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, IGSB, DFAT, and represent 34.33% of Pure Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$72M), IEFA (+$49M), BND (+$28M), IJH (+$25M), SPY (+$22M), AAPL (+$21M), VOO (+$18M), DFAT (+$18M), IEMG (+$17M), IJR (+$15M).
- Started 94 new stock positions in BX, CDNS, GWW, BBAI, HYMB, ON, USD, NSC, CB, UFPT.
- Reduced shares in these 10 stocks: VEA, VBR, AVEM, STIP, SPSM, SHW, JIRE, SPIP, SPTM, TIP.
- Sold out of its positions in EIX, IEF, Nordstrom, PHYS.
- Pure Financial Advisors was a net buyer of stock by $594M.
- Pure Financial Advisors has $5.7B in assets under management (AUM), dropping by 18.81%.
- Central Index Key (CIK): 0001571556
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Portfolio Holdings for Pure Financial Advisors
Pure Financial Advisors holds 471 positions in its portfolio as reported in the June 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) | 10.6 | $604M | +3% | 977k | 617.85 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 8.8 | $497M | +5% | 6.8M | 73.63 |
|
Ishares Tr Core Msci Eafe (IEFA) | 6.1 | $348M | +16% | 4.2M | 83.48 |
|
Ishares Tr Ishs 1-5yr Invs (IGSB) | 4.5 | $254M | +5% | 4.8M | 52.76 |
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Dimensional Etf Trust Us Targeted Vlu (DFAT) | 4.4 | $248M | +7% | 4.6M | 53.96 |
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Dimensional Etf Trust Us High Profitab (DUHP) | 4.0 | $226M | +3% | 6.4M | 35.56 |
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Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.1 | $178M | +4% | 2.8M | 63.71 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 2.9 | $167M | +2% | 1.9M | 89.06 |
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Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.7 | $156M | 4.3M | 35.84 |
|
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Dimensional Etf Trust Us Core Equity 1 (DCOR) | 2.5 | $141M | +3% | 2.1M | 66.85 |
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American Centy Etf Tr Intl Smcp Vlu (AVDV) | 2.3 | $129M | 1.6M | 79.28 |
|
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.2 | $126M | +6% | 2.1M | 58.78 |
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Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $108M | +194% | 174k | 620.90 |
|
Spdr Index Shs Fds Glb Nat Resrce (GNR) | 1.9 | $106M | +2% | 2.0M | 54.24 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $103M | +3% | 2.1M | 49.46 |
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American Centy Etf Tr Us Large Cap Vlu (AVLV) | 1.8 | $102M | 1.5M | 68.21 |
|
|
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.8 | $100M | 2.9M | 34.57 |
|
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American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.7 | $95M | 1.4M | 68.54 |
|
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.6 | $89M | -3% | 1.6M | 57.01 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $86M | +26% | 151k | 568.03 |
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Apple (AAPL) | 1.0 | $57M | +57% | 279k | 205.17 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.9 | $49M | +2% | 990k | 49.51 |
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.9 | $49M | 2.0M | 24.44 |
|
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J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.8 | $48M | 676k | 70.77 |
|
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $45M | 333k | 135.04 |
|
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $44M | +25% | 143k | 303.93 |
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Microsoft Corporation (MSFT) | 0.7 | $40M | +40% | 80k | 497.41 |
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Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.7 | $39M | 917k | 42.26 |
|
|
Vanguard World Mega Cap Val Etf (MGV) | 0.7 | $37M | 284k | 131.20 |
|
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Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $37M | +2% | 129k | 285.30 |
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Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $36M | +2% | 443k | 80.65 |
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Schwab Strategic Tr Us Tips Etf (SCHP) | 0.6 | $35M | 1.3M | 26.68 |
|
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Vanguard Index Fds Growth Etf (VUG) | 0.6 | $35M | 80k | 438.40 |
|
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $31M | +461% | 496k | 62.02 |
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Ishares Core Msci Emkt (IEMG) | 0.5 | $31M | +119% | 509k | 60.03 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $30M | +21% | 125k | 236.98 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $29M | +13% | 160k | 182.82 |
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Spdr Series Trust Portfli Tips Etf (SPIP) | 0.5 | $28M | -2% | 1.1M | 26.06 |
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Ishares Emng Mkts Eqt (EMGF) | 0.5 | $27M | +5% | 513k | 52.07 |
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.5 | $26M | 617k | 42.59 |
|
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Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $25M | 90k | 279.83 |
|
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Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $24M | +4% | 245k | 99.20 |
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $24M | 598k | 40.49 |
|
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Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.4 | $24M | -5% | 230k | 102.91 |
|
Amazon (AMZN) | 0.4 | $22M | +51% | 101k | 219.39 |
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Flexshares Tr Mornstar Upstr (GUNR) | 0.4 | $22M | +9% | 550k | 40.11 |
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NVIDIA Corporation (NVDA) | 0.4 | $22M | +25% | 137k | 157.99 |
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $21M | +86% | 284k | 72.68 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $20M | +37% | 129k | 157.76 |
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.3 | $18M | -2% | 347k | 52.34 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $18M | +3% | 195k | 92.62 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $18M | +489% | 163k | 109.29 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $17M | +4% | 561k | 30.68 |
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Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.3 | $17M | -3% | 223k | 74.89 |
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Vanguard Index Fds Value Etf (VTV) | 0.3 | $16M | +3% | 93k | 176.74 |
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Vanguard Wellington Us Quality (VFQY) | 0.3 | $16M | +118% | 113k | 143.72 |
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Ishares Tr Tips Bd Etf (TIP) | 0.3 | $15M | -3% | 134k | 110.04 |
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $14M | 577k | 24.38 |
|
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $14M | +38% | 29k | 485.77 |
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JPMorgan Chase & Co. (JPM) | 0.2 | $14M | +147% | 48k | 289.91 |
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Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $13M | +14% | 236k | 56.56 |
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Spdr Series Trust Portfolio S&p600 (SPSM) | 0.2 | $12M | -6% | 283k | 42.60 |
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Oracle Corporation (ORCL) | 0.2 | $12M | +325% | 54k | 218.63 |
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Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.2 | $11M | 410k | 27.04 |
|
|
Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $11M | -2% | 192k | 55.74 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $11M | -20% | 54k | 195.01 |
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Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.2 | $10M | +76% | 266k | 39.25 |
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Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $10M | -5% | 350k | 29.37 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $10M | +137% | 58k | 176.23 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $9.7M | -2% | 108k | 89.39 |
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Tesla Motors (TSLA) | 0.2 | $9.4M | +12% | 30k | 317.66 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $9.3M | +8% | 17k | 551.63 |
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Visa Com Cl A (V) | 0.2 | $9.1M | +369% | 26k | 355.05 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $9.1M | +69% | 135k | 67.22 |
|
Costco Wholesale Corporation (COST) | 0.2 | $8.8M | +10% | 8.9k | 989.92 |
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Dimensional Etf Trust Dimensional Us (DXUV) | 0.1 | $8.5M | +56% | 156k | 54.23 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $8.4M | 102k | 82.86 |
|
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $8.4M | +99% | 20k | 424.58 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $8.1M | +57% | 24k | 339.58 |
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Dimensional Etf Trust Short Duration F (DFSD) | 0.1 | $7.5M | +7% | 156k | 48.01 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $7.3M | +2% | 38k | 192.71 |
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Spdr Series Trust Portfolio Agrgte (SPAB) | 0.1 | $7.3M | 285k | 25.60 |
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Caterpillar (CAT) | 0.1 | $7.2M | +66% | 19k | 388.20 |
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Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.1 | $7.1M | +402% | 305k | 23.34 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $7.0M | +18% | 88k | 79.50 |
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Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.1 | $6.9M | -7% | 111k | 62.03 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $6.6M | 34k | 195.42 |
|
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Dimensional Etf Trust Dimensional Intl (DXIV) | 0.1 | $6.4M | +26% | 110k | 58.05 |
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Exxon Mobil Corporation (XOM) | 0.1 | $6.4M | +64% | 59k | 107.80 |
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Raytheon Technologies Corp (RTX) | 0.1 | $6.2M | +149% | 43k | 146.02 |
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Mastercard Incorporated Cl A (MA) | 0.1 | $6.1M | +575% | 11k | 561.93 |
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Motorcar Parts of America (MPAA) | 0.1 | $5.8M | NEW | 516k | 11.20 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $5.7M | 133k | 42.74 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $5.7M | +40% | 54k | 104.48 |
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Boeing Company (BA) | 0.1 | $5.6M | +182% | 27k | 209.53 |
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Home Depot (HD) | 0.1 | $5.5M | +28% | 15k | 366.63 |
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Alphabet Cap Stk Cl C (GOOG) | 0.1 | $5.5M | +22% | 31k | 177.39 |
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Lowe's Companies (LOW) | 0.1 | $5.5M | +829% | 25k | 221.87 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $5.4M | -2% | 193k | 28.05 |
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Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $5.2M | 101k | 51.09 |
|
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $5.1M | -3% | 31k | 164.46 |
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Broadcom (AVGO) | 0.1 | $5.0M | +78% | 18k | 275.65 |
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Wal-Mart Stores (WMT) | 0.1 | $5.0M | +34% | 51k | 97.78 |
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UnitedHealth (UNH) | 0.1 | $5.0M | +228% | 16k | 311.97 |
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Ishares Tr North Amern Nat (IGE) | 0.1 | $4.7M | -7% | 107k | 44.25 |
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Solid Power Class A Com (SLDP) | 0.1 | $4.7M | NEW | 2.1M | 2.19 |
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Honeywell International (HON) | 0.1 | $4.6M | +213% | 20k | 232.88 |
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Merck & Co (MRK) | 0.1 | $4.3M | +130% | 55k | 79.16 |
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Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $4.3M | +86% | 131k | 32.91 |
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Johnson & Johnson (JNJ) | 0.1 | $4.3M | +40% | 28k | 152.75 |
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Dimensional Etf Trust International (DFSI) | 0.1 | $4.2M | +45% | 107k | 39.41 |
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Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $4.2M | +6% | 199k | 21.16 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $4.0M | -7% | 51k | 78.70 |
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Spdr Series Trust Portfolio S&p400 (SPMD) | 0.1 | $4.0M | +3% | 73k | 54.38 |
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Philip Morris International (PM) | 0.1 | $3.9M | +4% | 22k | 182.13 |
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Duke Energy Corp Com New (DUK) | 0.1 | $3.9M | +989% | 33k | 118.00 |
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Leidos Holdings (LDOS) | 0.1 | $3.9M | 25k | 157.76 |
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Meta Platforms Cl A (META) | 0.1 | $3.9M | +19% | 5.3k | 738.06 |
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Select Sector Spdr Tr Technology (XLK) | 0.1 | $3.9M | +5% | 15k | 253.24 |
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Ishares Tr Esg Optimized (SUSA) | 0.1 | $3.8M | 30k | 126.75 |
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Aon Shs Cl A (AON) | 0.1 | $3.8M | +3% | 11k | 356.75 |
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Pepsi (PEP) | 0.1 | $3.6M | +360% | 27k | 132.04 |
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Eli Lilly & Co. (LLY) | 0.1 | $3.5M | +16% | 4.5k | 779.54 |
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Qualcomm (QCOM) | 0.1 | $3.5M | +9% | 22k | 159.26 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.4M | +142% | 16k | 204.66 |
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Netflix (NFLX) | 0.1 | $3.3M | +12% | 2.5k | 1339.08 |
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Procter & Gamble Company (PG) | 0.1 | $3.3M | +7% | 21k | 159.32 |
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $3.2M | -3% | 87k | 37.18 |
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Abbott Laboratories (ABT) | 0.1 | $3.2M | +162% | 23k | 136.01 |
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Chevron Corporation (CVX) | 0.1 | $3.1M | +8% | 22k | 143.19 |
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Reliance Steel & Aluminum (RS) | 0.1 | $3.0M | +3% | 9.7k | 313.90 |
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Public Storage (PSA) | 0.1 | $2.9M | +860% | 9.9k | 293.42 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $2.9M | +5% | 131k | 22.10 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.9M | +76% | 15k | 194.23 |
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Dimensional Etf Trust Emerging Markets (DFSE) | 0.0 | $2.8M | +64% | 73k | 38.06 |
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Sempra Energy (SRE) | 0.0 | $2.7M | +3% | 36k | 75.77 |
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General Dynamics Corporation (GD) | 0.0 | $2.7M | +52% | 9.2k | 291.65 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $2.7M | +7% | 21k | 128.60 |
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Spdr Gold Tr Gold Shs (GLD) | 0.0 | $2.6M | +30% | 8.7k | 304.83 |
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Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $2.6M | -17% | 195k | 13.11 |
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Lockheed Martin Corporation (LMT) | 0.0 | $2.5M | +18% | 5.4k | 463.10 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $2.3M | -4% | 49k | 48.24 |
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Palantir Technologies Cl A (PLTR) | 0.0 | $2.3M | +53% | 17k | 136.32 |
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McDonald's Corporation (MCD) | 0.0 | $2.3M | +80% | 7.8k | 292.16 |
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NVR (NVR) | 0.0 | $2.3M | 306.00 | 7385.66 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $2.2M | -9% | 81k | 27.67 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $2.2M | +51% | 16k | 135.30 |
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Northrop Grumman Corporation (NOC) | 0.0 | $2.2M | +4% | 4.3k | 500.02 |
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Iqvia Holdings (IQV) | 0.0 | $2.1M | NEW | 14k | 157.59 |
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United Parcel Service CL B (UPS) | 0.0 | $2.1M | 21k | 100.94 |
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Linde SHS (LIN) | 0.0 | $2.0M | +616% | 4.3k | 469.19 |
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Sherwin-Williams Company (SHW) | 0.0 | $2.0M | -29% | 5.9k | 343.36 |
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Bank of America Corporation (BAC) | 0.0 | $2.0M | +21% | 42k | 47.32 |
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Science App Int'l (SAIC) | 0.0 | $1.9M | 17k | 112.61 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $1.9M | -19% | 39k | 49.03 |
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Mvb Financial (MVBF) | 0.0 | $1.9M | 85k | 22.53 |
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Walt Disney Company (DIS) | 0.0 | $1.9M | +24% | 15k | 124.01 |
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Altria (MO) | 0.0 | $1.9M | -3% | 32k | 58.63 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $1.8M | +97% | 31k | 59.81 |
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.0 | $1.8M | +98% | 38k | 47.43 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $1.8M | 76k | 23.83 |
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Abbvie (ABBV) | 0.0 | $1.8M | +27% | 9.6k | 185.61 |
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Cisco Systems (CSCO) | 0.0 | $1.7M | +48% | 25k | 69.38 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $1.7M | +12% | 14k | 123.58 |
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International Business Machines (IBM) | 0.0 | $1.7M | +23% | 5.9k | 294.78 |
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $1.7M | 37k | 45.77 |
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Wells Fargo & Company (WFC) | 0.0 | $1.7M | +3% | 21k | 80.12 |
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Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $1.6M | +2% | 25k | 64.85 |
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Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $1.6M | +7% | 51k | 31.09 |
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Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.5M | 12k | 132.14 |
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Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.5M | +7% | 2.3k | 663.37 |
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Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.0 | $1.5M | NEW | 14k | 111.80 |
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Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $1.5M | +7% | 30k | 48.86 |
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Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $1.5M | +20% | 14k | 106.34 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $1.5M | +18% | 18k | 82.92 |
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $1.4M | +133% | 25k | 54.40 |
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Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $1.4M | +7% | 15k | 89.22 |
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Amgen (AMGN) | 0.0 | $1.3M | +15% | 4.8k | 279.24 |
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $1.3M | 9.8k | 134.38 |
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Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.3M | 3.7k | 351.02 |
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Pure Storage Cl A (PSTG) | 0.0 | $1.3M | +10% | 23k | 57.58 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.3M | +248% | 2.9k | 445.26 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.2M | +66% | 5.8k | 215.77 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.2M | +61% | 5.5k | 226.49 |
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Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 0.0 | $1.2M | -7% | 15k | 79.43 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $1.2M | -8% | 4.3k | 284.36 |
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At&t (T) | 0.0 | $1.2M | +42% | 42k | 28.94 |
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $1.2M | +44% | 28k | 42.36 |
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Intuitive Surgical Com New (ISRG) | 0.0 | $1.2M | +6% | 2.2k | 543.28 |
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Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $1.1M | 12k | 93.99 |
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Spdr Series Trust Bloomberg Intl T (BWX) | 0.0 | $1.1M | -5% | 49k | 23.49 |
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American Express Company (AXP) | 0.0 | $1.1M | +32% | 3.5k | 318.95 |
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Stryker Corporation (SYK) | 0.0 | $1.1M | +29% | 2.8k | 395.57 |
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Spdr Series Trust Bloomberg High Y (JNK) | 0.0 | $1.1M | 11k | 97.27 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $1.1M | +11% | 5.1k | 217.31 |
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TJX Companies (TJX) | 0.0 | $1.1M | +5% | 8.9k | 123.48 |
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Adobe Systems Incorporated (ADBE) | 0.0 | $1.1M | +14% | 2.8k | 386.85 |
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Anthem (ELV) | 0.0 | $1.1M | +39% | 2.7k | 389.02 |
|
Verizon Communications (VZ) | 0.0 | $1.1M | +50% | 25k | 43.27 |
|
Ge Aerospace Com New (GE) | 0.0 | $1.1M | +14% | 4.1k | 257.41 |
|
AFLAC Incorporated (AFL) | 0.0 | $1.1M | +74% | 10k | 105.46 |
|
Starbucks Corporation (SBUX) | 0.0 | $1.1M | +11% | 12k | 91.63 |
|
Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.0 | $1.0M | -6% | 12k | 86.87 |
|
Paccar (PCAR) | 0.0 | $1.0M | -2% | 11k | 95.06 |
|
Servicenow (NOW) | 0.0 | $1.0M | +16% | 993.00 | 1027.67 |
|
Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $1.0M | +30% | 15k | 67.78 |
|
Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $948k | 10k | 91.73 |
|
|
Colgate-Palmolive Company (CL) | 0.0 | $939k | +30% | 10k | 90.90 |
|
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $914k | +3% | 15k | 61.21 |
|
Gartner (IT) | 0.0 | $909k | NEW | 2.2k | 404.29 |
|
Booking Holdings (BKNG) | 0.0 | $906k | +231% | 156.00 | 5807.05 |
|
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $894k | +64% | 23k | 39.17 |
|
Charles Schwab Corporation (SCHW) | 0.0 | $888k | +4% | 9.7k | 91.24 |
|
Goldman Sachs (GS) | 0.0 | $887k | +68% | 1.3k | 707.63 |
|
Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $870k | +5% | 9.2k | 94.63 |
|
Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $866k | +65% | 13k | 67.02 |
|
M&T Bank Corporation (MTB) | 0.0 | $848k | +3% | 4.4k | 193.99 |
|
PNC Financial Services (PNC) | 0.0 | $843k | +6% | 4.5k | 186.43 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $837k | +21% | 2.8k | 298.89 |
|
Select Sector Spdr Tr Communication (XLC) | 0.0 | $834k | +5% | 7.7k | 108.53 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $833k | 6.2k | 134.79 |
|
|
Vanguard World Financials Etf (VFH) | 0.0 | $832k | +24% | 6.5k | 127.31 |
|
Sap Se Spon Adr (SAP) | 0.0 | $831k | +60% | 2.7k | 304.15 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $831k | +36% | 6.0k | 138.68 |
|
Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $813k | +3% | 22k | 37.03 |
|
McKesson Corporation (MCK) | 0.0 | $812k | +9% | 1.1k | 732.90 |
|
Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $802k | NEW | 32k | 25.18 |
|
Pfizer (PFE) | 0.0 | $801k | +38% | 33k | 24.24 |
|
Uber Technologies (UBER) | 0.0 | $797k | +28% | 8.5k | 93.30 |
|
Advanced Micro Devices (AMD) | 0.0 | $779k | +9% | 5.5k | 141.89 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $774k | +7% | 7.0k | 110.10 |
|
Spdr Series Trust Ice Pfd Sec Etf (PSK) | 0.0 | $773k | +64% | 24k | 31.76 |
|
Lam Research Corp Com New (LRCX) | 0.0 | $765k | +68% | 7.9k | 97.34 |
|
Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $764k | 12k | 61.57 |
|
|
Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $757k | 18k | 42.28 |
|
|
Avery Dennison Corporation (AVY) | 0.0 | $757k | +15% | 4.3k | 175.47 |
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $753k | NEW | 13k | 56.85 |
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $727k | -9% | 25k | 29.21 |
|
Ishares Tr Mbs Etf (MBB) | 0.0 | $723k | +62% | 7.7k | 93.89 |
|
Marathon Petroleum Corp (MPC) | 0.0 | $720k | +2% | 4.3k | 166.11 |
|
Ishares Msci Emrg Chn (EMXC) | 0.0 | $713k | +11% | 11k | 63.14 |
|
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $699k | +18% | 872.00 | 801.71 |
|
Ishares Msci Bic Etf (BKF) | 0.0 | $695k | 17k | 41.46 |
|
|
Texas Instruments Incorporated (TXN) | 0.0 | $685k | +27% | 3.3k | 207.60 |
|
Coca-Cola Company (KO) | 0.0 | $684k | +19% | 9.7k | 70.75 |
|
Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $676k | +21% | 7.1k | 95.32 |
|
Union Pacific Corporation (UNP) | 0.0 | $660k | NEW | 2.9k | 230.11 |
|
Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $658k | NEW | 27k | 24.25 |
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $657k | NEW | 4.4k | 149.59 |
|
Select Sector Spdr Tr Financial (XLF) | 0.0 | $650k | +80% | 12k | 52.37 |
|
Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $649k | -4% | 9.9k | 65.50 |
|
Marsh & McLennan Companies (MMC) | 0.0 | $648k | +46% | 3.0k | 218.60 |
|
Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $622k | +180% | 6.6k | 94.77 |
|
Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $618k | NEW | 27k | 23.36 |
|
Applied Materials (AMAT) | 0.0 | $618k | +19% | 3.4k | 183.05 |
|
Tetra Tech (TTEK) | 0.0 | $612k | 17k | 35.96 |
|
|
Nxp Semiconductors N V (NXPI) | 0.0 | $605k | +5% | 2.8k | 218.52 |
|
Waste Management (WM) | 0.0 | $602k | +129% | 2.6k | 228.84 |
|
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB) | 0.0 | $598k | +9% | 15k | 38.96 |
|
Nextera Energy (NEE) | 0.0 | $597k | +167% | 8.6k | 69.42 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $595k | -21% | 22k | 26.50 |
|
Paychex (PAYX) | 0.0 | $591k | +31% | 4.1k | 145.45 |
|
Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $586k | -2% | 6.8k | 86.09 |
|
Cigna Corp (CI) | 0.0 | $584k | +57% | 1.8k | 330.51 |
|
First Tr Exchange-traded SHS (FVD) | 0.0 | $583k | +50% | 13k | 44.70 |
|
AutoZone (AZO) | 0.0 | $580k | NEW | 156.00 | 3718.89 |
|
Travelers Companies (TRV) | 0.0 | $577k | +105% | 2.2k | 267.52 |
|
Bristol Myers Squibb (BMY) | 0.0 | $576k | +35% | 12k | 46.29 |
|
Ishares Tr Eafe Value Etf (EFV) | 0.0 | $575k | +7% | 9.1k | 63.48 |
|
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $575k | +30% | 7.4k | 77.50 |
|
Micron Technology (MU) | 0.0 | $571k | +24% | 4.6k | 123.24 |
|
Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $566k | NEW | 25k | 22.93 |
|
Deere & Company (DE) | 0.0 | $565k | NEW | 1.1k | 508.69 |
|
Rockwell Automation (ROK) | 0.0 | $564k | +3% | 1.7k | 332.21 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $561k | +62% | 8.1k | 69.09 |
|
Mondelez Intl Cl A (MDLZ) | 0.0 | $553k | +46% | 8.2k | 67.44 |
|
Oneok (OKE) | 0.0 | $551k | NEW | 6.8k | 81.62 |
|
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $548k | +6% | 5.5k | 99.48 |
|
Dimensional Etf Trust Ultrashort Fixed (DUSB) | 0.0 | $546k | 11k | 50.75 |
|
|
Agnc Invt Corp Com reit (AGNC) | 0.0 | $545k | NEW | 59k | 9.19 |
|
Ishares Tr Broad Usd High (USHY) | 0.0 | $529k | +57% | 14k | 37.51 |
|
First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $527k | 5.8k | 90.89 |
|
|
Intel Corporation (INTC) | 0.0 | $527k | +10% | 24k | 22.40 |
|
Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $524k | 7.2k | 72.69 |
|
|
salesforce (CRM) | 0.0 | $524k | +4% | 1.9k | 272.75 |
|
Csw Industrials (CSW) | 0.0 | $523k | NEW | 1.8k | 286.83 |
|
Unified Ser Tr Ballast Smlmd Cp (MGMT) | 0.0 | $521k | 13k | 39.48 |
|
|
ConocoPhillips (COP) | 0.0 | $516k | +31% | 5.7k | 89.74 |
|
Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $515k | NEW | 10k | 51.36 |
|
Gilead Sciences (GILD) | 0.0 | $515k | +33% | 4.6k | 110.87 |
|
First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.0 | $508k | 5.6k | 90.17 |
|
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $504k | -4% | 1.8k | 276.97 |
|
Constellation Energy (CEG) | 0.0 | $501k | NEW | 1.6k | 322.69 |
|
Eaton Corp SHS (ETN) | 0.0 | $497k | +36% | 1.4k | 356.94 |
|
3M Company (MMM) | 0.0 | $497k | +13% | 3.3k | 152.22 |
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $495k | +11% | 27k | 18.13 |
|
Wheaton Precious Metals Corp (WPM) | 0.0 | $487k | 5.4k | 89.80 |
|
|
Southern Company (SO) | 0.0 | $486k | +69% | 5.3k | 91.83 |
|
Intuit (INTU) | 0.0 | $480k | +46% | 609.00 | 787.91 |
|
Corning Incorporated (GLW) | 0.0 | $479k | +3% | 9.1k | 52.59 |
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $478k | +11% | 5.3k | 90.98 |
|
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $478k | 6.3k | 75.58 |
|
|
Morgan Stanley Com New (MS) | 0.0 | $477k | +35% | 3.4k | 140.85 |
|
Motorola Solutions Com New (MSI) | 0.0 | $470k | +6% | 1.1k | 420.51 |
|
Trane Technologies SHS (TT) | 0.0 | $470k | +34% | 1.1k | 437.25 |
|
Invesco Currencyshares Euro Euro Shs (FXE) | 0.0 | $463k | NEW | 4.3k | 108.79 |
|
Fortinet (FTNT) | 0.0 | $461k | +78% | 4.4k | 105.72 |
|
Shell Spon Ads (SHEL) | 0.0 | $460k | +32% | 6.5k | 70.41 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $459k | +5% | 3.6k | 128.51 |
|
Charter Communications Inc N Cl A (CHTR) | 0.0 | $459k | +5% | 1.1k | 408.87 |
|
Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $455k | +4% | 3.4k | 135.72 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $454k | -3% | 891.00 | 509.56 |
|
Citigroup Com New (C) | 0.0 | $454k | NEW | 5.3k | 85.12 |
|
OSI Systems (OSIS) | 0.0 | $453k | NEW | 2.0k | 224.86 |
|
CVS Caremark Corporation (CVS) | 0.0 | $450k | +116% | 6.5k | 68.98 |
|
Spdr Series Trust Nuveen Ice High (HYMB) | 0.0 | $445k | NEW | 18k | 24.78 |
|
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $443k | -20% | 19k | 23.24 |
|
Arista Networks Com Shs (ANET) | 0.0 | $435k | +57% | 4.3k | 102.31 |
|
Thermo Fisher Scientific (TMO) | 0.0 | $435k | -6% | 1.1k | 405.35 |
|
Illumina (ILMN) | 0.0 | $434k | NEW | 4.5k | 95.42 |
|
PPL Corporation (PPL) | 0.0 | $428k | +6% | 13k | 33.89 |
|
Novartis Sponsored Adr (NVS) | 0.0 | $425k | NEW | 3.5k | 121.01 |
|
FedEx Corporation (FDX) | 0.0 | $424k | +22% | 1.9k | 227.33 |
|
Yum! Brands (YUM) | 0.0 | $422k | 2.9k | 148.18 |
|
|
Prudential Financial (PRU) | 0.0 | $421k | +3% | 3.9k | 107.45 |
|
Alliant Energy Corporation (LNT) | 0.0 | $418k | 6.9k | 60.47 |
|
|
Sprouts Fmrs Mkt (SFM) | 0.0 | $413k | +11% | 2.5k | 164.64 |
|
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.0 | $410k | NEW | 8.2k | 49.82 |
|
Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $408k | +39% | 3.1k | 133.03 |
|
The Trade Desk Com Cl A (TTD) | 0.0 | $408k | +14% | 5.7k | 71.99 |
|
Corteva (CTVA) | 0.0 | $405k | +7% | 5.4k | 74.53 |
|
Cardinal Health (CAH) | 0.0 | $404k | +34% | 2.4k | 168.01 |
|
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $403k | -14% | 13k | 30.14 |
|
Dominion Resources (D) | 0.0 | $402k | +58% | 7.1k | 56.52 |
|
Vanguard World Mega Grwth Ind (MGK) | 0.0 | $401k | -7% | 1.1k | 366.19 |
|
Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $399k | +17% | 3.5k | 115.36 |
|
Gaming & Leisure Pptys (GLPI) | 0.0 | $399k | 8.5k | 46.68 |
|
|
Emerson Electric (EMR) | 0.0 | $398k | +36% | 3.0k | 133.35 |
|
L3harris Technologies (LHX) | 0.0 | $398k | +12% | 1.6k | 250.88 |
|
Skechers U S A Cl A (SKX) | 0.0 | $395k | -5% | 6.3k | 63.10 |
|
CSX Corporation (CSX) | 0.0 | $389k | NEW | 12k | 32.63 |
|
Vanguard World Consum Stp Etf (VDC) | 0.0 | $389k | 1.8k | 219.00 |
|
|
Blackrock (BLK) | 0.0 | $384k | NEW | 366.00 | 1049.01 |
|
Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $381k | +12% | 3.1k | 123.60 |
|
Mattel (MAT) | 0.0 | $380k | NEW | 19k | 19.72 |
|
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $378k | -5% | 11k | 34.18 |
|
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.0 | $374k | +2% | 2.6k | 144.91 |
|
PerkinElmer (RVTY) | 0.0 | $371k | 3.8k | 96.73 |
|
|
Ge Vernova (GEV) | 0.0 | $367k | NEW | 694.00 | 528.83 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $364k | -7% | 2.7k | 133.32 |
|
Kimberly-Clark Corporation (KMB) | 0.0 | $361k | +32% | 2.8k | 128.92 |
|
Ouster Com New (OUST) | 0.0 | $357k | NEW | 15k | 24.25 |
|
Metropcs Communications (TMUS) | 0.0 | $356k | +11% | 1.5k | 238.33 |
|
Palo Alto Networks (PANW) | 0.0 | $356k | +28% | 1.7k | 204.65 |
|
Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $355k | 5.7k | 61.85 |
|
|
Nike CL B (NKE) | 0.0 | $355k | NEW | 5.0k | 71.04 |
|
Expeditors International of Washington (EXPD) | 0.0 | $354k | 3.1k | 114.26 |
|
|
Us Bancorp Del Com New (USB) | 0.0 | $354k | +3% | 7.8k | 45.25 |
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $353k | -18% | 14k | 25.30 |
|
BP Sponsored Adr (BP) | 0.0 | $349k | NEW | 12k | 29.93 |
|
Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $346k | +2% | 8.1k | 42.83 |
|
Carrier Global Corporation (CARR) | 0.0 | $342k | +13% | 4.7k | 73.19 |
|
First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $340k | 3.2k | 107.98 |
|
|
Neurocrine Biosciences (NBIX) | 0.0 | $339k | NEW | 2.7k | 125.69 |
|
Enterprise Financial Services (EFSC) | 0.0 | $335k | 6.1k | 55.10 |
|
|
Comcast Corp Cl A (CMCSA) | 0.0 | $325k | +18% | 9.1k | 35.69 |
|
Fiserv (FI) | 0.0 | $325k | +106% | 1.9k | 172.41 |
|
American Healthcare Reit Com Shs (AHR) | 0.0 | $324k | -4% | 8.8k | 36.74 |
|
RBB Motley Fool Mid (TMFM) | 0.0 | $324k | 12k | 26.69 |
|
|
Realty Income (O) | 0.0 | $318k | +3% | 5.5k | 57.61 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $317k | +2% | 559.00 | 566.52 |
|
Automatic Data Processing (ADP) | 0.0 | $314k | +6% | 1.0k | 308.26 |
|
MercadoLibre (MELI) | 0.0 | $312k | +9% | 119.00 | 2618.46 |
|
Vaneck Etf Trust Natural Resourc (HAP) | 0.0 | $310k | 6.0k | 51.95 |
|
|
Omni (OMC) | 0.0 | $302k | NEW | 4.2k | 71.94 |
|
Ecolab (ECL) | 0.0 | $302k | +14% | 1.1k | 269.49 |
|
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $302k | NEW | 6.1k | 49.18 |
|
Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.0 | $301k | NEW | 7.6k | 39.46 |
|
Jefferies Finl Group (JEF) | 0.0 | $301k | +8% | 5.5k | 54.69 |
|
Agilent Technologies Inc C ommon (A) | 0.0 | $300k | NEW | 2.5k | 118.02 |
|
Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $299k | NEW | 2.5k | 118.58 |
|
Ishares Tr Core Msci Total (IXUS) | 0.0 | $299k | +9% | 3.9k | 77.31 |
|
Microstrategy Cl A New (MSTR) | 0.0 | $296k | NEW | 731.00 | 404.50 |
|
Dimensional Etf Trust Global Core Plus (DFGP) | 0.0 | $292k | NEW | 5.4k | 54.49 |
|
W.W. Grainger (GWW) | 0.0 | $287k | NEW | 276.00 | 1040.24 |
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $286k | NEW | 650.00 | 440.65 |
|
Capital One Financial (COF) | 0.0 | $284k | NEW | 1.3k | 212.69 |
|
Rli (RLI) | 0.0 | $283k | 3.9k | 72.22 |
|
|
Chubb (CB) | 0.0 | $281k | NEW | 969.00 | 289.80 |
|
Enbridge (ENB) | 0.0 | $281k | NEW | 6.2k | 45.32 |
|
UFP Technologies (UFPT) | 0.0 | $280k | NEW | 1.1k | 244.16 |
|
Alphatec Hldgs Com New (ATEC) | 0.0 | $279k | NEW | 25k | 11.10 |
|
Select Sector Spdr Tr Indl (XLI) | 0.0 | $279k | 1.9k | 147.52 |
|
|
Ford Motor Company (F) | 0.0 | $277k | -3% | 26k | 10.85 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $277k | NEW | 3.0k | 91.97 |
|
Axon Enterprise (AXON) | 0.0 | $274k | NEW | 331.00 | 827.94 |
|
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $274k | NEW | 2.9k | 93.79 |
|
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $273k | -18% | 5.0k | 55.10 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $272k | -14% | 1.5k | 181.73 |
|
Phillips 66 (PSX) | 0.0 | $271k | +13% | 2.3k | 119.30 |
|
Kla Corp Com New (KLAC) | 0.0 | $271k | NEW | 302.00 | 895.74 |
|
Toyota Motor Corp Ads (TM) | 0.0 | $266k | NEW | 1.5k | 172.23 |
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $262k | NEW | 2.8k | 93.86 |
|
Ishares Tr Ibonds 25 Trm Hg (IBHE) | 0.0 | $261k | NEW | 11k | 23.25 |
|
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.0 | $260k | NEW | 12k | 22.59 |
|
Freeport-mcmoran CL B (FCX) | 0.0 | $260k | -6% | 6.0k | 43.35 |
|
Johnson Ctls Intl SHS (JCI) | 0.0 | $260k | NEW | 2.5k | 105.60 |
|
Southern Copper Corporation (SCCO) | 0.0 | $260k | +7% | 2.6k | 101.18 |
|
Curtiss-Wright (CW) | 0.0 | $259k | NEW | 530.00 | 488.55 |
|
Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.0 | $258k | 8.1k | 31.89 |
|
|
SYSCO Corporation (SYY) | 0.0 | $257k | NEW | 3.4k | 75.75 |
|
Labcorp Holdings Com Shs (LH) | 0.0 | $257k | 979.00 | 262.46 |
|
|
Proshares Tr Pshs Ult Semicdt (USD) | 0.0 | $254k | NEW | 3.4k | 74.00 |
|
Cadence Design Systems (CDNS) | 0.0 | $250k | NEW | 813.00 | 308.03 |
|
Hp (HPQ) | 0.0 | $248k | +11% | 10k | 24.46 |
|
Ishares Tr Select Divid Etf (DVY) | 0.0 | $247k | NEW | 1.9k | 132.79 |
|
Cummins (CMI) | 0.0 | $247k | NEW | 754.00 | 327.49 |
|
Hca Holdings (HCA) | 0.0 | $247k | NEW | 644.00 | 383.38 |
|
Celestica (CLS) | 0.0 | $245k | NEW | 1.6k | 156.11 |
|
Ishares Tr Intl Trea Bd Etf (IGOV) | 0.0 | $244k | -23% | 5.7k | 43.10 |
|
Allstate Corporation (ALL) | 0.0 | $244k | -2% | 1.2k | 201.30 |
|
First Tr Exchange-traded A Com Shs (FNX) | 0.0 | $242k | +2% | 2.1k | 114.85 |
|
Novo-nordisk A S Adr (NVO) | 0.0 | $242k | NEW | 3.5k | 69.01 |
|
Cintas Corporation (CTAS) | 0.0 | $239k | NEW | 1.1k | 222.87 |
|
Arthur J. Gallagher & Co. (AJG) | 0.0 | $238k | +9% | 743.00 | 320.12 |
|
AECOM Technology Corporation (ACM) | 0.0 | $237k | NEW | 2.1k | 112.86 |
|
Becton, Dickinson and (BDX) | 0.0 | $236k | -19% | 1.4k | 172.26 |
|
Norfolk Southern (NSC) | 0.0 | $235k | NEW | 919.00 | 255.92 |
|
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $234k | NEW | 2.0k | 117.17 |
|
Invesco Currencyshares Japan Japanese Yen (FXY) | 0.0 | $232k | NEW | 3.6k | 63.94 |
|
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $232k | NEW | 4.4k | 53.29 |
|
Parker-Hannifin Corporation (PH) | 0.0 | $232k | NEW | 332.00 | 697.62 |
|
S&p Global (SPGI) | 0.0 | $231k | NEW | 439.00 | 526.81 |
|
Textron (TXT) | 0.0 | $227k | +2% | 2.8k | 80.29 |
|
RBB Motley Fool Gbl (TMFG) | 0.0 | $226k | 7.4k | 30.39 |
|
|
Astrazeneca Sponsored Adr (AZN) | 0.0 | $225k | NEW | 3.2k | 69.87 |
|
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $225k | NEW | 786.00 | 285.86 |
|
Select Sector Spdr Tr Energy (XLE) | 0.0 | $223k | NEW | 2.6k | 84.80 |
|
Western Digital (WDC) | 0.0 | $222k | NEW | 3.5k | 63.99 |
|
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $222k | NEW | 3.2k | 68.71 |
|
Scientific Games (LNW) | 0.0 | $218k | NEW | 2.3k | 96.26 |
|
Analog Devices (ADI) | 0.0 | $217k | NEW | 912.00 | 238.06 |
|
Air Products & Chemicals (APD) | 0.0 | $214k | NEW | 759.00 | 281.97 |
|
Vanguard World Energy Etf (VDE) | 0.0 | $214k | 1.8k | 119.12 |
|
|
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $213k | -14% | 7.8k | 27.13 |
|
First Tr Exchange Traded Tech Alphadex (FXL) | 0.0 | $213k | NEW | 1.4k | 157.36 |
|
Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $213k | NEW | 7.2k | 29.68 |
|
Otis Worldwide Corp (OTIS) | 0.0 | $211k | +9% | 2.1k | 99.02 |
|
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $208k | NEW | 744.00 | 278.97 |
|
ON Semiconductor (ON) | 0.0 | $207k | NEW | 3.9k | 52.41 |
|
Simon Property (SPG) | 0.0 | $207k | NEW | 1.3k | 160.76 |
|
Fastenal Company (FAST) | 0.0 | $203k | +62% | 4.8k | 42.00 |
|
Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $203k | 18k | 11.17 |
|
|
Wec Energy Group (WEC) | 0.0 | $202k | NEW | 1.9k | 104.20 |
|
Royal Caribbean Cruises (RCL) | 0.0 | $202k | NEW | 644.00 | 313.14 |
|
Synopsys (SNPS) | 0.0 | $202k | NEW | 393.00 | 512.68 |
|
Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $201k | 17k | 11.77 |
|
|
Pacer Fds Tr Globl Cash Etf (GCOW) | 0.0 | $201k | NEW | 5.3k | 37.97 |
|
Meridianlink Common Stock (MLNK) | 0.0 | $174k | 11k | 16.23 |
|
|
Rivian Automotive Com Cl A (RIVN) | 0.0 | $170k | NEW | 12k | 13.74 |
|
PG&E Corporation (PCG) | 0.0 | $160k | -11% | 12k | 13.94 |
|
Rxsight (RXST) | 0.0 | $141k | 11k | 13.00 |
|
|
Integra Lifesciences Hldgs C Com New (IART) | 0.0 | $130k | 11k | 12.27 |
|
|
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $130k | 66k | 1.96 |
|
|
Rigetti Computing Common Stock (RGTI) | 0.0 | $122k | -8% | 10k | 11.86 |
|
Pimco CA Muni. Income Fund II (PCK) | 0.0 | $104k | 19k | 5.36 |
|
|
Five Point Holdings Com Cl A (FPH) | 0.0 | $96k | 18k | 5.50 |
|
|
Callaway Golf Company (MODG) | 0.0 | $88k | NEW | 11k | 8.05 |
|
Bigbear Ai Hldgs (BBAI) | 0.0 | $69k | NEW | 10k | 6.79 |
|
Above Food Ingredients (ABVE) | 0.0 | $30k | +56% | 27k | 1.12 |
|
Cronos Group (CRON) | 0.0 | $19k | 10k | 1.91 |
|
Past Filings by Pure Financial Advisors
SEC 13F filings are viewable for Pure Financial Advisors going back to 2012
- 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
- Pure Financial Advisors 2021 Q3 filed Oct. 7, 2021