Pure Financial Advisors, LLC Incresed Positions in Q3 2025

Pure Financial Advisors, LLC

  • $6.06 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
1.47K
+ 9.27%
$237.77 - $353.61 $350K - $520K
17.3K $5.99M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.57K
+ 4.86%
$66.38 - $71.68 $436K - $471K
142K $10.1M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
1.22K
+ 1.08%
$142.94 - $152.69 $174K - $186K
114K $17.2M
AMZN
Amazon Com Inc

Consumer Cyclical
4.37K
+ 4.33%
$211.65 - $238.24 $924K - $1.04M
105K $23.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.2K
+ 12.78%
$78.96 - $80.04 $885K - $897K
98.9K $7.91M
VGIT
Vanguard Intermediate Term Tre

ETFs
15.3K
+ 49.54%
$58.97 - $60.36 $903K - $924K
46.2K $2.78M
WMT
Walmart Inc.

Consumer Defensive
5.1K
+ 10.01%
$94.4 - $104.27 $482K - $532K
56.1K $5.78M
LOW
Lowes Companies Inc

Consumer Cyclical
236
+ 0.96%
$215.01 - $273.02 $50.7K - $64.4K
24.8K $6.23M
INTU
Intuit Inc

Technology
1.2K
+ 196.22%
$646.03 - $807.39 $772K - $965K
1.8K $1.23M
HD
Home Depot, Inc.

Consumer Cyclical
173
+ 1.15%
$357.4 - $423.42 $61.8K - $73.3K
15.2K $6.17M
ABBV
Abb Vie Inc.

Healthcare
761
+ 7.96%
$184.85 - $231.54 $141K - $176K
10.3K $2.39M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
11.6K
+ 115.27%
$50.9 - $52.37 $588K - $605K
21.6K $1.13M
SUB
Ishares Short Term National Mu

ETFs
5.55K
+ 40.51%
$106.17 - $107.3 $590K - $596K
19.3K $2.06M
EWX
Spdr S&P Emerging Markets Smal

ETFs
225
+ 0.2%
$61.93 - $68.12 $13.9K - $15.3K
111K $7.47M
IGE
Ishares Tr North Amern Nat Res

ETFs
318
+ 0.3%
$44.5 - $49.6 $14.2K - $15.8K
107K $5.27M
SRE
Sempra Energy

Utilities
72
+ 0.2%
$74.14 - $89.98 $5.34K - $6.48K
36.2K $3.26M
USRT
Ishares Core U.S. Reit ETF

ETFs
182
+ 0.08%
$55.64 - $59.37 $10.1K - $10.8K
236K $13.9M
META
Meta Platforms, Inc.

Communication Services
713
+ 13.54%
$695.21 - $791.73 $496K - $565K
5.98K $4.39M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.97K
+ 22.86%
$48.5 - $50.19 $435K - $450K
48.2K $2.41M
CVX
Chevron Corp

Energy
1.33K
+ 6.12%
$145.57 - $161.83 $194K - $215K
23.1K $3.59M
MU
Micron Technology Inc

Technology
1.43K
+ 30.94%
$104.88 - $168.89 $150K - $242K
6.07K $1.02M
IVE
Ishares S&P 500 Value ETF

ETFs
337
+ 1.0%
$194.44 - $206.51 $65.5K - $69.6K
34.1K $7.04M
ACWI
Ishares Msci Acwi ETF

ETFs
1.75K
+ 8.41%
$128.32 - $138.41 $225K - $242K
22.6K $3.12M
VCIT
Vanguard Intermediate Term Cor

ETFs
5K
+ 28.42%
$81.75 - $84.54 $408K - $422K
22.6K $1.9M
XOM
Exxon Mobil Corp

Energy
1.09K
+ 1.84%
$105.83 - $117.22 $115K - $128K
60.1K $6.78M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.43K
+ 42.91%
$91.44 - $91.77 $405K - $407K
14.8K $1.35M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
396
+ 7.21%
$224.68 - $282.71 $89K - $112K
5.89K $1.64M
DISV
Dimensional ETF Tr Dimensional

ETFs
616
+ 0.47%
$32.78 - $35.79 $20.2K - $22K
132K $4.7M
PEP
Pepsico Inc

Consumer Defensive
1.01K
+ 3.67%
$133.81 - $152.16 $134K - $153K
28.4K $3.99M
BA
Boeing CO

Industrials
922
+ 3.46%
$209.79 - $237.38 $193K - $219K
27.6K $5.95M
AMD
Advanced Micro Devices Inc

Technology
1.54K
+ 27.97%
$134.8 - $184.42 $207K - $283K
7.02K $1.14M
VOE
Vanguard Mid Cap Value Index F

ETFs
181
+ 0.58%
$164.63 - $174.58 $29.8K - $31.6K
31.5K $5.49M
MBB
Ishares Tr

ETFs
3.53K
+ 45.85%
$92.46 - $95.73 $326K - $338K
11.2K $1.07M
DUK
Duke Energy Corp

Utilities
1.13K
+ 3.42%
$116.31 - $125.93 $132K - $142K
34.2K $4.23M
BAC
Bank Of America Corp

Financial Services
2.69K
+ 6.44%
$44.92 - $52.42 $121K - $141K
44.4K $2.29M
UBER
Uber Technologies, Inc

Technology
2.81K
+ 32.92%
$86.91 - $99.57 $244K - $280K
11.4K $1.11M
IEMG
Ishares Inc

ETFs
5.47K
+ 1.07%
N/A
515K $27.6M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
11.6K
+ 64.91%
$24.11 - $24.94 $281K - $290K
29.6K $737K
SCHO
Schwab Short Term Us Treasury

ETFs
11.3K
+ 1.95%
$24.23 - $24.42 $273K - $275K
588K $14.4M
GLW
Corning Inc

Technology
96
+ 1.06%
$51.6 - $82.03 $4.95K - $7.87K
9.2K $754K
MO
Altria Group, Inc.

Consumer Defensive
468
+ 1.47%
$57.75 - $67.68 $27K - $31.7K
32.3K $2.14M
MCD
Mcdonalds Corp

Consumer Cyclical
580
+ 7.43%
$291.67 - $316.99 $169K - $184K
8.38K $2.55M
NEE
Nextera Energy Inc

Utilities
2.73K
+ 31.71%
$69.77 - $77.54 $190K - $211K
11.3K $854K
GE
General Electric CO

Industrials
186
+ 4.5%
$244.75 - $305.63 $45.5K - $56.8K
4.32K $1.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.71K
+ 2.67%
$82.38 - $83.0 $223K - $225K
104K $8.64M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.3K
+ 18.45%
$108.97 - $121.65 $141K - $158K
8.33K $1M
TJX
Tjx Companies Inc

Consumer Cyclical
274
+ 3.07%
$121.35 - $144.54 $33.2K - $39.6K
9.2K $1.33M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.61K
+ 32.21%
$68.24 - $73.73 $178K - $193K
10.7K $787K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.1K
+ 73.68%
$181.56 - $190.33 $200K - $210K
2.6K $493K
Activity Summary
Buys All Purchases 318 New Holdings 41 Increased Positions 277 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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