Pineridge Advisors LLC Reduced Holdings in Q3 2024

Pineridge Advisors LLC

  • $264 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-2.11M
- 95.74%
N/A
93.7K $4.73B
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-72K
- 17.98%
$21.7 - $22.6 $1.56M - $1.63M
328K $7.39B
MSFT
Microsoft Corp

Technology
-357
- 2.3%
$395.15 - $467.56 $141K - $167K
15.2K $6.54B
SPYG
Spdr Portfolio

ETFs
-4.49K
- 83.96%
$73.38 - $84.1 $329K - $377K
857 $71.1M
Sila Realty Trust Inc
-16.1K
- 94.48%
N/A
943 $23.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-5.99K
- 91.61%
$48.51 - $52.86 $290K - $316K
548 $29M
VTI
Vanguard Total Stock Market Et

ETFs
-780
- 37.46%
$255.18 - $283.2 $199K - $221K
1.3K $369M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.11K
- 20.38%
$49.93 - $51.15 $155K - $159K
12.1K $620M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-7.82K
- 4.54%
$29.58 - $30.31 $231K - $237K
165K $4.98B
IVV
Ishares Core S&P 500 ETF

ETFs
-472
- 9.33%
$520.18 - $576.82 $246K - $272K
4.59K $2.65B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.16K
- 13.14%
$33.74 - $37.96 $174K - $196K
34.1K $1.28B
FSK
Fs Kkr Capital Corp

Financial Services
-3.69K
- 40.31%
$18.74 - $20.43 $69.1K - $75.4K
5.46K $108M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-5.03K
- 73.09%
$12.67 - $14.36 $63.7K - $72.2K
1.85K $24.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-693
- 71.22%
$105.53 - $118.34 $73.1K - $82K
280 $32.8M
XOM
Exxon Mobil Corp

Energy
-541
- 13.92%
$109.72 - $119.0 $59.4K - $64.4K
3.35K $392M
Aim ETF Products Trust
-1.8K
- 89.36%
N/A
214 $6.33M
MLN
Vaneck Long Muni ETF

ETFs
-7.44K
- 3.84%
$17.77 - $18.32 $132K - $136K
186K $3.41B
IAUM
I Shares Gold Trust Micro

ETFs
-2.71K
- 38.92%
$23.25 - $26.67 $63.1K - $72.4K
4.26K $112M
BSMU
Invesco Exchange Self Ind Tr

ETFs
-3.84K
- 3.91%
$21.72 - $22.21 $83.3K - $85.2K
94.3K $2.09B
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-2.16K
- 22.15%
$23.57 - $24.19 $51K - $52.3K
7.6K $184M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-229
- 88.42%
$178.94 - $207.0 $41K - $47.4K
30 $6.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-92
- 22.94%
$434.77 - $502.96 $40K - $46.3K
309 $151M
CSCO
Cisco Systems, Inc.

Technology
-1.16K
- 30.99%
$44.74 - $53.22 $52.1K - $61.9K
2.59K $138M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-907
- 11.25%
$51.0 - $52.05 $46.3K - $47.2K
7.15K $372M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-1.91K
- 11.06%
$24.07 - $24.62 $46K - $47.1K
15.4K $378M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-936
- 14.65%
$48.27 - $49.43 $45.2K - $46.3K
5.45K $269M
MEAR
Blackrock Short Maturity Munic

ETFs
-765
- 9.17%
$49.99 - $50.34 $38.2K - $38.5K
7.58K $381M
IWY
Ishares Tr Russell 200 Growth

ETFs
-244
- 6.51%
$194.66 - $225.97 $47.5K - $55.1K
3.51K $771M
AMZN
Amazon Com Inc

Consumer Cyclical
-55
- 1.9%
$161.02 - $200.0 $8.86K - $11K
2.85K $530M
Pimco ETF Tr
-272
- 42.17%
N/A
373 $37.8M
GOOGL
Alphabet Inc.

Communication Services
-111
- 21.81%
$148.65 - $191.18 $16.5K - $21.2K
398 $66.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.88K
- 9.92%
$36.98 - $41.55 $69.4K - $77.9K
17K $700M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-300
- 83.1%
$85.84 - $85.84 $25.8K - $25.8K
61 $5.91M
FLMI
Franklin Dynamic Municipal Bon

ETFs
-1.1K
- 21.47%
$24.32 - $25.01 $26.8K - $27.6K
4.03K $101M
XLE
Energy Sector Spdr

ETFs
-238
- 36.01%
$84.35 - $93.39 $20.1K - $22.2K
423 $37.1M
RVNU
Xtrackers Municipal Infrastruc

ETFs
-2.64K
- 3.56%
$25.36 - $26.16 $67K - $69.1K
71.6K $1.87B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-55
- 33.74%
$285.48 - $330.24 $15.7K - $18.2K
108 $34.8M
SHYD
Vaneck Short High Yield Muni E

ETFs
-810
- 9.52%
$22.24 - $22.81 $18K - $18.5K
7.7K $175M
VUG
Vanguard Growth ETF

ETFs
-43
- 13.87%
$341.08 - $391.94 $14.7K - $16.9K
267 $103M
COP
Conocophillips

Energy
-109
- 65.27%
$102.3 - $116.61 $11.2K - $12.7K
58 $6.11M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-162
- 77.14%
$77.02 - $85.06 $12.5K - $13.8K
48 $4.09M
IWD
Ishares Russell 1000 Val ETF

ETFs
-109
- 19.19%
$173.36 - $189.8 $18.9K - $20.7K
459 $87.2M
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
-3.15K
- 2.37%
$27.32 - $28.07 $85.9K - $88.3K
130K $3.63B
GS
Goldman Sachs Group Inc

Financial Services
-27
- 62.79%
$459.02 - $510.25 $12.4K - $13.8K
16 $7.93M
ABT
Abbott Laboratories

Healthcare
-132
- 36.26%
$100.07 - $118.13 $13.2K - $15.6K
232 $26.4M
JPM
Jpmorgan Chase & CO

Financial Services
-71
- 16.9%
$194.9 - $224.8 $13.8K - $16K
349 $73.6M
KMB
Kimberly Clark Corp

Consumer Defensive
-78
- 75.73%
$135.05 - $148.35 $10.5K - $11.6K
25 $3.56M
VONG
Vanguard Russell 1000 Growth E

ETFs
-123
- 19.37%
$85.48 - $98.39 $10.5K - $12.1K
512 $49.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-251
- 25.74%
$44.65 - $47.21 $11.2K - $11.8K
724 $33.8M
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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