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 15 of 20

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33734H106

Shares:8.7K

Value:$387.6K

% of Portfolio:0.0% ($387.6K/$4.8B)

921946406

VYM|921946406

Shares:3.0K

Value:$382.6K

% of Portfolio:0.0% ($382.6K/$4.8B)

Mondelez International, Inc.

MDLZ|609207105

Shares:5.6K

Value:$380.1K

% of Portfolio:0.0% ($380.1K/$4.8B)

SKECHERS USA INC

SKX|830566105

Shares:6.6K

Value:$377.1K

% of Portfolio:0.0% ($377.1K/$4.8B)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:3.1K

Value:$372.7K

% of Portfolio:0.0% ($372.7K/$4.8B)

FEDEX CORP

FDX|31428X106

Shares:1.5K

Value:$372.0K

% of Portfolio:0.0% ($372.0K/$4.8B)

Duke Energy CORP

DUK|26441C204

Shares:3.0K

Value:$370.4K

% of Portfolio:0.0% ($370.4K/$4.8B)

Cigna Group

CI|125523100

Shares:1.1K

Value:$368.9K

% of Portfolio:0.0% ($368.9K/$4.8B)

921910816

MGK|921910816

Shares:1.2K

Value:$364.2K

% of Portfolio:0.0% ($364.2K/$4.8B)

Shell plc

SHEL|780259305

Shares:4.9K

Value:$361.6K

% of Portfolio:0.0% ($361.6K/$4.8B)

T-Mobile US, Inc.

TMUS|872590104

Shares:1.3K

Value:$358.0K

% of Portfolio:0.0% ($358.0K/$4.8B)

19762B202

Shares:11.8K

Value:$347.3K

% of Portfolio:0.0% ($347.3K/$4.8B)

Sprouts Farmers Market, Inc.

SFM|85208M102

Shares:2.3K

Value:$344.5K

% of Portfolio:0.0% ($344.5K/$4.8B)

81369Y605

Shares:6.9K

Value:$342.2K

% of Portfolio:0.0% ($342.2K/$4.8B)

LAM RESEARCH CORP

LRCX|512807306

Shares:4.7K

Value:$339.6K

% of Portfolio:0.0% ($339.6K/$4.8B)

69374H881

Shares:6.1K

Value:$332.0K

% of Portfolio:0.0% ($332.0K/$4.8B)

46435U853

Shares:9.0K

Value:$330.3K

% of Portfolio:0.0% ($330.3K/$4.8B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:924

Value:$325.8K

% of Portfolio:0.0% ($325.8K/$4.8B)

ENTERPRISE FINANCIAL SERVICES CORP

EFSC|293712105

Shares:6.1K

Value:$325.3K

% of Portfolio:0.0% ($325.3K/$4.8B)

MICRON TECHNOLOGY INC

MU|595112103

Shares:3.7K

Value:$324.2K

% of Portfolio:0.0% ($324.2K/$4.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33734H106)✕	8.7K	QoQ +27.76% (+1.9K) YoY NEW(+8.7K)	All Managers (Combined)	$387.6K	0.0% ($387.6K/$4.8B)	QoQ +30.54% (+$90.7K) YoY NEW(+$387.6K)
(VYMcusip921946406)	3.0K	QoQ +30.70% (+697) YoY +69.44% (+1.2K)	All Managers (Combined)	$382.6K	0.0% ($382.6K/$4.8B)	QoQ +32.10% (+$93.0K) YoY +80.60% (+$170.8K)
Mondelez International, Inc.(MDLZcusip609207105)	5.6K	QoQ +43.76% (+1.7K) YoY +51.37% (+1.9K)	All Managers (Combined)	$380.1K	0.0% ($380.1K/$4.8B)	QoQ +63.32% (+$147.4K) YoY +46.74% (+$121.1K)
SKECHERS USA INC(SKXcusip830566105)	6.6K	QoQ +0.48% (-32) YoY +0.18% (-12)	All Managers (Combined)	$377.1K	0.0% ($377.1K/$4.8B)	QoQ -15.14% (-$67.3K) YoY -7.14% (-$29.0K)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	3.1K	QoQ +9.81% (+277) YoY +10.08% (+284)	All Managers (Combined)	$372.7K	0.0% ($372.7K/$4.8B)	QoQ +19.21% (+$60.1K) YoY +8.89% (+$30.4K)
FEDEX CORP(FDXcusip31428X106)	1.5K	QoQ +10.33% (-143) YoY +9.39% (-131)	All Managers (Combined)	$372.0K	0.0% ($372.0K/$4.8B)	QoQ -4.38% (-$17.1K) YoY -7.96% (-$32.2K)
Duke Energy CORP(DUKcusip26441C204)	3.0K	QoQ +22.80% (+564) YoY +16.98% (+441)	All Managers (Combined)	$370.4K	0.0% ($370.4K/$4.8B)	QoQ +39.04% (+$104.0K) YoY +47.55% (+$119.4K)
Cigna Group(CIcusip125523100)	1.1K	QoQ +7.27% (+76) YoY +7.78% (-81)	All Managers (Combined)	$368.9K	0.0% ($368.9K/$4.8B)	QoQ +27.80% (+$80.3K) YoY -2.36% (-$8.9K)
(MGKcusip921910816)	1.2K	QoQ -3.28% (-40) YoY +1.11% (+13)	All Managers (Combined)	$364.2K	0.0% ($364.2K/$4.8B)	QoQ -13.00% (-$54.4K) YoY +8.97% (+$30.0K)
Shell plc(SHELcusip780259305)	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$361.6K	0.0% ($361.6K/$4.8B)	QoQ NEW(+$361.6K) YoY NEW(+$361.6K)
T-Mobile US, Inc.(TMUScusip872590104)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$358.0K	0.0% ($358.0K/$4.8B)	QoQ NEW(+$358.0K) YoY NEW(+$358.0K)
(cusip19762B202)✕	11.8K	QoQ -0.94% (-112) YoY +0.59% (-70)	All Managers (Combined)	$347.3K	0.0% ($347.3K/$4.8B)	QoQ -1.16% (-$4.1K) YoY -4.46% (-$16.2K)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	2.3K	QoQ -16.09% (-433) YoY -27.61% (-861)	All Managers (Combined)	$344.5K	0.0% ($344.5K/$4.8B)	QoQ +0.78% (-$2.7K) YoY +71.35% (-$143.5K)
(cusip81369Y605)✕	6.9K	QoQ -18.56% (-1.6K) YoY -6.13% (-449)	All Managers (Combined)	$342.2K	0.0% ($342.2K/$4.8B)	QoQ -16.06% (-$65.5K) YoY +11.00% (-$33.9K)
LAM RESEARCH CORP(LRCXcusip512807306)	4.7K	QoQ +26.03% (+965) YoY NEW(+4.7K)	All Managers (Combined)	$339.6K	0.0% ($339.6K/$4.8B)	QoQ +26.85% (+$71.9K) YoY NEW(+$339.6K)
(cusip69374H881)✕	6.1K	QoQ NEW(+6.1K) YoY NEW(+6.1K)	All Managers (Combined)	$332.0K	0.0% ($332.0K/$4.8B)	QoQ NEW(+$332.0K) YoY NEW(+$332.0K)
(cusip46435U853)✕	9.0K	QoQ NEW(+9.0K) YoY NEW(+9.0K)	All Managers (Combined)	$330.3K	0.0% ($330.3K/$4.8B)	QoQ NEW(+$330.3K) YoY NEW(+$330.3K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	924	QoQ +38.11% (+255) YoY -24.20% (-295)	All Managers (Combined)	$325.8K	0.0% ($325.8K/$4.8B)	QoQ +42.31% (+$96.9K) YoY -16.63% (-$65.0K)
ENTERPRISE FINANCIAL SERVICES CORP(EFSCcusip293712105)	6.1K	QoQ +0.31% (-19) YoY +1.66% (+99)	All Managers (Combined)	$325.3K	0.0% ($325.3K/$4.8B)	QoQ -4.41% (-$15.0K) YoY +34.69% (+$83.8K)
MICRON TECHNOLOGY INC(MUcusip595112103)	3.7K	QoQ +8.67% (+298) YoY +30.35% (-869)	All Managers (Combined)	$324.2K	0.0% ($324.2K/$4.8B)	QoQ +12.18% (+$35.2K) YoY -3.94% (-$13.3K)