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
SHEL
Shell PLC

Energy
1.6K
+ 32.45%
$59.75 - $73.05 $95.7K - $117K
6.54K $460K
PNC
Pnc Financial Services Group, Inc.

Financial Services
276
+ 6.5%
$149.76 - $186.42 $41.3K - $51.5K
4.52K $843K
AVY
Avery Dennison Corp

Industrials
586
+ 15.72%
$159.58 - $183.97 $93.5K - $108K
4.31K $756K
FPX
First Trust Us Equity Opportun

ETFs
70
+ 2.79%
$99.2 - $144.91 $6.94K - $10.1K
2.58K $373K
MTB
M&T Bank Corp

Financial Services
129
+ 3.04%
$156.58 - $193.99 $20.2K - $25K
4.37K $847K
CTVA
Corteva, Inc.

Basic Materials
397
+ 7.88%
$55.52 - $74.53 $22K - $29.6K
5.44K $405K
IJK
Ishares S&P Midcap 400 Growth

ETFs
525
+ 11.1%
$73.7 - $90.98 $38.7K - $47.8K
5.26K $478K
CARR
Carrier Global Corp

Industrials
539
+ 13.05%
$55.55 - $75.83 $29.9K - $40.9K
4.67K $341K
EFV
Msci Eafe Value ETF

ETFs
595
+ 7.03%
$52.4 - $64.65 $31.2K - $38.5K
9.06K $575K
GLW
Corning Inc

Technology
289
+ 3.28%
$39.07 - $52.59 $11.3K - $15.2K
9.1K $478K
PKW
Invesco Exchange Traded Fd Tr

ETFs
343
+ 12.52%
$98.58 - $123.6 $33.8K - $42.4K
3.08K $381K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
252
+ 11.17%
$144.63 - $179.53 $36.4K - $45.2K
2.51K $413K
VT
Vanguard Total World Stk Index

ETFs
199
+ 5.9%
$103.16 - $128.52 $20.5K - $25.6K
3.57K $458K
CHTR
Charter Communications, Inc.

Communication Services
63
+ 5.95%
$321.68 - $427.25 $20.3K - $26.9K
1.12K $458K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
495
+ 5.69%
$81.46 - $94.63 $40.3K - $46.8K
9.2K $870K
WPM
Wheaton Precious Metals Corp.

Basic Materials
15
+ 0.28%
$70.56 - $92.75 $1.06K - $1.39K
5.42K $486K
TJX
Tjx Companies Inc

Consumer Cyclical
428
+ 5.03%
$119.13 - $135.03 $51K - $57.8K
8.93K $1.1M
KMB
Kimberly Clark Corp

Consumer Defensive
682
+ 32.18%
$126.84 - $145.22 $86.5K - $99K
2.8K $361K
COP
Conocophillips

Energy
1.38K
+ 31.58%
$82.66 - $106.1 $114K - $146K
5.75K $515K
AOR
Ishares Tr Core Growth Allocat

ETFs
104
+ 0.85%
$53.36 - $61.57 $5.55K - $6.4K
12.4K $764K
JPMB
J P Morgan Usd Emerging Market

ETFs
1.36K
+ 9.75%
$36.77 - $38.96 $50.1K - $53.1K
15.3K $594K
ECL
Ecolab Inc.

Basic Materials
138
+ 14.05%
$225.65 - $270.95 $31.1K - $37.4K
1.12K $301K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
23
+ 0.32%
$58.41 - $72.69 $1.34K - $1.67K
7.21K $523K
FDX
Fedex Corp

Industrials
338
+ 22.15%
$198.07 - $245.17 $66.9K - $82.9K
1.86K $423K
IXUS
Ishares Tr

ETFs
326
+ 9.21%
$62.37 - $77.63 $20.3K - $25.3K
3.87K $298K
AMGN
Amgen Inc

Healthcare
652
+ 15.64%
$262.28 - $309.85 $171K - $202K
4.82K $1.35M
IJS
Ishares S&P Smallcap 600 Value

ETFs
355
+ 6.88%
$83.54 - $100.04 $29.7K - $35.5K
5.51K $548K
INTC
Intel Corp

Technology
2.26K
+ 10.64%
$18.13 - $22.69 $41K - $51.3K
23.5K $526K
CMCSA
Comcast Corp

Communication Services
1.42K
+ 18.4%
$32.84 - $36.72 $46.5K - $52K
9.11K $325K
ET
Energy Transfer LP

Energy
2.84K
+ 11.59%
$15.65 - $18.93 $44.4K - $53.7K
27.3K $495K
SBUX
Starbucks Corp

Consumer Cyclical
1.17K
+ 11.38%
$79.69 - $99.41 $93.6K - $117K
11.5K $1.05M
NOC
Northrop Grumman Corp

Industrials
181
+ 4.36%
$456.3 - $540.39 $82.6K - $97.8K
4.33K $2.16M
DFIV
Dimensional ETF Tr

ETFs
215
+ 2.73%
$34.67 - $43.21 $7.45K - $9.29K
8.08K $346K
SCCO
Southern Copper Corp

Basic Materials
189
+ 7.95%
$75.63 - $104.64 $14.3K - $19.8K
2.57K $259K
USB
Us Bancorp \De\

Financial Services
287
+ 3.81%
$36.4 - $45.76 $10.4K - $13.1K
7.82K $353K
JNK
Spdr Bloomberg High Yield Bond

ETFs
136
+ 1.2%
$91.23 - $97.27 $12.4K - $13.2K
11.4K $1.11M
CRM
Salesforce, Inc.

Technology
87
+ 4.75%
$236.26 - $291.15 $20.6K - $25.3K
1.92K $523K
JEF
Jefferies Financial Group Inc.

Financial Services
430
+ 8.48%
$41.06 - $56.09 $17.7K - $24.1K
5.5K $300K
TXT
Textron Inc

Industrials
61
+ 2.2%
$60.72 - $80.34 $3.7K - $4.9K
2.83K $227K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
12
+ 2.19%
$468.22 - $566.51 $5.62K - $6.8K
559 $316K
PG
Procter & Gamble CO

Consumer Defensive
1.5K
+ 7.76%
$157.66 - $172.39 $236K - $258K
20.8K $3.32M
FIW
First Trust Water ETF

ETFs
5
+ 0.16%
$90.26 - $108.05 $451 - $540
3.15K $340K
PSX
Phillips 66

Energy
273
+ 13.68%
$92.87 - $125.73 $25.4K - $34.3K
2.27K $270K
ADP
Automatic Data Processing Inc

Industrials
65
+ 6.81%
$276.76 - $326.81 $18K - $21.2K
1.02K $314K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
28
+ 0.16%
$36.25 - $42.28 $1.02K - $1.18K
17.9K $757K
SAIC
Science Applications International Corp

Technology
126
+ 0.73%
$100.22 - $123.41 $12.6K - $15.5K
17.3K $1.95M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
134
+ 4.17%
$121.58 - $136.74 $16.3K - $18.3K
3.35K $454K
FNX
First Tr Mid Cap Core Alphadex

ETFs
43
+ 2.09%
$94.92 - $114.85 $4.08K - $4.94K
2.11K $241K
BMY
Bristol Myers Squibb CO

Healthcare
3.26K
+ 35.57%
$44.12 - $59.6 $144K - $194K
12.4K $575K
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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