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
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.63K
+ 47.6%
$25.29 - $28.33 $168K - $188K
20.6K $573K
NVR
Nvr Inc

Consumer Cyclical
2
+ 0.65%
$7301.0 - $8543.0 $14.6K - $17.1K
308 $2.47M
WDC
Western Digital Corp

Technology
107
+ 3.08%
$63.84 - $120.06 $6.83K - $12.8K
3.58K $430K
TMO
Thermo Fisher Scientific Inc.

Healthcare
253
+ 23.6%
$404.94 - $499.99 $102K - $126K
1.33K $642K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.25K
+ 45.73%
$132.9 - $142.03 $166K - $177K
3.98K $560K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.16K
+ 2.6%
$20.76 - $21.78 $107K - $112K
204K $4.39M
IWM
Ishares Russell 2000 ETF

ETFs
145
+ 2.51%
$214.92 - $244.84 $31.2K - $35.5K
5.93K $1.43M
TIP
Ishares Tr Tips Bd ETF

ETFs
225
+ 0.17%
$109.11 - $111.88 $24.5K - $25.2K
134K $14.9M
ASML
Asml Holding Nv

Technology
39
+ 4.47%
$689.63 - $968.09 $26.9K - $37.8K
911 $881K
SHOP
Shopify Inc.

Technology
406
+ 11.73%
$112.11 - $157.12 $45.5K - $63.8K
3.87K $574K
WFC
Wells Fargo & Company

Financial Services
1.05K
+ 4.98%
$77.05 - $85.16 $80.6K - $89.1K
22K $1.85M
QCOM
Qualcomm Inc

Technology
43
+ 0.2%
$145.84 - $173.55 $6.27K - $7.46K
22K $3.66M
IWV
Ishares Russell 3000 ETF

ETFs
144
+ 3.89%
$351.04 - $379.81 $50.5K - $54.7K
3.85K $1.46M
BP
Bp PLC

Energy
3.01K
+ 25.78%
$30.25 - $35.69 $91K - $107K
14.7K $505K
C
Citigroup Inc

Financial Services
585
+ 10.98%
$85.57 - $103.49 $50.1K - $60.5K
5.91K $600K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
946
+ 10.29%
$94.17 - $99.95 $89.1K - $94.6K
10.1K $1.01M
IXUS
Ishares Tr

ETFs
1.4K
+ 36.26%
$76.35 - $82.58 $107K - $116K
5.27K $435K
AMAT
Applied Materials Inc

Technology
302
+ 8.95%
$156.25 - $204.95 $47.2K - $61.9K
3.68K $752K
VIG
Vanguard Dividend Appreciation

ETFs
739
+ 4.51%
N/A
17.1K $3.12M
WPM
Wheaton Precious Metals Corp.

Basic Materials
76
+ 1.4%
$86.72 - $111.84 $6.59K - $8.5K
5.49K $614K
GS
Goldman Sachs Group Inc

Financial Services
18
+ 1.44%
$696.56 - $806.32 $12.5K - $14.5K
1.27K $1.01M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.99K
+ 1.28%
$47.86 - $48.43 $95K - $96.2K
157K $7.59M
MS
Morgan Stanley

Financial Services
372
+ 10.98%
$139.09 - $161.16 $51.7K - $60K
3.76K $597K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
419
+ 2.84%
$67.91 - $74.71 $28.5K - $31.3K
15.2K $1.12M
SO
Southern CO

Utilities
1.06K
+ 20.08%
$90.83 - $96.0 $96.6K - $102K
6.36K $602K
SPYG
Spdr Portfolio

ETFs
463
+ 6.52%
$94.33 - $105.31 $43.7K - $48.8K
7.56K $789K
LHX
L3 Harris Technologies, Inc.

Industrials
80
+ 5.04%
$252.18 - $305.41 $20.2K - $24.4K
1.67K $508K
AFL
Aflac Inc

Financial Services
427
+ 4.23%
$98.09 - $111.7 $41.9K - $47.7K
10.5K $1.17M
CMI
Cummins Inc

Industrials
89
+ 11.8%
$327.85 - $426.39 $29.2K - $37.9K
843 $356K
EFV
Msci Eafe Value ETF

ETFs
1.01K
+ 11.17%
$62.79 - $68.42 $63.5K - $69.2K
10.1K $683K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.43K
+ 0.5%
$25.21 - $25.99 $36.1K - $37.2K
287K $7.41M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.28K
+ 5.15%
$28.92 - $32.19 $37K - $41.2K
26.2K $834K
MGMT
Unified Ser Tr Ballast Small/M

ETFs
940
+ 7.13%
$39.9 - $44.74 $37.5K - $42.1K
14.1K $622K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
36
+ 0.16%
$39.06 - $43.42 $1.41K - $1.56K
22.9K $992K
ADP
Automatic Data Processing Inc

Industrials
388
+ 38.04%
$288.69 - $310.94 $112K - $121K
1.41K $413K
DFIC
Dimensional ETF Tr Dimensional

ETFs
395
+ 0.78%
$30.76 - $33.01 $12.2K - $13K
51K $1.67M
AZN
Astrazeneca PLC

Healthcare
978
+ 30.37%
$68.72 - $82.11 $67.2K - $80.3K
4.2K $322K
SCCO
Southern Copper Corp

Basic Materials
341
+ 13.29%
$90.54 - $121.36 $30.9K - $41.4K
2.91K $352K
KLAC
Kla Corp

Technology
35
+ 11.59%
$843.9 - $1078.6 $29.5K - $37.8K
337 $363K
ATEC
Alphatec Holdings, Inc.

Healthcare
427
+ 1.7%
$10.31 - $16.55 $4.4K - $7.07K
25.6K $371K
VOT
Vanguard Mid Cap Growth Index

ETFs
175
+ 4.11%
$282.75 - $294.19 $49.5K - $51.5K
4.44K $1.3M
MSI
Motorola Solutions, Inc.

Technology
105
+ 9.4%
$408.73 - $490.3 $42.9K - $51.5K
1.22K $558K
DVY
Ishares Tr

ETFs
476
+ 25.55%
$133.88 - $142.57 $63.7K - $67.9K
2.34K $332K
XLC
Select Sector Spdr Tr Communic

ETFs
51
+ 0.66%
$105.99 - $119.41 $5.41K - $6.09K
7.74K $915K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
27
+ 0.11%
$63.88 - $69.11 $1.72K - $1.87K
25.3K $1.72M
NOW
Service Now, Inc.

Technology
201
+ 20.24%
$850.86 - $1044.69 $171K - $210K
1.19K $1.1M
CSCO
Cisco Systems, Inc.

Technology
1.47K
+ 5.83%
$66.2 - $71.79 $97.2K - $105K
26.6K $1.82M
CSX
Csx Corp

Industrials
1.13K
+ 9.49%
$32.05 - $36.52 $36.3K - $41.4K
13.1K $464K
TRV
Travelers Companies, Inc.

Financial Services
175
+ 8.12%
$250.62 - $279.43 $43.9K - $48.9K
2.33K $650K
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
Track This Portfolio

Track Pure Financial Advisors, LLC Portfolio

Follow Pure Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pure Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pure Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email