Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Pineridge Advisors

Latest statistics and disclosures from Pineridge Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are XHLF, ITOT, SPY, SPEM, IEF, and represent 64.11% of Pineridge Advisors's stock portfolio.
Added to shares of these 10 stocks: XHLF (+$32M), ITOT (+$23M), SPY (+$17M), SPEM (+$16M), KRE, XLU, SMH, XLK, IYR, SCHM.
Started 77 new stock positions in BR, CTAS, NDAQ, Sila Realty Trust, KRE, SCHM, CARR, SPEM, SOUN, XLG.
Reduced shares in these 10 stocks: USMV (-$35M), SLV (-$25M), GLDM (-$24M), SH (-$15M), PDBC (-$6.9M), NUGT (-$5.4M), AJG, JNUG, IBTI, SPSB.
Sold out of its positions in MARW, FEBW, JANW, ADM, AGR, CP, CHK, CLX, CRED, CAG.
Pineridge Advisors was a net buyer of stock by $3.1M.
Pineridge Advisors has $293M in assets under management (AUM), dropping by 3.10%.
Central Index Key (CIK): 0002012421

Tip: Access up to 7 years of quarterly data

Positions held by Pineridge Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Pineridge Advisors

Pineridge Advisors holds 631 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Pineridge Advisors has 631 total positions. Only the first 250 positions are shown.

Sign up to view all of the Pineridge Advisors June 30, 2024 positions
Download the Pineridge Advisors June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	37.7	$111M	+41%	2.2M	50.28	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	10.3	$30M	+327%	255k	118.78	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.9	$17M	+71970%	32k	544.22	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	5.4	$16M	NEW	421k	37.67	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	4.8	$14M	+6%	149k	93.65	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	3.0	$8.7M	-9%	400k	21.83	View chart
Microsoft Corporation (MSFT)	2.4	$6.9M		16k	446.94	View chart
Spdr Ser Tr Portfolio Short (SPSB)	1.7	$5.1M	-11%	172k	29.70	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	1.6	$4.6M	NEW	93k	49.10	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.5	$4.5M	NEW	65k	68.14	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.4	$4.1M	+11696%	16k	260.70	View chart
Select Sector Spdr Tr Technology (XLK)	1.4	$4.0M	+6265%	18k	226.23	View chart
Ishares Tr U.s. Real Es Etf (IYR)	1.3	$3.7M	NEW	42k	87.74	View chart
Ssga Active Tr Spdr Nuveen Mun (MBND)	1.2	$3.6M	+13%	133k	27.43	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	1.2	$3.5M	+12%	194k	17.86	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$3.3M	NEW	42k	77.83	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$3.0M	+5%	48k	62.87	View chart
Ishares Silver Tr Ishares (SLV)	1.0	$2.9M	-89%	110k	26.57	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.0	$2.9M	-89%	62k	46.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$2.8M	-3%	5.1k	547.24	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.9	$2.7M	NEW	32k	85.04	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.9	$2.5M	+11%	99k	25.44	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.7	$2.1M	+9%	98k	21.77	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.6	$1.9M	+11%	74k	25.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.5M	+161%	20k	72.05	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$1.4M	+313%	39k	35.08	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.4M	+122%	26k	53.53	View chart
Apple (AAPL)	0.4	$1.2M		5.9k	210.63	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.1M	+16%	26k	42.59	View chart
Eli Lilly & Co. (LLY)	0.4	$1.1M		1.2k	905.38	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$804k		3.7k	214.53	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$764k	-7%	15k	50.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$726k	+9%	19k	38.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$672k	-18%	1.3k	500.03	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$576k	-98%	6.9k	83.96	View chart
Amazon (AMZN)	0.2	$560k		2.9k	193.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$557k	+1037%	2.1k	267.51	View chart
Wal-Mart Stores (WMT)	0.2	$464k		6.9k	67.71	View chart
Exxon Mobil Corporation (XOM)	0.2	$448k	-12%	3.9k	115.12	View chart
Home Depot (HD)	0.2	$445k		1.3k	344.24	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$428k	+1032%	5.3k	80.13	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.1	$418k	-8%	8.3k	50.15	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	0.1	$418k	-10%	17k	24.18	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.1	$412k	-11%	8.1k	51.06	View chart
Wisdomtree Tr Putwrite Strat (PUTW)	0.1	$379k	+6%	11k	33.36	View chart
Sila Realty Trust Common Stock	0.1	$362k	NEW	17k	21.17	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$352k		4.7k	74.82	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$318k	NEW	6.5k	48.74	View chart
Emerson Electric (EMR)	0.1	$315k		2.9k	110.17	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$309k	-13%	6.4k	48.32	View chart
Spire (SR)	0.1	$294k		4.8k	60.73	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$268k	-5%	4.2k	64.00	View chart
Tesla Motors (TSLA)	0.1	$256k		1.3k	197.88	View chart
International Business Machines (IBM)	0.1	$237k		1.4k	172.95	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$231k	-15%	9.8k	23.68	View chart
Oracle Corporation (ORCL)	0.1	$230k		1.6k	141.20	View chart
ResMed (RMD)	0.1	$217k	-7%	1.1k	191.43	View chart
Ameren Corporation (AEE)	0.1	$211k		3.0k	71.10	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.1	$203k		8.5k	23.98	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$200k		8.8k	22.66	View chart
Mastercard Incorporated Cl A (MA)	0.1	$192k		436.00	441.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$192k	+190%	401.00	479.67	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$190k	-9%	8.5k	22.37	View chart
Pepsi (PEP)	0.1	$185k		1.1k	164.88	View chart
Fs Kkr Capital Corp (FSK)	0.1	$181k	-31%	9.2k	19.73	View chart
Cisco Systems (CSCO)	0.1	$178k	-2%	3.8k	47.50	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$176k	+10%	1.7k	102.30	View chart
McDonald's Corporation (MCD)	0.1	$174k		682.00	254.84	View chart
Abbvie (ABBV)	0.1	$162k	+3%	945.00	171.58	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.1	$162k	-9%	7.0k	23.20	View chart
NVIDIA Corporation (NVDA)	0.1	$159k	+1050%	1.3k	123.54	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$159k	+10%	3.0k	53.04	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$159k	+3%	2.7k	58.00	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$154k		1.4k	110.35	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$151k	-4%	1.3k	120.77	View chart
Coca-Cola Company (KO)	0.0	$144k		2.3k	63.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$144k	-17%	2.0k	72.65	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$141k	+35%	2.2k	64.96	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$136k	-34%	2.7k	49.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$135k	+722%	559.00	242.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$135k		628.00	215.10	View chart
Procter & Gamble Company (PG)	0.0	$133k	-3%	804.00	164.83	View chart
Walt Disney Company (DIS)	0.0	$127k		1.3k	99.25	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$127k	-73%	1.4k	91.80	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.0	$125k	-6%	5.1k	24.40	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$124k		415.00	297.54	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$119k	NEW	304.00	391.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$119k		325.00	364.51	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$116k	-26%	310.00	374.01	View chart
Boeing Company (BA)	0.0	$116k		636.00	182.01	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$115k	NEW	2.2k	51.30	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$110k	+8%	2.4k	45.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$105k	NEW	1.3k	78.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$104k	+58%	973.00	106.66	View chart
AFLAC Incorporated (AFL)	0.0	$104k		1.2k	89.31	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$103k	+13%	2.0k	50.21	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$101k	-3%	1.5k	65.64	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$100k		3.6k	27.84	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$99k		568.00	174.47	View chart
UnitedHealth (UNH)	0.0	$99k		194.00	509.26	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$97k	-98%	6.9k	14.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$95k	+174%	466.00	202.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$93k	-16%	509.00	182.17	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$91k	+38%	1.9k	48.78	View chart
Visa Com Cl A (V)	0.0	$91k	-5%	345.00	262.21	View chart
Lowe's Companies (LOW)	0.0	$90k		406.00	220.46	View chart
Johnson & Johnson (JNJ)	0.0	$87k	-9%	598.00	146.16	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$86k	-11%	1.8k	48.01	View chart
JPMorgan Chase & Co. (JPM)	0.0	$85k		420.00	202.26	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$82k		2.9k	28.02	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$80k	-18%	971.00	81.97	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.0	$76k	-32%	1.2k	65.56	View chart
At&t (T)	0.0	$74k	+1862%	3.8k	19.11	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$72k		1.1k	65.44	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$70k		792.00	88.13	View chart
Centene Corporation (CNC)	0.0	$70k		1.1k	66.30	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$69k	+21%	1.2k	58.23	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$67k	-20%	565.00	118.60	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.0	$65k	+3%	645.00	101.07	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$64k		506.00	127.18	View chart
Aim Etf Products Trust Allianzim U S La	0.0	$62k	NEW	2.4k	25.47	View chart
Blackrock Munivest Fund II (MVT)	0.0	$62k		5.6k	11.05	View chart
Broadcom (AVGO)	0.0	$61k	-5%	38.00	1605.82	View chart
Union Pacific Corporation (UNP)	0.0	$61k		269.00	226.26	View chart
Global X Fds Globx Supdv Us (DIV)	0.0	$60k	-14%	3.5k	17.25	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$60k		661.00	91.17	View chart
Nextera Energy (NEE)	0.0	$60k		850.00	70.82	View chart
Barings Bdc (BBDC)	0.0	$60k		6.1k	9.73	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$60k		635.00	93.81	View chart
Philip Morris International (PM)	0.0	$59k		583.00	101.25	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$58k	-4%	1.0k	57.68	View chart
Aim Etf Products Trust Us Lrgcp B20 Jun (JUNW)	0.0	$58k	+840%	2.0k	28.59	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.0	$57k	-35%	1.6k	35.30	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$56k		823.00	67.60	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.0	$55k	-14%	922.00	59.11	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.0	$54k	-15%	2.4k	22.33	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$54k	-32%	937.00	57.61	View chart
Chevron Corporation (CVX)	0.0	$52k	-2%	331.00	156.42	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$51k	+7%	163.00	314.21	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$51k	+763%	259.00	197.11	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.0	$49k		332.00	146.07	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$47k		442.00	106.55	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$47k	-31%	274.00	170.76	View chart
Vanguard World Extended Dur (EDV)	0.0	$47k	-11%	633.00	73.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$45k	-17%	110.00	406.80	View chart
Automatic Data Processing (ADP)	0.0	$45k	+11%	187.00	238.54	View chart
Ftai Aviation SHS (FTAI)	0.0	$45k		432.00	103.23	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$44k		975.00	44.93	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.0	$43k		1.0k	42.99	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.0	$43k	+212%	1.3k	33.31	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$42k	NEW	916.00	45.74	View chart
BlackRock MuniVest Fund (MVF)	0.0	$41k		5.7k	7.17	View chart
Caterpillar (CAT)	0.0	$40k	+3%	120.00	333.10	View chart
MetLife (MET)	0.0	$40k		568.00	70.19	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.0	$40k	-7%	1.3k	31.12	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.0	$39k		3.7k	10.58	View chart
Global X Fds S&p 500 Catholic (CATH)	0.0	$39k		600.00	65.40	View chart
Kite Rlty Group Tr Com New (KRG)	0.0	$39k		1.8k	22.38	View chart
Altria (MO)	0.0	$39k	+3%	859.00	45.52	View chart
Meta Platforms Cl A (META)	0.0	$38k	-20%	76.00	504.29	View chart
Abbott Laboratories (ABT)	0.0	$38k	-3%	364.00	103.83	View chart
Duke Energy Corp Com New (DUK)	0.0	$37k	-11%	371.00	100.26	View chart
Prudential Financial (PRU)	0.0	$37k	+32%	313.00	117.05	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$36k		378.00	96.13	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.0	$36k	-83%	1.6k	22.56	View chart
Royal Caribbean Cruises (RCL)	0.0	$35k		222.00	159.43	View chart
SYNNEX Corporation (SNX)	0.0	$35k		306.00	115.23	View chart
Paypal Holdings (PYPL)	0.0	$35k		600.00	58.03	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$34k		300.00	114.15	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.0	$34k	-99%	3.0k	11.41	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.0	$33k		561.00	58.85	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$33k		412.00	79.93	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$32k	-76%	554.00	58.52	View chart
Reinsurance Grp Of America I Com New (RGA)	0.0	$32k		157.00	205.27	View chart
Blackrock Muniassets Fund (MUA)	0.0	$32k		2.7k	11.60	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$31k		361.00	86.61	View chart
Us Bancorp Del Com New (USB)	0.0	$31k		779.00	39.72	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$31k		617.00	49.92	View chart
Eaton Vance Natl Mun Opport Com Shs (EOT)	0.0	$31k		1.8k	16.84	View chart
Series Portfolios Tr Panagram Aaa (CLOX)	0.0	$30k	-13%	1.2k	25.55	View chart
Series Portfolios Tr Panagram Bbb B (CLOZ)	0.0	$30k	-14%	1.1k	26.94	View chart
Micron Technology (MU)	0.0	$30k	+9%	224.00	131.62	View chart
Southwest Airlines (LUV)	0.0	$29k	-9%	1.0k	28.61	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$28k		270.00	104.77	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.0	$28k	+29%	1.3k	21.32	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.0	$27k	-66%	1.2k	22.96	View chart
Nxp Semiconductors N V (NXPI)	0.0	$27k		100.00	269.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.0	$27k	NEW	779.00	34.11	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$26k		649.00	40.23	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$26k	-16%	907.00	28.30	View chart
Commerce Bancshares (CBSH)	0.0	$25k		456.00	55.78	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$25k	NEW	304.00	81.49	View chart
Deere & Company (DE)	0.0	$25k		66.00	373.64	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$24k		585.00	41.51	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$24k	NEW	296.00	81.16	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$24k		210.00	113.46	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$23k	-39%	232.00	100.84	View chart
Microchip Technology (MCHP)	0.0	$23k		250.00	91.50	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$23k		345.00	65.75	View chart
Merck & Co (MRK)	0.0	$23k		182.00	123.80	View chart
Danaher Corporation (DHR)	0.0	$23k		90.00	249.86	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$22k		309.00	72.06	View chart
Eaton Corp SHS (ETN)	0.0	$22k		70.00	313.56	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$22k		133.00	164.28	View chart
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)	0.0	$22k	+145%	766.00	28.40	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$22k	NEW	309.00	70.04	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$21k		658.00	32.56	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$21k	-32%	249.00	83.76	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$20k		906.00	22.57	View chart
Travelers Companies (TRV)	0.0	$20k		100.00	203.34	View chart
Flowers Foods (FLO)	0.0	$20k		909.00	22.20	View chart
Cigna Corp (CI)	0.0	$20k		61.00	330.57	View chart
Goldman Sachs (GS)	0.0	$20k	-6%	43.00	452.33	View chart
Honeywell International (HON)	0.0	$19k		91.00	213.54	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$19k		226.00	85.86	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$19k		494.00	39.27	View chart
salesforce (CRM)	0.0	$19k	-6%	75.00	257.13	View chart
The Real Brokerage Com New (REAX)	0.0	$19k		4.7k	4.06	View chart
ConocoPhillips (COP)	0.0	$19k	+5%	167.00	114.38	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$18k		100.00	183.42	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$18k	NEW	219.00	82.82	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$18k		500.00	35.63	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$18k		67.00	264.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$18k		81.00	218.04	View chart
Listed Fd Tr Trueshares Dec (DECZ)	0.0	$18k	-5%	495.00	35.54	View chart
Hp (HPQ)	0.0	$18k		500.00	35.00	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$17k	NEW	179.00	94.57	View chart
Powershares Actively Managed Var Rate Invt (VRIG)	0.0	$17k	-84%	667.00	25.13	View chart
FedEx Corporation (FDX)	0.0	$17k		56.00	297.64	View chart
Concentrix Corp (CNXC)	0.0	$17k		261.00	63.28	View chart
Prologis (PLD)	0.0	$17k		147.00	112.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$16k	NEW	210.00	77.76	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$16k		641.00	25.43	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$16k		683.00	23.79	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.0	$16k		215.00	74.78	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$16k		69.00	229.06	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.0	$16k		107.00	146.09	View chart
Aim Etf Products Trust Allianzim Us Eqt	0.0	$16k	NEW	605.00	25.84	View chart
Ecopetrol S A Sponsored Ads (EC)	0.0	$15k	+6%	1.4k	11.19	View chart
S&p Global (SPGI)	0.0	$15k	+41%	34.00	446.00	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$15k		99.00	150.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$15k		81.00	183.02	View chart
AmerisourceBergen (COR)	0.0	$15k	-9%	65.00	225.85	View chart
Garmin SHS (GRMN)	0.0	$15k		90.00	162.92	View chart
Fiserv (FI)	0.0	$15k		98.00	149.04	View chart
Corning Incorporated (GLW)	0.0	$14k		368.00	38.88	View chart
Kimberly-Clark Corporation (KMB)	0.0	$14k		103.00	138.20	View chart
TJX Companies (TJX)	0.0	$14k	+22%	127.00	110.10	View chart
Jacobs Engineering Group (J)	0.0	$14k		100.00	139.71	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$14k		163.00	84.06	View chart

Past Filings by Pineridge Advisors

SEC 13F filings are viewable for Pineridge Advisors going back to 2023

Pineridge Advisors 2024 Q2 filed July 25, 2024
Pineridge Advisors 2024 Q1 filed May 16, 2024
Pineridge Advisors 2023 Q4 filed March 1, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z