Pineridge Advisors LLC Reduced Holdings in Q3 2025

Pineridge Advisors LLC

  • $350 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-129K
- 28.93%
$135.0 - $146.02 $17.4M - $18.8M
316K $46B
SPY
Spdr S&P 500 ETF Trust

ETFs
-16.9K
- 34.33%
$617.65 - $666.84 $10.5M - $11.3M
32.4K $21.6B
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
-79.3K
- 55.61%
$26.68 - $27.48 $2.11M - $2.18M
63.3K $1.73B
MLN
Vaneck Long Muni ETF

ETFs
-128K
- 63.56%
$16.52 - $17.5 $2.12M - $2.24M
73.4K $1.28B
BSMU
Invesco Exchange Self Ind Tr

ETFs
-84.9K
- 85.63%
$21.43 - $22.06 $1.82M - $1.87M
14.3K $312M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-55.1K
- 53.22%
$24.11 - $24.94 $1.33M - $1.37M
48.4K $1.21B
RVNU
Xtrackers Municipal Infrastruc

ETFs
-56.2K
- 70.84%
$23.46 - $24.74 $1.32M - $1.39M
23.1K $571M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-27.5K
- 10.43%
$22.19 - $22.44 $611K - $618K
237K $5.3B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.01K
- 22.66%
$620.67 - $670.08 $629K - $679K
3.46K $2.31B
AAPL
Apple Inc.

Technology
-2.56K
- 58.48%
$202.38 - $256.87 $518K - $658K
1.82K $463M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-8.25K
- 53.49%
N/A
7.17K $239M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-343
- 85.32%
$546.99 - $602.2 $188K - $207K
59 $35.5M
MEAR
Blackrock Short Maturity Munic

ETFs
-3.29K
- 77.13%
$50.17 - $50.56 $165K - $166K
976 $49.3M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-6.56K
- 81.1%
$23.69 - $24.32 $155K - $160K
1.53K $37.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.29K
- 37.73%
$48.5 - $50.19 $160K - $165K
5.43K $272M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-3.14K
- 75.77%
$49.32 - $50.93 $155K - $160K
1K $50.8M
SHYD
Vaneck Short High Yield Muni E

ETFs
-3.32K
- 74.41%
$22.31 - $23.01 $74.1K - $76.4K
1.14K $26.2M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-1.6K
- 43.95%
$45.92 - $47.76 $73.4K - $76.3K
2.04K $96.8M
RMD
Resmed Inc

Healthcare
-211
- 60.98%
$252.01 - $293.73 $53.2K - $62K
135 $37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-128
- 16.71%
$567.77 - $614.76 $72.7K - $78.7K
638 $391M
IYE
Ishares Tr

ETFs
-977
- 56.84%
$44.83 - $48.91 $43.8K - $47.8K
742 $35.3M
IEF
Ishares Barclays

ETFs
-356
- 22.57%
$93.91 - $97.26 $33.4K - $34.6K
1.22K $118M
META
Meta Platforms, Inc.

Communication Services
-41
- 41.84%
$695.21 - $791.73 $28.5K - $32.5K
57 $41.9M
IWM
Ishares Russell 2000 ETF

ETFs
-145
- 76.32%
$214.92 - $244.84 $31.2K - $35.5K
45 $10.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-120
- 6.34%
$211.65 - $238.24 $25.4K - $28.6K
1.77K $390M
RC
Ready Capital Corp

Real Estate
-5.64K
- 97.6%
$3.71 - $4.66 $20.9K - $26.3K
139 $538K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 35.46%
$459.11 - $506.91 $23K - $25.3K
91 $45.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
-185
- 17.19%
$137.51 - $145.26 $25.4K - $26.9K
891 $127M
AVGO
Broadcom Inc.

Technology
-140
- 31.04%
$264.74 - $369.57 $37.1K - $51.7K
311 $103M
IBM
International Business Machines Corp

Technology
-19
- 1.53%
$234.77 - $292.47 $4.46K - $5.56K
1.22K $345M
LLY
Eli Lilly & CO

Healthcare
-21
- 14.58%
$625.65 - $812.69 $13.1K - $17.1K
123 $93.8M
PG
Procter & Gamble CO

Consumer Defensive
-81
- 24.04%
$150.47 - $161.22 $12.2K - $13.1K
256 $39.3M
JPM
Jpmorgan Chase & CO

Financial Services
-62
- 25.2%
$282.78 - $316.06 $17.5K - $19.6K
184 $58.1M
DIS
Walt Disney CO

Communication Services
-47
- 6.57%
$112.25 - $124.0 $5.28K - $5.83K
668 $76.4M
V
Visa Inc.

Financial Services
-31
- 36.47%
$332.09 - $358.86 $10.3K - $11.1K
54 $18.5M
GS
Goldman Sachs Group Inc

Financial Services
-17
- 53.13%
$696.56 - $806.32 $11.8K - $13.7K
15 $11.9M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-43
- 55.84%
$275.84 - $326.36 $11.9K - $14K
34 $11.1M
BAC
Bank Of America Corp

Financial Services
-225
- 75.0%
$44.92 - $52.42 $10.1K - $11.8K
75 $3.88M
IDEV
Ishares Core Msci Intl Develop

ETFs
-167
- 20.62%
$74.68 - $80.26 $12.5K - $13.4K
643 $51.6M
CRM
Salesforce, Inc.

Technology
-32
- 61.54%
$231.66 - $273.65 $7.41K - $8.76K
20 $4.74M
VGSH
Vanguard

ETFs
-148
- 14.06%
$58.43 - $58.88 $8.65K - $8.71K
905 $53.2M
HON
Honeywell International Inc

Industrials
-26
- 21.85%
$207.7 - $240.4 $5.4K - $6.25K
93 $19.6M
Linde PLC
-17
- 60.71%
N/A
11 $5.31M
T
At&T Inc.

Communication Services
-177
- 4.53%
$26.94 - $29.62 $4.77K - $5.24K
3.73K $105M
ICE
Intercontinental Exchange, Inc.

Financial Services
-33
- 30.84%
$167.28 - $188.45 $5.52K - $6.22K
74 $12.5M
MCK
Mckesson Corp

Healthcare
-10
- 58.82%
$659.01 - $772.54 $6.59K - $7.73K
7 $5.47M
Te Connectivity PLC
-45
- 77.59%
N/A
13 $2.85M
RGA
Reinsurance Group Of America Inc

Financial Services
-31
- 21.53%
$177.1 - $199.23 $5.49K - $6.18K
113 $21.7M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-286
- 22.52%
$27.49 - $29.67 $7.86K - $8.49K
984 $28.3M
Activity Summary
Buys All Purchases 140 New Holdings 39 Increased Positions 101 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 0 Puts 0
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