Pure-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "JWN",
  "NVR",
  null,
  "PCG",
  "MU",
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "JEF",
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  null,
  "SCHH",
  "ASML",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  "AVEM",
  null,
  "IART",
  null,
  "CRON",
  null,
  null,
  null,
  null,
  "DUK",
  "D",
  "RXST",
  null,
  "RGTI",
  "EXPD",
  null,
  null,
  null,
  null,
  "FCX",
  "GD",
  "GILD",
  "HON",
  "HD",
  "HPQ",
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  "QCOM",
  "GLPI",
  "SCCO",
  "ISRG",
  null,
  "EMXC",
  "AMAT",
  "EMR",
  "BKNG",
  "MUB",
  "META",
  null,
  null,
  null,
  "MLNK",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "NAC",
  "PCK",
  null,
  null,
  "NKX",
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  "MPC",
  null,
  "MMC",
  "MA",
  null,
  "MSFT",
  null,
  "MDLZ",
  "MS",
  "TMUS",
  null,
  "GE",
  null,
  null,
  "PCAR",
  "FAST",
  "IJR",
  "ANET",
  null,
  "IWD",
  "ORCL",
  "NOC",
  null,
  null,
  null,
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  "PANW",
  "PEP",
  "PNC",
  "VGSH",
  "IEMG",
  "IJK",
  "IVV",
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "LDOS",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "PSTG",
  null,
  "AMGN",
  null,
  null,
  null,
  null,
  "ROK",
  "IEFA",
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "RS",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  "SPLG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VOE",
  "MVBF",
  "SCHW",
  null,
  null,
  null,
  "VWO",
  "VSS",
  null,
  null,
  null,
  null,
  "IWV",
  "VCIT",
  null,
  null,
  null,
  "VIG",
  "TXT",
  "SKX",
  "IWN",
  "IEF",
  null,
  "TSM",
  null,
  null,
  "BN.TO",
  "VYM",
  "AHR",
  null,
  "VRTX",
  "TT",
  "RLI",
  "SAIC",
  "AON",
  "SFM",
  null,
  "AVY",
  "AFL",
  "AMD",
  "SDY",
  "FI",
  "F",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  null,
  "CAH",
  "EFSC",
  null,
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  "IVE",
  null,
  null,
  "ESGD",
  null,
  null,
  null,
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VFH",
  "VEA",
  "VGK",
  "MGK",
  null,
  "VXUS",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WPM",
  "YUM",
  null,
  null,
  "LNT",
  null,
  "MTB",
  null,
  "SCHD",
  "ET",
  "SCHG",
  null,
  null,
  "SCHF",
  "SCHA",
  "EIX",
  "NXPI",
  "LH",
  "SO",
  "TTD",
  "PPL",
  null,
  "OTIS",
  "PSX",
  "CRM",
  "RVTY",
  null,
  null,
  "IXUS",
  null,
  null,
  "IUSV",
  null,
  "MELI",
  "MCK",
  "SPYV",
  null,
  "ESGU",
  null,
  "PSA",
  "FDX",
  null,
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  "BA",
  "BMY",
  "CARR",
  "CVX",
  "CHTR",
  "CIG",
  "CSCO",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "TTEK",
  "IWB",
  "NEE",
  "QQQ",
  null,
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 381
Total Value: 4781954821
Accession Number: 0001571556-25-000003
Form Type: 13F-HR
CIK: pure-financial-advisors
Manager Name: Pure-Financial-Advisors

Data Enrichment

71% identified

270 identified111 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

381 positions • $4.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 20

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Accenture plc

ACN|G1151C101

Shares:2.3K

Value:$719.3K

% of Portfolio:0.0% ($719.3K/$4.8B)

46435G268

Shares:11.3K

Value:$708.5K

% of Portfolio:0.0% ($708.5K/$4.8B)

464289867

Shares:12.3K

Value:$708.4K

% of Portfolio:0.0% ($708.4K/$4.8B)

81369Y852

Shares:7.3K

Value:$704.0K

% of Portfolio:0.0% ($704.0K/$4.8B)

464287655

IWM|464287655

Shares:3.5K

Value:$691.2K

% of Portfolio:0.0% ($691.2K/$4.8B)

808524300

SCHG|808524300

Shares:27.6K

Value:$691.1K

% of Portfolio:0.0% ($691.1K/$4.8B)

ServiceNow, Inc.

NOW|81762P102

Shares:856

Value:$681.5K

% of Portfolio:0.0% ($681.5K/$4.8B)

MCKESSON CORP

MCK|58155Q103

Shares:1.0K

Value:$680.0K

% of Portfolio:0.0% ($680.0K/$4.8B)

46438F101

Shares:14.4K

Value:$672.6K

% of Portfolio:0.0% ($672.6K/$4.8B)

464286657

Shares:16.8K

Value:$672.6K

% of Portfolio:0.0% ($672.6K/$4.8B)

31609A305

Shares:21.3K

Value:$670.8K

% of Portfolio:0.0% ($670.8K/$4.8B)

Avery Dennison Corp

AVY|053611109

Shares:3.7K

Value:$663.3K

% of Portfolio:0.0% ($663.3K/$4.8B)

AFLAC INC

AFL|001055102

Shares:5.8K

Value:$641.7K

% of Portfolio:0.0% ($641.7K/$4.8B)

464287325

Shares:7.0K

Value:$638.3K

% of Portfolio:0.0% ($638.3K/$4.8B)

92204A405

VFH|92204A405

Shares:5.3K

Value:$628.6K

% of Portfolio:0.0% ($628.6K/$4.8B)

Marathon Petroleum Corp

MPC|56585A102

Shares:4.2K

Value:$619.0K

% of Portfolio:0.0% ($619.0K/$4.8B)

LOWES COMPANIES INC

LOW|548661107

Shares:2.6K

Value:$616.3K

% of Portfolio:0.0% ($616.3K/$4.8B)

921910725

VSGX|921910725

Shares:10.3K

Value:$610.4K

% of Portfolio:0.0% ($610.4K/$4.8B)

464287309

IVW|464287309

Shares:6.5K

Value:$607.6K

% of Portfolio:0.0% ($607.6K/$4.8B)

PFIZER INC

PFE|717081103

Shares:23.9K

Value:$604.6K

% of Portfolio:0.0% ($604.6K/$4.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Accenture plc(ACNcusipG1151C101)	2.3K	QoQ +36.71% (+619) YoY +10.97% (-228)	All Managers (Combined)	$719.3K	0.0% ($719.3K/$4.8B)	QoQ +21.29% (+$126.3K) YoY -0.09% (-$659)
(cusip46435G268)✕	11.3K	QoQ +34.07% (+2.9K) YoY +41.84% (+3.3K)	All Managers (Combined)	$708.5K	0.0% ($708.5K/$4.8B)	QoQ +23.31% (+$133.9K) YoY +35.21% (+$184.5K)
(cusip464289867)✕	12.3K	QoQ NEW(+12.3K) YoY NEW(+12.3K)	All Managers (Combined)	$708.4K	0.0% ($708.4K/$4.8B)	QoQ NEW(+$708.4K) YoY NEW(+$708.4K)
(cusip81369Y852)✕	7.3K	QoQ +4.31% (+302) YoY +21.80% (+1.3K)	All Managers (Combined)	$704.0K	0.0% ($704.0K/$4.8B)	QoQ +3.92% (+$26.6K) YoY +43.86% (+$214.7K)
(IWMcusip464287655)	3.5K	QoQ -6.75% (-251) YoY -0.85% (-30)	All Managers (Combined)	$691.2K	0.0% ($691.2K/$4.8B)	QoQ -15.81% (-$129.8K) YoY -5.94% (-$43.7K)
(SCHGcusip808524300)	27.6K	QoQ +17.10% (+4.0K) YoY +548.82% (+23.3K)	All Managers (Combined)	$691.1K	0.0% ($691.1K/$4.8B)	QoQ +5.20% (+$34.2K) YoY +75.20% (+$296.7K)
ServiceNow, Inc.(NOWcusip81762P102)	856	QoQ +9.18% (-72) YoY +61.81% (+327)	All Managers (Combined)	$681.5K	0.0% ($681.5K/$4.8B)	QoQ -18.00% (-$149.6K) YoY +68.97% (+$278.2K)
MCKESSON CORP(MCKcusip58155Q103)	1.0K	QoQ +27.52% (+218) YoY +32.89% (+250)	All Managers (Combined)	$680.0K	0.0% ($680.0K/$4.8B)	QoQ +50.57% (+$228.4K) YoY +66.56% (+$271.8K)
(cusip46438F101)✕	14.4K	QoQ +138.52% (+8.3K) YoY NEW(+14.4K)	All Managers (Combined)	$672.6K	0.0% ($672.6K/$4.8B)	QoQ +110.47% (+$353.0K) YoY NEW(+$672.6K)
(cusip464286657)✕	16.8K	QoQ -3.88% (-680) YoY -6.71% (-1.2K)	All Managers (Combined)	$672.6K	0.0% ($672.6K/$4.8B)	QoQ +5.40% (-$34.5K) YoY +9.37% (-$57.7K)
(cusip31609A305)✕	21.3K	QoQ +0.12% (-26) YoY +13.15% (+2.5K)	All Managers (Combined)	$670.8K	0.0% ($670.8K/$4.8B)	QoQ -10.80% (-$81.3K) YoY +20.61% (+$114.6K)
Avery Dennison Corp(AVYcusip053611109)	3.7K	QoQ +0.53% (-20) YoY -2.63% (-101)	All Managers (Combined)	$663.3K	0.0% ($663.3K/$4.8B)	QoQ -4.38% (-$30.4K) YoY -22.38% (-$191.3K)
AFLAC INC(AFLcusip001055102)	5.8K	QoQ +2.41% (+136) YoY NEW(+5.8K)	All Managers (Combined)	$641.7K	0.0% ($641.7K/$4.8B)	QoQ +10.09% (+$58.8K) YoY NEW(+$641.7K)
(cusip464287325)✕	7.0K	QoQ +0.38% (+27) YoY NEW(+7.0K)	All Managers (Combined)	$638.3K	0.0% ($638.3K/$4.8B)	QoQ +6.49% (+$38.9K) YoY NEW(+$638.3K)
(VFHcusip92204A405)	5.3K	QoQ +31.98% (+1.3K) YoY +33.93% (+1.3K)	All Managers (Combined)	$628.6K	0.0% ($628.6K/$4.8B)	QoQ +33.54% (+$157.9K) YoY +56.29% (+$226.4K)
Marathon Petroleum Corp(MPCcusip56585A102)	4.2K	QoQ -2.67% (-117) YoY +305.82% (+3.2K)	All Managers (Combined)	$619.0K	0.0% ($619.0K/$4.8B)	QoQ +1.63% (-$10.0K) YoY +193.50% (+$408.1K)
LOWES COMPANIES INC(LOWcusip548661107)	2.6K	QoQ +32.96% (+655) YoY +49.43% (+874)	All Managers (Combined)	$616.3K	0.0% ($616.3K/$4.8B)	QoQ +25.69% (+$126.0K) YoY +36.83% (+$165.9K)
(VSGXcusip921910725)	10.3K	QoQ +0.17% (+18) YoY -4.66% (-506)	All Managers (Combined)	$610.4K	0.0% ($610.4K/$4.8B)	QoQ +4.20% (+$24.6K) YoY -2.15% (-$13.5K)
(IVWcusip464287309)	6.5K	QoQ +2.31% (-148) YoY +18.31% (+1.0K)	All Managers (Combined)	$607.6K	0.0% ($607.6K/$4.8B)	QoQ -6.45% (-$41.9K) YoY +30.06% (+$140.5K)
PFIZER INC(PFEcusip717081103)	23.9K	QoQ -4.43% (-1.1K) YoY -16.56% (-4.7K)	All Managers (Combined)	$604.6K	0.0% ($604.6K/$4.8B)	QoQ -8.72% (-$57.8K) YoY -23.81% (-$189.0K)