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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
MMCMarsh & Mclennan Cos Inc
Recent Activity
Decreased -40.59%
0.01%
$331,414
1,560 shares@ $212.45 avg price
EXPDExpeditors Intl Wash Inc
Recent Activity
Decreased -0.28%
0.01%
$312,636
2,822 shares@ $110.79 avg price
WPMWheaton Precious Metals Corp
Recent Activity
Decreased -1.69%
0.01%
$310,501
5,521 shares@ $56.24 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
Decreased -35.97%
0.01%
$243,133
8,555 shares@ $28.42 avg price
IYRIshares Tr
Recent Activity
Decreased -2.82%
0.01%
$224,126
2,408 shares@ $93.08 avg price
ONOn Semiconductor Corp
Recent Activity
Decreased -1.47%
0.01%
$222,882
3,535 shares@ $63.06 avg price
TGTTarget Corp
Recent Activity
Decreased -7.03%
0.01%
$221,611
1,639 shares@ $135.22 avg price
MLNKMeridianlink Inc
Recent Activity
Decreased -35.07%
0.01%
$220,707
10,688 shares@ $20.65 avg price
LHLabcorp Holdings Inc
Recent Activity
Decreased -6.62%
0.01%
$216,434
944 shares@ $229.28 avg price
MMM3m Co
Recent Activity
Decreased -34.61%
0.01%
$206,862
1,602 shares@ $129.13 avg price