Pure Financial Advisors, LLC Portfolio Holdings
Pure Financial Advisors, LLC
- $4.03 Billion
- Q3 2024
Pure Financial Advisors, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.03 Billion distributed in 326 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $455M, Vanguard Bd Index Fd Inc Total with a value of $369M, Ishares Tr with a value of $237M, Dimensional ETF Tr U S Target with a value of $198M, and Ishares Trust Ishares 1 5 Year with a value of $186M.
Examining the 13F form we can see an increase of $524M in the current position value, from $3.51B to 4.03B.
Below you can find more details about Pure Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.03 Billion
ETFs: $3.67 Billion
Technology: $94.6 Million
Financial Services: $28.3 Million
Consumer Cyclical: $26.4 Million
Industrials: $22.6 Million
Healthcare: $19.4 Million
Consumer Defensive: $16.2 Million
Communication Services: $12.1 Million
Other: $18.9 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 326
- Current Value $4.03 Billion
- Prior Value $3.51 Billion
- Filing
- Period Q3 2024
- Filing Date October 29, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 30 stocks
- Additional Purchases 159 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks