Pineridge Advisors LLC Reduced Holdings in Q1 2025

Pineridge Advisors LLC

  • $256 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
-96
- 51.34%
$91.75 - $115.81 $8.81K - $11.1K
91 $8.93M
Pimco ETF Tr
-79
- 89.77%
N/A
9 $926K
PFE
Pfizer Inc

Healthcare
-278
- 39.04%
$25.01 - $27.13 $6.95K - $7.54K
434 $11M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-280
- 69.14%
$23.16 - $27.04 $6.48K - $7.57K
125 $2.94M
SHV
Ishares Tr

ETFs
-68
- 98.55%
$110.11 - $110.51 $7.49K - $7.51K
1 $111K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-24
- 47.06%
$402.49 - $513.76 $9.66K - $12.3K
27 $13.1M
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 57.14%
$890.62 - $1076.86 $7.12K - $8.61K
6 $5.68M
DIV
Global X Superdividend Us ETF

ETFs
-464
- 20.41%
N/A
1.81K $34.1M
PSX
Phillips 66

Energy
-61
- 70.93%
$113.93 - $131.55 $6.95K - $8.02K
25 $3.14M
GLD
Spdr Gold Trust

ETFs
-121
- 19.58%
$243.19 - $288.14 $29.4K - $34.9K
497 $143M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-31
- 0.33%
$49.25 - $50.66 $1.53K - $1.57K
9.25K $459M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-77
- 1.04%
$22.83 - $23.75 $1.76K - $1.83K
7.36K $170M
Ge Healthcare Technologies I
-75
- 84.27%
N/A
14 $1.13M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-555
- 40.07%
$9.47 - $11.46 $5.26K - $6.36K
830 $8.91M
FIX
Comfort Systems Usa Inc

Industrials
-13
- 92.86%
$313.26 - $550.27 $4.07K - $7.15K
1 $323K
GLW
Corning Inc

Technology
-98
- 32.45%
$44.91 - $54.25 $4.4K - $5.32K
204 $9.32M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-176
- 34.44%
$28.55 - $29.09 $5.02K - $5.12K
335 $9.66M
GS
Goldman Sachs Group Inc

Financial Services
-7
- 17.95%
$524.81 - $672.19 $3.67K - $4.71K
32 $17.6M
Series Portfolios Tr
-167
- 35.91%
N/A
298 $7.92M
KO
Coca Cola CO

Consumer Defensive
-309
- 16.4%
$60.81 - $72.32 $18.8K - $22.3K
1.58K $113M
F
Ford Motor CO

Consumer Cyclical
-447
- 60.24%
$9.12 - $10.43 $4.08K - $4.66K
295 $2.96M
Series Portfolios Tr
-173
- 36.19%
N/A
305 $7.78M
IWS
Ishares Russell Midcap Value E

ETFs
-5
- 0.48%
$122.59 - $135.24 $613 - $676
1.04K $131M
HPQ
Hp Inc

Technology
-48
- 8.96%
$27.69 - $34.72 $1.33K - $1.67K
488 $13.5M
VTRS
Viatris Inc

Healthcare
-302
- 83.89%
$8.68 - $12.42 $2.62K - $3.75K
58 $505K
VRIG
Invesco Actively Managed ETF F

ETFs
-157
- 47.43%
$25.06 - $25.19 $3.93K - $3.95K
174 $4.37M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-288
- 17.47%
$21.95 - $24.74 $6.32K - $7.13K
1.36K $32.9M
GM
General Motors CO

Consumer Cyclical
-57
- 36.08%
$45.22 - $54.92 $2.58K - $3.13K
101 $4.77M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-151
- 31.59%
$25.21 - $26.38 $3.81K - $3.98K
327 $8.64M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-161
- 30.96%
$22.98 - $24.13 $3.7K - $3.88K
359 $8.58M
FNDB
Schwab Fundamental U S Broad M

ETFs
-70
- 0.99%
$22.52 - $24.48 $1.58K - $1.71K
6.98K $161M
CHWY
Chewy, Inc.

Consumer Cyclical
-100
- 98.04%
$31.83 - $39.8 $3.18K - $3.98K
2 $65K
PLTR
Palantir Technologies Inc.

Technology
-50
- 50.0%
$64.98 - $124.62 $3.25K - $6.23K
50 $4.22M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-51
- 48.11%
N/A
55 $4.38M
DELL
Dell Technologies Inc.

Technology
-11
- 12.36%
$90.34 - $124.66 $994 - $1.37K
78 $7.07M
VGIT
Vanguard Intermediate Term Tre

ETFs
-86
- 5.94%
$57.44 - $59.4 $4.94K - $5.11K
1.36K $81M
ABT
Abbott Laboratories

Healthcare
-66
- 22.0%
$111.1 - $140.22 $7.33K - $9.25K
234 $31M
TMUS
T Mobile Us, Inc.

Communication Services
-15
- 60.0%
$211.3 - $272.83 $3.17K - $4.09K
10 $2.7M
ABC
Amerisourcebergen Corp

Healthcare
-23
- 32.86%
N/A
47 $13.1M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-32
- 37.21%
$69.82 - $78.67 $2.23K - $2.52K
54 $3.83M
Bunge Global Sa
-28
- 43.08%
N/A
37 $2.81M
HPE
Hewlett Packard Enterprise CO

Technology
-84
- 61.76%
$14.77 - $24.42 $1.24K - $2.05K
52 $798K
CVS
Cvs Health Corp

Healthcare
-81
- 54.36%
$44.22 - $68.64 $3.58K - $5.56K
68 $4.63M
IBM
International Business Machines Corp

Technology
-171
- 12.15%
$217.4 - $264.74 $37.2K - $45.3K
1.24K $307M
IVW
Ishares S&P 500 Growth ETF

ETFs
-15
- 33.33%
$92.45 - $106.69 $1.39K - $1.6K
30 $2.79M
CC
Chemours CO

Basic Materials
-100
- 99.01%
$13.41 - $19.99 $1.34K - $2K
1 $14K
TPR
Tapestry, Inc.

Consumer Cyclical
-29
- 37.66%
$65.63 - $89.21 $1.9K - $2.59K
48 $3.38M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-60
- 5.0%
$34.23 - $36.9 $2.05K - $2.21K
1.14K $40.7M
NTAP
Net App, Inc.

Technology
-11
- 52.38%
$87.84 - $126.3 $966 - $1.39K
10 $907K
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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