106.7%
N/A
1.88K $235K
SHOP
Shopify Inc.

Technology
513
+ 17.4%
$76.89 - $115.35 $39.4K - $59.2K
3.46K $399K
ACN
Accenture PLC

Technology
494
+ 21.43%
$279.23 - $323.21 $138K - $160K
2.8K $836K
PAYX
Paychex Inc

Industrials
972
+ 31.45%
$137.01 - $159.78 $133K - $155K
4.06K $591K
NXPI
Nxp Semiconductors N.V.

Technology
149
+ 5.68%
$153.5 - $218.72 $22.9K - $32.6K
2.77K $605K
KO
Coca Cola CO

Consumer Defensive
1.59K
+ 19.61%
$68.37 - $73.9 $108K - $117K
9.67K $683K
LHX
L3 Harris Technologies, Inc.

Industrials
182
+ 12.96%
$200.21 - $256.99 $36.4K - $46.8K
1.59K $397K
MPC
Marathon Petroleum Corp

Energy
87
+ 2.05%
$118.55 - $170.08 $10.3K - $14.8K
4.34K $720K
SHEL
Shell PLC

Energy
1.6K
+ 32.45%
$59.75 - $73.05 $95.7K - $117K
6.54K $460K
MELI
Mercadolibre Inc

Consumer Cyclical
10
+ 9.17%
$1794.73 - $2613.63 $17.9K - $26.1K
119 $311K
PNC
Pnc Financial Services Group, Inc.

Financial Services
276
+ 6.5%
$149.76 - $186.42 $41.3K - $51.5K
4.52K $843K
AVY
Avery Dennison Corp

Industrials
586
+ 15.72%
$159.58 - $183.97 $93.5K - $108K
4.31K $756K
FPX
First Trust Us Equity Opportun

ETFs
70
+ 2.79%
$99.2 - $144.91 $6.94K - $10.1K
2.58K $373K
MTB
M&T Bank Corp

Financial Services
129
+ 3.04%
$156.58 - $193.99 $20.2K - $25K
4.37K $847K
CTVA
Corteva, Inc.

Basic Materials
397
+ 7.88%
$55.52 - $74.53 $22K - $29.6K
5.44K $405K
IJK
Ishares S&P Midcap 400 Growth

ETFs
525
+ 11.1%
$73.7 - $90.98 $38.7K - $47.8K
5.26K $478K
CARR
Carrier Global Corp

Industrials
539
+ 13.05%
$55.55 - $75.83 $29.9K - $40.9K
4.67K $341K
EFV
Msci Eafe Value ETF

ETFs
595
+ 7.03%
$52.4 - $64.65 $31.2K - $38.5K
9.06K $575K
GLW
Corning Inc

Technology
289
+ 3.28%
$39.07 - $52.59 $11.3K - $15.2K
9.1K $478K
MMM
3 M CO

Industrials
383
+ 13.3%
$126.09 - $154.15 $48.3K - $59K
3.26K $496K
PKW
Invesco Exchange Traded Fd Tr

ETFs
343
+ 12.52%
$98.58 - $123.6 $33.8K - $42.4K
3.08K $381K
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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