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Pineridge Advisors

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

Top 5 stock holdings are XHLF, ITOT, SPY, SPEM, IBTI, and represent 79.27% of Pineridge Advisors's stock portfolio.
Added to shares of these 10 stocks: XHLF (+$78M), SPEM, ITOT, BND, SPY, SILA, IEMG, SPDW, RC, USMV.
Started 52 new stock positions in ANSS, FCFS, BNDX, SLVM, EFAV, BTX, HRB, TSN, RC, EQT.
Reduced shares in these 10 stocks: IEF (-$38M), XFIV (-$37M), MSFT, LLY, AAPL, AMZN, IBTI, SPSB, SCHR, UNP.
Sold out of its positions in ABSI, APG, ASTS, ASO, ADBE, ALGM, AEP, APH, AMAT, ACHR.
Pineridge Advisors was a net seller of stock by $-6.2M.
Pineridge Advisors has $256M in assets under management (AUM), dropping by -3.32%.
Central Index Key (CIK): 0002012421

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Portfolio Holdings for Pineridge Advisors

Pineridge Advisors holds 510 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Pineridge Advisors has 510 total positions. Only the first 250 positions are shown.

Sign up to view all of the Pineridge Advisors March 31, 2025 positions
Download the Pineridge Advisors March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	36.5	$93M	+514%	1.9M	50.35	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	20.3	$52M	+2%	426k	122.01	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	10.4	$27M		48k	559.39	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	9.6	$25M	+5%	627k	39.37	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	2.5	$6.3M	-6%	282k	22.25	View chart
Spdr Ser Tr Portfolio Short (SPSB)	1.7	$4.3M	-7%	144k	30.10	View chart
Ssga Active Tr Spdr Nuveen Mun (MBND)	1.5	$3.8M		141k	27.29	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	1.4	$3.5M		200k	17.39	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.2	$3.0M	-5%	141k	21.53	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$2.6M	+20%	36k	73.45	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	1.0	$2.6M		103k	25.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$2.5M	-3%	4.4k	561.84	View chart
Microsoft Corporation (MSFT)	0.9	$2.2M	-60%	5.9k	375.37	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.8	$2.1M		99k	21.58	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.7	$1.9M		78k	24.63	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.6M	+6%	30k	53.97	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$1.5M	+7%	40k	36.41	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.1M	-8%	26k	43.70	View chart
Apple (AAPL)	0.3	$893k	-45%	4.0k	222.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$679k	-6%	34k	19.78	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$585k	-12%	2.8k	210.94	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$571k	+13%	6.1k	93.65	View chart
Wal-Mart Stores (WMT)	0.2	$540k	-18%	6.2k	87.80	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$459k		9.3k	49.62	View chart
Wisdomtree Tr Putwrite Strat (PUTW)	0.2	$431k	+5%	14k	31.14	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$431k	-98%	4.5k	95.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$416k	-30%	809.00	513.90	View chart
Exxon Mobil Corporation (XOM)	0.2	$398k	-12%	3.3k	118.93	View chart
Tesla Motors (TSLA)	0.1	$350k		1.4k	259.16	View chart
Amazon (AMZN)	0.1	$348k	-57%	1.8k	190.26	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$342k		4.2k	82.18	View chart
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)	0.1	$327k	-99%	6.7k	49.08	View chart
Sila Realty Trust Common Stock (SILA)	0.1	$316k	+265%	12k	26.71	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$311k		5.0k	61.89	View chart
International Business Machines (IBM)	0.1	$307k	-12%	1.2k	248.63	View chart
Emerson Electric (EMR)	0.1	$268k	-27%	2.4k	109.64	View chart
Oracle Corporation (ORCL)	0.1	$232k		1.7k	139.85	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$221k		3.4k	65.77	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$219k	+2%	2.9k	74.71	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$217k		4.3k	50.24	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$214k		8.9k	23.97	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$211k	-13%	6.8k	30.99	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$209k		9.1k	22.94	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$207k		4.1k	50.42	View chart
Mastercard Incorporated Cl A (MA)	0.1	$185k	-23%	337.00	547.83	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$182k		3.8k	47.80	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$179k	+15%	3.0k	58.94	View chart
McDonald's Corporation (MCD)	0.1	$176k	-6%	563.00	312.27	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.1	$170k	-4%	5.5k	30.84	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$170k		7.4k	23.04	View chart
Cisco Systems (CSCO)	0.1	$163k	-42%	2.6k	61.71	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.1	$161k		7.0k	23.01	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.1	$157k		5.0k	31.17	View chart
NVIDIA Corporation (NVDA)	0.1	$153k	-50%	1.4k	108.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$147k	-56%	534.00	274.72	View chart
Home Depot (HD)	0.1	$146k	-7%	398.00	366.18	View chart
Pepsi (PEP)	0.1	$144k	-45%	962.00	149.89	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$144k	+2%	1.4k	100.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$143k	-19%	497.00	288.14	View chart
Ameren Corporation (AEE)	0.1	$132k	-55%	1.3k	100.43	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$131k		1.0k	125.98	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$131k	-7%	1.1k	117.53	View chart
AFLAC Incorporated (AFL)	0.1	$130k		1.2k	111.21	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$128k		2.6k	49.73	View chart
ResMed (RMD)	0.0	$123k	-12%	547.00	224.05	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$119k		2.6k	46.31	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$117k	-5%	2.0k	58.69	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$116k		3.6k	32.51	View chart
Eli Lilly & Co. (LLY)	0.0	$116k	-88%	141.00	823.34	View chart
Fs Kkr Capital Corp (FSK)	0.0	$114k		5.5k	20.95	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$114k		2.2k	51.08	View chart
Coca-Cola Company (KO)	0.0	$113k	-16%	1.6k	71.61	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$109k	-19%	1.4k	75.63	View chart
At&t (T)	0.0	$103k	-39%	3.6k	28.28	View chart
Lowe's Companies (LOW)	0.0	$100k	-22%	427.00	233.34	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$99k		4.4k	22.49	View chart
UnitedHealth (UNH)	0.0	$99k		189.00	524.15	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$98k	+109%	926.00	105.40	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.0	$97k		4.0k	24.44	View chart
Philip Morris International (PM)	0.0	$95k		596.00	158.69	View chart
Abbvie (ABBV)	0.0	$95k	-55%	451.00	209.61	View chart
Boeing Company (BA)	0.0	$94k	-6%	548.00	170.55	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$86k		3.0k	28.58	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$84k		1.7k	49.29	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$81k	-5%	1.4k	59.40	View chart
Broadcom (AVGO)	0.0	$74k	-24%	441.00	167.62	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$74k		801.00	92.25	View chart
Ready Cap Corp Com reit (RC)	0.0	$72k	NEW	14k	5.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$71k	+7%	134.00	532.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$71k	-31%	460.00	154.62	View chart
Walt Disney Company (DIS)	0.0	$71k	-39%	715.00	98.65	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$68k	-36%	1.1k	61.79	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$66k	-5%	815.00	80.65	View chart
Union Pacific Corporation (UNP)	0.0	$64k	-75%	269.00	236.24	View chart
Centene Corporation (CNC)	0.0	$61k		999.00	60.71	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$59k		838.00	69.83	View chart
JPMorgan Chase & Co. (JPM)	0.0	$58k	-73%	235.00	245.42	View chart
Meta Platforms Cl A (META)	0.0	$57k	-31%	98.00	576.79	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$55k	-32%	802.00	68.86	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$55k	NEW	879.00	62.10	View chart
Chevron Corporation (CVX)	0.0	$54k	-74%	324.00	167.55	View chart
Procter & Gamble Company (PG)	0.0	$54k	-77%	316.00	170.33	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$52k	+165%	212.00	245.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$51k	-2%	392.00	128.93	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$50k		874.00	57.64	View chart
Altria (MO)	0.0	$49k	+13%	816.00	60.05	View chart
Barings Bdc (BBDC)	0.0	$49k		5.1k	9.54	View chart
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)	0.0	$48k		1.5k	31.58	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$48k	NEW	1.1k	43.44	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.0	$47k		333.00	140.40	View chart
Duke Energy Corp Com New (DUK)	0.0	$47k		381.00	122.06	View chart
Vanguard World Extended Dur (EDV)	0.0	$46k	+9%	644.00	71.11	View chart
Royal Caribbean Cruises (RCL)	0.0	$46k		222.00	205.41	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$43k	NEW	1.3k	32.37	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$42k	+1115%	243.00	172.98	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$42k	+10%	462.00	90.94	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$42k		953.00	43.86	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$42k		306.00	135.68	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.0	$41k	-5%	1.1k	35.71	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$39k		384.00	102.26	View chart
Paypal Holdings (PYPL)	0.0	$39k		600.00	65.25	View chart
Caterpillar (CAT)	0.0	$39k	-30%	117.00	329.80	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$38k	NEW	492.00	77.92	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$38k	NEW	777.00	48.82	View chart
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)	0.0	$37k		1.2k	29.95	View chart
Prudential Financial (PRU)	0.0	$37k	+5%	326.00	111.83	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$36k	-18%	1.4k	25.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$35k	-72%	74.00	469.35	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$34k		566.00	60.45	View chart
Global X Fds Globx Supdv Us (DIV)	0.0	$34k	-20%	1.8k	18.84	View chart
Southwest Airlines (LUV)	0.0	$34k		1.0k	33.57	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.0	$33k	-17%	1.4k	24.19	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$33k	-33%	192.00	170.78	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$33k		407.00	80.36	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$32k		643.00	50.02	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.0	$32k	NEW	265.00	121.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$32k	+13%	124.00	258.10	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$32k		274.00	116.53	View chart
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)	0.0	$32k		957.00	33.21	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.0	$31k		633.00	49.49	View chart
Global X Fds S&p 500 Catholic (CATH)	0.0	$31k		463.00	67.54	View chart
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)	0.0	$31k		632.00	49.44	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	0.0	$31k		626.00	49.75	View chart
Abbott Laboratories (ABT)	0.0	$31k	-22%	234.00	132.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$30k		283.00	104.50	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.0	$30k	-25%	453.00	65.07	View chart
Mackenzie Rlty Cap (MKZR)	0.0	$29k	NEW	20k	1.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$29k	-78%	81.00	362.40	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$29k	+16%	493.00	58.31	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$29k		649.00	44.26	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$29k	+12%	857.00	33.50	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$28k		553.00	51.11	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$28k	-63%	408.00	67.86	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.0	$28k	+44%	1.3k	21.97	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.0	$27k		780.00	35.12	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$27k	-69%	143.00	188.31	View chart
Visa Com Cl A (V)	0.0	$27k	-78%	76.00	351.05	View chart
Travelers Companies (TRV)	0.0	$26k		100.00	264.46	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$26k	-46%	124.00	212.21	View chart
Reinsurance Grp Of America I Com New (RGA)	0.0	$25k		129.00	196.90	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$25k		352.00	71.51	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$25k		598.00	42.09	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$25k		319.00	78.87	View chart
Honeywell International (HON)	0.0	$25k	+28%	118.00	212.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$25k	+57%	157.00	156.69	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$24k		309.00	76.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$23k		133.00	173.23	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$23k	-7%	235.00	95.69	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$22k		675.00	33.25	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.0	$22k		381.00	56.81	View chart
Cigna Corp (CI)	0.0	$22k	-14%	65.00	330.88	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$21k		500.00	41.23	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$21k	-74%	99.00	207.36	View chart
Deere & Company (DE)	0.0	$20k	-37%	43.00	469.35	View chart
Fiserv (FI)	0.0	$20k	-3%	91.00	220.84	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$20k	-75%	98.00	199.54	View chart
Garmin SHS (GRMN)	0.0	$20k		90.00	217.13	View chart
The Real Brokerage Com New (REAX)	0.0	$19k		4.7k	4.06	View chart
Eaton Corp SHS (ETN)	0.0	$19k	-17%	70.00	271.83	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$19k		226.00	83.13	View chart
Micron Technology (MU)	0.0	$18k		210.00	86.73	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$18k	-39%	221.00	81.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$18k		81.00	222.32	View chart
Flowers Foods (FLO)	0.0	$18k		941.00	19.00	View chart
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)	0.0	$18k	NEW	350.00	50.88	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$18k		190.00	93.66	View chart
Goldman Sachs (GS)	0.0	$18k	-17%	32.00	549.56	View chart
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)	0.0	$17k	+81%	565.00	29.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.0	$17k		504.00	33.11	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$16k	+38%	739.00	22.09	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$16k		101.00	159.94	View chart
Intercontinental Exchange (ICE)	0.0	$16k		92.00	172.50	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$15k		83.00	185.33	View chart
TJX Companies (TJX)	0.0	$15k		121.00	121.97	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$15k		374.00	39.39	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$15k	-68%	159.00	92.59	View chart
salesforce (CRM)	0.0	$15k	-60%	54.00	268.72	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.0	$14k		414.00	34.47	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$14k	+20%	156.00	90.44	View chart
Zillow Group Cl C Cap Stk (Z)	0.0	$14k		200.00	68.56	View chart
Hp (HPQ)	0.0	$14k	-8%	488.00	27.67	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.0	$13k	+10%	517.00	25.47	View chart
Linde SHS (LIN)	0.0	$13k	+86%	28.00	468.96	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$13k	-47%	27.00	484.81	View chart
Ge Aerospace Com New (GE)	0.0	$13k	-80%	65.00	201.20	View chart
AmerisourceBergen (COR)	0.0	$13k	-32%	47.00	278.09	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$13k		164.00	79.49	View chart
Elevation Series Trust Trueshares Quart (QBER)	0.0	$13k	+3%	521.00	24.77	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$13k		492.00	26.23	View chart
Comerica Incorporated (CMA)	0.0	$13k		218.00	59.06	View chart
Kinder Morgan (KMI)	0.0	$13k		449.00	28.56	View chart
Merck & Co (MRK)	0.0	$13k	-83%	143.00	89.46	View chart
Listed Fd Tr Trueshares Dec (DECZ)	0.0	$13k		352.00	35.82	View chart
Bank of America Corporation (BAC)	0.0	$13k	-38%	300.00	41.66	View chart
Jefferies Finl Group (JEF)	0.0	$12k		221.00	53.63	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$12k	-47%	253.00	45.74	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.0	$12k		148.00	77.98	View chart
McKesson Corporation (MCK)	0.0	$12k	+88%	17.00	676.35	View chart
Southern Company (SO)	0.0	$11k	+23%	123.00	92.26	View chart
Pfizer (PFE)	0.0	$11k	-39%	434.00	25.34	View chart
S&p Global (SPGI)	0.0	$11k		21.00	508.10	View chart
Exp World Holdings Inc equities (EXPI)	0.0	$11k		1.1k	9.78	View chart
Public Storage (PSA)	0.0	$11k		35.00	299.29	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$9.9k		193.00	51.49	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$9.9k		170.00	58.11	View chart
Interpublic Group of Companies (IPG)	0.0	$9.8k		360.00	27.16	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$9.8k		163.00	59.82	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.0	$9.7k	+12%	735.00	13.23	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$9.7k	-34%	335.00	28.84	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$9.6k	+50%	182.00	52.73	View chart
Cousins Pptys Com New (CUZ)	0.0	$9.6k		324.00	29.52	View chart
Netflix (NFLX)	0.0	$9.3k	-75%	10.00	932.50	View chart
Corning Incorporated (GLW)	0.0	$9.3k	-32%	204.00	45.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$9.3k	-90%	25.00	372.24	View chart
Fox Corp Cl B Com (FOX)	0.0	$9.2k		174.00	52.59	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$9.1k	-50%	33.00	274.55	View chart
Kroger (KR)	0.0	$9.0k	+25%	132.00	67.89	View chart
Starbucks Corporation (SBUX)	0.0	$8.9k	-51%	91.00	98.11	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$8.9k	-40%	830.00	10.73	View chart
Moody's Corporation (MCO)	0.0	$8.9k	NEW	19.00	467.37	View chart
First Mid Ill Bancshares (FMBH)	0.0	$8.7k		249.00	34.90	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$8.7k		25.00	347.40	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$8.6k	-31%	327.00	26.42	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$8.6k		631.00	13.63	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$8.6k	-30%	359.00	23.89	View chart
Aim Etf Products Trust Allianzim Us Lrg (AUGW)	0.0	$8.6k		297.00	28.82	View chart
Fox Corp Cl A Com (FOXA)	0.0	$8.5k	NEW	150.00	56.59	View chart
Thermo Fisher Scientific (TMO)	0.0	$8.5k		17.00	497.59	View chart
Blackrock Tech And Private E Shs Ben Int (BTX)	0.0	$8.5k	NEW	1.4k	6.26	View chart
Aim Etf Products Trust Allianzim Eq Buf (JULU)	0.0	$8.4k	NEW	330.00	25.51	View chart

Past Filings by Pineridge Advisors

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

Pineridge Advisors 2025 Q1 filed April 30, 2025
Pineridge Advisors 2024 Q4 filed Jan. 29, 2025
Pineridge Advisors 2024 Q3 filed Oct. 18, 2024
Pineridge Advisors 2024 Q2 filed July 25, 2024
Pineridge Advisors 2024 Q1 filed May 16, 2024
Pineridge Advisors 2023 Q4 filed March 1, 2024

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