Pineridge Advisors LLC Purchases in Q3 2024

Pineridge Advisors LLC

  • $264 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Elevation Series Trust
471
New
N/A
471 $11.9M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
319
New
$32.65 - $36.69 $10.4K - $11.7K
319 $11.6M
T
At&T Inc.

Communication Services
4
+ 0.1%
$18.21 - $22.28 $72.8 - $89.1
3.85K $84.7M
VGT
Vanguard Information Technolog

ETFs
15
New
$514.43 - $606.85 $7.72K - $9.1K
15 $8.8M
VNQ
Vanguard Specialized Funds Van

ETFs
51
+ 20.48%
$82.97 - $98.97 $4.23K - $5.05K
300 $29.2M
SPMD
Spdr Portfolio

ETFs
8
+ 0.36%
$50.29 - $54.92 $402 - $439
2.25K $123M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
90
+ 16.25%
$57.32 - $62.65 $5.16K - $5.64K
644 $40.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.24%
$283.28 - $314.39 $283 - $314
416 $131M
VGLT
Vanguard Long Term Treasury Et

ETFs
58
+ 5.77%
$56.52 - $63.23 $3.28K - $3.67K
1.06K $65.4M
Series Portfolios Tr
288
+ 24.68%
N/A
1.46K $37.2M
AMD
Advanced Micro Devices Inc

Technology
40
+ 71.43%
$128.67 - $183.96 $5.15K - $7.36K
96 $15.8M
AVGO
Broadcom Inc.

Technology
352
+ 926.32%
$136.27 - $1745.86 $48K - $615K
390 $67.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3
+ 0.38%
$87.56 - $95.49 $263 - $286
795 $75.9M
Listed Fd Tr
177
New
N/A
177 $6.13M
VGSH
Vanguard

ETFs
56
+ 2.04%
$57.74 - $59.13 $3.23K - $3.31K
2.8K $165M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
174
New
$31.91 - $34.68 $5.55K - $6.03K
174 $6.03M
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
SPGP
Invesco Exchange Traded Fd Tr

ETFs
50
New
$96.3 - $106.49 $4.82K - $5.32K
50 $5.25M
Ferguson Enterprises Inc
26
New
N/A
26 $5.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
45
+ 39.47%
$96.25 - $101.98 $4.33K - $4.59K
159 $16.1M
Te Connectivity PLC
32
New
N/A
32 $4.88M
EA
Electronic Arts Inc.

Communication Services
33
New
$137.32 - $151.82 $4.53K - $5.01K
33 $4.74M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
158
New
$26.43 - $29.86 $4.18K - $4.72K
158 $4.67M
QUAL
Ishares Msci Usa Quality Facto

ETFs
13
+ 4.74%
$162.64 - $179.3 $2.11K - $2.33K
287 $51.4M
ABNB
Airbnb, Inc.

Consumer Cyclical
35
New
$113.01 - $154.34 $3.96K - $5.4K
35 $4.44M
IVW
Ishares S&P 500 Growth ETF

ETFs
45
New
$84.77 - $97.13 $3.81K - $4.37K
45 $4.31M
FVD
First Tr Value Line Divid Inde

ETFs
94
New
$40.45 - $45.49 $3.8K - $4.28K
94 $4.3M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2
+ 0.53%
$95.1 - $106.76 $190 - $214
380 $40.6M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
308
New
$11.52 - $12.52 $3.55K - $3.86K
308 $3.81M
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
Amentum Holdings Inc
100
New
N/A
100 $3.23M
BAC
Bank Of America Corp

Financial Services
79
+ 26.33%
$36.65 - $44.13 $2.9K - $3.49K
379 $15.1M
OXY
Occidental Petroleum Corp

Energy
67
+ 181.08%
$49.91 - $63.73 $3.34K - $4.27K
104 $5.36M
ADM
Archer Daniels Midland CO

Consumer Defensive
46
New
$57.96 - $65.72 $2.67K - $3.02K
46 $2.77M
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
GDDY
Go Daddy Inc.

Technology
16
New
$141.41 - $167.41 $2.26K - $2.68K
16 $2.51M
Ishares Bitcoin Trust ETF
65
+ 162.5%
N/A
105 $3.79M
CNHI
Cnh Industrial N.V.

Industrials
207
New
$9.47 - $10.66 $1.96K - $2.21K
207 $2.3M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.48%
$111.9 - $124.28 $112 - $124
211 $26.1M
UI
Ubiquiti Inc.

Technology
10
New
$147.13 - $221.72 $1.47K - $2.22K
10 $2.22M
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
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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