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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CSXCsx Corp
| 0.01% | $221,323 6,858 shares@ $32.28 avg price | New Position |
ALLAllstate Corp
| 0.01% | $218,421 1,133 shares@ $192.79 avg price | New Position |
PANWPalo Alto Networks Inc
| 0.01% | $213,621 1,174 shares@ $181.96 avg price | New Position |
ANETArista Networks Inc
| 0.01% | $212,881 1,926 shares@ $110.54 avg price | New Position |
TXTTextron Inc
| 0.01% | $211,418 2,764 shares@ $76.49 avg price | New Position |
INTUIntuit
| 0.01% | $204,372 325 shares@ $628.84 avg price | New Position |
TRVTravelers Companies Inc
| 0.01% | $200,420 832 shares@ $240.89 avg price | New Position |
ADPAutomatic Data Processing In
| 0.01% | $200,071 683 shares@ $292.93 avg price | New Position |
KSSKohls Corp
| 0.01% | $145,468 10,361 shares@ $14.04 avg price | New Position |
CRONCronos Group Inc
| 0.01% | $20,402 10,100 shares@ $2.02 avg price | New Position |