Pineridge Advisors LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $264 Billion distributed in 608 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $35.5B, Ishares Barclays with a value of $35.4B, Bondbloxx ETF Tr 5 Yr Target D with a value of $34.1B, Spdr Ser Tr Fds Spdr Portfolio with a value of $21.2B, and Spdr S&P 500 ETF Trust with a value of $20B.

Examining the 13F form we can see an decrease of $28.8B in the current position value, from $293B to 264B.

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 $264 Billion
ETFs: $207 Billion
Technology: $9.22 Billion
Healthcare: $1.99 Billion
Consumer Cyclical: $1.82 Billion
Financial Services: $1.3 Billion
Consumer Defensive: $1.23 Billion
Industrials: $778 Million
Energy: $525 Million
Other: $986 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 608
  • Current Value $264 Billion
  • Prior Value $293 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 57 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 150 stocks
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