Pure Financial Advisors, LLC

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: 0001571556
Manager Name: Pure Financial Advisors, LLC

Data Enrichment

71% identified

270 identified111 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

381 positions • $4,781,954.821K total value

381 positions

Manager:

SEC FilingSEC DataHachi Filing

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46435G672

101321(-0.3%)

Value:

$5.1B(-0.2%)

25434V559

99924(+152.2%)

Value:

$5.0B(+139.8%)

922042775

VEU|922042775

79716(+1.4%)

Value:

$4.8B(+7.2%)

JPMORGAN CHASE & CO

JPM|46625H100

19406(-1.3%)

Value:

$4.8B(+1.0%)

464287622

IWB|464287622

15134(-11.5%)

Value:

$4.6B(-15.8%)

25434V542

86743(+141.3%)

Value:

$4.5B(+160.4%)

921937827

BSV|921937827

55717(+9.4%)

Value:

$4.4B(+10.8%)

HOME DEPOT, INC.

HD|437076102

11691(+2.1%)

Value:

$4.3B(-3.7%)

EXXON MOBIL CORP

XOM|30231G102

35896(+16.9%)

Value:

$4.3B(+29.2%)

Aon plc

AON|G0403H108

10317(-0.1%)

Value:

$4.1B(+11.0%)

464288414

MUB|464288414

38743(+19.9%)

Value:

$4.1B(+18.6%)

808524847

SCHH|808524847

186897(+7.4%)

Value:

$4.0B(+9.7%)

Alphabet Inc.

GOOG|02079K107

25420(+6.4%)

Value:

$4.0B(-12.7%)

Alphabet Inc.

GOOGL|02079K305

24423(+18.9%)

Value:

$3.8B(-2.9%)

CATERPILLAR INC

CAT|149123101

11187(+4.6%)

Value:

$3.7B(-4.9%)

78464A847

70326(+1.5%)

Value:

$3.6B(-5.0%)

464287614

IWF|464287614

9890(-8.2%)

Value:

$3.6B(-17.5%)

464288802

29506

Value:

$3.4B

CHEVRON CORP

CVX|166764100

20052(+23.2%)

Value:

$3.4B(+42.3%)

Walmart Inc.

WMT|931142103

37968(+19.6%)

Value:

$3.3B(+16.2%)

Instrument	Shares		Other Manager	Value
(cusip46435G672)✕	101.3K	QoQ -0.32% (-329) YoY -3.63% (-3.8K)	All Managers (Combined)	$5.1M	QoQ -0.18% (-$9.3K) YoY -3.56% (-$187.0K)
(cusip25434V559)✕	99.9K	QoQ +152.16% (+60.3K) YoY NEW(+99.9K)	All Managers (Combined)	$5.0M	QoQ +139.78% (+$2.9M) YoY NEW(+$5.0M)
(VEUcusip922042775)	79.7K	QoQ +1.40% (+1.1K) YoY -3.14% (-2.6K)	All Managers (Combined)	$4.8M	QoQ +7.15% (+$322.7K) YoY +0.17% (-$8.5K)
Jpmorgan Chase & Co(JPMcusip46625H100)	19.4K	QoQ -1.25% (-246) YoY -3.97% (-803)	All Managers (Combined)	$4.8M	QoQ +1.04% (-$49.5K) YoY +17.60% (-$712.5K)
(IWBcusip464287622)	15.1K	QoQ -11.54% (-2.0K) YoY +1.08% (+162)	All Managers (Combined)	$4.6M	QoQ -15.77% (-$869.6K) YoY +7.64% (+$329.8K)
(cusip25434V542)✕	86.7K	QoQ +141.26% (+50.8K) YoY NEW(+86.7K)	All Managers (Combined)	$4.5M	QoQ +160.40% (+$2.8M) YoY NEW(+$4.5M)
(BSVcusip921937827)	55.7K	QoQ +9.42% (+4.8K) YoY +3.79% (+2.0K)	All Managers (Combined)	$4.4M	QoQ +10.85% (+$427.2K) YoY +5.97% (+$245.7K)
Home Depot, Inc.(HDcusip437076102)	11.7K	QoQ +2.15% (-247) YoY +17.84% (+1.8K)	All Managers (Combined)	$4.3M	QoQ -3.74% (-$166.9K) YoY +12.59% (+$479.3K)
Exxon Mobil Corp(XOMcusip30231G102)	35.9K	QoQ +16.87% (+5.2K) YoY +21.15% (+6.3K)	All Managers (Combined)	$4.3M	QoQ +29.21% (+$965.2K) YoY +23.96% (+$825.2K)
Aon Plc(AONcusipG0403H108)	10.3K	QoQ -0.10% (-11) YoY +14.68% (+1.3K)	All Managers (Combined)	$4.1M	QoQ +11.00% (-$408.1K) YoY +37.15% (+$1.1M)
(MUBcusip464288414)	38.7K	QoQ +19.89% (+6.4K) YoY +2.73% (+1.0K)	All Managers (Combined)	$4.1M	QoQ +18.65% (+$642.1K) YoY +0.67% (+$27.4K)
(SCHHcusip808524847)	186.9K	QoQ +7.42% (+12.9K) YoY +1.78% (+3.3K)	All Managers (Combined)	$4.0M	QoQ +9.71% (+$356.0K) YoY +7.85% (+$292.7K)
Alphabet Inc.(GOOGcusip02079K107)	25.4K	QoQ +6.41% (-1.5K) YoY +54.91% (+9.0K)	All Managers (Combined)	$4.0M	QoQ -12.70% (-$577.8K) YoY +58.95% (+$1.5M)
Alphabet Inc.(GOOGLcusip02079K305)	24.4K	QoQ +18.91% (-3.9K) YoY +54.79% (+8.6K)	All Managers (Combined)	$3.8M	QoQ -2.86% (-$111.3K) YoY +58.59% (+$1.4M)
Caterpillar Inc(CATcusip149123101)	11.2K	QoQ +4.56% (-488) YoY +8.02% (-831)	All Managers (Combined)	$3.7M	QoQ -4.94% (-$191.8K) YoY -2.76% (-$105.1K)
(cusip78464A847)✕	70.3K	QoQ +1.51% (-1.1K) YoY -2.28% (-1.6K)	All Managers (Combined)	$3.6M	QoQ -4.99% (-$189.4K) YoY -6.24% (-$239.8K)
(IWFcusip464287614)	9.9K	QoQ -8.24% (-889) YoY -5.42% (-567)	All Managers (Combined)	$3.6M	QoQ -17.49% (-$757.5K) YoY +1.32% (-$46.8K)
(cusip464288802)✕	29.5K	QoQ NEW(+29.5K) YoY NEW(+29.5K)	All Managers (Combined)	$3.4M	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)
Chevron Corp(CVXcusip166764100)	20.1K	QoQ +23.19% (+3.8K) YoY +94.26% (+9.7K)	All Managers (Combined)	$3.4M	QoQ +42.29% (+$997.1K) YoY +106.02% (+$1.7M)
Walmart Inc.(WMTcusip931142103)	38.0K	QoQ +19.60% (+6.2K) YoY +69.50% (+15.6K)	All Managers (Combined)	$3.3M	QoQ +16.21% (+$465.2K) YoY +147.32% (+$2.0M)