Pineridge Advisors LLC Purchases in Q4 2024

Pineridge Advisors LLC

  • $265 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.35%
$176.42 - $186.91 $176 - $187
288 $51.2M
SUN
Sunoco LP

Energy
3
+ 1.82%
$50.8 - $56.82 $152 - $170
168 $8.62M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2
+ 0.4%
$40.38 - $44.35 $80.8 - $88.7
498 $20.4M
SPIB
Spdr Portfolio Intermediate Te

ETFs
10
+ 1.52%
$32.65 - $33.68 $327 - $337
670 $22M
PRU
Prudential Financial Inc

Financial Services
3
+ 0.98%
$114.59 - $129.52 $344 - $389
309 $36.7M
UPS
United Parcel Service Inc

Industrials
1
+ 2.0%
$122.65 - $138.35 $123 - $138
51 $6.39M
Bondbloxx ETF Trust
7
+ 1.13%
N/A
627 $30.6M
FMBH
First Mid Bancshares, Inc.

Financial Services
1
+ 0.41%
$36.82 - $43.25 $36.8 - $43.3
247 $9.11M
F
Ford Motor CO

Consumer Cyclical
2
+ 0.27%
$9.69 - $11.4 $19.4 - $22.8
742 $7.35M
HPQ
Hp Inc

Technology
35
+ 6.99%
$32.46 - $39.3 $1.14K - $1.38K
536 $17.5M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
286
+ 100.0%
$22.63 - $47.53 $6.47K - $13.6K
572 $13M
SMG
Scotts Miracle Gro CO

Basic Materials
1
+ 3.03%
$65.14 - $93.47 $65.1 - $93.5
34 $2.23M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4
+ 0.73%
$51.09 - $55.27 $204 - $221
552 $28.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
6
+ 1.66%
$80.13 - $83.77 $481 - $503
368 $29.5M
DFIV
Dimensional ETF Tr

ETFs
4
+ 1.08%
$34.86 - $37.97 $139 - $152
373 $13.2M
MUB
Ishares National Muni Bond ETF

ETFs
1
+ 0.23%
$105.78 - $108.7 $106 - $109
443 $47.2M
IXC
Ishares Tr Global Energy ETF

ETFs
13
+ 2.22%
$36.95 - $43.06 $480 - $560
598 $22.8M
FIP
Ftai Infrastructure LLC
2
+ 0.46%
$7.07 - $9.79 $14.1 - $19.6
434 $3.15M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
54
+ 1.44%
$10.26 - $10.82 $554 - $584
3.8K $39.4M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
4
+ 1.48%
$108.6 - $115.42 $434 - $462
274 $30M
PSX
Phillips 66

Energy
1
+ 1.18%
$110.35 - $138.93 $110 - $139
86 $9.78M
ORCL
Oracle Corp

Technology
28
+ 1.71%
$165.41 - $192.43 $4.63K - $5.39K
1.66K $277M
IYK
Ishares U.S. Consumer Staples

ETFs
2
+ 0.57%
$65.32 - $70.92 $131 - $142
350 $23M
IWD
Ishares Russell 1000 Val ETF

ETFs
3
+ 0.65%
$183.23 - $199.79 $550 - $599
462 $85.5M
FLO
Flowers Foods Inc

Consumer Defensive
11
+ 1.2%
$20.4 - $23.31 $224 - $256
929 $19.2M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3
+ 0.38%
$91.94 - $100.02 $276 - $300
798 $73.9M
OMC
Omnicom Group Inc.

Communication Services
1
+ 0.78%
$85.82 - $105.47 $85.8 - $105
130 $11.2M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4
+ 1.05%
$99.2 - $108.47 $397 - $434
384 $38.3M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
22
+ 1.2%
$16.46 - $17.94 $362 - $395
1.86K $30.6M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
37
+ 1.26%
$27.8 - $29.05 $1.03K - $1.07K
2.97K $82.9M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
108
+ 1.89%
$7.02 - $7.61 $758 - $822
5.82K $40.9M
DUK
Duke Energy Corp

Utilities
4
+ 1.07%
$105.76 - $120.76 $423 - $483
378 $40.7M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
51
+ 1.88%
$10.92 - $12.66 $557 - $646
2.77K $30.5M
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
108
+ 1.93%
$10.43 - $11.47 $1.13K - $1.24K
5.71K $60.2M
IXUS
Ishares Tr

ETFs
15
+ 1.82%
$65.95 - $72.56 $989 - $1.09K
838 $55.4M
ABBV
Abb Vie Inc.

Healthcare
79
+ 8.4%
$164.99 - $203.87 $13K - $16.1K
1.02K $181M
UNH
Unitedhealth Group Inc

Healthcare
15
+ 8.67%
$485.52 - $625.25 $7.28K - $9.38K
188 $95.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.18K
+ 9.33%
$34.13 - $37.35 $109K - $119K
37.3K $1.27B
AFL
Aflac Inc

Financial Services
5
+ 0.43%
$100.37 - $115.27 $502 - $576
1.16K $120M
EFA
Ishares Tr Msci Eafe ETF

ETFs
19
+ 1.42%
$75.1 - $82.99 $1.43K - $1.58K
1.35K $102M
NEE
Nextera Energy Inc

Utilities
2
+ 0.23%
$69.77 - $85.43 $140 - $171
857 $61.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
7
+ 0.64%
$59.25 - $72.99 $415 - $511
1.11K $66.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.7K
+ 115.91%
$18.41 - $40.87 $363K - $807K
36.8K $680M
EEM
Ishares Msci Emerging Markets

ETFs
1.88K
+ 7.07%
$41.82 - $47.36 $78.5K - $88.8K
28.4K $1.19B
IEMG
Ishares Inc

ETFs
1.94K
+ 7.27%
N/A
28.6K $1.49B
LLY
Eli Lilly & CO

Healthcare
56
+ 4.69%
$727.2 - $932.06 $40.7K - $52.2K
1.25K $965M
Activity Summary
Buys All Purchases 297 New Holdings 91 Increased Positions 206 Sells All Sells 156 Reductions 156 Sold out 0 Options Calls 0 Puts 0
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