Pure Financial Advisors, LLC Portfolio Holdings
Pure Financial Advisors, LLC
- $4.25 Billion
- Q4 2024
Pure Financial Advisors, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.25 Billion distributed in 349 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 $518M, Vanguard Bd Index Fd Inc Total with a value of $408M, Ishares Tr with a value of $234M, Dimensional ETF Tr U S Target with a value of $224M, and Ishares Trust Ishares 1 5 Year with a value of $212M.
Examining the 13F form we can see an increase of $217M in the current position value, from $4.03B to 4.25B.
Below you can find more details about Pure Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.25 Billion
ETFs: $3.87 Billion
Technology: $105 Million
Consumer Cyclical: $31.9 Million
Financial Services: $29.9 Million
Industrials: $22.3 Million
Consumer Defensive: $19.2 Million
Healthcare: $18.6 Million
Communication Services: $15.4 Million
Other: $18.7 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 349
- Current Value $4.25 Billion
- Prior Value $4.03 Billion
- Filing
- Period Q4 2024
- Filing Date January 16, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 40 stocks
- Additional Purchases 199 stocks
- Sold out of 0 stocks
- Reduced holdings in 91 stocks