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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
DALDelta Air Lines Inc Del
Recent Activity
New Position
0.01%
$252,164
4,168 shares@ $60.5 avg price
RGTIRigetti Computing Inc
Recent Activity
New Position
0.01%
$252,095
16,520 shares@ $15.26 avg price
MSMorgan Stanley
Recent Activity
New Position
0.01%
$250,738
1,994 shares@ $125.75 avg price
KMBKimberly-clark Corp
Recent Activity
New Position
0.01%
$249,369
1,903 shares@ $131.04 avg price
FNXFirst Tr Mid Cap Core Alphad
Recent Activity
New Position
0.01%
$238,615
2,062 shares@ $115.73 avg price
GILDGilead Sciences Inc
Recent Activity
New Position
0.01%
$235,172
2,546 shares@ $92.37 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
New Position
0.01%
$228,955
669 shares@ $342.24 avg price
DDominion Energy Inc
Recent Activity
New Position
0.01%
$226,059
4,197 shares@ $53.87 avg price
CGXUCapital Group Intl Focus Eqt
Recent Activity
New Position
0.01%
$225,533
9,142 shares@ $24.67 avg price
ACMAecom
Recent Activity
New Position
0.01%
$223,467
2,092 shares@ $106.82 avg price