Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: PURE FINANCIAL ADVISORS, INC.
  City: SAN DIEGO
  State: CA
  Zip: 92108
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $3,196,173,000
  Total Value Change : $297,368,000
  Securities Held Change : 9
   
All Securities Held : 313
  New Positions : 22
  Closed Positions : 14
  Increased Positions : 138
  Unchanged Positions : 23
  Decreased Positions : 130

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 14     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ECL)1 Year Chart         ECL Ecolab Inc 325 Closed $233.23 $0 0 0% -207,000 -1,045 0    Cleaning Products
   (CW)1 Year Chart         CW Curtiss Wright Corp 318 Closed $274.24 $0 0 0% -238,000 -1,067 0    Aerospace/Defense Pro...
   (SCHK)1 Year Chart         SCHK Schwab 1000 Index ETF 324 Closed $49.98 $0 0 0% -255,000 -5,547 0    N/A
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 317 Closed $0.00 $0 0 0% -377,000 -4,617 0    N/A
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 323 Closed $54.91 $0 0 0% -202,000 -2,552 0    Drug Stores
   (IMGN)1 Year Chart         IMGN Immunogen Inc 316 Closed $31.23 $0 0 0% -237,000 -8,000 0    Drug Manufacturers - ...
   (NEOV)1 Year Chart         NEOV Neovolta Inc. 322 Closed $0.00 $0 0 0% -17,000 -10,753 0    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector 315 Closed $93.10 $0 0 0% -204,000 -2,429 0    Closed - End Fund - E...
   (LUMN)1 Year Chart         LUMN Lumen Technologies, Inc 321 Closed $1.28 $0 0 0% -20,000 -10,661 0    Telecom Services - Do...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 327 Closed $63.81 $0 0 0% -408,000 -6,647 0    N/A
   (TDY)1 Year Chart         TDY Teledyne Technologies Inc 314 Closed $391.72 $0 0 0% -231,000 -517 0    Aerospace/Defense Pro...
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 320 Closed $247.40 $0 0 0% -218,000 -832 0    Diversified Machinery
   (OXY)1 Year Chart         OXY Occidental Petroleum Corp 326 Closed $63.68 $0 0 0% -204,000 -3,423 0    Independent Oil & Gas
   (SO)1 Year Chart         SO Southern Co 319 Closed $77.63 $0 0 0% -232,000 -3,311 0    Electric Utilities

      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results