Pure Financial Advisors, LLC Portfolio Holdings
Pure Financial Advisors, LLC
- $4.63 Billion
- Q1 2025
Pure Financial Advisors, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.63 Billion distributed in 381 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 $527M, Vanguard Bd Index Fd Inc Total with a value of $469M, Ishares Tr with a value of $270M, Ishares Trust Ishares 1 5 Year with a value of $239M, and Dimensional ETF Tr U S Target with a value of $220M.
Examining the 13F form we can see an increase of $386M in the current position value, from $4.25B to 4.63B.
Below you can find more details about Pure Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.63 Billion
ETFs: $4.25 Billion
Technology: $99.1 Million
Financial Services: $35 Million
Consumer Cyclical: $31.8 Million
Industrials: $24.5 Million
Healthcare: $23.3 Million
Consumer Defensive: $22.7 Million
Communication Services: $16.2 Million
Other: $23 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 381
- Current Value $4.63 Billion
- Prior Value $4.25 Billion
- Filing
- Period Q1 2025
- Filing Date April 23, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 40 stocks
- Additional Purchases 222 stocks
- Sold out of 0 stocks
- Reduced holdings in 96 stocks