Pure Financial Advisors

Latest statistics and disclosures from Pure Financial Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Pure Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Past Filings by Pure Financial Advisors

SEC 13F filings are viewable for Pure Financial Advisors going back to 2012

View all past filings