Pure Financial Advisors, LLC Incresed Positions in Q2 2025

Pure Financial Advisors, LLC

  • $5.49 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
2.32K
+ 66.84%
$174.82 - $215.79 $405K - $500K
5.78K $1.25M
IBM
International Business Machines Corp

Technology
1.11K
+ 23.29%
$221.03 - $294.78 $245K - $327K
5.87K $1.73M
BAC
Bank Of America Corp

Financial Services
7.43K
+ 21.67%
$34.39 - $47.46 $256K - $353K
41.7K $1.97M
GS
Goldman Sachs Group Inc

Financial Services
509
+ 68.32%
$462.22 - $707.75 $235K - $360K
1.25K $887K
LMT
Lockheed Martin Corp

Industrials
853
+ 18.68%
$430.82 - $486.45 $367K - $415K
5.42K $2.51M
DFAU
Dimensional ETF Tr

ETFs
8.64K
+ 44.14%
$34.04 - $42.36 $294K - $366K
28.2K $1.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.52K
+ 5.25%
$17.76 - $22.1 $116K - $144K
131K $2.89M
AFL
Aflac Inc

Financial Services
4.32K
+ 74.81%
$99.77 - $112.45 $431K - $485K
10.1K $1.06M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
541
+ 1.83%
$101.97 - $126.75 $55.2K - $68.6K
30K $3.81M
ACWI
Ishares Msci Acwi ETF

ETFs
1.39K
+ 7.13%
$103.59 - $128.6 $143K - $178K
20.8K $2.68M
AXP
American Express CO

Financial Services
865
+ 32.32%
$231.39 - $318.98 $200K - $276K
3.54K $1.13M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
8.93K
+ 64.26%
$30.87 - $39.17 $276K - $350K
22.8K $893K
IYR
Ishares Tr

ETFs
4.23K
+ 180.76%
$84.48 - $96.25 $357K - $407K
6.57K $618K
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.11K
+ 65.34%
$53.65 - $67.02 $274K - $342K
12.9K $866K
PSTG
Pure Storage, Inc.

Technology
2.1K
+ 10.29%
$37.18 - $57.58 $77.9K - $121K
22.5K $1.29M
T
At&T Inc.

Communication Services
12.4K
+ 42.08%
$26.33 - $28.94 $326K - $359K
41.9K $1.21M
SAP
Sap Se

Technology
1.03K
+ 60.8%
$237.53 - $309.8 $245K - $320K
2.73K $830K
NEE
Nextera Energy Inc

Utilities
5.38K
+ 167.29%
$64.11 - $75.0 $345K - $404K
8.6K $596K
VGT
Vanguard Information Technolog

ETFs
163
+ 7.68%
$470.37 - $663.28 $76.7K - $108K
2.29K $1.52M
SPMD
Spdr Portfolio

ETFs
2.45K
+ 3.49%
$44.89 - $54.38 $110K - $133K
72.8K $3.96M
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
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
UBER
Uber Technologies, Inc

Technology
1.88K
+ 28.12%
$64.62 - $93.3 $121K - $175K
8.54K $797K
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
TRV
Travelers Companies, Inc.

Financial Services
1.11K
+ 105.33%
$233.83 - $276.34 $259K - $306K
2.16K $576K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
9.58K
+ 64.92%
$31.07 - $32.25 $297K - $309K
24.3K $772K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
3.44K
+ 30.4%
$54.81 - $67.78 $189K - $233K
14.8K $1M
MBB
Ishares Tr

ETFs
2.97K
+ 62.67%
$91.41 - $94.22 $271K - $279K
7.7K $722K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
710
+ 2.89%
$50.48 - $64.85 $35.8K - $46K
25.2K $1.64M
AMD
Advanced Micro Devices Inc

Technology
459
+ 9.13%
$78.21 - $143.81 $35.9K - $66K
5.49K $778K
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.35K
+ 7.09%
$24.94 - $31.15 $83.6K - $104K
50.6K $1.57M
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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.11K
+ 62.05%
$55.54 - $69.09 $173K - $215K
8.11K $560K
MU
Micron Technology Inc

Technology
903
+ 24.2%
$64.72 - $127.91 $58.4K - $116K
4.64K $571K
CVS
Cvs Health Corp

Healthcare
3.52K
+ 116.69%
$60.04 - $70.18 $211K - $247K
6.53K $450K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.73K
+ 18.36%
$79.56 - $82.92 $217K - $226K
17.6K $1.46M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.56K
+ 12.45%
$103.88 - $123.68 $162K - $192K
14.1K $1.74M
WFC
Wells Fargo & Company

Financial Services
786
+ 3.89%
$60.98 - $80.12 $47.9K - $63K
21K $1.68M
FTNT
Fortinet, Inc.

Technology
1.91K
+ 78.14%
$84.71 - $108.69 $162K - $208K
4.36K $460K
INTU
Intuit Inc

Technology
194
+ 46.75%
$544.07 - $787.63 $106K - $153K
609 $479K
ETN
Eaton Corp PLC

Industrials
375
+ 36.87%
$246.52 - $356.99 $92.4K - $134K
1.39K $496K
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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