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David J.Sculati

Latest statistics and disclosures from White Pine Investment's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.B, GOOGL, FNDX, GSIE, USMV, and represent 24.87% of White Pine Investment's stock portfolio.
Added to shares of these 10 stocks: FNDX (+$9.5M), SCHV (+$5.9M), SCHM, FLTR, IJK, COWZ, DGRW, DON, QQQE, GIGB.
Started 5 new stock positions in XLI, VOO, SNPE, V, NVDA.
Reduced shares in these 10 stocks: CVS (-$6.5M), TLT, SBUX, HDEF, SFM, , PYPL, USMV, BRK.B, IJR.
Sold out of its positions in CVS, GUNR, TLT.
White Pine Investment was a net buyer of stock by $23M.
White Pine Investment has $370M in assets under management (AUM), dropping by 1.58%.
Central Index Key (CIK): 0001318259

Tip: Access up to 7 years of quarterly data

Positions held by David J.Sculati consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for White Pine Investment

White Pine Investment holds 66 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway CL B (BRK.B)	9.2	$34M		75k	453.28	View chart
Alphabet Stk Cl A (GOOGL)	4.9	$18M		97k	189.30	View chart
Schwab Fundamental U.S. Large Fdt Us Lg (FNDX)	3.8	$14M	+205%	594k	23.68	View chart
Goldman Sachs ActiveBeta Inter Activebeta Int (GSIE)	3.5	$13M		393k	33.34	View chart
iShares Edge MSCI Min Vol USA Msci Min Vol Etf (USMV)	3.4	$13M	-4%	142k	88.79	View chart
Microsoft Corporation (MSFT)	3.3	$12M		29k	421.51	View chart
Sprouts Fmrs Mkt (SFM)	3.1	$12M	-8%	91k	127.07	View chart
Apple (AAPL)	3.0	$11M	+3%	44k	250.41	View chart
Meta Platforms Inc Class A Cl A (META)	2.7	$10M		17k	585.52	View chart
iShares 1-3 Year Treasury Bond ETF Tr 1 3 Yr Treas Bd (SHY)	2.7	$9.8M	+10%	120k	81.98	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp Us Lrg Cp (JUST)	2.4	$9.0M	+3%	109k	83.13	View chart
Schwab U.S. Large-Cap Value ET Us Lcap Va Etf (SCHV)	2.4	$8.9M	+198%	343k	26.07	View chart
VanEck Vectors Investment Grade Floating Rate ETF Invt Grade Fltg (FLTR)	2.4	$8.8M	+61%	347k	25.45	View chart
JPMorgan Chase & Co. (JPM)	2.4	$8.7M	-3%	36k	239.70	View chart
Ishares S&P Midcap Growth S&p Mc 400gr Etf (IJK)	2.4	$8.7M	+58%	96k	90.93	View chart
Amazon (AMZN)	2.3	$8.5M		39k	219.40	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	2.3	$8.3M	+5%	78k	106.56	View chart
WisdomTree US MidCap Dividend ETF Midcap Divi Fd (DON)	2.2	$8.3M	+22%	163k	50.97	View chart
Morgan Stanley (MS)	2.1	$7.7M	-4%	61k	125.72	View chart
iShares Core S&P Small-Cap ETF Etf Tr Equity (IJR)	2.0	$7.5M	-5%	65k	115.22	View chart
Marathon Petroleum Corp (MPC)	2.0	$7.5M		54k	139.50	View chart
Goldman Sachs Acss Invmt Grd Corp Bd ETF Access Invt Gr (GIGB)	2.0	$7.5M	+17%	167k	45.07	View chart
Invesco Russell 1000 Dynamic Mltfct ETF Rusl 1000 Dynm (OMFL)	1.8	$6.5M	-3%	121k	54.23	View chart
Xtrackers MSCI EAFE High Div Yld Eq ETF Msci Eafe (HDEF)	1.8	$6.5M	-24%	269k	24.29	View chart
iShares Morningstar Large-Cap Growth ETF TR GRWT (ILCG)	1.7	$6.2M	+2%	69k	89.61	View chart
Invesco QQQ Trust Qqq Tr Unit Ser 1 (QQQ)	1.7	$6.2M	+7%	12k	511.21	View chart
Chevron Corporation (CVX)	1.6	$5.9M	+3%	41k	144.83	View chart
Avantis US Small Cap Value ETF Us Sml Cp Valu (AVUV)	1.6	$5.7M	+4%	60k	96.54	View chart
VanEck Vectors Gold Miners ETF Gold Miner Etf (GDX)	1.5	$5.5M		161k	33.91	View chart
WisdomTree U.S. Quality Divide Us Qtly Div Grt (DGRW)	1.5	$5.5M	+46%	67k	80.93	View chart
Schwab US Mid Cap ETF Us Mid Cap Etf (SCHM)	1.4	$5.2M	+574%	188k	27.71	View chart
Canadian Natl Ry (CNI)	1.4	$5.1M	+2%	50k	101.51	View chart
iShares MSCI EAFE Growth ETF Eafe Grwth Etf (EFG)	1.4	$5.0M	+10%	52k	96.83	View chart
First Trust Water ETF Fd Wtr Etf (FIW)	1.3	$5.0M		49k	102.04	View chart
Paypal Holdings (PYPL)	1.3	$4.8M	-11%	56k	85.36	View chart
iShares 7-10 Year Treasury Bond ETF TR 7 10 YR Tsy (IEF)	1.3	$4.8M	+13%	51k	92.45	View chart
Pacer US Cash Cows 100 ETF Us Cash Cows 100 (COWZ)	1.2	$4.6M	+114%	82k	56.48	View chart
Verizon Communications (VZ)	1.2	$4.4M	-2%	110k	39.99	View chart
Labcorp Holdings (LH)	1.2	$4.4M		19k	229.31	View chart
Alps Alerian Mlp Etf Alerian Mlp (AMLP)	1.2	$4.4M		91k	48.16	View chart
Honeywell International (HON)	1.1	$3.9M	+3%	17k	225.86	View chart
Paychex (PAYX)	1.0	$3.5M	+3%	25k	140.23	View chart
Walt Disney Company (DIS)	0.8	$3.0M	-5%	27k	111.34	View chart
Invesco Taxable Municipal Bond Taxable Mun Bd (BAB)	0.8	$2.9M	+6%	112k	26.15	View chart
Direxion NASDAQ-100 Equal Wtd ETF Tr Nas100 Eql Wgt (QQQE)	0.8	$2.8M	+85%	31k	89.79	View chart
Schwab International Equity ET Intl Eqty Etf (SCHF)	0.4	$1.6M		85k	18.50	View chart
Sector Spdr Engy Select Energy (XLE)	0.4	$1.5M	+109%	17k	85.63	View chart
Starbucks Corporation (SBUX)	0.3	$1.2M	-67%	13k	91.28	View chart
Automatic Data Processing (ADP)	0.2	$862k	-5%	2.9k	292.80	View chart
Enterprise Products Partners (EPD)	0.2	$808k		26k	31.34	View chart
Marsh & McLennan Companies (MMC)	0.2	$795k		3.7k	212.51	View chart
Industrial Select Sector SPDR Spdr Tr Indl (XLI)	0.2	$644k	NEW	4.9k	131.83	View chart
XTrackers S & P 500 ESG ETF Etf Tr Xtrackers Sp (SNPE)	0.2	$634k	NEW	12k	53.24	View chart
Tesla Motors (TSLA)	0.2	$574k	+31%	1.4k	404.49	View chart
Hartford Multifactor Dev Mkts Intl Eqty Etf (RODM)	0.1	$514k		18k	28.43	View chart
PIMCO Enhanced Short Maturity Active ETF Enhan SHT MA AC (MINT)	0.1	$419k	+4%	4.2k	100.24	View chart
Ford Motor Company (F)	0.1	$308k	-2%	31k	9.91	View chart
Square Inc cl a (SQ)	0.1	$303k		3.6k	85.11	View chart
Vanguard S&P 500 ETF Sp 500 Etf (VOO)	0.1	$296k	NEW	549.00	539.16	View chart
Johnson & Johnson (JNJ)	0.1	$273k		1.9k	144.44	View chart
AbbVie Us Brd Mkt Etf (ABBV)	0.1	$270k		1.5k	177.40	View chart
Schwab U S Broad Market ETF (SCHB)	0.1	$254k	+175%	11k	22.67	View chart
Stryker Corp ETF TR SPDR Mid (SYK)	0.1	$238k	-4%	660.00	360.61	View chart
Technology Select Sector SPDR Spdr Tr Tech (XLK)	0.1	$229k		983.00	232.96	View chart
Visa (V)	0.1	$213k	NEW	675.00	315.56	View chart
NVIDIA Corporation (NVDA)	0.1	$202k	NEW	1.5k	134.22	View chart

Past Filings by White Pine Investment

SEC 13F filings are viewable for White Pine Investment going back to 2010

White Pine Investment 2024 Q4 filed Jan. 17, 2025
White Pine Investment 2024 Q3 filed Oct. 29, 2024
White Pine Investment 2024 Q2 filed July 24, 2024
White Pine Investment 2024 Q1 filed April 26, 2024
White Pine Investment 2023 Q4 filed Jan. 26, 2024
White Pine Investment 2023 Q3 filed Oct. 27, 2023
White Pine Investment 2023 Q2 filed Aug. 4, 2023
White Pine Investment 2023 Q1 filed April 14, 2023
White Pine Investment 2022 Q4 filed Feb. 3, 2023
White Pine Investment 2022 Q3 filed Oct. 28, 2022
White Pine Investment 2022 Q2 filed July 29, 2022
White Pine Investment 2022 Q1 filed May 6, 2022
White Pine Investment 2021 Q4 filed Jan. 28, 2022
White Pine Investment 2021 Q3 filed Nov. 5, 2021
White Pine Investment 2021 Q2 filed Aug. 6, 2021
White Pine Investment 2021 Q1 filed May 3, 2021

View all past filings

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