Pure Financial Advisors, LLC Incresed Positions in Q4 2024

Pure Financial Advisors, LLC

  • $4.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.45K
+ 7.65%
$77.86 - $79.27 $346K - $353K
62.5K $4.88M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.14K
+ 73.57%
$172.07 - $207.36 $196K - $237K
2.69K $531K
WFC
Wells Fargo & Company

Financial Services
255
+ 1.45%
$54.98 - $77.35 $14K - $19.7K
17.9K $1.26M
BAC
Bank Of America Corp

Financial Services
3.01K
+ 10.57%
$39.22 - $47.77 $118K - $144K
31.4K $1.38M
VOT
Vanguard Mid Cap Growth Index

ETFs
802
+ 20.49%
$241.48 - $274.89 $194K - $220K
4.72K $1.2M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.16K
+ 41.56%
$75.65 - $83.47 $314K - $347K
14.2K $1.08M
AON
Aon PLC

Financial Services
235
+ 2.33%
$344.14 - $393.31 $80.9K - $92.4K
10.3K $3.71M
CVX
Chevron Corp

Energy
1.74K
+ 11.98%
$141.15 - $162.53 $246K - $283K
16.3K $2.36M
VGT
Vanguard Information Technolog

ETFs
243
+ 13.39%
$571.78 - $647.97 $139K - $157K
2.06K $1.28M
ACWI
Ishares Msci Acwi ETF

ETFs
2.05K
+ 13.22%
$117.05 - $123.03 $239K - $252K
17.5K $2.06M
CRM
Salesforce, Inc.

Technology
459
+ 50.44%
$270.87 - $367.87 $124K - $169K
1.37K $457K
IGE
Ishares Tr North Amern Nat Res

ETFs
8.26K
+ 7.39%
$41.52 - $48.01 $343K - $396K
120K $5.13M
NOW
Service Now, Inc.

Technology
62
+ 8.59%
$867.18 - $1148.42 $53.8K - $71.2K
784 $831K
BMY
Bristol Myers Squibb CO

Healthcare
2.54K
+ 48.16%
$51.92 - $59.94 $132K - $152K
7.81K $441K
SCHV
Schwab Strategic Tr Us Large C

ETFs
63.3K
+ 231.43%
$25.79 - $80.4 $1.63M - $5.09M
90.6K $2.36M
SRE
Sempra Energy

Utilities
259
+ 0.74%
$80.81 - $94.77 $20.9K - $24.5K
35.1K $3.08M
AXP
American Express CO

Financial Services
373
+ 22.11%
$267.35 - $305.57 $99.7K - $114K
2.06K $611K
SYK
Stryker Corp

Healthcare
426
+ 67.73%
$345.14 - $392.15 $147K - $167K
1.06K $379K
SCHG
Schwab Strategic Tr Us Large C

ETFs
18.7K
+ 387.08%
$25.93 - $105.3 $486K - $1.97M
23.6K $656K
MA
Mastercard Inc

Financial Services
220
+ 21.07%
$491.3 - $536.15 $108K - $118K
1.26K $665K
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
CSCO
Cisco Systems, Inc.

Technology
545
+ 4.66%
$52.45 - $60.02 $28.6K - $32.7K
12.2K $725K
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
IWD
Ishares Russell 1000 Val ETF

ETFs
596
+ 7.11%
$183.23 - $199.79 $109K - $119K
8.98K $1.66M
T
At&T Inc.

Communication Services
2.43K
+ 11.89%
$21.22 - $23.88 $51.6K - $58.1K
22.9K $521K
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
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
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