Pineridge Advisors LLC Incresed Positions in Q2 2025

Pineridge Advisors LLC

  • $276 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
200
+ 46.08%
$21.59 - $24.84 $4.32K - $4.97K
634 $15.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1
+ 0.18%
$53.65 - $67.02 $53.7 - $67
567 $38M
ICE
Intercontinental Exchange, Inc.

Financial Services
15
+ 16.3%
$151.62 - $183.47 $2.27K - $2.75K
107 $19.6M
V
Visa Inc.

Financial Services
9
+ 11.84%
$308.27 - $373.31 $2.77K - $3.36K
85 $30.2M
Te Connectivity PLC
13
+ 28.89%
N/A
58 $9.76M
ACN
Accenture PLC

Technology
12
+ 92.31%
$279.23 - $323.21 $3.35K - $3.88K
25 $7.47M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.64%
$146.58 - $180.01 $147 - $180
158 $28M
MGNI
Magnite, Inc.

Communication Services
57
+ 38.26%
$9.0 - $24.12 $513 - $1.37K
206 $4.97M
RGA
Reinsurance Group Of America Inc

Financial Services
15
+ 11.63%
$168.32 - $209.71 $2.52K - $3.15K
144 $28.6M
C
Citigroup Inc

Financial Services
16
+ 14.41%
$58.13 - $85.12 $930 - $1.36K
127 $10.8M
PANW
Palo Alto Networks Inc

Technology
11
+ 78.57%
$152.44 - $204.64 $1.68K - $2.25K
25 $5.12M
Lam Research Corp
24
+ 160.0%
N/A
39 $3.8M
HON
Honeywell International Inc

Industrials
1
+ 0.85%
$182.86 - $232.88 $183 - $233
119 $27.7M
AOM
Ishares Tr Core Moderate Alloc

ETFs
2
+ 0.21%
$41.55 - $46.04 $83.1 - $92.1
955 $44M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2
+ 0.25%
$81.46 - $94.63 $163 - $189
803 $76M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
94
+ 1.03%
$22.81 - $22.97 $2.14K - $2.16K
9.21K $211M
Ge Healthcare Technologies I
28
+ 200.0%
N/A
42 $3.11M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.26%
$114.78 - $133.31 $115 - $133
393 $52.4M
JEF
Jefferies Financial Group Inc.

Financial Services
29
+ 13.12%
$41.06 - $56.09 $1.19K - $1.63K
250 $13.7M
WFRD
Weatherford International PLC

Energy
37
+ 168.18%
$39.17 - $54.26 $1.45K - $2.01K
59 $2.98M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3
+ 0.35%
$29.52 - $35.31 $88.6 - $106
860 $30.3M
DFIV
Dimensional ETF Tr

ETFs
7
+ 1.87%
$34.67 - $43.21 $243 - $302
381 $16.3M
EQT
Eqt Corp

Energy
20
+ 33.9%
$46.11 - $60.44 $922 - $1.21K
79 $4.62M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
29
+ 0.97%
$28.21 - $28.85 $818 - $837
3.02K $86.9M
ADI
Analog Devices Inc

Technology
1
+ 2.78%
$164.6 - $238.02 $165 - $238
37 $8.72M
SHYD
Vaneck Short High Yield Muni E

ETFs
41
+ 0.93%
$21.84 - $22.79 $895 - $934
4.46K $101M
TILE
Interface Inc

Consumer Cyclical
50
+ 17.99%
$17.79 - $21.16 $890 - $1.06K
328 $6.87M
RPRX
Royalty Pharma PLC

Healthcare
1
+ 0.4%
$30.85 - $36.14 $30.9 - $36.1
253 $9.13M
OEF
Ishares S&P 100 ETF

ETFs
1
+ 3.03%
N/A
34 $10.2M
Neuberger Berman ETF Trust
37
+ 11.53%
N/A
358 $9.33M
WBD
Warner Bros. Discovery, Inc.

Communication Services
44
+ 5.3%
$7.69 - $11.46 $338 - $504
874 $10M
VLO
Valero Energy Corp

Energy
8
+ 88.89%
$104.69 - $141.77 $838 - $1.13K
17 $2.32M
PPL
Ppl Corp

Utilities
34
+ 53.13%
$33.45 - $36.5 $1.14K - $1.24K
98 $3.32M
PSX
Phillips 66

Energy
10
+ 40.0%
$92.87 - $125.73 $929 - $1.26K
35 $4.14M
KMB
Kimberly Clark Corp

Consumer Defensive
10
+ 45.45%
$126.84 - $145.22 $1.27K - $1.45K
32 $4.13M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.7%
$166.82 - $194.23 $167 - $194
144 $27.9M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
3
+ 1.09%
$107.61 - $119.09 $323 - $357
277 $32.9M
SO
Southern CO

Utilities
11
+ 8.94%
$84.91 - $92.56 $934 - $1.02K
134 $12.3M
JNJ
Johnson & Johnson

Healthcare
10
+ 19.61%
$146.36 - $159.82 $1.46K - $1.6K
61 $9.3M
SLB
Schlumberger Limited

Energy
29
+ 161.11%
$31.95 - $42.2 $927 - $1.22K
47 $1.59M
UBER
Uber Technologies, Inc

Technology
1
+ 2.94%
$64.62 - $93.3 $64.6 - $93.3
35 $3.27M
VZ
Verizon Communications Inc

Communication Services
24
+ 20.51%
$41.67 - $45.62 $1K - $1.09K
141 $6.11M
ELV
Elevance Health, Inc.

Healthcare
3
+ 33.33%
$372.27 - $452.69 $1.12K - $1.36K
12 $4.67M
DHR
Danaher Corp

Healthcare
5
+ 15.63%
$174.64 - $205.16 $873 - $1.03K
37 $7.31M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1
+ 0.18%
$45.11 - $52.34 $45.1 - $52.3
554 $29M
FMBH
First Mid Bancshares, Inc.

Financial Services
2
+ 0.8%
$31.0 - $38.22 $62 - $76.4
251 $9.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1
+ 0.61%
$52.31 - $63.72 $52.3 - $63.7
164 $10.4M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.25%
$335.24 - $380.78 $335 - $381
399 $146M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3
+ 0.6%
$36.25 - $42.28 $109 - $127
503 $21.2M
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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