Pure Financial Advisors
Latest statistics and disclosures from Pure Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, BND, IEFA, DFAT, IGSB, and represent 38.60% of Pure Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: BND (+$50M), SPY (+$41M), IGSB (+$24M), DUHP (+$24M), DFAT (+$22M), IEFA (+$21M), VGSH (+$13M), VNQ (+$11M), DFAS (+$11M), VWO (+$6.9M).
- Started 67 new stock positions in TER, ED, WLDN, NMR, SOFI, SNDK, MAR, WBD, IUSG, IYW.
- Reduced shares in these 10 stocks: AVDV (-$149M), AVLV (-$108M), AVEM (-$102M), AAPL (-$72M), AMZN (-$23M), BRK.B (-$16M), QQQ (-$11M), SLDP (-$7.4M), RTX (-$7.1M), PWZ (-$7.0M).
- Sold out of its positions in AFL, ABT, AMD, AEM, LNT, ALL, AMZN, AVLV, TAXF, AVEM.
- Pure Financial Advisors was a net seller of stock by $-225M.
- Pure Financial Advisors has $6.1B in assets under management (AUM), dropping by -2.50%.
- Central Index Key (CIK): 0001571556
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Portfolio Holdings for Pure Financial Advisors
Pure Financial Advisors holds 495 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 12.2 | $747M | +5% | 1.1M | 681.92 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 9.6 | $589M | +9% | 8.0M | 74.07 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 6.7 | $411M | +5% | 4.6M | 89.46 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 5.2 | $317M | +7% | 5.3M | 59.54 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 4.9 | $298M | +8% | 5.6M | 52.88 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 4.7 | $287M | +8% | 7.6M | 38.03 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.5 | $216M | +5% | 3.1M | 69.67 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 3.1 | $187M | +6% | 2.1M | 88.49 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.7 | $168M | 4.2M | 39.59 |
|
|
| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 2.6 | $161M | 2.2M | 73.63 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.5 | $150M | +9% | 2.6M | 58.73 |
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 2.2 | $133M | +4% | 2.1M | 62.14 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.0 | $125M | +5% | 2.3M | 53.76 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $125M | +2% | 182k | 684.94 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.9 | $114M | 3.0M | 38.11 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $102M | +4% | 162k | 627.13 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.6 | $97M | 1.5M | 62.47 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.9 | $55M | +5% | 1.1M | 48.32 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.9 | $53M | 2.0M | 26.91 |
|
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.8 | $50M | 661k | 74.88 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $49M | 146k | 335.27 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $49M | 327k | 148.69 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.7 | $43M | +2% | 998k | 42.56 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.7 | $42M | 297k | 141.16 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.7 | $41M | 129k | 314.80 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.7 | $41M | +6% | 505k | 80.63 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.6 | $38M | +3% | 1.4M | 26.49 |
|
| Microsoft Corporation (MSFT) | 0.6 | $37M | -3% | 77k | 483.62 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $37M | 76k | 487.86 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $35M | 523k | 67.22 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $34M | +3% | 520k | 66.00 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $34M | +8% | 183k | 186.50 |
|
| Ishares Emng Mkts Eqt (EMGF) | 0.5 | $33M | +5% | 573k | 57.85 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $33M | +3% | 166k | 198.62 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $33M | 126k | 257.95 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.5 | $28M | 609k | 45.53 |
|
|
| Spdr Series Trust State Street Spd (SPIP) | 0.4 | $28M | 1.1M | 25.95 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $27M | +7% | 273k | 99.88 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $26M | 91k | 290.22 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $26M | +8% | 142k | 181.21 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $26M | 578k | 44.41 |
|
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.4 | $25M | 535k | 45.85 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $22M | +2% | 289k | 77.53 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.4 | $22M | -3% | 213k | 102.39 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $21M | +5% | 219k | 96.28 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $20M | +2% | 169k | 120.18 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $20M | +7% | 645k | 30.96 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.3 | $19M | 337k | 56.81 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $19M | 60k | 313.00 |
|
|
| Vanguard Wellington Us Quality (VFQY) | 0.3 | $18M | +2% | 117k | 153.41 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $18M | 93k | 190.99 |
|
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.3 | $18M | +24% | 404k | 43.43 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.3 | $17M | 210k | 82.50 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $16M | +3% | 48k | 322.22 |
|
| Tesla Motors (TSLA) | 0.2 | $15M | +5% | 33k | 449.73 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $15M | 133k | 109.91 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $15M | 597k | 24.37 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $14M | +3% | 245k | 56.96 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.2 | $13M | 287k | 46.86 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $13M | +4% | 59k | 211.79 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $12M | 370k | 32.73 |
|
|
| Dimensional Etf Trust Dimensional Us (DXUV) | 0.2 | $12M | +8% | 200k | 59.78 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $11M | 189k | 57.46 |
|
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.2 | $11M | -2% | 398k | 26.89 |
|
| Caterpillar (CAT) | 0.2 | $11M | +2% | 18k | 572.87 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $10M | -2% | 138k | 73.56 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $9.7M | +4% | 46k | 209.12 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $9.6M | 100k | 96.03 |
|
|
| Visa Com Cl A (V) | 0.2 | $9.2M | 26k | 350.72 |
|
|
| Dimensional Etf Trust Dimensional Intl (DXIV) | 0.2 | $9.2M | +12% | 142k | 65.07 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $9.2M | 20k | 473.29 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $9.2M | +13% | 86k | 107.11 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $9.0M | +14% | 113k | 79.73 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $8.9M | +3% | 108k | 82.82 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $8.8M | -7% | 28k | 313.80 |
|
| Oracle Corporation (ORCL) | 0.1 | $8.7M | -18% | 44k | 194.91 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $8.6M | -2% | 23k | 373.44 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.1 | $7.7M | +2% | 162k | 47.95 |
|
| Spdr Series Trust State Street Spd (SPAB) | 0.1 | $7.5M | 291k | 25.75 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $7.4M | -4% | 8.5k | 862.35 |
|
| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.1 | $7.3M | 111k | 65.66 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $7.1M | -2% | 33k | 212.07 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $7.0M | -3% | 58k | 120.34 |
|
| Broadcom (AVGO) | 0.1 | $6.9M | +5% | 20k | 346.10 |
|
| Wal-Mart Stores (WMT) | 0.1 | $6.6M | +6% | 60k | 111.41 |
|
| Dimensional Etf Trust International (DFSI) | 0.1 | $6.6M | +22% | 155k | 42.84 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $6.4M | +2% | 11k | 570.86 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $6.2M | 132k | 46.81 |
|
|
| Lowe's Companies (LOW) | 0.1 | $6.1M | +2% | 25k | 241.16 |
|
| Merck & Co (MRK) | 0.1 | $6.0M | +5% | 57k | 105.26 |
|
| Meta Platforms Cl A (META) | 0.1 | $5.9M | +50% | 9.0k | 660.09 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $5.7M | 190k | 30.07 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $5.6M | -5% | 27k | 206.95 |
|
| UnitedHealth (UNH) | 0.1 | $5.5M | -3% | 17k | 330.11 |
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| Ishares Tr North Amern Nat (IGE) | 0.1 | $5.4M | 107k | 50.20 |
|
|
| Home Depot (HD) | 0.1 | $5.3M | 15k | 344.11 |
|
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $5.3M | +4% | 106k | 50.01 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $5.1M | +820% | 64k | 80.22 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $5.0M | 133k | 38.00 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $4.9M | -11% | 28k | 177.37 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $4.8M | +3% | 4.5k | 1074.62 |
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.1 | $4.5M | +34% | 109k | 41.48 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $4.3M | 207k | 20.89 |
|
|
| Leidos Holdings (LDOS) | 0.1 | $4.2M | -4% | 23k | 180.40 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $4.2M | 30k | 139.35 |
|
|
| Sempra Energy (SRE) | 0.1 | $4.1M | +29% | 47k | 88.29 |
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| Abbvie (ABBV) | 0.1 | $4.1M | +74% | 18k | 228.48 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $4.0M | -2% | 70k | 57.91 |
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| Aon Shs Cl A (AON) | 0.1 | $4.0M | +5% | 11k | 352.87 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $4.0M | 34k | 117.21 |
|
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $3.9M | +2% | 50k | 78.81 |
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| Pepsi (PEP) | 0.1 | $3.9M | -3% | 27k | 143.52 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.8M | 18k | 219.78 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $3.8M | +84% | 27k | 143.97 |
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| Honeywell International (HON) | 0.1 | $3.8M | 20k | 195.09 |
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| Philip Morris International (PM) | 0.1 | $3.7M | +8% | 23k | 160.40 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.7M | +8% | 9.4k | 396.31 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $3.7M | +19% | 154k | 24.04 |
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| Qualcomm (QCOM) | 0.1 | $3.6M | -3% | 21k | 171.05 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $3.6M | +29% | 60k | 59.93 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $3.5M | 85k | 40.86 |
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| General Dynamics Corporation (GD) | 0.1 | $3.3M | 9.9k | 336.67 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $3.3M | -5% | 18k | 177.75 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $3.0M | +24% | 60k | 50.29 |
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| Chevron Corporation (CVX) | 0.0 | $3.0M | -14% | 20k | 152.41 |
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| Netflix (NFLX) | 0.0 | $2.8M | +1045% | 30k | 93.76 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $2.8M | -3% | 13k | 210.35 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $2.8M | +145% | 37k | 74.94 |
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| Reliance Steel & Aluminum (RS) | 0.0 | $2.8M | 9.5k | 288.86 |
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| McDonald's Corporation (MCD) | 0.0 | $2.7M | +6% | 9.0k | 305.62 |
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| Iqvia Holdings (IQV) | 0.0 | $2.6M | +7% | 12k | 225.41 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $2.6M | +37% | 31k | 83.75 |
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| Procter & Gamble Company (PG) | 0.0 | $2.6M | -13% | 18k | 143.31 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $2.5M | -3% | 45k | 54.71 |
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| Sherwin-Williams Company (SHW) | 0.0 | $2.4M | +28% | 7.5k | 324.04 |
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| International Business Machines (IBM) | 0.0 | $2.4M | +36% | 8.1k | 296.20 |
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| Cisco Systems (CSCO) | 0.0 | $2.4M | +16% | 31k | 77.03 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $2.4M | +62% | 9.6k | 246.17 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $2.3M | -15% | 143k | 16.43 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $2.3M | 79k | 29.61 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $2.3M | 4.1k | 570.19 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $2.3M | +5% | 15k | 148.98 |
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| NVR (NVR) | 0.0 | $2.3M | 311.00 | 7293.47 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $2.2M | -15% | 4.6k | 483.68 |
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| Mvb Financial (MVBF) | 0.0 | $2.2M | 85k | 25.83 |
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| Wells Fargo & Company (WFC) | 0.0 | $2.1M | +4% | 23k | 93.20 |
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| Public Storage (PSA) | 0.0 | $2.1M | -17% | 8.0k | 259.49 |
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| Micron Technology (MU) | 0.0 | $2.0M | +16% | 7.1k | 285.42 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $2.0M | 19k | 106.70 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $2.0M | 76k | 26.23 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $2.0M | +32% | 5.1k | 386.87 |
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| Altria (MO) | 0.0 | $2.0M | +5% | 34k | 57.66 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $2.0M | +9% | 6.4k | 303.91 |
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| United Parcel Service CL B (UPS) | 0.0 | $1.9M | +3% | 20k | 99.19 |
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| Walt Disney Company (DIS) | 0.0 | $1.9M | +12% | 17k | 113.77 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.0 | $1.9M | 39k | 48.17 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $1.8M | 14k | 131.59 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $1.8M | -43% | 13k | 141.49 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $1.7M | 37k | 46.67 |
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| Linde SHS (LIN) | 0.0 | $1.7M | -12% | 4.0k | 426.41 |
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| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $1.7M | 25k | 67.48 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $1.7M | -5% | 49k | 34.46 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.7M | 2.2k | 753.76 |
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| Science App Int'l (SAIC) | 0.0 | $1.6M | -2% | 16k | 100.66 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.6M | 11k | 141.05 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $1.6M | +14% | 17k | 95.09 |
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| Ge Aerospace Com New (GE) | 0.0 | $1.6M | +17% | 5.1k | 308.03 |
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| TJX Companies (TJX) | 0.0 | $1.6M | +10% | 10k | 153.60 |
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| Pure Storage Cl A (PSTG) | 0.0 | $1.5M | +3% | 23k | 67.01 |
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| Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.0 | $1.5M | 14k | 111.60 |
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| Spdr Series Trust State Street Spd (BIL) | 0.0 | $1.5M | +11% | 17k | 91.38 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $1.5M | +2% | 8.8k | 171.18 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $1.5M | +49% | 15k | 99.91 |
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| MaxLinear (MXL) | 0.0 | $1.4M | NEW | 82k | 17.43 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.4M | -6% | 3.1k | 453.42 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $1.4M | +5% | 9.8k | 143.32 |
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| Ishares Tr Mbs Etf (MBB) | 0.0 | $1.4M | +27% | 14k | 95.22 |
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| Goldman Sachs (GS) | 0.0 | $1.3M | +19% | 1.5k | 879.25 |
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| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.0 | $1.3M | 57k | 22.91 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $1.3M | 28k | 46.80 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $1.3M | +5% | 2.2k | 566.26 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $1.2M | 21k | 58.12 |
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| Spdr Series Trust State Street Spd (MDYV) | 0.0 | $1.2M | -5% | 14k | 84.65 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $1.2M | NEW | 4.7k | 252.92 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $1.2M | -4% | 4.2k | 279.11 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $1.2M | 22k | 52.41 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.1M | +11% | 25k | 44.17 |
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| Spdr Series Trust Bloomberg Intl T (BWX) | 0.0 | $1.1M | 49k | 22.53 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.1M | +8% | 9.0k | 123.25 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $1.1M | +5% | 11k | 102.54 |
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| Spdr Series Trust State Street Spd (JNK) | 0.0 | $1.1M | 11k | 97.21 |
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| At&t (T) | 0.0 | $1.1M | +6% | 43k | 24.84 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $1.1M | +78% | 8.9k | 119.41 |
|
| Starbucks Corporation (SBUX) | 0.0 | $1.0M | +6% | 12k | 84.21 |
|
| Coca-Cola Company (KO) | 0.0 | $1.0M | +47% | 14k | 69.91 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $994k | 929.00 | 1069.80 |
|
|
| PNC Financial Services (PNC) | 0.0 | $993k | +6% | 4.8k | 208.75 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $988k | +20% | 20k | 49.65 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $983k | +2% | 13k | 74.17 |
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $983k | +3% | 24k | 41.70 |
|
| Booking Holdings (BKNG) | 0.0 | $982k | +7% | 183.00 | 5364.28 |
|
| Stryker Corporation (SYK) | 0.0 | $976k | -6% | 2.8k | 351.46 |
|
| Uber Technologies (UBER) | 0.0 | $976k | +5% | 12k | 81.71 |
|
| Spdr Series Trust State Street Spd (MDYG) | 0.0 | $957k | -11% | 10k | 92.43 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $939k | +3% | 8.0k | 117.71 |
|
| Verizon Communications (VZ) | 0.0 | $938k | -7% | 23k | 40.73 |
|
| M&T Bank Corporation (MTB) | 0.0 | $922k | +3% | 4.6k | 201.49 |
|
| Servicenow (NOW) | 0.0 | $913k | +399% | 6.0k | 153.19 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $912k | +170% | 1.5k | 603.15 |
|
| McKesson Corporation (MCK) | 0.0 | $902k | -2% | 1.1k | 820.32 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $894k | +2% | 6.7k | 133.48 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $877k | +2% | 27k | 32.62 |
|
| Intuit (INTU) | 0.0 | $874k | -26% | 1.3k | 662.21 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $863k | 19k | 46.59 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $861k | +9% | 11k | 79.02 |
|
| Nextera Energy (NEE) | 0.0 | $857k | -5% | 11k | 80.28 |
|
| Citigroup Com New (C) | 0.0 | $843k | +22% | 7.2k | 116.69 |
|
| Morgan Stanley Com New (MS) | 0.0 | $825k | +23% | 4.6k | 177.54 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $821k | 13k | 65.01 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $819k | -13% | 11k | 76.23 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $815k | +6% | 1.4k | 579.46 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $806k | +21% | 15k | 53.94 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $795k | +3% | 3.0k | 268.27 |
|
| Intel Corporation (INTC) | 0.0 | $793k | -2% | 22k | 36.90 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $790k | +24% | 3.3k | 242.92 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $790k | +5% | 5.1k | 154.13 |
|
| Union Pacific Corporation (UNP) | 0.0 | $778k | +11% | 3.4k | 231.34 |
|
| Gilead Sciences (GILD) | 0.0 | $771k | +27% | 6.3k | 122.75 |
|
| Spdr Series Trust State Street Spd (PSK) | 0.0 | $765k | -2% | 24k | 31.69 |
|
| Pfizer (PFE) | 0.0 | $763k | 31k | 24.90 |
|
|
| Ge Vernova (GEV) | 0.0 | $748k | +54% | 1.1k | 653.80 |
|
| Spdr Series Trust State Street Spd (HYMB) | 0.0 | $738k | 30k | 24.94 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $736k | +4% | 4.5k | 162.63 |
|
| Rockwell Automation (ROK) | 0.0 | $736k | +6% | 1.9k | 389.12 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $735k | -9% | 9.7k | 75.44 |
|
| Ishares Msci Bic Etf (BKF) | 0.0 | $731k | 17k | 43.81 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $730k | 30k | 24.23 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $730k | 5.3k | 136.94 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $730k | +4% | 13k | 57.24 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $717k | 9.9k | 72.68 |
|
|
| Ionq Inc Pipe (IONQ) | 0.0 | $703k | +6% | 16k | 44.87 |
|
| Waste Management (WM) | 0.0 | $701k | +13% | 3.2k | 219.71 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $696k | +11% | 4.3k | 160.96 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $695k | -3% | 9.7k | 71.41 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $688k | +98% | 782.00 | 879.18 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $683k | 13k | 54.77 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $678k | -21% | 1.9k | 349.94 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $677k | 13k | 50.50 |
|
|
| Chubb (CB) | 0.0 | $675k | +131% | 2.2k | 312.10 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $671k | +19% | 18k | 37.40 |
|
| L3harris Technologies (LHX) | 0.0 | $666k | +36% | 2.3k | 293.59 |
|
| Gartner (IT) | 0.0 | $660k | +9% | 2.6k | 252.24 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $659k | -7% | 9.2k | 71.62 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $659k | NEW | 27k | 24.28 |
|
| Western Digital (WDC) | 0.0 | $653k | +5% | 3.8k | 172.27 |
|
| ConocoPhillips (COP) | 0.0 | $653k | +19% | 7.0k | 93.62 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $635k | +2% | 5.6k | 113.72 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $634k | 28k | 22.88 |
|
|
| Unified Ser Tr Ballast Smlmd Cp (MGMT) | 0.0 | $623k | 14k | 44.33 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $621k | +48% | 4.3k | 143.47 |
|
| J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB) | 0.0 | $619k | -3% | 15k | 40.36 |
|
| Constellation Energy (CEG) | 0.0 | $611k | +23% | 1.7k | 353.24 |
|
| FedEx Corporation (FDX) | 0.0 | $607k | +14% | 2.1k | 288.93 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $602k | -25% | 5.6k | 106.70 |
|
| Corning Incorporated (GLW) | 0.0 | $595k | -26% | 6.8k | 87.56 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $594k | 7.1k | 83.61 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $583k | -5% | 6.2k | 93.89 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $580k | -5% | 2.7k | 217.04 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $574k | -11% | 4.9k | 117.52 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $570k | NEW | 25k | 22.47 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $554k | +5% | 7.0k | 79.36 |
|
| 3M Company (MMM) | 0.0 | $553k | 3.5k | 160.08 |
|
|
| Southern Company (SO) | 0.0 | $548k | 6.3k | 87.20 |
|
|
| Pimco Etf Tr Muni Income Opp (MINO) | 0.0 | $542k | 12k | 45.32 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $540k | -2% | 3.1k | 173.47 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $533k | NEW | 1.7k | 310.21 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $531k | +5% | 3.4k | 154.79 |
|
| Marsh & McLennan Companies | 0.0 | $524k | +6% | 2.8k | 185.54 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $521k | +7% | 1.1k | 468.71 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $519k | +48% | 2.4k | 214.03 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $518k | 1.7k | 302.13 |
|
|
| Expeditors International of Washington (EXPD) | 0.0 | $518k | +5% | 3.5k | 148.99 |
|
| Alphatec Hldgs Com New (ATEC) | 0.0 | $517k | -3% | 25k | 21.04 |
|
| Paychex (PAYX) | 0.0 | $516k | +15% | 4.6k | 112.18 |
|
| Csw Industrials (CSW) | 0.0 | $515k | -2% | 1.8k | 293.53 |
|
| salesforce (CRM) | 0.0 | $513k | -14% | 1.9k | 264.85 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $513k | 5.3k | 96.88 |
|
|
| OSI Systems (OSIS) | 0.0 | $512k | 2.0k | 255.06 |
|
|
| Cummins (CMI) | 0.0 | $508k | +17% | 994.00 | 510.62 |
|
| CSX Corporation (CSX) | 0.0 | $506k | +6% | 14k | 36.25 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $502k | +10% | 9.4k | 53.36 |
|
| Oneok (OKE) | 0.0 | $501k | +6% | 6.8k | 73.50 |
|
| Deere & Company (DE) | 0.0 | $500k | 1.1k | 465.77 |
|
|
| Yum! Brands (YUM) | 0.0 | $498k | 3.3k | 151.26 |
|
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $493k | +94% | 7.7k | 64.04 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $493k | 3.5k | 141.06 |
|
|
| PPL Corporation (PPL) | 0.0 | $492k | +12% | 14k | 35.02 |
|
| Prudential Financial (PRU) | 0.0 | $488k | +7% | 4.3k | 112.87 |
|
| Trane Technologies SHS (TT) | 0.0 | $485k | +14% | 1.2k | 389.29 |
|
| Eaton Corp SHS (ETN) | 0.0 | $484k | 1.5k | 318.43 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $482k | +11% | 6.9k | 69.40 |
|
| Willdan (WLDN) | 0.0 | $482k | NEW | 4.6k | 103.66 |
|
| Realty Income (O) | 0.0 | $480k | +56% | 8.5k | 56.37 |
|
| Kla Corp Com New (KLAC) | 0.0 | $476k | +16% | 392.00 | 1213.73 |
|
| Cigna Corp (CI) | 0.0 | $473k | +10% | 1.7k | 275.31 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $470k | -25% | 17k | 27.43 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $466k | +2% | 1.1k | 412.79 |
|
| Invesco Currencyshares Euro Euro Shs (FXE) | 0.0 | $462k | 4.3k | 108.45 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $461k | +26% | 3.3k | 137.86 |
|
| American Healthcare Reit Com Shs (AHR) | 0.0 | $449k | +7% | 9.5k | 47.06 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $446k | +7% | 8.9k | 49.90 |
|
| Emerson Electric (EMR) | 0.0 | $443k | 3.3k | 132.74 |
|
|
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 0.0 | $443k | -18% | 8.7k | 50.65 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $436k | -2% | 5.2k | 84.64 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $429k | NEW | 6.6k | 65.51 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $428k | -2% | 8.0k | 53.83 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $428k | +24% | 5.3k | 80.03 |
|
| Progressive Corporation (PGR) | 0.0 | $425k | NEW | 1.9k | 227.68 |
|
| Blackrock (BLK) | 0.0 | $423k | +3% | 395.00 | 1069.78 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.0 | $422k | 2.6k | 163.59 |
|
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.0 | $420k | 8.2k | 51.13 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $420k | -10% | 1.1k | 383.38 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $418k | -26% | 2.9k | 143.50 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $417k | -28% | 15k | 28.48 |
|
| Celestica (CLS) | 0.0 | $416k | -13% | 1.4k | 295.57 |
|
| Cardinal Health (CAH) | 0.0 | $415k | -15% | 2.0k | 205.51 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $414k | 11k | 38.36 |
|
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $414k | 3.1k | 134.32 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $409k | NEW | 4.3k | 94.20 |
|
| Capital One Financial (COF) | 0.0 | $406k | +22% | 1.7k | 242.38 |
|
| Shell Spon Ads (SHEL) | 0.0 | $405k | -24% | 5.5k | 73.48 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $401k | +52% | 8.7k | 45.89 |
|
| Prologis (PLD) | 0.0 | $401k | NEW | 3.1k | 127.66 |
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $400k | +2% | 8.9k | 44.69 |
|
| Mattel (MAT) | 0.0 | $396k | +2% | 20k | 19.84 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $392k | -12% | 17k | 23.37 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $392k | -21% | 8.3k | 47.02 |
|
| Palo Alto Networks (PANW) | 0.0 | $390k | 2.1k | 184.17 |
|
|
| Corteva (CTVA) | 0.0 | $388k | -12% | 5.8k | 67.03 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $387k | -6% | 12k | 32.75 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $385k | +26% | 4.7k | 81.17 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $384k | +35% | 497.00 | 772.05 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.0 | $382k | NEW | 7.7k | 49.73 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.0 | $382k | -30% | 3.9k | 96.84 |
|
| Rbc Cad (RY) | 0.0 | $378k | +41% | 2.2k | 170.46 |
|
| Cyberark Software SHS (CYBR) | 0.0 | $375k | NEW | 840.00 | 445.85 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $373k | +55% | 3.7k | 99.86 |
|
| Ford Motor Company (F) | 0.0 | $370k | +9% | 28k | 13.12 |
|
| Omni (OMC) | 0.0 | $369k | +8% | 4.6k | 80.74 |
|
| Nike CL B (NKE) | 0.0 | $369k | +5% | 5.8k | 63.71 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $365k | 2.6k | 141.18 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $363k | NEW | 16k | 23.31 |
|
| Proshares Tr Pshs Ult Semicdt (USD) | 0.0 | $361k | +100% | 6.9k | 52.51 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $359k | 2.5k | 141.83 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $356k | +4% | 3.0k | 119.77 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $355k | NEW | 12k | 28.82 |
|
| Illinois Tool Works (ITW) | 0.0 | $353k | +55% | 1.4k | 246.28 |
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $351k | 3.7k | 94.37 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $350k | +34% | 971.00 | 360.28 |
|
| Vaneck Etf Trust Natural Resourc (HAP) | 0.0 | $349k | -2% | 5.8k | 60.14 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $347k | +21% | 3.6k | 96.27 |
|
| J P Morgan Exchange Traded F High Yield Muni (JMHI) | 0.0 | $344k | 6.9k | 50.25 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $344k | 1.7k | 202.99 |
|
|
| Dominion Resources (D) | 0.0 | $343k | -17% | 5.9k | 58.59 |
|
| Hca Holdings (HCA) | 0.0 | $339k | +14% | 726.00 | 466.98 |
|
| First Tr Exchange-traded SHS (FVD) | 0.0 | $338k | -43% | 7.3k | 46.08 |
|
| PerkinElmer (RVTY) | 0.0 | $337k | 3.5k | 96.76 |
|
|
| S&p Global (SPGI) | 0.0 | $335k | +44% | 641.00 | 522.93 |
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.0 | $335k | 8.1k | 41.48 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $334k | +39% | 6.8k | 49.04 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $332k | 2.4k | 141.12 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $332k | 6.5k | 50.79 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $332k | +9% | 2.1k | 155.12 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $331k | +8% | 1.2k | 275.35 |
|
| Enterprise Financial Services (EFSC) | 0.0 | $330k | 6.1k | 54.00 |
|
|
| Enbridge (ENB) | 0.0 | $327k | +5% | 6.8k | 47.83 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $320k | -29% | 4.5k | 71.44 |
|
| Ouster Com New (OUST) | 0.0 | $315k | 15k | 21.64 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $315k | +47% | 1.7k | 188.09 |
|
| Sofi Technologies (SOFI) | 0.0 | $315k | NEW | 12k | 26.18 |
|
| Textron (TXT) | 0.0 | $309k | +24% | 3.5k | 87.17 |
|
| Jefferies Finl Group (JEF) | 0.0 | $306k | -9% | 4.9k | 61.97 |
|
| Waste Connections (WCN) | 0.0 | $302k | NEW | 1.7k | 175.38 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $300k | +28% | 3.8k | 78.67 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $300k | +25% | 10k | 29.55 |
|
| Phillips 66 (PSX) | 0.0 | $300k | +2% | 2.3k | 129.02 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $297k | 4.9k | 60.17 |
|
|
| Consolidated Edison (ED) | 0.0 | $297k | NEW | 3.0k | 99.32 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $296k | NEW | 3.8k | 77.35 |
|
| American Tower Reit (AMT) | 0.0 | $295k | NEW | 1.7k | 175.60 |
|
| Ishares Tr Ibonds 2027 Term (IBHG) | 0.0 | $293k | NEW | 13k | 22.32 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $289k | 896.00 | 323.01 |
|
|
| Ecolab (ECL) | 0.0 | $289k | -5% | 1.1k | 262.57 |
|
| Valero Energy Corporation (VLO) | 0.0 | $288k | NEW | 1.8k | 162.78 |
|
| Sandisk Corp (SNDK) | 0.0 | $288k | NEW | 1.2k | 237.38 |
|
| Simon Property (SPG) | 0.0 | $288k | +29% | 1.6k | 185.14 |
|
| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.0 | $286k | NEW | 6.7k | 42.48 |
|
| Caci Intl Cl A (CACI) | 0.0 | $285k | +2% | 535.00 | 532.81 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $284k | +24% | 9.5k | 29.89 |
|
| Marvell Technology (MRVL) | 0.0 | $283k | +7% | 3.3k | 84.97 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $280k | NEW | 211.00 | 1327.08 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $278k | -16% | 4.3k | 64.42 |
|
| MercadoLibre (MELI) | 0.0 | $276k | +9% | 137.00 | 2011.42 |
|
| Norfolk Southern (NSC) | 0.0 | $274k | +4% | 948.00 | 288.74 |
|
| CRH Ord (CRH) | 0.0 | $274k | NEW | 2.2k | 124.81 |
|
| Suncor Energy (SU) | 0.0 | $274k | NEW | 6.2k | 44.36 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $273k | +3% | 5.8k | 46.92 |
|
| Hldgs (UAL) | 0.0 | $270k | NEW | 2.4k | 111.81 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $269k | 2.6k | 103.56 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $266k | -11% | 2.2k | 118.75 |
|
| Carrier Global Corporation (CARR) | 0.0 | $262k | -8% | 5.0k | 52.84 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $261k | -8% | 543.00 | 480.57 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $260k | 1.0k | 250.83 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $256k | NEW | 5.9k | 43.55 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $255k | -24% | 1.8k | 139.12 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $255k | 2.7k | 94.15 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $253k | +45% | 2.8k | 91.23 |
|
| Totalenergies Se Act (TTE) | 0.0 | $252k | NEW | 3.9k | 65.41 |
|
| Hartford Financial Services (HIG) | 0.0 | $252k | NEW | 1.8k | 137.81 |
|
| Danaher Corporation (DHR) | 0.0 | $251k | NEW | 1.1k | 228.99 |
|
| ViaSat (VSAT) | 0.0 | $251k | 7.3k | 34.46 |
|
|
| Curtiss-Wright (CW) | 0.0 | $246k | 447.00 | 551.27 |
|
|
| Exelon Corporation (EXC) | 0.0 | $246k | +24% | 5.6k | 43.59 |
|
| Royal Gold (RGLD) | 0.0 | $245k | NEW | 1.1k | 222.33 |
|
| Wec Energy Group (WEC) | 0.0 | $245k | +3% | 2.3k | 105.46 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $244k | -33% | 1.8k | 136.07 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $242k | NEW | 4.3k | 56.62 |
|
| Medtronic SHS (MDT) | 0.0 | $241k | -4% | 2.5k | 96.04 |
|
| Cme (CME) | 0.0 | $239k | NEW | 874.00 | 273.14 |
|
| Ubs Group SHS (UBS) | 0.0 | $236k | -30% | 5.1k | 46.31 |
|
| Unilever Spon Adr New (UL) | 0.0 | $236k | NEW | 3.6k | 65.40 |
|
| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.0 | $235k | 5.6k | 41.66 |
|
|
| Ross Stores (ROST) | 0.0 | $234k | NEW | 1.3k | 180.14 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $233k | +4% | 1.1k | 208.78 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $233k | NEW | 5.7k | 41.12 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $232k | +102% | 5.2k | 44.71 |
|
| Manulife Finl Corp (MFC) | 0.0 | $232k | NEW | 6.4k | 36.28 |
|
| Dimensional Etf Trust Calif Mun Bd Etf (DFCA) | 0.0 | $229k | 4.6k | 50.08 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $228k | NEW | 3.3k | 69.76 |
|
| Mettler-Toledo International (MTD) | 0.0 | $228k | NEW | 163.00 | 1397.87 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $228k | NEW | 2.6k | 87.36 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $227k | +11% | 337.00 | 674.52 |
|
| Fastenal Company (FAST) | 0.0 | $224k | +2% | 5.6k | 40.13 |
|
| RBB Motley Fool Gbl (TMFG) | 0.0 | $224k | 7.4k | 30.16 |
|
|
| General Mills (GIS) | 0.0 | $224k | +15% | 4.8k | 46.50 |
|
| Teradyne (TER) | 0.0 | $224k | NEW | 1.2k | 193.55 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $223k | -17% | 4.4k | 50.88 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $222k | -12% | 2.2k | 100.90 |
|
| Ishares Tr Ibonds 2026 Term (IBHF) | 0.0 | $221k | NEW | 9.6k | 23.08 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $221k | NEW | 1.1k | 199.73 |
|
| Globalstar Com New (GSAT) | 0.0 | $221k | NEW | 3.6k | 61.04 |
|
| Kinder Morgan (KMI) | 0.0 | $217k | +8% | 7.9k | 27.49 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $215k | 5.7k | 37.96 |
|
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $215k | 18k | 11.81 |
|
|
| Canadian Natural Resources (CNQ) | 0.0 | $214k | NEW | 6.3k | 33.85 |
|
| United Rentals (URI) | 0.0 | $214k | 265.00 | 808.77 |
|
|
| ON Semiconductor (ON) | 0.0 | $213k | NEW | 3.9k | 54.15 |
|
| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $213k | 17k | 12.44 |
|
|
| W.W. Grainger (GWW) | 0.0 | $213k | -18% | 211.00 | 1007.76 |
|
| Ishares Tr Future Exponenti (XT) | 0.0 | $212k | 3.0k | 69.74 |
|
|
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $212k | NEW | 2.3k | 92.30 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $209k | +6% | 809.00 | 258.84 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $209k | NEW | 1.0k | 204.76 |
|
| Tapestry (TPR) | 0.0 | $208k | NEW | 1.6k | 127.73 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $207k | NEW | 2.2k | 95.90 |
|
| Axon Enterprise (AXON) | 0.0 | $207k | +6% | 364.00 | 568.09 |
|
| AECOM Technology Corporation (ACM) | 0.0 | $207k | +2% | 2.2k | 95.35 |
|
| Biogen Idec (BIIB) | 0.0 | $206k | NEW | 1.2k | 175.94 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $206k | NEW | 922.00 | 223.10 |
|
| Cadence Design Systems (CDNS) | 0.0 | $206k | -12% | 658.00 | 312.35 |
|
| SLB Com Stk (SLB) | 0.0 | $205k | NEW | 5.3k | 38.38 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.0 | $203k | NEW | 4.6k | 44.47 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $203k | NEW | 1.2k | 167.96 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $201k | -24% | 6.1k | 33.02 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $200k | NEW | 8.5k | 23.63 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $185k | NEW | 11k | 17.50 |
|
| Cenovus Energy (CVE) | 0.0 | $184k | NEW | 11k | 16.92 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $176k | NEW | 13k | 13.21 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $164k | NEW | 11k | 15.59 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $157k | NEW | 13k | 11.73 |
|
| Integra Lifesciences Hldgs C Com New (IART) | 0.0 | $134k | 11k | 12.42 |
|
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $132k | 66k | 2.00 |
|
|
| Callaway Golf Company (CALY) | 0.0 | $127k | 11k | 11.67 |
|
|
| Evolus (EOLS) | 0.0 | $118k | 18k | 6.65 |
|
|
| Rxsight (RXST) | 0.0 | $114k | 11k | 10.42 |
|
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $111k | NEW | 12k | 9.65 |
|
| Pimco CA Municipal Income Fund (PCQ) | 0.0 | $108k | 12k | 8.73 |
|
|
| Five Point Holdings Com Cl A (FPH) | 0.0 | $98k | 18k | 5.59 |
|
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $95k | NEW | 11k | 8.39 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $78k | NEW | 15k | 5.30 |
|
| Bigbear Ai Hldgs (BBAI) | 0.0 | $56k | -14% | 10k | 5.40 |
|
| Above Food Ingredients (ABVE) | 0.0 | $48k | 29k | 1.63 |
|
|
| Cronos Group (CRON) | 0.0 | $27k | 10k | 2.63 |
|
|
| Kindly Md (NAKA) | 0.0 | $3.5k | NEW | 10k | 0.35 |
|
| Meta Financial (CASH) | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Pure Financial Advisors
SEC 13F filings are viewable for Pure Financial Advisors going back to 2012
- Pure Financial Advisors 2025 Q4 filed Feb. 4, 2026
- Pure Financial Advisors 2025 Q3 filed Oct. 20, 2025
- Pure Financial Advisors 2025 Q2 filed July 18, 2025
- Pure Financial Advisors 2025 Q1 filed April 23, 2025
- Pure Financial Advisors 2024 Q4 filed Jan. 16, 2025
- Pure Financial Advisors 2024 Q3 filed Oct. 29, 2024
- Pure Financial Advisors 2024 Q2 filed July 18, 2024
- Pure Financial Advisors 2024 Q1 filed April 16, 2024
- Pure Financial Advisors 2023 Q4 filed Jan. 8, 2024
- Pure Financial Advisors 2023 Q3 filed Oct. 10, 2023
- Pure Financial Advisors 2023 Q2 filed July 10, 2023
- Pure Financial Advisors 2023 Q1 filed April 11, 2023
- Pure Financial Advisors 2022 Q4 filed Jan. 9, 2023
- Pure Financial Advisors 2022 Q3 filed Oct. 6, 2022
- Pure Financial Advisors 2022 Q2 filed July 8, 2022
- Pure Financial Advisors 2022 Q1 filed April 12, 2022