Pineridge Advisors LLC Purchases in Q1 2025

Pineridge Advisors LLC

  • $256 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
1.55M
+ 514.24%
N/A
1.85M $93.3B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
32.2K
+ 5.42%
$37.07 - $40.63 $1.19M - $1.31M
626K $24.7B
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.98K
+ 20.27%
$71.17 - $73.66 $425K - $440K
35.5K $2.6B
Sila Realty Trust Inc
8.6K
+ 265.01%
N/A
11.8K $316M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.69K
+ 7.21%
$33.84 - $37.77 $90.9K - $101K
40K $1.45B
IEMG
Ishares Inc

ETFs
1.83K
+ 6.4%
N/A
30.4K $1.64B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
704
+ 13.06%
$87.68 - $94.52 $61.7K - $66.5K
6.1K $571M
RC
Ready Capital Corp

Real Estate
14.1K
New
$4.9 - $7.05 $69.1K - $99.4K
14.1K $71.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
879
New
$58.01 - $64.46 $51K - $56.7K
879 $54.6M
GLDM
World Gold Trust

ETFs
32
+ 0.64%
$52.19 - $61.89 $1.67K - $1.98K
5.03K $311M
FDL
First Tr Morningstar Dividend

ETFs
1.09K
New
$39.69 - $43.83 $43.4K - $47.9K
1.09K $47.5M
LVHI
Franklin International Low Vol

ETFs
1.33K
New
$30.53 - $32.85 $40.5K - $43.6K
1.33K $43M
EFV
Msci Eafe Value ETF

ETFs
401
+ 15.2%
$51.88 - $60.73 $20.8K - $24.4K
3.04K $179M
VTV
Vanguard Value ETF

ETFs
223
+ 1115.0%
$167.73 - $179.21 $37.4K - $40K
243 $42M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
492
New
$69.81 - $78.9 $34.3K - $38.8K
492 $38.3M
BNDX
Vanguard Total International B

ETFs
777
New
$48.33 - $49.5 $37.6K - $38.5K
777 $37.9M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
265
New
$119.84 - $136.1 $31.8K - $36.1K
265 $32.1M
VOT
Vanguard Mid Cap Growth Index

ETFs
132
+ 165.0%
$237.72 - $276.98 $31.4K - $36.6K
212 $52M
Mackenzie Rlty Cap Inc
19.6K
New
N/A
19.6K $29.4M
IAUM
I Shares Gold Trust Micro

ETFs
53
+ 1.06%
$26.29 - $31.17 $1.39K - $1.65K
5.03K $157M
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 1.19%
$117.15 - $158.79 $820 - $1.11K
596 $94.6M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
68
+ 2.38%
$68.32 - $75.06 $4.65K - $5.1K
2.93K $219M
Bondbloxx ETF Trust
350
New
N/A
350 $17.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 7.2%
$442.66 - $534.52 $3.98K - $4.81K
134 $71.4M
MO
Altria Group, Inc.

Consumer Defensive
97
+ 13.49%
$50.81 - $60.02 $4.93K - $5.82K
816 $49M
AFL
Aflac Inc

Financial Services
5
+ 0.43%
$100.99 - $111.19 $505 - $556
1.17K $130M
TUA
Simpl Exch Traded Fds Sht Term
384
+ 44.19%
N/A
1.25K $27.5M
MCO
Moodys Corp

Financial Services
19
New
$437.8 - $527.48 $8.32K - $10K
19 $8.88M
FOXA
Fox Corp

Communication Services
150
New
$47.9 - $58.0 $7.19K - $8.7K
150 $8.49M
BIGZ
Black Rock Innovation & Growth Trust
1.35K
New
$6.4 - $8.25 $8.64K - $11.1K
1.35K $8.45M
Aim ETF Products Trust
330
New
N/A
330 $8.42M
AUGZ
Listed Fds Tr Trueshares Struc

Technology
222
New
$36.95 - $40.02 $8.2K - $8.88K
222 $8.29M
EMN
Eastman Chemical CO

Basic Materials
89
New
$87.05 - $103.47 $7.75K - $9.21K
89 $7.84M
EFG
Msci Eafe Growth ETF

ETFs
32
+ 2.28%
$96.1 - $106.37 $3.08K - $3.4K
1.44K $144M
SIXJ
Aim ETF Prods Tr Allianzim U S
253
+ 81.09%
$29.68 - $31.19 $7.51K - $7.89K
565 $16.9M
IYE
Ishares Tr

ETFs
12
+ 0.71%
$45.23 - $49.95 $543 - $599
1.71K $84.2M
Linde PLC
13
+ 86.67%
N/A
28 $13.1M
MCK
Mckesson Corp

Healthcare
8
+ 88.89%
$566.21 - $672.99 $4.53K - $5.38K
17 $11.5M
FCFS
First Cash Holdings, Inc.

Financial Services
50
New
$102.59 - $120.32 $5.13K - $6.02K
50 $6.04M
EDV
Vanguard Extended Duration Tre

ETFs
55
+ 9.34%
$65.05 - $73.43 $3.58K - $4.04K
644 $45.8M
DUK
Duke Energy Corp

Utilities
3
+ 0.79%
$105.87 - $121.97 $318 - $366
381 $46.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
44
+ 10.53%
$85.29 - $92.57 $3.75K - $4.07K
462 $42M
GOOG
Alphabet Inc.

Communication Services
57
+ 57.0%
$156.06 - $207.71 $8.9K - $11.8K
157 $24.6M
EBAY
Ebay Inc

Consumer Cyclical
79
New
$61.61 - $70.93 $4.87K - $5.6K
79 $5.35M
EPD
Enterprise Products Partners L.P.

Energy
150
New
$31.75 - $34.14 $4.76K - $5.12K
150 $5.12M
IDXX
Idexx Laboratories Inc

Healthcare
12
New
$406.29 - $469.04 $4.88K - $5.63K
12 $5.04M
EFX
Equifax Inc

Industrials
19
+ 237.5%
$235.63 - $278.34 $4.48K - $5.29K
27 $6.6M
ORI
Old Republic International Corp

Financial Services
114
New
$33.46 - $39.22 $3.81K - $4.47K
114 $4.47M
HON
Honeywell International Inc

Industrials
26
+ 28.26%
$202.75 - $226.52 $5.27K - $5.89K
118 $25.1M
Activity Summary
Buys All Purchases 191 New Holdings 52 Increased Positions 139 Sells All Sells 179 Reductions 178 Sold out 1 Options Calls 0 Puts 0
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