Pure Financial Advisors, LLC Reduced Holdings in Q1 2025

Pure Financial Advisors, LLC

  • $4.63 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
-499
- 6.0%
$59.61 - $66.71 $29.7K - $33.3K
7.82K $472K
PFE
Pfizer Inc

Healthcare
-1.11K
- 4.44%
$25.01 - $27.13 $27.7K - $30.1K
23.9K $604K
CARR
Carrier Global Corp

Industrials
-522
- 11.22%
$62.07 - $70.55 $32.4K - $36.8K
4.13K $261K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-40
- 3.28%
$307.43 - $357.48 $12.3K - $14.3K
1.18K $364K
JPMB
J P Morgan Usd Emerging Market

ETFs
-1.53K
- 9.84%
$37.79 - $39.03 $57.6K - $59.5K
14K $538K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-449
- 12.25%
$128.74 - $138.67 $57.8K - $62.3K
3.22K $436K
HAP
Vaneck ETF Tr Natural Resource

ETFs
-1.6K
- 20.89%
$45.93 - $50.37 $73.4K - $80.4K
6.05K $301K
PRU
Prudential Financial Inc

Financial Services
-127
- 3.26%
$105.04 - $122.33 $13.3K - $15.5K
3.77K $421K
PSA
Public Storage

Real Estate
-127
- 10.96%
$288.99 - $313.98 $36.7K - $39.9K
1.03K $308K
EEM
Ishares Msci Emerging Markets

ETFs
-2.81K
- 5.25%
$40.81 - $45.34 $115K - $127K
50.7K $2.21M
YUM
Yum Brands Inc

Consumer Cyclical
-636
- 18.3%
$123.25 - $162.53 $78.4K - $103K
2.84K $446K
LHX
L3 Harris Technologies, Inc.

Industrials
-79
- 5.33%
$194.65 - $222.86 $15.4K - $17.6K
1.4K $293K
IGOV
Ishares 1 3 International Trea

ETFs
-498
- 6.33%
$37.39 - $39.79 $18.6K - $19.8K
7.37K $290K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-329
- 0.32%
$49.42 - $50.43 $16.3K - $16.6K
101K $5.07M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-57
- 0.56%
$54.25 - $57.64 $3.09K - $3.29K
10.1K $557K
DFIV
Dimensional ETF Tr

ETFs
-1.03K
- 11.59%
$35.33 - $40.77 $36.4K - $42K
7.86K $309K
FCX
Freeport Mcmoran Inc

Basic Materials
-77
- 1.19%
$34.5 - $43.01 $2.66K - $3.31K
6.41K $242K
XCEM
Columbia ETF Tr Ii

ETFs
-112
- 0.94%
$29.18 - $30.72 $3.27K - $3.44K
11.8K $347K
IYR
Ishares Tr

ETFs
-69
- 2.87%
$89.49 - $98.98 $6.17K - $6.83K
2.34K $223K
Dimensional ETF Trust
-82.5K
- 3.9%
N/A
2.03M $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
-54.1K
- 3.94%
$25.69 - $26.89 $1.39M - $1.45M
1.32M $35.4M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-433
- 16.1%
$132.75 - $177.12 $57.5K - $76.7K
2.26K $344K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-199
- 3.82%
$58.01 - $64.46 $11.5K - $12.8K
5.01K $310K
MPC
Marathon Petroleum Corp

Energy
-117
- 2.68%
$134.72 - $159.03 $15.8K - $18.6K
4.25K $619K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.33K
- 1.47%
$25.77 - $27.6 $34.4K - $36.8K
89.3K $2.37M
BKF
Ishares Mcsi Bic ETF

ETFs
-680
- 3.89%
$34.86 - $41.56 $23.7K - $28.3K
16.8K $672K
JPM
Jpmorgan Chase & CO

Financial Services
-246
- 1.25%
$225.19 - $279.95 $55.4K - $68.9K
19.4K $4.76M
INTC
Intel Corp

Technology
-225
- 1.05%
$19.1 - $27.39 $4.3K - $6.16K
21.2K $482K
NOC
Northrop Grumman Corp

Industrials
-257
- 5.84%
$433.45 - $513.82 $111K - $132K
4.15K $2.12M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-44K
- 3.84%
$25.21 - $26.38 $1.11M - $1.16M
1.1M $29M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-32
- 0.23%
$75.32 - $84.77 $2.41K - $2.71K
14.1K $1.15M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-118
- 2.14%
$55.75 - $77.63 $6.58K - $9.16K
5.4K $419K
IBM
International Business Machines Corp

Technology
-120
- 2.46%
$217.4 - $264.74 $26.1K - $31.8K
4.76K $1.18M
MO
Altria Group, Inc.

Consumer Defensive
-2.77K
- 7.73%
$50.81 - $60.02 $141K - $166K
33.1K $1.99M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.6K
- 0.56%
$24.73 - $25.62 $39.7K - $41.1K
286K $7.3M
IGE
Ishares Tr North Amern Nat Res

ETFs
-4.51K
- 3.76%
$42.6 - $46.27 $192K - $209K
115K $5.25M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.44K
- 4.68%
$74.85 - $84.89 $407K - $462K
111K $9.04M
AON
Aon PLC

Financial Services
-11
- 0.11%
$348.44 - $409.32 $3.83K - $4.5K
10.3K $4.12M
DFAX
Dimensional ETF Tr
-3.26K
- 0.88%
$24.45 - $27.2 $79.7K - $88.7K
369K $9.67M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-26.7K
- 4.28%
$33.84 - $37.77 $904K - $1.01M
598K $21.8M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-652
- 0.07%
$40.79 - $42.32 $26.6K - $27.6K
913K $38.4M
PM
Philip Morris International Inc.

Consumer Defensive
-420
- 2.01%
$117.15 - $158.79 $49.2K - $66.7K
20.5K $3.26M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-4.74K
- 0.77%
$33.57 - $37.22 $159K - $176K
614K $22M
DFAI
Dimensional ETF Tr

ETFs
-76.6K
- 2.57%
$28.88 - $32.4 $2.21M - $2.48M
2.91M $90.7M
VEA
Vanguard Ftse Developed Market

ETFs
-3.77K
- 0.23%
$47.4 - $52.99 $178K - $200K
1.63M $82.9M
Activity Summary
Buys All Purchases 262 New Holdings 40 Increased Positions 222 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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