Pineridge Advisors LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $293 Billion distributed in 631 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bondbloxx ETF Tr Bloomberg 6 M with a value of $111B, Ishares Core S&P Total U.S. St with a value of $30.2B, Spdr S&P 500 ETF Trust with a value of $17.3B, Spdr Ser Tr Fds Spdr Portfolio with a value of $15.9B, and Ishares Barclays with a value of $14B.

Examining the 13F form we can see an increase of $8.83B in the current position value, from $284B to 293B.

Pineridge Advisors LLC is based out at St. Charles, MO

Below you can find more details about Pineridge Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $293 Billion
ETFs: $163 Billion
Technology: $9.45 Billion
Healthcare: $1.97 Billion
Consumer Cyclical: $1.66 Billion
Financial Services: $1.36 Billion
Consumer Defensive: $1.18 Billion
Industrials: $845 Million
Utilities: $679 Million
Other: $1.23 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 631
  • Current Value $293 Billion
  • Prior Value $284 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 78 stocks
  • Additional Purchases 115 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
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