Pineridge Advisors LLC Incresed Positions in Q3 2024

Pineridge Advisors LLC

  • $264 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
56
+ 2.04%
$57.74 - $59.13 $3.23K - $3.31K
2.8K $165M
DUK
Duke Energy Corp

Utilities
3
+ 0.81%
$99.35 - $117.71 $298 - $353
374 $43.2M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
92
+ 1.04%
$22.55 - $23.1 $2.07K - $2.13K
8.93K $206M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
45
+ 39.47%
$96.25 - $101.98 $4.33K - $4.59K
159 $16.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
13
+ 4.74%
$162.64 - $179.3 $2.11K - $2.33K
287 $51.4M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2
+ 0.53%
$95.1 - $106.76 $190 - $214
380 $40.6M
JBL
Jabil Inc

Technology
30
+ 250.0%
$97.55 - $126.65 $2.93K - $3.8K
42 $5.04M
EXPI
Exp World Holdings, Inc.

Real Estate
5
+ 0.43%
$10.51 - $14.73 $52.6 - $73.7
1.16K $16.4M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
9
+ 0.31%
$27.8 - $29.26 $250 - $263
2.94K $85.3M
BAC
Bank Of America Corp

Financial Services
79
+ 26.33%
$36.65 - $44.13 $2.9K - $3.49K
379 $15.1M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
105
+ 1.24%
$23.88 - $24.01 $2.51K - $2.52K
8.59K $206M
JEF
Jefferies Financial Group Inc.

Financial Services
1
+ 0.46%
$49.97 - $62.49 $50 - $62.5
219 $13.5M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
3
+ 0.19%
$22.25 - $24.44 $66.8 - $73.3
1.6K $38.6M
Ishares Bitcoin Trust ETF
65
+ 162.5%
N/A
105 $3.79M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.48%
$111.9 - $124.28 $112 - $124
211 $26.1M
AOM
Ishares Tr Core Moderate Alloc

ETFs
1
+ 0.1%
$42.66 - $45.18 $42.7 - $45.2
1K $45.3M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
7
+ 0.38%
$16.59 - $18.07 $116 - $126
1.84K $32.9M
CUZ
Cousins Properties Inc

Real Estate
4
+ 1.28%
$22.4 - $30.21 $89.6 - $121
317 $9.36M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1
+ 0.18%
$56.04 - $62.2 $56 - $62.2
562 $35M
IYK
Ishares U.S. Consumer Staples

ETFs
3
+ 0.87%
$65.27 - $72.12 $196 - $216
348 $24.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 1.01%
$149.02 - $167.67 $149 - $168
100 $16.7M
IYF
Ishares Tr

ETFs
1
+ 0.56%
$93.83 - $105.05 $93.8 - $105
180 $18.7M
TYA
Simplify Exchange Traded Fds S

ETFs
51
+ 7.88%
$12.71 - $12.71 $648 - $648
698 $10M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 1.23%
$179.99 - $201.6 $180 - $202
82 $16.4M
ROIV
Roivant Sciences Ltd.

Healthcare
91
+ 26.45%
$10.17 - $12.5 $925 - $1.14K
435 $5.02M
KR
Kroger CO

Consumer Defensive
13
+ 15.85%
$50.43 - $57.3 $656 - $745
95 $5.47M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2
+ 0.4%
$38.51 - $41.69 $77 - $83.4
496 $20.7M
FOX
Fox Corp Cl B (De)

Communication Services
2
+ 1.17%
$31.8 - $38.86 $63.6 - $77.7
173 $6.7M
LUV
Southwest Airlines CO

Industrials
6
+ 0.6%
$23.7 - $29.93 $142 - $180
1.01K $29.8M
ET
Energy Transfer LP

Energy
81
+ 13.26%
$15.43 - $16.44 $1.25K - $1.33K
692 $11.1M
ZTS
Zoetis Inc.

Healthcare
4
+ 22.22%
$172.58 - $196.48 $690 - $786
22 $4.3M
CAH
Cardinal Health Inc

Healthcare
7
+ 26.92%
$93.74 - $114.66 $656 - $803
33 $3.61M
IVT
Inven Trust Properties Corp.

Real Estate
2
+ 0.73%
$24.41 - $29.87 $48.8 - $59.7
276 $7.84M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.86%
$92.63 - $105.69 $185 - $211
234 $24.4M
FLO
Flowers Foods Inc

Consumer Defensive
9
+ 0.99%
$21.44 - $23.77 $193 - $214
918 $21.2M
PULS
Pgim ETF Tr

ETFs
15
+ 0.55%
$49.47 - $49.8 $742 - $747
2.74K $137M
DFIV
Dimensional ETF Tr

ETFs
2
+ 0.54%
$34.66 - $38.38 $69.3 - $76.8
369 $14.1M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
18
+ 0.48%
$10.21 - $10.93 $184 - $197
3.74K $40.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
14
+ 19.44%
$51.58 - $53.79 $722 - $753
86 $4.59M
OLED
Universal Display Corp Pa

Technology
4
+ 100.0%
$157.72 - $236.42 $631 - $946
8 $1.68M
SPIB
Spdr Portfolio Intermediate Te

ETFs
2
+ 0.3%
$32.36 - $33.78 $64.7 - $67.6
660 $22.3M
C
Citigroup Inc

Financial Services
15
+ 10.42%
$56.11 - $67.61 $842 - $1.01K
159 $9.96M
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 0.52%
$51.0 - $57.07 $51 - $57.1
192 $10.7M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
+ 300.0%
$150.01 - $182.29 $450 - $547
4 $727K
OKE
Oneok Inc

Energy
1
+ 1.92%
$78.62 - $95.27 $78.6 - $95.3
53 $4.79M
HPQ
Hp Inc

Technology
1
+ 0.2%
$32.02 - $38.11 $32 - $38.1
501 $18M
KHC
Kraft Heinz CO

Consumer Defensive
2
+ 1.5%
$31.86 - $36.13 $63.7 - $72.3
135 $4.72M
RPRX
Royalty Pharma PLC

Healthcare
2
+ 1.18%
$25.63 - $29.27 $51.3 - $58.5
172 $4.86M
UBER
Uber Technologies, Inc

Technology
4
+ 17.39%
$58.48 - $77.47 $234 - $310
27 $2.03M
Activity Summary
Buys All Purchases 169 New Holdings 57 Increased Positions 112 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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