Pure Financial Advisors, LLC Reduced Holdings in Q3 2025

Pure Financial Advisors, LLC

  • $6.06 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-325
- 11.14%
N/A
2.59K $222K
TXN
Texas Instruments Inc

Technology
-123
- 3.73%
N/A
3.18K $618K
IWD
Ishares Russell 1000 Val ETF

ETFs
-780
- 5.31%
$192.76 - $203.86 $150K - $159K
13.9K $2.83M
BMY
Bristol Myers Squibb CO

Healthcare
-120
- 0.96%
$43.31 - $48.98 $5.2K - $5.88K
12.3K $555K
PFE
Pfizer Inc

Healthcare
-2.33K
- 7.06%
$23.29 - $25.88 $54.3K - $60.4K
30.7K $782K
CB
Chubb LTD

Financial Services
-35
- 3.61%
$265.99 - $289.59 $9.31K - $10.1K
934 $263K
CW
Curtiss Wright Corp

Industrials
-84
- 15.85%
$472.43 - $542.94 $39.7K - $45.6K
446 $242K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-1.56K
- 12.63%
$11.64 - $15.79 $18.2K - $24.7K
10.8K $158K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-752
- 4.94%
$87.05 - $93.19 $65.5K - $70.1K
14.5K $1.35M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-56
- 8.62%
$435.72 - $463.74 $24.4K - $26K
594 $275K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-156
- 1.36%
$96.22 - $98.19 $15K - $15.3K
11.3K $1.11M
IGOV
Ishares 1 3 International Trea

ETFs
-32
- 0.56%
$41.44 - $43.19 $1.33K - $1.38K
5.64K $240K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-63
- 2.26%
$92.18 - $95.14 $5.81K - $5.99K
2.72K $259K
Ouster Inc
-164
- 1.11%
N/A
14.6K $0
VBK
Vanguard Small Cap Growth ETF

ETFs
-114
- 6.26%
$276.51 - $305.12 $31.5K - $34.8K
1.71K $507K
SHW
Sherwin Williams CO

Basic Materials
-35
- 0.59%
$330.88 - $375.23 $11.6K - $13.1K
5.85K $2.03M
XLE
Energy Sector Spdr

ETFs
-66
- 2.51%
$84.25 - $91.99 $5.56K - $6.07K
2.57K $229K
CSWI
Csw Industrials, Inc.

Industrials
-14
- 0.77%
$289.31 - $293.0 $4.05K - $4.1K
1.81K $530K
IWR
Ishares Russell Mid Cap ETF

ETFs
-54
- 1.79%
$92.26 - $97.51 $4.98K - $5.27K
2.96K $285K
FDX
Fedex Corp

Industrials
-32
- 1.72%
$217.1 - $243.2 $6.95K - $7.78K
1.83K $432K
XCEM
Columbia ETF Tr Ii

ETFs
-355
- 3.21%
$33.85 - $36.86 $12K - $13.1K
10.7K $388K
CDNS
Cadence Design Systems Inc

Technology
-63
- 7.75%
$309.46 - $373.37 $19.5K - $23.5K
750 $263K
O
Realty Income Corp

Real Estate
-68
- 1.23%
$56.13 - $60.79 $3.82K - $4.13K
5.45K $331K
NBIX
Neurocrine Biosciences Inc

Healthcare
-178
- 6.6%
$123.98 - $146.67 $22.1K - $26.1K
2.52K $353K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-455
- 4.67%
$133.48 - $144.38 $60.7K - $65.7K
9.3K $1.33M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-43
- 2.04%
$115.08 - $126.88 $4.95K - $5.46K
2.06K $258K
SPG
Simon Property Group Inc

Real Estate
-86
- 6.69%
$159.93 - $187.67 $13.8K - $16.1K
1.2K $225K
HPQ
Hp Inc

Technology
-326
- 3.22%
$24.45 - $29.35 $7.97K - $9.57K
9.8K $266K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-697
- 5.21%
$30.13 - $33.37 $21K - $23.3K
12.7K $423K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-261
- 3.62%
$72.65 - $78.68 $19K - $20.5K
6.95K $544K
HCA
Hca Healthcare, Inc.

Healthcare
-8
- 1.24%
$334.32 - $426.2 $2.67K - $3.41K
636 $271K
VT
Vanguard Total World Stk Index

ETFs
-46
- 1.29%
$128.41 - $138.03 $5.91K - $6.35K
3.52K $485K
HAP
Vaneck ETF Tr Natural Resource

ETFs
-46
- 0.77%
$52.21 - $57.14 $2.4K - $2.63K
5.92K $338K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-23
- 3.09%
$275.84 - $326.36 $6.34K - $7.51K
721 $235K
D
Dominion Energy, Inc

Utilities
-55
- 0.77%
$56.32 - $62.1 $3.1K - $3.42K
7.05K $431K
AXP
American Express CO

Financial Services
-39
- 1.1%
$294.27 - $342.31 $11.5K - $13.4K
3.5K $1.16M
NSC
Norfolk Southern Corp

Industrials
-16
- 1.74%
$259.49 - $300.41 $4.15K - $4.81K
903 $271K
PPL
Ppl Corp

Utilities
-76
- 0.6%
$33.54 - $37.24 $2.55K - $2.83K
12.5K $466K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-172
- 1.44%
$87.07 - $93.06 $15K - $16K
11.8K $1.08M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-194
- 1.26%
$78.88 - $85.2 $15.3K - $16.5K
15.2K $1.26M
OSIS
Osi Systems Inc

Technology
-8
- 0.4%
$208.12 - $249.24 $1.66K - $1.99K
2.01K $500K
JEF
Jefferies Financial Group Inc.

Financial Services
-61
- 1.11%
$54.67 - $70.36 $3.33K - $4.29K
5.44K $355K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-47
- 1.04%
$185.88 - $207.44 $8.74K - $9.75K
4.48K $899K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-37
- 0.67%
$98.99 - $112.2 $3.66K - $4.15K
5.48K $605K
IWS
Ishares Russell Midcap Value E

ETFs
-210
- 1.82%
$132.83 - $140.61 $27.9K - $29.5K
11.3K $1.58M
ICLN
Ishares

ETFs
-25.8K
- 13.22%
$13.22 - $15.48 $341K - $399K
169K $2.62M
MA
Mastercard Inc

Financial Services
-15
- 0.14%
$550.18 - $598.96 $8.25K - $8.98K
10.9K $6.19M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-147
- 1.05%
$122.57 - $132.57 $18K - $19.5K
13.9K $1.8M
DFAU
Dimensional ETF Tr

ETFs
-501
- 1.78%
$42.42 - $45.96 $21.3K - $23K
27.7K $1.27M
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
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