Pure Financial Advisors, LLC Sells in Q4 2024

Pure Financial Advisors, LLC

  • $4.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
-13.7K
- 0.91%
$58.59 - $66.14 $801K - $904K
1.48M $87.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-31.2K
- 11.01%
$100.24 - $101.35 $3.13M - $3.16M
252K $25.4M
AVLV
American Centy ETF Tr Avantis
-62.2K
- 3.73%
$65.51 - $71.22 $4.07M - $4.43M
1.6M $107M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.9K
- 0.94%
$34.13 - $37.35 $201K - $220K
624K $21.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-26K
- 7.4%
$124.26 - $134.12 $3.23M - $3.49M
326K $41.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-105K
- 2.26%
$33.92 - $36.6 $3.55M - $3.83M
4.51M $156M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-16.8K
- 1.45%
$25.25 - $26.34 $425K - $444K
1.14M $29M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-12.9K
- 2.86%
$26.61 - $29.85 $342K - $384K
437K $11.8M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-3.67K
- 2.19%
$60.13 - $67.31 $221K - $247K
164K $9.97M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-11.8K
- 3.14%
$51.09 - $55.27 $602K - $651K
363K $18.6M
XOM
Exxon Mobil Corp

Energy
-2.35K
- 7.11%
$105.51 - $125.37 $248K - $295K
30.7K $3.3M
VO
Vanguard Mid Cap ETF

ETFs
-2.26K
- 2.34%
$261.5 - $284.63 $590K - $643K
94.2K $24.9M
JNJ
Johnson & Johnson

Healthcare
-1.54K
- 8.11%
$143.34 - $165.86 $221K - $255K
17.4K $2.52M
NVR
Nvr Inc

Consumer Cyclical
-3
- 0.95%
$8101.21 - $9940.51 $24.3K - $29.8K
314 $2.57M
SHW
Sherwin Williams CO

Basic Materials
-437
- 5.1%
$338.75 - $399.71 $148K - $175K
8.14K $2.77M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-7.65K
- 2.98%
$44.33 - $49.55 $339K - $379K
249K $11.2M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.29K
- 3.62%
$189.5 - $206.17 $244K - $265K
34.3K $6.54M
PG
Procter & Gamble CO

Consumer Defensive
-2.08K
- 9.74%
$161.05 - $179.7 $334K - $373K
19.2K $3.23M
ELV
Elevance Health, Inc.

Healthcare
-337
- 15.21%
$365.96 - $514.62 $123K - $173K
1.88K $693K
LMT
Lockheed Martin Corp

Industrials
-128
- 3.33%
$479.66 - $614.62 $61.4K - $78.7K
3.71K $1.8M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-3.12K
- 1.76%
$20.55 - $23.26 $64.1K - $72.5K
174K $3.66M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.31K
- 17.76%
$49.79 - $51.14 $364K - $374K
33.8K $1.7M
KO
Coca Cola CO

Consumer Defensive
-4.09K
- 41.95%
$61.74 - $71.71 $253K - $293K
5.66K $352K
INTC
Intel Corp

Technology
-10.9K
- 33.58%
$19.07 - $26.23 $207K - $285K
21.5K $430K
EEM
Ishares Msci Emerging Markets

ETFs
-2.07K
- 3.72%
$41.82 - $47.36 $86.5K - $97.9K
53.5K $2.24M
SUB
Ishares Short Term National Mu

ETFs
-2.58K
- 24.73%
$104.94 - $106.2 $271K - $274K
7.86K $828K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.5K
- 4.67%
$77.02 - $78.58 $192K - $196K
50.9K $3.93M
GD
General Dynamics Corp

Industrials
-121
- 1.98%
$260.28 - $314.03 $31.5K - $38K
5.99K $1.58M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.07K
- 40.59%
$209.89 - $233.24 $224K - $249K
1.56K $331K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.39K
- 4.64%
$113.92 - $127.38 $158K - $177K
28.5K $3.29M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.71K
- 2.67%
$25.61 - $28.0 $43.8K - $47.9K
62.3K $1.61M
COP
Conocophillips

Energy
-1.52K
- 27.36%
$95.12 - $114.72 $144K - $174K
4.03K $399K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-531
- 2.0%
$57.96 - $64.2 $30.8K - $34.1K
26K $1.51M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-7.11K
- 2.94%
$69.3 - $74.3 $493K - $528K
235K $16.8M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-500
- 1.17%
$139.44 - $150.37 $69.7K - $75.2K
42.1K $5.93M
AVY
Avery Dennison Corp

Industrials
-121
- 3.16%
$186.26 - $220.48 $22.5K - $26.7K
3.71K $693K
YUM
Yum Brands Inc

Consumer Cyclical
-928
- 21.08%
$130.36 - $139.54 $121K - $129K
3.48K $466K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-295
- 0.2%
$46.75 - $47.8 $13.8K - $14.1K
144K $6.77M
VZ
Verizon Communications Inc

Communication Services
-1.92K
- 15.04%
$39.6 - $45.21 $75.8K - $86.6K
10.8K $432K
VT
Vanguard Total World Stk Index

ETFs
-1.09K
- 26.84%
$117.09 - $123.07 $127K - $134K
2.96K $347K
MMM
3 M CO

Industrials
-848
- 34.61%
$124.74 - $137.12 $106K - $116K
1.6K $206K
MLNK
Meridian Link, Inc.

Technology
-5.78K
- 35.08%
$20.22 - $24.62 $117K - $142K
10.7K $220K
MPC
Marathon Petroleum Corp

Energy
-42
- 0.95%
$131.65 - $174.84 $5.53K - $7.34K
4.37K $609K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-755
- 6.9%
$55.45 - $61.08 $41.9K - $46.1K
10.2K $564K
XCEM
Columbia ETF Tr Ii

ETFs
-1.76K
- 12.88%
$29.6 - $32.67 $51.9K - $57.3K
11.9K $351K
BA
Boeing CO

Industrials
-1.7K
- 20.47%
$138.14 - $180.72 $234K - $307K
6.59K $1.17M
ACN
Accenture PLC

Technology
-245
- 12.69%
$343.9 - $376.86 $84.3K - $92.3K
1.69K $593K
BKF
Ishares Mcsi Bic ETF

ETFs
-217
- 1.23%
$36.49 - $43.59 $7.92K - $9.46K
17.5K $638K
PSA
Public Storage

Real Estate
-11
- 0.94%
$289.33 - $360.21 $3.18K - $3.96K
1.16K $347K
Activity Summary
Buys All Purchases 239 New Holdings 40 Increased Positions 199 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pure Financial Advisors, LLC Portfolio

Follow Pure Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pure Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pure Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email