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Benjamin S. Littman

@Pure Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$4.399BTotal holdings349
Assets growth rate5.61%Assets growth rate (2-Q avg)10.59%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Pure Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 349 positions.

Assets under management

The assets under management (AUM) of Pure Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 4.399B in assets, with a quarterly growth rate of 5.61% and a 2-quarter average growth rate of 10.59%. The portfolio is managed by Benjamin S. Littman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.ABerkshire Hathaway Inc Del
Recent Activity
Exited
0%
$691,180
1 shares@ $691180.0 avg price
IRMIron Mtn Inc Del
Recent Activity
Exited
0%
$408,948
3,441 shares@ $118.85 avg price
SNOWSnowflake Inc
Recent Activity
Exited
0%
$375,993
3,273 shares@ $114.88 avg price
KEYKeycorp
Recent Activity
Exited
0%
$329,797
19,689 shares@ $16.76 avg price
KMIKinder Morgan Inc Del
Recent Activity
Exited
0%
$300,957
13,624 shares@ $22.1 avg price
GABGabelli Equity Tr Inc
Recent Activity
Exited
0%
$284,568
51,834 shares@ $5.49 avg price
XTIshares Tr
Recent Activity
Exited
0%
$264,158
4,339 shares@ $60.88 avg price
DOWDow Inc
Recent Activity
Exited
0%
$245,234
4,489 shares@ $54.63 avg price
EPDEnterprise Prods Partners L
Recent Activity
Exited
0%
$237,458
8,157 shares@ $29.12 avg price
WIPSpdr Ser Tr
Recent Activity
Exited
0%
$220,467
5,472 shares@ $40.3 avg price