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
YUM
Yum Brands Inc

Consumer Cyclical
416
+ 14.6%
$139.5 - $153.94 $58K - $64K
3.27K $496K
PANW
Palo Alto Networks Inc

Technology
365
+ 20.96%
$167.06 - $208.19 $61K - $76K
2.11K $428K
ETN
Eaton Corp PLC

Industrials
127
+ 9.12%
$342.99 - $392.76 $43.6K - $49.9K
1.52K $568K
DFUS
Dimensional ETF Tr U S Equity

ETFs
19
+ 0.15%
$67.01 - $72.84 $1.27K - $1.38K
12.9K $937K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
590
+ 3.29%
$41.91 - $44.87 $24.7K - $26.5K
18.5K $826K
PH
Parker Hannifin Corp

Industrials
62
+ 18.67%
$697.13 - $769.67 $43.2K - $47.7K
394 $298K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.87K
+ 10.83%
$23.29 - $23.38 $66.7K - $67K
29.3K $685K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.57K
+ 8.07%
$25.09 - $25.19 $64.5K - $64.7K
34.4K $866K
SCHW
Schwab Charles Corp

Financial Services
248
+ 2.55%
$91.03 - $98.69 $22.6K - $24.5K
9.99K $953K
FAST
Fastenal CO

Industrials
606
+ 12.52%
$42.47 - $50.39 $25.7K - $30.5K
5.45K $267K
SHEL
Shell PLC

Energy
765
+ 11.71%
$69.82 - $73.93 $53.4K - $56.6K
7.3K $522K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.54K
+ 9.37%
N/A
29.7K $705K
MCK
Mckesson Corp

Healthcare
22
+ 1.99%
$659.01 - $772.54 $14.5K - $17K
1.13K $872K
ROK
Rockwell Automation, Inc

Industrials
83
+ 4.89%
$328.67 - $358.52 $27.3K - $29.8K
1.78K $622K
USB
Us Bancorp \De\

Financial Services
677
+ 8.66%
$43.94 - $50.41 $29.7K - $34.1K
8.49K $410K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
95
+ 12.09%
$284.45 - $324.95 $27K - $30.9K
881 $281K
CRWD
Crowd Strike Holdings, Inc.

Technology
143
+ 16.05%
$412.46 - $514.1 $59K - $73.5K
1.03K $507K
LNT
Alliant Energy Corp

Utilities
81
+ 1.17%
$60.76 - $67.41 $4.92K - $5.46K
6.99K $471K
DAL
Delta Air Lines, Inc.

Industrials
113
+ 1.84%
$49.0 - $61.97 $5.54K - $7K
6.24K $354K
WEC
Wec Energy Group, Inc.

Utilities
292
+ 15.04%
$103.66 - $114.59 $30.3K - $33.5K
2.23K $255K
JCI
Johnson Controls International PLC

Industrials
374
+ 15.2%
$103.24 - $111.73 $38.6K - $41.8K
2.84K $311K
NVO
Novo Nordisk A S

Healthcare
1.78K
+ 50.84%
$45.38 - $71.7 $80.8K - $128K
5.28K $293K
UNP
Union Pacific Corp

Industrials
142
+ 4.95%
$214.91 - $237.16 $30.5K - $33.7K
3.01K $711K
FISV
Fiserv Inc

Technology
386
+ 20.5%
N/A
2.27K $284K
TMUS
T Mobile Us, Inc.

Communication Services
196
+ 13.11%
$226.02 - $259.01 $44.3K - $50.8K
1.69K $404K
EXPD
Expeditors International Of Washington Inc

Industrials
185
+ 5.97%
$111.37 - $124.95 $20.6K - $23.1K
3.29K $402K
MMM
3 M CO

Industrials
245
+ 7.51%
$144.41 - $160.2 $35.4K - $39.2K
3.51K $544K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
494
+ 2.03%
$31.78 - $33.69 $15.7K - $16.6K
24.8K $820K
CVS
Cvs Health Corp

Healthcare
80
+ 1.23%
$58.75 - $76.5 $4.7K - $6.12K
6.61K $498K
ENB
Enbridge Inc

Energy
306
+ 4.94%
$43.79 - $50.46 $13.4K - $15.4K
6.5K $327K
A
Agilent Technologies, Inc.

Healthcare
151
+ 5.95%
$112.04 - $128.75 $16.9K - $19.4K
2.69K $345K
EMR
Emerson Electric CO

Industrials
400
+ 13.4%
$128.6 - $149.63 $51.4K - $59.9K
3.38K $443K
TM
Toyota Motor Corp

Consumer Cyclical
86
+ 5.56%
$167.86 - $202.79 $14.4K - $17.4K
1.63K $311K
MGK
Vanguard Mega Cap Growth ETF

ETFs
10
+ 0.91%
$362.31 - $405.74 $3.62K - $4.06K
1.11K $444K
JPMB
J P Morgan Usd Emerging Market

ETFs
491
+ 3.2%
$38.57 - $40.47 $18.9K - $19.9K
15.8K $638K
BDX
Becton Dickinson & CO

Healthcare
127
+ 9.28%
$172.41 - $199.66 $21.9K - $25.4K
1.5K $279K
ALL
Allstate Corp

Financial Services
120
+ 9.92%
$192.0 - $214.65 $23K - $25.8K
1.33K $285K
OMC
Omnicom Group Inc.

Communication Services
21
+ 0.5%
$70.41 - $81.53 $1.48K - $1.71K
4.22K $344K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
37
+ 0.37%
$64.58 - $69.94 $2.39K - $2.59K
9.95K $690K
CTVA
Corteva, Inc.

Basic Materials
1.15K
+ 21.17%
$67.08 - $77.12 $77.2K - $88.8K
6.59K $445K
NXPI
Nxp Semiconductors N.V.

Technology
58
+ 2.09%
$205.16 - $239.07 $11.9K - $13.9K
2.83K $644K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
945
+ 6.7%
$37.14 - $37.85 $35.1K - $35.8K
15.1K $568K
PSX
Phillips 66

Energy
11
+ 0.49%
$118.37 - $139.46 $1.3K - $1.53K
2.28K $309K
ACM
Aecom

Industrials
17
+ 0.81%
$111.08 - $132.99 $1.89K - $2.26K
2.12K $275K
PCAR
Paccar Inc

Industrials
19
+ 0.17%
$92.91 - $102.86 $1.77K - $1.95K
10.9K $1.07M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
310
+ 0.81%
$47.18 - $48.17 $14.6K - $14.9K
38.7K $1.85M
AOR
Ishares Tr Core Growth Allocat

ETFs
30
+ 0.24%
$60.99 - $64.39 $1.83K - $1.93K
12.4K $800K
COP
Conocophillips

Energy
83
+ 1.44%
$91.0 - $98.99 $7.55K - $8.22K
5.83K $551K
DFIV
Dimensional ETF Tr

ETFs
199
+ 2.46%
$42.66 - $46.53 $8.49K - $9.26K
8.28K $381K
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