Pineridge Advisors LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $265 Billion distributed in 633 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 $53.6B, Ishares Barclays with a value of $37.4B, Bondbloxx ETF Tr 5 Yr Target D with a value of $36.2B, Spdr S&P 500 ETF Trust with a value of $27.6B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $22.8B.

Examining the 13F form we can see an increase of $371M in the current position value, from $264B to 265B.

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 $265 Billion
ETFs: $192 Billion
Technology: $10.3 Billion
Consumer Cyclical: $2.16 Billion
Healthcare: $1.95 Billion
Financial Services: $1.66 Billion
Consumer Defensive: $1.57 Billion
Industrials: $1.32 Billion
Energy: $700 Million
Other: $1.18 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

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

Summary

  • Portfolio
  • No. of Stocks 633
  • Current Value $265 Billion
  • Prior Value $264 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 91 stocks
  • Additional Purchases 206 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 156 stocks
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