Pineridge Advisors LLC Reduced Holdings in Q1 2025

Pineridge Advisors LLC

  • $256 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-401K
- 98.88%
$91.17 - $95.39 $36.5M - $38.2M
4.52K $431M
XFIV
Bondbloxx ETF Tr 5 Yr Target D
-749K
- 99.12%
N/A
6.66K $327M
MSFT
Microsoft Corp

Technology
-9.17K
- 60.78%
$375.39 - $447.2 $3.44M - $4.1M
5.92K $2.22B
AAPL
Apple Inc.

Technology
-3.41K
- 45.88%
$209.68 - $247.1 $715K - $843K
4.02K $893M
LLY
Eli Lilly & CO

Healthcare
-1.11K
- 88.72%
$725.72 - $929.72 $805K - $1.03M
141 $116M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.46K
- 57.42%
$190.26 - $242.06 $469K - $596K
1.83K $348M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-7.86K
- 5.3%
$21.23 - $23.75 $167K - $187K
140K $3.02B
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-19.6K
- 6.49%
$21.77 - $22.25 $426K - $435K
282K $6.27B
SPSB
Spdr Portfolio Short Term Corp

ETFs
-11.9K
- 7.62%
$29.82 - $30.1 $355K - $358K
144K $4.34B
NVDA
Nvidia Corp

Technology
-1.41K
- 50.04%
$106.98 - $149.43 $151K - $211K
1.41K $153M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-352
- 30.32%
$507.05 - $563.67 $178K - $198K
809 $416M
IVV
Ishares Core S&P 500 ETF

ETFs
-151
- 3.3%
$554.06 - $615.85 $83.7K - $93K
4.42K $2.48B
TSLA
Tesla, Inc.

Consumer Cyclical
-18
- 1.31%
$222.15 - $428.22 $4K - $7.71K
1.35K $350M
UNP
Union Pacific Corp

Industrials
-827
- 75.46%
$225.21 - $254.42 $186K - $210K
269 $63.5M
PG
Procter & Gamble CO

Consumer Defensive
-1.07K
- 77.18%
$158.56 - $176.26 $170K - $188K
316 $53.8M
IWY
Ishares Tr Russell 200 Growth

ETFs
-405
- 12.75%
$210.19 - $243.33 $85.1K - $98.5K
2.77K $585M
JPM
Jpmorgan Chase & CO

Financial Services
-663
- 73.83%
$225.19 - $279.95 $149K - $186K
235 $57.7M
EMR
Emerson Electric CO

Industrials
-919
- 27.33%
$108.64 - $131.17 $99.8K - $121K
2.44K $268M
WMT
Walmart Inc.

Consumer Defensive
-1.36K
- 18.13%
$84.5 - $105.05 $115K - $143K
6.15K $540M
AEE
Ameren Corp

Utilities
-1.64K
- 55.58%
$86.87 - $103.67 $142K - $170K
1.31K $132M
CVX
Chevron Corp

Energy
-929
- 74.14%
$146.71 - $167.97 $136K - $156K
324 $54.3M
PEP
Pepsico Inc

Consumer Defensive
-817
- 45.92%
$142.64 - $156.42 $117K - $128K
962 $144M
MLN
Vaneck Long Muni ETF

ETFs
-1.33K
- 0.66%
$17.22 - $18.0 $22.9K - $23.9K
200K $3.48B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-290
- 78.17%
$360.07 - $417.26 $104K - $121K
81 $29.4M
CSCO
Cisco Systems, Inc.

Technology
-1.95K
- 42.51%
$58.74 - $64.87 $115K - $127K
2.64K $163M
JNJ
Johnson & Johnson

Healthcare
-729
- 93.46%
$142.06 - $167.7 $104K - $122K
51 $8.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-191
- 72.08%
$468.34 - $539.52 $89.5K - $103K
74 $34.7M
VUG
Vanguard Growth ETF

ETFs
-232
- 90.27%
$369.1 - $427.61 $85.6K - $99.2K
25 $9.31M
ABBV
Abb Vie Inc.

Healthcare
-569
- 55.78%
$169.2 - $216.66 $96.3K - $123K
451 $94.5M
V
Visa Inc.

Financial Services
-281
- 78.71%
$306.92 - $362.71 $86.2K - $102K
76 $26.7M
MRK
Merck & Co., Inc.

Healthcare
-728
- 83.58%
$83.01 - $101.02 $60.4K - $73.5K
143 $12.8M
AMD
Advanced Micro Devices Inc

Technology
-594
- 93.54%
$96.63 - $129.55 $57.4K - $77K
41 $4.21M
IWM
Ishares Russell 2000 ETF

ETFs
-306
- 75.74%
$198.1 - $229.79 $60.6K - $70.3K
98 $19.6M
XLK
Technology Sector Spdr

ETFs
-283
- 74.08%
$206.38 - $242.18 $58.4K - $68.5K
99 $20.5M
DIS
Walt Disney CO

Communication Services
-473
- 39.81%
$96.87 - $114.0 $45.8K - $53.9K
715 $70.5M
AVGO
Broadcom Inc.

Technology
-143
- 24.49%
$167.43 - $244.7 $23.9K - $35K
441 $73.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
-319
- 69.05%
$182.82 - $196.21 $58.3K - $62.6K
143 $26.9M
EEM
Ishares Msci Emerging Markets

ETFs
-2.55K
- 8.97%
$40.81 - $45.34 $104K - $116K
25.9K $1.13B
USB
Us Bancorp \De\

Financial Services
-1.17K
- 90.9%
$40.92 - $50.9 $47.8K - $59.5K
117 $4.96M
GOOGL
Alphabet Inc.

Communication Services
-208
- 31.14%
$154.33 - $206.19 $32.1K - $42.9K
460 $71.1M
QCOM
Qualcomm Inc

Technology
-346
- 97.74%
$151.94 - $175.86 $52.6K - $60.8K
8 $1.24M
RVNU
Xtrackers Municipal Infrastruc

ETFs
-109
- 0.14%
$24.5 - $25.39 $2.67K - $2.77K
77.8K $1.92B
MA
Mastercard Inc

Financial Services
-103
- 23.41%
$504.67 - $576.31 $52K - $59.4K
337 $185M
ORCL
Oracle Corp

Technology
-6
- 0.36%
$139.81 - $186.47 $839 - $1.12K
1.66K $232M
ADP
Automatic Data Processing Inc

Industrials
-150
- 89.29%
$286.85 - $318.64 $43K - $47.8K
18 $5.56M
GE
General Electric CO

Industrials
-273
- 80.77%
$168.59 - $212.13 $46K - $57.9K
65 $13.1M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-143
- 0.14%
$25.12 - $26.05 $3.59K - $3.73K
103K $2.59B
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-653
- 99.85%
$54.9 - $62.36 $35.8K - $40.7K
1 $74K
DGRO
Ishares Core Dividend Growth E

ETFs
-645
- 36.84%
$60.46 - $64.42 $39K - $41.6K
1.11K $68.3M
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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