Pineridge Advisors LLC Purchases in Q2 2025

Pineridge Advisors LLC

  • $276 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
1
+ 1.47%
$60.04 - $70.18 $60 - $70.2
69 $4.77M
Series Portfolios Tr
2
+ 0.67%
N/A
300 $8.03M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2
+ 1.21%
$45.12 - $46.23 $90.2 - $92.5
167 $7.71M
AOK
Ishares Tr Core Conservative A

ETFs
1
+ 1.75%
$36.09 - $39.07 $36.1 - $39.1
58 $2.26M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1
+ 0.91%
$47.89 - $48.65 $47.9 - $48.7
111 $5.38M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 3.13%
$83.54 - $100.04 $83.5 - $100
33 $3.24M
Series Portfolios Tr
1
+ 0.33%
N/A
306 $7.84M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1
+ 2.08%
$96.84 - $99.46 $96.8 - $99.5
49 $4.81M
New York Mtg Tr Inc
5
+ 3.73%
N/A
139 $929K
FANG
Diamondback Energy, Inc.

Energy
3
+ 18.75%
$119.25 - $161.49 $358 - $484
19 $2.67M
M
Macy'S, Inc.

Consumer Cyclical
1
+ 4.55%
$10.02 - $13.19 $10 - $13.2
23 $266K
KO
Coca Cola CO

Consumer Defensive
19
+ 1.21%
$68.37 - $73.9 $1.3K - $1.4K
1.59K $113M
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 1.96%
$96.91 - $113.0 $96.9 - $113
52 $5.72M
ET
Energy Transfer LP

Energy
5
+ 2.07%
$15.65 - $18.93 $78.3 - $94.7
246 $4.45M
ORI
Old Republic International Corp

Financial Services
1
+ 0.88%
$35.25 - $39.79 $35.3 - $39.8
115 $4.41M
TGT
Target Corp

Consumer Defensive
1
+ 5.88%
$88.76 - $105.77 $88.8 - $106
18 $1.74M
PCAR
Paccar Inc

Industrials
1
+ 1.82%
$86.4 - $99.09 $86.4 - $99.1
56 $5.29M
NOG
Northern Oil & Gas, Inc.

Energy
1
+ 1.2%
$20.6 - $32.16 $20.6 - $32.2
84 $2.39M
CMCSA
Comcast Corp

Communication Services
1
+ 0.85%
$32.84 - $36.72 $32.8 - $36.7
118 $4.2M
PG
Procter & Gamble CO

Consumer Defensive
21
+ 6.65%
$157.66 - $172.39 $3.31K - $3.62K
337 $53.6M
STLA
Stellantis N.V.

Consumer Cyclical
34
+ 6.95%
$8.53 - $11.27 $290 - $383
523 $5.25M
IYK
Ishares U.S. Consumer Staples

ETFs
2
+ 0.57%
$67.29 - $72.42 $135 - $145
354 $24.9M
UPS
United Parcel Service Inc

Industrials
1
+ 1.96%
$91.92 - $110.2 $91.9 - $110
52 $5.27M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2
+ 0.52%
$90.85 - $102.31 $182 - $205
386 $38.9M
MRK
Merck & Co., Inc.

Healthcare
13
+ 9.09%
$73.47 - $87.12 $955 - $1.13K
156 $12.3M
IVT
Inven Trust Properties Corp.

Real Estate
2
+ 0.71%
$25.97 - $29.73 $51.9 - $59.5
283 $7.76M
BP
Bp PLC

Energy
3
+ 2.07%
$26.11 - $33.81 $78.3 - $101
148 $4.42M
CNA
Cna Financial Corp

Financial Services
1
+ 0.73%
$45.03 - $50.88 $45 - $50.9
138 $6.42M
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 1.1%
$79.69 - $99.41 $79.7 - $99.4
92 $8.4M
LYB
Lyondell Basell Industries N.V.

Basic Materials
2
+ 3.7%
$53.23 - $70.65 $106 - $141
56 $3.22M
SUN
Sunoco LP

Energy
3
+ 1.76%
$50.38 - $59.13 $151 - $177
173 $9.26M
KHC
Kraft Heinz CO

Consumer Defensive
1
+ 0.74%
$25.61 - $30.81 $25.6 - $30.8
137 $3.53M
EXPI
Exp World Holdings, Inc.

Real Estate
6
+ 0.55%
$7.46 - $9.89 $44.8 - $59.3
1.09K $9.95M
FMB
First Tr Exchange Traded Fd Ii

ETFs
35
+ 0.85%
$49.12 - $50.93 $1.72K - $1.78K
4.14K $206M
LUV
Southwest Airlines CO

Industrials
5
+ 0.49%
$24.04 - $34.36 $120 - $172
1.02K $33M
PRU
Prudential Financial Inc

Financial Services
4
+ 1.23%
$95.12 - $112.71 $380 - $451
330 $35.5M
MO
Altria Group, Inc.

Consumer Defensive
3
+ 0.37%
$55.56 - $60.91 $167 - $183
819 $48M
DUK
Duke Energy Corp

Utilities
4
+ 1.05%
$112.46 - $124.05 $450 - $496
385 $45.4M
IXC
Ishares Tr Global Energy ETF

ETFs
11
+ 1.84%
$34.69 - $42.32 $382 - $466
609 $23.9M
HPQ
Hp Inc

Technology
2
+ 0.41%
$21.88 - $29.32 $43.8 - $58.6
490 $12M
DIV
Global X Superdividend Us ETF

ETFs
10
+ 0.55%
N/A
1.82K $32M
FLO
Flowers Foods Inc

Consumer Defensive
14
+ 1.49%
$15.86 - $19.21 $222 - $269
955 $15.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 5.22%
$483.48 - $539.8 $3.38K - $3.78K
141 $68.5M
FISV
Fiserv Inc

Technology
8
+ 8.79%
N/A
99 $17.1M
LLY
Eli Lilly & CO

Healthcare
3
+ 2.13%
$713.71 - $898.95 $2.14K - $2.7K
144 $112M
AFL
Aflac Inc

Financial Services
18
+ 1.54%
$99.77 - $112.45 $1.8K - $2.02K
1.19K $125M
AEE
Ameren Corp

Utilities
8
+ 0.61%
$94.23 - $101.68 $754 - $813
1.32K $127M
IYE
Ishares Tr

ETFs
11
+ 0.64%
$40.36 - $49.67 $444 - $546
1.72K $77.7M
CVX
Chevron Corp

Energy
1
+ 0.31%
$133.73 - $168.51 $134 - $169
325 $46.5M
Activity Summary
Buys All Purchases 258 New Holdings 81 Increased Positions 177 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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