Pineridge Advisors LLC Incresed Positions in Q4 2024

Pineridge Advisors LLC

  • $265 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
135K
+ 47.77%
$124.26 - $134.12 $16.8M - $18.1M
417K $53.6B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
208K
+ 221.92%
N/A
302K $15.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
12.3K
+ 35.36%
$567.81 - $607.81 $6.99M - $7.48M
47.1K $27.6B
XFIV
Bondbloxx ETF Tr 5 Yr Target D
73.4K
+ 10.77%
N/A
756K $36.2B
IEF
Ishares Barclays

ETFs
44.6K
+ 12.37%
$92.08 - $98.18 $4.1M - $4.38M
405K $37.4B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
80.5K
+ 15.66%
$38.37 - $42.82 $3.09M - $3.45M
594K $22.8B
AAPL
Apple Inc.

Technology
1.6K
+ 27.52%
$221.69 - $259.02 $356K - $415K
7.43K $1.86B
AMZN
Amazon Com Inc

Consumer Cyclical
1.45K
+ 50.83%
$180.88 - $232.93 $262K - $337K
4.29K $941M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.22K
+ 26.76%
$71.75 - $75.11 $447K - $467K
29.5K $2.12B
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
11.4K
+ 8.83%
$27.3 - $28.06 $312K - $321K
141K $3.88B
MLN
Vaneck Long Muni ETF

ETFs
15.5K
+ 8.34%
$17.61 - $18.29 $274K - $284K
202K $3.61B
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 1.26%
$213.65 - $479.86 $3.63K - $8.16K
1.37K $553M
UNP
Union Pacific Corp

Industrials
827
+ 307.43%
$223.15 - $249.32 $185K - $206K
1.1K $250M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
100K
+ 207.55%
$22.01 - $66.82 $2.2M - $6.69M
148K $3.37B
WMT
Walmart Inc.

Consumer Defensive
953
+ 14.53%
$79.1 - $95.7 $75.4K - $91.2K
7.51K $679M
JPM
Jpmorgan Chase & CO

Financial Services
549
+ 157.31%
$205.18 - $250.29 $113K - $137K
898 $215M
CVX
Chevron Corp

Energy
929
+ 286.73%
$141.15 - $162.53 $131K - $151K
1.25K $181M
CSCO
Cisco Systems, Inc.

Technology
2K
+ 77.04%
$52.45 - $60.02 $105K - $120K
4.59K $272M
PG
Procter & Gamble CO

Consumer Defensive
659
+ 90.77%
$161.05 - $179.7 $106K - $118K
1.39K $232M
EMR
Emerson Electric CO

Industrials
485
+ 16.85%
$108.13 - $134.33 $52.4K - $65.2K
3.36K $417M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
6.47K
+ 6.72%
$25.3 - $26.31 $164K - $170K
103K $2.63B
RVNU
Xtrackers Municipal Infrastruc

ETFs
6.33K
+ 8.85%
$25.17 - $26.23 $159K - $166K
77.9K $1.97B
PEP
Pepsico Inc

Consumer Defensive
650
+ 57.57%
$151.29 - $176.1 $98.3K - $114K
1.78K $271M
MRK
Merck & Co., Inc.

Healthcare
730
+ 517.73%
$96.31 - $114.76 $70.3K - $83.8K
871 $86.6M
AVGO
Broadcom Inc.

Technology
194
+ 49.74%
$159.67 - $250.0 $31K - $48.5K
584 $135M
AMD
Advanced Micro Devices Inc

Technology
539
+ 561.46%
$118.88 - $172.8 $64.1K - $93.1K
635 $76.7M
GOOGL
Alphabet Inc.

Communication Services
270
+ 67.84%
$161.86 - $196.66 $43.7K - $53.1K
668 $126M
FNDB
Schwab Fundamental U S Broad M

ETFs
5.51K
+ 357.13%
$23.07 - $70.32 $127K - $387K
7.05K $164M
Sila Realty Trust Inc
2.3K
+ 244.01%
N/A
3.24K $78.9M
QCOM
Qualcomm Inc

Technology
337
+ 1982.35%
$150.4 - $178.04 $50.7K - $60K
354 $54.4M
T
At&T Inc.

Communication Services
2.1K
+ 54.62%
$21.22 - $23.88 $44.6K - $50.2K
5.95K $136M
BSMU
Invesco Exchange Self Ind Tr

ETFs
4.01K
+ 4.25%
$21.63 - $22.25 $86.8K - $89.3K
98.3K $2.14B
GE
General Electric CO

Industrials
282
+ 503.57%
$159.95 - $194.23 $45.1K - $54.8K
338 $56.4M
SCHR
Schwab Intermediate Term Us Tr

ETFs
5.59K
+ 161.45%
$24.19 - $50.58 $135K - $283K
9.05K $220M
MA
Mastercard Inc

Financial Services
58
+ 15.18%
$491.3 - $536.15 $28.5K - $31.1K
440 $232M
META
Meta Platforms, Inc.

Communication Services
71
+ 97.26%
$554.08 - $632.68 $39.3K - $44.9K
144 $84.3M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
1.31K
+ 631.88%
$31.55 - $32.84 $41.3K - $43K
1.52K $49.1M
NFLX
Netflix Inc

Communication Services
40
+ 4000.0%
$687.65 - $936.56 $27.5K - $37.5K
41 $36.5M
ACN
Accenture PLC

Technology
100
+ 769.23%
$343.9 - $376.86 $34.4K - $37.7K
113 $39.8M
Aim ETF Products Trust
1.14K
+ 1701.49%
N/A
1.21K $36.7M
V
Visa Inc.

Financial Services
61
+ 20.61%
$273.87 - $320.91 $16.7K - $19.6K
357 $113M
NSC
Norfolk Southern Corp

Industrials
125
+ 781.25%
$230.6 - $277.0 $28.8K - $34.6K
141 $33.1M
DGRO
Ishares Core Dividend Growth E

ETFs
478
+ 37.55%
$60.73 - $64.94 $29K - $31K
1.75K $107M
JNJ
Johnson & Johnson

Healthcare
253
+ 48.01%
$143.34 - $165.86 $36.3K - $42K
780 $113M
LOW
Lowes Companies Inc

Consumer Cyclical
150
+ 37.13%
$244.52 - $284.07 $36.7K - $42.6K
554 $137M
USB
Us Bancorp \De\

Financial Services
507
+ 65.08%
$43.98 - $53.66 $22.3K - $27.2K
1.29K $61.5M
CRM
Salesforce, Inc.

Technology
62
+ 82.67%
$270.87 - $367.87 $16.8K - $22.8K
137 $45.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.52K
+ 650.85%
$25.93 - $105.3 $39.5K - $160K
1.76K $49M
Ge Vernova Inc
69
+ 530.77%
N/A
82 $27M
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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