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 34.64% of Pure Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: BND (+$39M), SPY (+$38M), DUHP (+$21M), DFAT (+$21M), IGSB (+$20M), IEFA (+$17M), VGSH (+$11M), DFAS (+$11M), VNQ (+$10M), NVDA (+$5.9M).
- Started 41 new stock positions in HLN, DFCA, ILCB, IONQ, MDT, HSBC, STX, ORLY, FNDA, GSK.
- Reduced shares in these 10 stocks: MPAA (-$5.8M), VUG, AVEM, JIRE, DFAC, SCHX, AMLP, STIP, SPTM, EFA.
- Sold out of its positions in AGNC, APD, FXL, ILMN, FXY, IGIB, HDV, MPAA, ON, OTIS. PCG, QDPL, GCOW, PCK, LNW, Skechers USA, VDC.
- Pure Financial Advisors was a net buyer of stock by $257M.
- Pure Financial Advisors has $6.3B in assets under management (AUM), dropping by 10.49%.
- 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 September 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) | 11.0 | $689M | +5% | 1.0M | 666.18 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 8.6 | $541M | +7% | 7.3M | 74.37 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 6.1 | $381M | +4% | 4.4M | 87.31 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 4.6 | $289M | +7% | 5.0M | 58.21 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 4.4 | $274M | +7% | 5.2M | 53.03 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 4.2 | $262M | +8% | 6.9M | 37.77 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.2 | $202M | +5% | 2.9M | 68.46 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 2.9 | $182M | +5% | 2.0M | 91.42 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.6 | $166M | 4.3M | 38.57 |
|
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| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 2.5 | $156M | +2% | 2.2M | 71.94 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 2.4 | $149M | +2% | 1.7M | 89.03 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.2 | $138M | +8% | 2.3M | 58.85 |
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 1.9 | $121M | +4% | 2.0M | 59.21 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $119M | 178k | 669.30 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.9 | $119M | +5% | 2.2M | 54.18 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.7 | $108M | +2% | 3.0M | 36.35 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 1.7 | $108M | 1.5M | 72.26 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.6 | $102M | 1.4M | 75.11 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $95M | +3% | 155k | 612.38 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.5 | $94M | 1.6M | 59.92 |
|
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| Apple (AAPL) | 1.2 | $72M | 284k | 254.63 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.9 | $54M | +9% | 1.1M | 49.46 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $52M | -2% | 2.0M | 26.34 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $48M | 331k | 145.65 |
|
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.8 | $48M | -3% | 655k | 73.54 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $48M | +2% | 146k | 328.17 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.7 | $42M | +6% | 978k | 42.76 |
|
| Microsoft Corporation (MSFT) | 0.7 | $41M | 80k | 517.95 |
|
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| Vanguard World Mega Cap Val Etf (MGV) | 0.6 | $40M | +3% | 293k | 137.74 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $40M | 129k | 307.86 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $39M | +6% | 474k | 81.19 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.6 | $37M | +2% | 1.4M | 26.95 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $36M | -5% | 75k | 479.61 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $34M | 515k | 65.92 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $33M | 503k | 65.26 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $32M | 126k | 254.28 |
|
|
| NVIDIA Corporation (NVDA) | 0.5 | $32M | +22% | 169k | 186.58 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $31M | 160k | 194.50 |
|
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| Ishares Emng Mkts Eqt (EMGF) | 0.5 | $31M | +5% | 542k | 56.58 |
|
| Spdr Series Trust Portfli Tips Etf (SPIP) | 0.4 | $28M | 1.1M | 26.32 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.4 | $28M | 613k | 45.51 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $27M | 90k | 293.74 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $25M | +3% | 254k | 100.25 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $25M | 589k | 42.79 |
|
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.4 | $24M | 545k | 43.78 |
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| Amazon (AMZN) | 0.4 | $23M | +4% | 105k | 219.57 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $23M | 130k | 176.81 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.4 | $23M | -3% | 222k | 103.36 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $22M | 283k | 76.72 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $20M | +6% | 207k | 95.19 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $20M | 165k | 118.83 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $19M | +7% | 601k | 31.62 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.3 | $19M | -2% | 340k | 55.33 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $17M | 93k | 186.49 |
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| Vanguard Wellington Us Quality (VFQY) | 0.3 | $17M | 114k | 150.82 |
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.3 | $17M | -4% | 213k | 80.65 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $16M | +10% | 32k | 502.73 |
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| Oracle Corporation (ORCL) | 0.2 | $15M | 55k | 281.24 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $15M | 134k | 111.22 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $15M | -3% | 47k | 315.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $15M | +2% | 60k | 243.10 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $14M | 588k | 24.40 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $14M | 236k | 58.72 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.2 | $14M | +22% | 325k | 42.47 |
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| Tesla Motors (TSLA) | 0.2 | $14M | +5% | 31k | 444.71 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.2 | $13M | 286k | 46.32 |
|
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $12M | +3% | 56k | 208.71 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $11M | +4% | 364k | 31.38 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.2 | $11M | 406k | 27.81 |
|
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $11M | 190k | 57.04 |
|
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| Dimensional Etf Trust Dimensional Us (DXUV) | 0.2 | $11M | +17% | 183k | 58.44 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $11M | +3% | 18k | 600.37 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $10M | +4% | 142k | 71.37 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $9.5M | -6% | 102k | 93.37 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $9.3M | +16% | 44k | 209.34 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $9.1M | 19k | 468.41 |
|
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| Visa Com Cl A (V) | 0.1 | $8.9M | 26k | 341.38 |
|
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $8.6M | +2% | 104k | 82.96 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $8.6M | 24k | 365.48 |
|
|
| Caterpillar (CAT) | 0.1 | $8.5M | -4% | 18k | 477.16 |
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| Costco Wholesale Corporation (COST) | 0.1 | $8.3M | 9.0k | 925.64 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $8.1M | +39% | 76k | 106.49 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $7.9M | +12% | 99k | 79.93 |
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| Dimensional Etf Trust Dimensional Intl (DXIV) | 0.1 | $7.8M | +14% | 126k | 61.53 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.1 | $7.6M | 158k | 48.19 |
|
|
| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.1 | $7.5M | 111k | 67.29 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $7.4M | 30k | 243.55 |
|
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| Spdr Series Trust Portfolio Agrgte (SPAB) | 0.1 | $7.4M | 287k | 25.85 |
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|
| Solid Power Class A Com (SLDP) | 0.1 | $7.4M | 2.1M | 3.47 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $7.1M | 42k | 167.33 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $7.0M | 34k | 206.51 |
|
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.1 | $7.0M | -4% | 291k | 23.92 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $6.8M | 60k | 112.75 |
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| Lowe's Companies (LOW) | 0.1 | $6.2M | 25k | 251.31 |
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| Broadcom (AVGO) | 0.1 | $6.2M | +4% | 19k | 329.91 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $6.2M | 132k | 46.81 |
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|
| Mastercard Incorporated Cl A (MA) | 0.1 | $6.2M | 11k | 568.83 |
|
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| Home Depot (HD) | 0.1 | $6.2M | 15k | 405.19 |
|
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| UnitedHealth (UNH) | 0.1 | $6.0M | +9% | 17k | 345.30 |
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| Boeing Company (BA) | 0.1 | $5.9M | +3% | 28k | 215.83 |
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| Wal-Mart Stores (WMT) | 0.1 | $5.8M | +10% | 56k | 103.06 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $5.7M | 191k | 29.64 |
|
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $5.5M | 32k | 174.58 |
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| Johnson & Johnson (JNJ) | 0.1 | $5.3M | +2% | 29k | 185.42 |
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| Ishares Tr North Amern Nat (IGE) | 0.1 | $5.3M | 107k | 49.05 |
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| Dimensional Etf Trust International (DFSI) | 0.1 | $5.2M | +18% | 127k | 40.95 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $5.2M | 101k | 51.23 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $4.7M | 132k | 35.69 |
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| Leidos Holdings (LDOS) | 0.1 | $4.6M | 24k | 188.96 |
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| Merck & Co (MRK) | 0.1 | $4.6M | 54k | 83.93 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $4.4M | +2% | 204k | 21.57 |
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| Meta Platforms Cl A (META) | 0.1 | $4.4M | +13% | 6.0k | 734.40 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $4.2M | +3% | 34k | 123.75 |
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| Honeywell International (HON) | 0.1 | $4.1M | -2% | 20k | 210.50 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.1 | $4.1M | 72k | 57.19 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $4.1M | -5% | 15k | 281.85 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $4.1M | 30k | 135.65 |
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| Pepsi (PEP) | 0.1 | $4.0M | +3% | 28k | 140.44 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $3.8M | -5% | 48k | 78.91 |
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| Aon Shs Cl A (AON) | 0.1 | $3.8M | 11k | 356.58 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.7M | +4% | 17k | 215.80 |
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| Qualcomm (QCOM) | 0.1 | $3.7M | 22k | 166.36 |
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| Chevron Corporation (CVX) | 0.1 | $3.6M | +6% | 23k | 155.29 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $3.5M | +14% | 19k | 182.42 |
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| Philip Morris International (PM) | 0.1 | $3.5M | 22k | 162.20 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $3.4M | 86k | 40.18 |
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| General Dynamics Corporation (GD) | 0.1 | $3.3M | +6% | 9.8k | 340.99 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.1 | $3.3M | +10% | 81k | 41.09 |
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| Eli Lilly & Co. (LLY) | 0.1 | $3.3M | -4% | 4.3k | 763.02 |
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| Sempra Energy (SRE) | 0.1 | $3.3M | 36k | 89.98 |
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| Procter & Gamble Company (PG) | 0.1 | $3.2M | 21k | 153.65 |
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| Netflix (NFLX) | 0.1 | $3.2M | +5% | 2.6k | 1198.88 |
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| Abbott Laboratories (ABT) | 0.0 | $3.1M | 23k | 133.94 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $3.1M | +8% | 23k | 138.24 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $3.1M | 8.6k | 355.47 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $3.0M | 128k | 23.28 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $2.8M | -5% | 14k | 203.59 |
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| Public Storage (PSA) | 0.0 | $2.8M | -2% | 9.7k | 288.84 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $2.8M | +49% | 46k | 60.03 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $2.7M | 5.4k | 499.17 |
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| Reliance Steel & Aluminum (RS) | 0.0 | $2.6M | -3% | 9.4k | 280.82 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $2.6M | -13% | 169k | 15.48 |
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| McDonald's Corporation (MCD) | 0.0 | $2.5M | +7% | 8.4k | 303.90 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $2.5M | -2% | 47k | 53.40 |
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| NVR (NVR) | 0.0 | $2.5M | 308.00 | 8034.66 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $2.4M | -7% | 4.0k | 609.28 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $2.4M | +22% | 48k | 50.07 |
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| Abbvie (ABBV) | 0.0 | $2.4M | +7% | 10k | 231.55 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $2.3M | 79k | 29.11 |
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| Bank of America Corporation (BAC) | 0.0 | $2.3M | +6% | 44k | 51.59 |
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| Linde SHS (LIN) | 0.0 | $2.2M | +7% | 4.6k | 474.96 |
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| Altria (MO) | 0.0 | $2.1M | 32k | 66.06 |
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| Mvb Financial (MVBF) | 0.0 | $2.1M | 85k | 25.06 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $2.1M | -11% | 14k | 145.60 |
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| Iqvia Holdings (IQV) | 0.0 | $2.1M | -19% | 11k | 189.94 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $2.1M | +40% | 19k | 106.78 |
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| Sherwin-Williams Company (SHW) | 0.0 | $2.0M | 5.9k | 346.26 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $1.9M | 76k | 25.71 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $1.9M | +28% | 23k | 84.11 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.0 | $1.9M | 39k | 47.98 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.8M | +4% | 22k | 83.82 |
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| Cisco Systems (CSCO) | 0.0 | $1.8M | +5% | 27k | 68.42 |
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| Pure Storage Cl A (PSTG) | 0.0 | $1.8M | -3% | 22k | 83.81 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $1.8M | 14k | 129.72 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $1.8M | 37k | 47.72 |
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| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $1.7M | 25k | 67.91 |
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| Walt Disney Company (DIS) | 0.0 | $1.7M | -2% | 15k | 114.50 |
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| International Business Machines (IBM) | 0.0 | $1.7M | 5.9k | 282.15 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $1.7M | 51k | 32.79 |
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| Science App Int'l (SAIC) | 0.0 | $1.7M | -3% | 17k | 99.37 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.6M | +7% | 5.9k | 279.29 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.6M | -5% | 2.2k | 746.76 |
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| United Parcel Service CL B (UPS) | 0.0 | $1.6M | -8% | 19k | 83.53 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.6M | 11k | 139.67 |
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| Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.0 | $1.5M | 14k | 111.23 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.5M | +3% | 3.8k | 378.96 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.4M | +2% | 5.9k | 241.98 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $1.4M | +42% | 15k | 91.75 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $1.3M | -4% | 15k | 92.98 |
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| TJX Companies (TJX) | 0.0 | $1.3M | +3% | 9.2k | 144.55 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $1.3M | -4% | 9.3k | 142.54 |
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| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.0 | $1.3M | +395% | 57k | 22.90 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.3M | +15% | 3.3k | 391.69 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $1.3M | +4% | 4.4k | 293.76 |
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| Ge Aerospace Com New (GE) | 0.0 | $1.3M | +4% | 4.3k | 300.85 |
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| Amgen (AMGN) | 0.0 | $1.3M | -6% | 4.5k | 282.17 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $1.3M | 28k | 45.76 |
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| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 0.0 | $1.3M | 15k | 83.41 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $1.2M | 12k | 99.81 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $1.2M | -14% | 22k | 57.52 |
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| Intuit (INTU) | 0.0 | $1.2M | +196% | 1.8k | 682.99 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $1.2M | -2% | 5.0k | 239.64 |
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| AFLAC Incorporated (AFL) | 0.0 | $1.2M | +4% | 11k | 111.70 |
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| American Express Company (AXP) | 0.0 | $1.2M | 3.5k | 332.17 |
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| Spdr Series Trust Bloomberg Intl T (BWX) | 0.0 | $1.2M | +3% | 50k | 23.00 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $1.1M | +8% | 8.5k | 133.90 |
|
| At&t (T) | 0.0 | $1.1M | -3% | 40k | 28.24 |
|
| Advanced Micro Devices (AMD) | 0.0 | $1.1M | +27% | 7.0k | 161.78 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $1.1M | +115% | 22k | 52.28 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $1.1M | +2% | 15k | 73.73 |
|
| Uber Technologies (UBER) | 0.0 | $1.1M | +32% | 11k | 97.97 |
|
| Spdr Series Trust Bloomberg High Y (JNK) | 0.0 | $1.1M | 11k | 97.99 |
|
|
| Stryker Corporation (SYK) | 0.0 | $1.1M | +5% | 3.0k | 369.63 |
|
| Servicenow (NOW) | 0.0 | $1.1M | +20% | 1.2k | 919.97 |
|
| Verizon Communications (VZ) | 0.0 | $1.1M | 25k | 43.95 |
|
|
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.0 | $1.1M | 12k | 91.56 |
|
|
| Paccar (PCAR) | 0.0 | $1.1M | 11k | 98.32 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $1.1M | +10% | 16k | 65.00 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $1.1M | +45% | 11k | 95.15 |
|
| Micron Technology (MU) | 0.0 | $1.0M | +30% | 6.1k | 167.31 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $1.0M | +10% | 10k | 99.95 |
|
| Goldman Sachs (GS) | 0.0 | $1.0M | 1.3k | 796.25 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.0M | +18% | 8.3k | 120.72 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $992k | 23k | 43.42 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $985k | 12k | 84.60 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $953k | +2% | 10k | 95.47 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $948k | 2.1k | 447.12 |
|
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $940k | +4% | 23k | 41.12 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $938k | 13k | 72.44 |
|
|
| Booking Holdings (BKNG) | 0.0 | $921k | +8% | 170.00 | 5414.52 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $916k | 7.7k | 118.37 |
|
|
| Ionq Inc Pipe (IONQ) | 0.0 | $902k | NEW | 15k | 61.50 |
|
| PNC Financial Services (PNC) | 0.0 | $899k | 4.5k | 200.94 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $882k | +4% | 911.00 | 968.48 |
|
| McKesson Corporation (MCK) | 0.0 | $873k | 1.1k | 772.85 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $873k | 4.4k | 197.62 |
|
|
| Anthem (ELV) | 0.0 | $872k | 2.7k | 323.08 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $872k | -11% | 2.5k | 352.72 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $867k | +8% | 34k | 25.19 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $858k | 6.5k | 131.25 |
|
|
| Nextera Energy (NEE) | 0.0 | $855k | +31% | 11k | 75.49 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $835k | +5% | 26k | 31.91 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $834k | 4.3k | 192.75 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $829k | +10% | 4.9k | 170.85 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $827k | +3% | 19k | 44.69 |
|
| Spdr Series Trust Ice Pfd Sec Etf (PSK) | 0.0 | $821k | +2% | 25k | 33.07 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $801k | 12k | 64.38 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $795k | -3% | 10k | 79.94 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $790k | +6% | 7.6k | 104.51 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $788k | +32% | 11k | 73.46 |
|
| Pfizer (PFE) | 0.0 | $782k | -7% | 31k | 25.48 |
|
| Ishares Msci Bic Etf (BKF) | 0.0 | $758k | 17k | 45.23 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $758k | -11% | 5.3k | 142.41 |
|
| Corning Incorporated (GLW) | 0.0 | $754k | 9.2k | 82.03 |
|
|
| Applied Materials (AMAT) | 0.0 | $753k | +8% | 3.7k | 204.72 |
|
| Intel Corporation (INTC) | 0.0 | $741k | -6% | 22k | 33.55 |
|
| Spdr Series Trust Nuveen Ice High (HYMB) | 0.0 | $737k | +64% | 30k | 24.93 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $722k | +9% | 30k | 24.30 |
|
| Union Pacific Corporation (UNP) | 0.0 | $711k | +4% | 3.0k | 236.34 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $709k | +2% | 2.9k | 246.62 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $700k | -4% | 2.6k | 267.26 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $699k | 4.3k | 162.17 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $696k | -7% | 12k | 57.10 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $690k | 10k | 69.37 |
|
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $685k | +10% | 29k | 23.36 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $683k | +11% | 10k | 67.83 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $674k | NEW | 13k | 50.47 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $674k | -11% | 10k | 67.51 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $669k | 12k | 53.87 |
|
|
| Travelers Companies (TRV) | 0.0 | $651k | +8% | 2.3k | 279.20 |
|
| Coca-Cola Company (KO) | 0.0 | $648k | 9.8k | 66.32 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $644k | +2% | 2.8k | 227.71 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $643k | +23% | 1.3k | 485.09 |
|
| J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB) | 0.0 | $639k | +3% | 16k | 40.36 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $638k | 6.6k | 97.08 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $631k | 4.3k | 145.71 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $628k | +2% | 23k | 27.30 |
|
| Gartner (IT) | 0.0 | $627k | +6% | 2.4k | 262.91 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $627k | +10% | 27k | 22.95 |
|
| Rockwell Automation (ROK) | 0.0 | $623k | +4% | 1.8k | 349.44 |
|
| Unified Ser Tr Ballast Smlmd Cp (MGMT) | 0.0 | $622k | +7% | 14k | 44.05 |
|
| Waste Management (WM) | 0.0 | $620k | +6% | 2.8k | 220.87 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $614k | 5.5k | 111.84 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $606k | 5.5k | 110.59 |
|
|
| First Tr Exchange-traded SHS (FVD) | 0.0 | $604k | 13k | 46.24 |
|
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $603k | 6.8k | 88.62 |
|
|
| Southern Company (SO) | 0.0 | $603k | +20% | 6.4k | 94.77 |
|
| Citigroup Com New (C) | 0.0 | $600k | +10% | 5.9k | 101.51 |
|
| Morgan Stanley Com New (MS) | 0.0 | $598k | +10% | 3.8k | 158.95 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $584k | -3% | 3.2k | 183.71 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $575k | +11% | 3.9k | 148.62 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $574k | +47% | 21k | 27.90 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $569k | +6% | 15k | 37.78 |
|
| Eaton Corp SHS (ETN) | 0.0 | $568k | +9% | 1.5k | 374.21 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $564k | -4% | 7.1k | 79.80 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $561k | +45% | 4.0k | 140.95 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $559k | +9% | 1.2k | 457.38 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.0 | $556k | 5.6k | 98.59 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $556k | 12k | 45.10 |
|
|
| ConocoPhillips (COP) | 0.0 | $551k | 5.8k | 94.58 |
|
|
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 0.0 | $546k | 11k | 50.78 |
|
|
| Gilead Sciences (GILD) | 0.0 | $545k | +5% | 4.9k | 111.00 |
|
| 3M Company (MMM) | 0.0 | $544k | +7% | 3.5k | 155.16 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $544k | -3% | 6.9k | 78.34 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $543k | 5.8k | 93.64 |
|
|
| Pimco Etf Tr Muni Income Opp (MINO) | 0.0 | $542k | NEW | 12k | 45.31 |
|
| salesforce (CRM) | 0.0 | $538k | +18% | 2.3k | 237.01 |
|
| AutoZone (AZO) | 0.0 | $533k | -20% | 124.00 | 4299.93 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $533k | -10% | 2.6k | 201.55 |
|
| Shell Spon Ads (SHEL) | 0.0 | $522k | +11% | 7.3k | 71.53 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $509k | 8.2k | 62.47 |
|
|
| L3harris Technologies (LHX) | 0.0 | $509k | +5% | 1.7k | 305.42 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $508k | -6% | 1.7k | 297.61 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $508k | 5.3k | 95.89 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $507k | +16% | 1.0k | 490.59 |
|
| BP Sponsored Adr (BP) | 0.0 | $506k | +25% | 15k | 34.46 |
|
| Paychex (PAYX) | 0.0 | $505k | 4.0k | 126.75 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $501k | -64% | 11k | 46.93 |
|
| OSI Systems (OSIS) | 0.0 | $501k | 2.0k | 249.24 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $498k | 6.6k | 75.39 |
|
|
| Yum! Brands (YUM) | 0.0 | $496k | +14% | 3.3k | 152.00 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $493k | +73% | 2.6k | 189.67 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $486k | 3.5k | 137.79 |
|
|
| Deere & Company (DE) | 0.0 | $484k | -4% | 1.1k | 457.45 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $481k | 6.3k | 76.01 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $478k | +2% | 28k | 17.16 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $472k | 7.0k | 67.41 |
|
|
| PPL Corporation (PPL) | 0.0 | $466k | 13k | 37.16 |
|
|
| Oneok (OKE) | 0.0 | $466k | -5% | 6.4k | 72.97 |
|
| CSX Corporation (CSX) | 0.0 | $464k | +9% | 13k | 35.51 |
|
| Constellation Energy (CEG) | 0.0 | $462k | -9% | 1.4k | 328.99 |
|
| Invesco Currencyshares Euro Euro Shs (FXE) | 0.0 | $462k | 4.3k | 108.37 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $461k | 1.1k | 421.81 |
|
|
| Ge Vernova (GEV) | 0.0 | $455k | +6% | 740.00 | 614.55 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $451k | -47% | 3.2k | 139.17 |
|
| Cigna Corp (CI) | 0.0 | $450k | -11% | 1.6k | 288.21 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $448k | 19k | 23.47 |
|
|
| Corteva (CTVA) | 0.0 | $446k | +21% | 6.6k | 67.63 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $445k | 1.1k | 402.44 |
|
|
| Emerson Electric (EMR) | 0.0 | $444k | +13% | 3.4k | 131.20 |
|
| Blackrock (BLK) | 0.0 | $443k | +3% | 380.00 | 1165.61 |
|
| Csw Industrials (CSW) | 0.0 | $439k | 1.8k | 242.75 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $435k | +36% | 5.3k | 82.58 |
|
| FedEx Corporation (FDX) | 0.0 | $432k | 1.8k | 235.86 |
|
|
| Tetra Tech (TTEK) | 0.0 | $432k | -23% | 13k | 33.38 |
|
| Dominion Resources (D) | 0.0 | $431k | 7.1k | 61.17 |
|
|
| Fortinet (FTNT) | 0.0 | $431k | +17% | 5.1k | 84.08 |
|
| Western Digital (WDC) | 0.0 | $430k | +3% | 3.6k | 120.06 |
|
| Palo Alto Networks (PANW) | 0.0 | $429k | +20% | 2.1k | 203.62 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.0 | $429k | 2.6k | 166.16 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $423k | -5% | 13k | 33.37 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.0 | $417k | 8.2k | 50.70 |
|
|
| Prudential Financial (PRU) | 0.0 | $416k | +2% | 4.0k | 103.75 |
|
| Automatic Data Processing (ADP) | 0.0 | $413k | +38% | 1.4k | 293.41 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $410k | +8% | 8.5k | 48.33 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $408k | 3.1k | 132.48 |
|
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $405k | 8.7k | 46.61 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $405k | +13% | 1.7k | 239.44 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $403k | +5% | 3.3k | 122.60 |
|
| Celestica (CLS) | 0.0 | $398k | +3% | 1.6k | 246.38 |
|
| Ouster Com New (OUST) | 0.0 | $394k | 15k | 27.05 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $394k | 5.7k | 68.58 |
|
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $389k | -3% | 11k | 36.33 |
|
| Nike CL B (NKE) | 0.0 | $383k | +9% | 5.5k | 69.73 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $382k | +2% | 8.3k | 46.12 |
|
| Cardinal Health (CAH) | 0.0 | $376k | 2.4k | 156.94 |
|
|
| Alphatec Hldgs Com New (ATEC) | 0.0 | $372k | 26k | 14.54 |
|
|
| American Healthcare Reit Com Shs (AHR) | 0.0 | $372k | 8.8k | 42.01 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $366k | -15% | 2.6k | 141.49 |
|
| Kla Corp Com New (KLAC) | 0.0 | $364k | +11% | 337.00 | 1078.60 |
|
| Cummins (CMI) | 0.0 | $356k | +11% | 843.00 | 422.46 |
|
| Jefferies Finl Group (JEF) | 0.0 | $356k | 5.4k | 65.42 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $354k | 6.2k | 56.75 |
|
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $354k | 3.2k | 112.35 |
|
|
| Neurocrine Biosciences (NBIX) | 0.0 | $354k | -6% | 2.5k | 140.38 |
|
| Enterprise Financial Services (EFSC) | 0.0 | $353k | 6.1k | 57.98 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $353k | +13% | 2.9k | 121.35 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $347k | NEW | 3.4k | 102.99 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $345k | +5% | 2.7k | 128.37 |
|
| Omni (OMC) | 0.0 | $344k | 4.2k | 81.53 |
|
|
| J P Morgan Exchange Traded F High Yield Muni (JMHI) | 0.0 | $343k | NEW | 6.8k | 50.49 |
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $343k | NEW | 3.7k | 92.41 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $343k | -27% | 2.4k | 140.08 |
|
| Proshares Tr Pshs Ult Semicdt (USD) | 0.0 | $340k | 3.4k | 99.02 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $339k | -24% | 2.6k | 128.24 |
|
| Vaneck Etf Trust Natural Resourc (HAP) | 0.0 | $338k | 5.9k | 57.08 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $333k | 559.00 | 596.12 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $332k | +25% | 2.3k | 142.10 |
|
| Realty Income (O) | 0.0 | $331k | 5.5k | 60.79 |
|
|
| Mattel (MAT) | 0.0 | $329k | 20k | 16.83 |
|
|
| Enbridge (ENB) | 0.0 | $328k | +4% | 6.5k | 50.46 |
|
| Carrier Global Corporation (CARR) | 0.0 | $325k | +16% | 5.4k | 59.70 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $322k | +30% | 4.2k | 76.71 |
|
| Ecolab (ECL) | 0.0 | $318k | +3% | 1.2k | 273.96 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $312k | -10% | 2.5k | 124.34 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $312k | +5% | 1.6k | 191.06 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $312k | +15% | 2.8k | 109.93 |
|
| Phillips 66 (PSX) | 0.0 | $310k | 2.3k | 136.02 |
|
|
| Ford Motor Company (F) | 0.0 | $309k | 26k | 11.96 |
|
|
| Rigetti Computing Common Stock (RGTI) | 0.0 | $307k | 10k | 29.79 |
|
|
| PerkinElmer (RVTY) | 0.0 | $305k | -9% | 3.5k | 87.66 |
|
| Ubs Group SHS (UBS) | 0.0 | $303k | NEW | 7.4k | 41.00 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $303k | 2.5k | 119.93 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $302k | +3% | 2.0k | 154.23 |
|
| RBB Motley Fool Mid (TMFM) | 0.0 | $301k | 12k | 24.81 |
|
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.0 | $300k | 8.1k | 37.19 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $298k | +18% | 394.00 | 757.38 |
|
| Dimensional Etf Trust Global Core Plus (DFGP) | 0.0 | $297k | 5.4k | 55.57 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $295k | -4% | 1.1k | 275.15 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $293k | +50% | 5.3k | 55.48 |
|
| MercadoLibre (MELI) | 0.0 | $293k | +5% | 125.00 | 2341.06 |
|
| Fiserv (FI) | 0.0 | $293k | +20% | 2.3k | 128.93 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $292k | +3% | 1.0k | 287.01 |
|
| Capital One Financial (COF) | 0.0 | $291k | +2% | 1.4k | 212.51 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $287k | 5.0k | 57.47 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $286k | 3.0k | 96.55 |
|
|
| Allstate Corporation (ALL) | 0.0 | $286k | +9% | 1.3k | 214.64 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $283k | NEW | 4.3k | 66.00 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $282k | +12% | 881.00 | 320.04 |
|
| Becton, Dickinson and (BDX) | 0.0 | $280k | +9% | 1.5k | 187.18 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $276k | 5.6k | 49.01 |
|
|
| AECOM Technology Corporation (ACM) | 0.0 | $276k | 2.1k | 130.47 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $275k | -8% | 594.00 | 463.51 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $273k | NEW | 3.8k | 72.77 |
|
| Hca Holdings (HCA) | 0.0 | $271k | 636.00 | 426.51 |
|
|
| Norfolk Southern (NSC) | 0.0 | $271k | 903.00 | 300.35 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $271k | 2.5k | 108.80 |
|
|
| Agnico (AEM) | 0.0 | $268k | NEW | 1.6k | 168.56 |
|
| Fastenal Company (FAST) | 0.0 | $267k | +12% | 5.4k | 49.04 |
|
| Hp (HPQ) | 0.0 | $267k | -3% | 9.8k | 27.23 |
|
| Ishares Tr Ibonds 25 Trm Hg (IBHE) | 0.0 | $266k | +2% | 12k | 23.22 |
|
| Chubb (CB) | 0.0 | $264k | -3% | 934.00 | 282.33 |
|
| Cadence Design Systems (CDNS) | 0.0 | $263k | -7% | 750.00 | 351.11 |
|
| Rli (RLI) | 0.0 | $263k | +2% | 4.0k | 65.22 |
|
| Marvell Technology (MRVL) | 0.0 | $262k | NEW | 3.1k | 84.07 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $261k | NEW | 1.1k | 236.06 |
|
| Caci Intl Cl A (CACI) | 0.0 | $260k | NEW | 521.00 | 498.78 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $259k | -2% | 2.7k | 95.13 |
|
| First Tr Exchange-traded A Com Shs (FNX) | 0.0 | $259k | -2% | 2.1k | 125.41 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $257k | -11% | 2.6k | 99.11 |
|
| Wec Energy Group (WEC) | 0.0 | $256k | +15% | 2.2k | 114.59 |
|
| United Rentals (URI) | 0.0 | $256k | NEW | 268.00 | 954.76 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $255k | NEW | 5.6k | 45.21 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $254k | +7% | 6.5k | 39.22 |
|
| Medtronic SHS (MDT) | 0.0 | $252k | NEW | 2.6k | 95.24 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $250k | NEW | 2.3k | 108.96 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $248k | NEW | 269.00 | 920.64 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $247k | +7% | 7.7k | 32.07 |
|
| W.W. Grainger (GWW) | 0.0 | $246k | -6% | 258.00 | 952.96 |
|
| Axon Enterprise (AXON) | 0.0 | $245k | +3% | 341.00 | 717.64 |
|
| Curtiss-Wright (CW) | 0.0 | $242k | -15% | 446.00 | 542.94 |
|
| Illinois Tool Works (ITW) | 0.0 | $241k | NEW | 922.00 | 260.83 |
|
| Analog Devices (ADI) | 0.0 | $240k | +7% | 977.00 | 245.80 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $240k | +3% | 8.1k | 29.62 |
|
| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.0 | $240k | 5.6k | 42.60 |
|
|
| Textron (TXT) | 0.0 | $240k | 2.8k | 84.49 |
|
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $240k | NEW | 8.1k | 29.62 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $240k | -16% | 7.6k | 31.42 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $239k | +5% | 1.9k | 125.83 |
|
| Strategy Cl A New (MSTR) | 0.0 | $238k | 738.00 | 322.42 |
|
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $236k | +22% | 4.0k | 59.61 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $235k | +2% | 760.00 | 309.74 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $235k | -3% | 721.00 | 326.47 |
|
| Cintas Corporation (CTAS) | 0.0 | $233k | +5% | 1.1k | 205.26 |
|
| Rbc Cad (RY) | 0.0 | $231k | NEW | 1.6k | 147.32 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $229k | -2% | 2.6k | 89.34 |
|
| UFP Technologies (UFPT) | 0.0 | $229k | 1.1k | 199.60 |
|
|
| Dimensional Etf Trust Calif Mun Bd Etf (DFCA) | 0.0 | $227k | NEW | 4.6k | 49.83 |
|
| Simon Property (SPG) | 0.0 | $225k | -6% | 1.2k | 187.67 |
|
| Dell Technologies CL C (DELL) | 0.0 | $223k | NEW | 1.6k | 141.76 |
|
| RBB Motley Fool Gbl (TMFG) | 0.0 | $223k | 7.4k | 29.94 |
|
|
| Ishares Tr Future Exponenti (XT) | 0.0 | $219k | NEW | 3.0k | 71.94 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $218k | NEW | 5.1k | 42.37 |
|
| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $217k | 17k | 12.67 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $216k | NEW | 301.00 | 718.83 |
|
| S&p Global (SPGI) | 0.0 | $216k | 444.00 | 486.27 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $216k | +3% | 667.00 | 323.58 |
|
| ViaSat (VSAT) | 0.0 | $213k | NEW | 7.3k | 29.30 |
|
| Meridianlink Common Stock (MLNK) | 0.0 | $213k | 11k | 19.93 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $212k | NEW | 6.8k | 31.16 |
|
| SYSCO Corporation (SYY) | 0.0 | $212k | -24% | 2.6k | 82.35 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $211k | NEW | 3.0k | 70.99 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $211k | NEW | 4.9k | 43.16 |
|
| General Mills (GIS) | 0.0 | $210k | NEW | 4.2k | 50.42 |
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $209k | 18k | 11.50 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $207k | NEW | 367.00 | 563.01 |
|
| American Centy Etf Tr Diversified Mu (TAXF) | 0.0 | $206k | NEW | 4.1k | 50.23 |
|
| Kinder Morgan (KMI) | 0.0 | $206k | NEW | 7.3k | 28.31 |
|
| O'reilly Automotive (ORLY) | 0.0 | $205k | NEW | 1.9k | 107.79 |
|
| Synopsys (SNPS) | 0.0 | $204k | +5% | 414.00 | 493.39 |
|
| Exelon Corporation (EXC) | 0.0 | $204k | NEW | 4.5k | 45.01 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $202k | NEW | 2.4k | 84.32 |
|
| Autodesk (ADSK) | 0.0 | $202k | NEW | 635.00 | 317.62 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $159k | -12% | 11k | 14.68 |
|
| Integra Lifesciences Hldgs C Com New (IART) | 0.0 | $154k | 11k | 14.33 |
|
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $140k | 66k | 2.11 |
|
|
| Evolus (EOLS) | 0.0 | $110k | NEW | 18k | 6.14 |
|
| Pimco CA Municipal Income Fund (PCQ) | 0.0 | $108k | NEW | 12k | 8.72 |
|
| Five Point Holdings Com Cl A (FPH) | 0.0 | $107k | 18k | 6.13 |
|
|
| Callaway Golf Company (MODG) | 0.0 | $103k | 11k | 9.50 |
|
|
| Rxsight (RXST) | 0.0 | $98k | 11k | 8.99 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $91k | NEW | 10k | 8.97 |
|
| Bigbear Ai Hldgs (BBAI) | 0.0 | $79k | +19% | 12k | 6.52 |
|
| Above Food Ingredients (ABVE) | 0.0 | $51k | +9% | 29k | 1.74 |
|
| Cronos Group (CRON) | 0.0 | $28k | 10k | 2.78 |
|
Past Filings by Pure Financial Advisors
SEC 13F filings are viewable for Pure Financial Advisors going back to 2012
- 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
- Pure Financial Advisors 2021 Q4 filed Jan. 12, 2022