Pineridge Advisors LLC Incresed Positions 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
GLDM
World Gold Trust

ETFs
32
+ 0.64%
$52.19 - $61.89 $1.67K - $1.98K
5.03K $311M
MUB
Ishares National Muni Bond ETF

ETFs
483
+ 109.03%
$104.71 - $107.69 $50.6K - $52K
926 $97.6M
EFV
Msci Eafe Value ETF

ETFs
401
+ 15.2%
$51.88 - $60.73 $20.8K - $24.4K
3.04K $179M
VOT
Vanguard Mid Cap Growth Index

ETFs
132
+ 165.0%
$237.72 - $276.98 $31.4K - $36.6K
212 $52M
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
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
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
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
EFX
Equifax Inc

Industrials
19
+ 237.5%
$235.63 - $278.34 $4.48K - $5.29K
27 $6.6M
HON
Honeywell International Inc

Industrials
26
+ 28.26%
$202.75 - $226.52 $5.27K - $5.89K
118 $25.1M
KD
Kyndryl Holdings, Inc.

Technology
131
+ 297.73%
$31.32 - $43.45 $4.1K - $5.69K
175 $5.5M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.53%
$461.52 - $548.18 $462 - $548
189 $99.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
204
+ 38.13%
$21.75 - $24.28 $4.44K - $4.95K
739 $16.3M
FICO
Fair Isaac Corp

Technology
2
+ 200.0%
$1695.35 - $2030.47 $3.39K - $4.06K
3 $5.53M
EW
Edwards Lifesciences Corp

Healthcare
45
+ 750.0%
$67.95 - $76.19 $3.06K - $3.43K
51 $3.7M
CLOI
Vaneck ETF Tr

ETFs
61
+ 50.41%
$52.68 - $53.16 $3.21K - $3.24K
182 $9.6M
SO
Southern CO

Utilities
23
+ 23.0%
$80.96 - $92.96 $1.86K - $2.14K
123 $11.3M
VO
Vanguard Mid Cap ETF

ETFs
15
+ 13.76%
$251.87 - $277.95 $3.78K - $4.17K
124 $32M
TILE
Interface Inc

Consumer Cyclical
174
+ 167.31%
$18.26 - $25.12 $3.18K - $4.37K
278 $5.52M
VRSN
Verisign Inc

Technology
7
+ 30.43%
$205.1 - $254.74 $1.44K - $1.78K
30 $7.62M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
19
+ 0.64%
$27.64 - $28.58 $525 - $543
2.99K $85.5M
VNQ
Vanguard Specialized Funds Van

ETFs
27
+ 20.93%
$85.55 - $94.34 $2.31K - $2.55K
156 $14.1M
KR
Kroger CO

Consumer Defensive
27
+ 25.71%
$58.36 - $67.72 $1.58K - $1.83K
132 $8.96M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
60
+ 0.66%
$22.77 - $22.94 $1.37K - $1.38K
9.12K $209M
OKE
Oneok Inc

Energy
26
+ 49.06%
$89.57 - $109.85 $2.33K - $2.86K
79 $7.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
70
+ 16.55%
$57.21 - $65.8 $4K - $4.61K
493 $28.7M
MEAR
Blackrock Short Maturity Munic

ETFs
22
+ 0.51%
$49.97 - $50.36 $1.1K - $1.11K
4.31K $217M
IYK
Ishares U.S. Consumer Staples

ETFs
2
+ 0.57%
$63.29 - $71.8 $127 - $144
352 $25.2M
URI
United Rentals, Inc.

Industrials
4
+ 80.0%
$594.17 - $789.56 $2.38K - $3.16K
9 $5.65M
UI
Ubiquiti Inc.

Technology
7
+ 70.0%
$300.93 - $431.11 $2.11K - $3.02K
17 $5.3M
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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