Pineridge Advisors LLC
CIK Number: 0002012421
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | iShares Core S&... | 133.78 | +0.92% | 417.1K | +47.77% | 53.65M | 120.56 | 20.27% |
| 2 | IEF | iShares 7-10 Ye... | 95.64 | +0.35% | 405.03K | +12.37% | 37.45M | 96.77 | 14.15% |
| 3 | XFIV | Bondbloxx Bloom... | 49.32 | +0.24% | 755.57K | +10.77% | 36.24M | 49.8 | 13.69% |
| 4 | SPY | SPDR S&P 500 ET... | 611.96 | +0.80% | 47.14K | +35.36% | 27.63M | 557.79 | 10.44% |
| 5 | SPEM | SPDR Portfolio ... | 42.67 | +0.85% | 594.22K | +15.66% | 22.8M | 38.38 | 8.61% |
| 6 | XHLF | Bondbloxx Bloom... | 50.33 | +0.02% | 301.68K | +221.92% | 15.14M | 50.17 | 5.72% |
| 7 | IBTI | iShares iBonds ... | 22.36 | +0.18% | 301.53K | -8.14% | 6.6M | 22.22 | 2.50% |
| 8 | MSFT | Microsoft Corpo... | 497.50 | +1.06% | 15.08K | -0.72% | 6.36M | 376.13 | 2.40% |
| 9 | SPSB | SPDR Portfolio ... | 30.16 | +0.10% | 156.03K | -5.18% | 4.66M | 29.78 | 1.76% |
| 10 | MBND | SPDR Nuveen Mun... | 27.02 | +0.13% | 141.03K | +8.83% | 3.88M | 27.5 | 1.47% |
| 11 | MLN | VanEck Long Mun... | 16.85 | -0.18% | 201.69K | +8.34% | 3.61M | 18.17 | 1.36% |
| 12 | SCHB | Schwab U.S. Bro... | 23.61 | +0.92% | 148.34K | +207.55% | 3.37M | 18.83 | 1.27% |
| 13 | IVV | iShares Core S&... | 614.96 | +0.82% | 4.57K | -0.41% | 2.69M | 477.63 | 1.02% |
| 14 | HYMB | SPDR Nuveen Blo... | 24.72 | +0.12% | 102.86K | +6.72% | 2.63M | 25.33 | 0.99% |
| 15 | BSMU | Invesco BulletS... | 21.46 | +0.07% | 98.35K | +4.25% | 2.14M | 22.33 | 0.81% |
| 16 | BND | Vanguard Total ... | 73.52 | +0.29% | 29.48K | +26.76% | 2.12M | 72.46 | 0.80% |
| 17 | RVNU | Xtrackers Munic... | 23.93 | +0.29% | 77.91K | +8.85% | 1.97M | 25.6 | 0.74% |
| 18 | AAPL | Apple Inc. | 201.21 | -0.18% | 7.43K | +27.52% | 1.86M | 205.15 | 0.70% |
| 19 | IEMG | iShares Core MS... | 59.96 | +0.69% | 28.57K | +7.27% | 1.49M | 52.43 | 0.56% |
| 20 | SPDW | SPDR Portfolio ... | 40.12 | +1.20% | 37.27K | +9.33% | 1.27M | 34.78 | 0.48% |
| 21 | EEM | iShares MSCI Em... | 48.28 | +0.67% | 28.42K | +7.07% | 1.19M | 40.75 | 0.45% |
| 22 | LLY | Eli Lilly and C... | 795.71 | +0.43% | 1.25K | +4.69% | 964.66K | 591.39 | 0.36% |
| 23 | AMZN | Amazon.com, Inc... | 217.26 | +2.49% | 4.29K | +50.83% | 941.36K | 174.67 | 0.36% |
| 24 | IWY | iShares Russell... | 243.31 | +0.84% | 3.18K | -9.39% | 747.27K | 175.98 | 0.28% |
| 25 | SCHF | Schwab Internat... | 21.89 | +1.08% | 36.77K | +115.91% | 680.19K | 18.54 | 0.26% |
| 26 | WMT | Walmart Inc. | 96.16 | -1.13% | 7.51K | +14.53% | 678.88K | 57.34 | 0.26% |
| 27 | VOO | Vanguard 500 In... | 564.28 | +0.81% | 1.16K | -12.64% | 625.49K | 436.8 | 0.24% |
| 28 | TSLA | Tesla, Inc. | 326.14 | -0.43% | 1.37K | +1.26% | 552.86K | 250.65 | 0.21% |
| 29 | USMV | iShares MSCI US... | 92.69 | +0.37% | 5.39K | -19.63% | 478.78K | 78.03 | 0.18% |
| 30 | VTEB | Vanguard Tax-Ex... | 48.95 | +0.09% | 9.28K | -23.51% | 465.38K | 51.05 | 0.18% |
| 31 | PUTW | WisdomTree CBOE... | 30.15 | -3.68% | 13.07K | -0.02% | 431.02K | 32.08 | 0.16% |
| 32 | EMR | Emerson Electri... | 132.87 | +2.65% | 3.36K | +16.85% | 416.78K | 101.25 | 0.16% |
| 33 | XOM | Exxon Mobil Cor... | 110.07 | +1.57% | 3.81K | +13.84% | 409.73K | 100.9 | 0.15% |
| 34 | NVDA | NVIDIA Corporat... | 155.10 | +0.51% | 2.82K | +95.83% | 378.41K | 99.31 | 0.14% |
| 35 | VTI | Vanguard Total ... | 302.04 | +0.90% | 1.24K | -4.99% | 358.42K | 265.34 | 0.14% |
| 36 | IWX | iShares Russell... | 83.64 | +0.64% | 4.2K | -11.55% | 332.24K | 70.29 | 0.13% |
| 37 | IBM | International B... | 292.32 | +0.43% | 1.41K | +0.72% | 309.26K | 165.18 | 0.12% |
| 38 | ORCL | Oracle Corporat... | 213.02 | +1.09% | 1.66K | +1.71% | 276.95K | 106.67 | 0.10% |
| 39 | CSCO | Cisco Systems, ... | 68.97 | +1.15% | 4.59K | +77.04% | 271.65K | 54.3 | 0.10% |
| 40 | PEP | PepsiCo, Inc. | 128.20 | +0.14% | 1.78K | +57.57% | 270.58K | 163.29 | 0.10% |
| 41 | AEE | Ameren Corporat... | 95.38 | +0.29% | 2.95K | -1.04% | 262.86K | 72.45 | 0.10% |
| 42 | GLDM | SPDR Gold MiniS... | 65.94 | -0.14% | 5K | -94.5% | 259.74K | 44.43 | 0.10% |
| 43 | UNP | Union Pacific C... | 229.69 | +1.27% | 1.1K | +307.43% | 249.99K | 232.35 | 0.09% |
| 44 | PG | The Procter & G... | 158.66 | -0.19% | 1.39K | +90.77% | 232.14K | 156.58 | 0.09% |
| 45 | MA | Mastercard Inco... | 546.24 | -0.63% | 440 | +15.18% | 231.93K | 451.62 | 0.09% |
| 46 | SPLG | SPDR Portfolio ... | 72.20 | +0.80% | 3.35K | -15.33% | 230.72K | 55.9 | 0.09% |
| 47 | SCHR | Schwab Intermed... | 25.01 | +0.24% | 9.05K | +161.45% | 219.92K | 24.64 | 0.08% |
| 48 | JPM | JPMorgan Chase ... | 288.83 | +1.68% | 898 | +157.31% | 215.28K | 212.82 | 0.08% |
| 49 | MEAR | iShares Short M... | 50.25 | +0.01% | 4.29K | -43.38% | 214.3K | 49.99 | 0.08% |
| 50 | MMIT | IQ MacKay Munic... | 23.82 | -0.02% | 8.86K | -42.37% | 212.81K | 24.56 | 0.08% |
| 51 | FMB | First Trust Man... | 49.78 | -0.11% | 4.07K | -43.1% | 207.62K | 51.66 | 0.08% |
| 52 | IBTG | iShares iBonds ... | 22.91 | +0.02% | 9.06K | +1.38% | 206.57K | 22.86 | 0.08% |
| 53 | SLV | iShares Silver ... | 33.34 | +0.98% | 7.82K | -95.37% | 205.87K | 24.11 | 0.08% |
| 54 | SPLV | Invesco S&P 500... | 71.99 | +0.29% | 2.86K | -1.48% | 200.16K | 65.54 | 0.08% |
| 55 | FMHI | First Trust Mun... | 46.65 | -0.33% | 3.77K | -30.92% | 181.9K | 47.68 | 0.07% |
| 56 | CVX | Chevron Corpora... | 144.42 | +0.83% | 1.25K | +286.73% | 181.46K | 145.96 | 0.07% |
| 57 | ABBV | AbbVie Inc. | 186.97 | +0.85% | 1.02K | +8.40% | 181.17K | 157.21 | 0.07% |
| 58 | PZA | Invesco Nationa... | 22.34 | +0.11% | 7.43K | -2.22% | 175.54K | 24.18 | 0.07% |
| 59 | MCD | McDonald's Corp... | 285.78 | +0.08% | 602 | -4.44% | 174.56K | 296.1 | 0.07% |
| 60 | HD | The Home Depot,... | 363.71 | +0.51% | 428 | -66.54% | 166.44K | 346.45 | 0.06% |
| 61 | FNDB | Schwab Fundamen... | 23.79 | +0.83% | 7.05K | +357.13% | 163.96K | 21.96 | 0.06% |
| 62 | FFEB | FT Cboe Vest U.... | 52.10 | +0.47% | 3.13K | +100.00% | 155.93K | 49.77 | 0.06% |
| 63 | IWP | iShares Russell... | 138.18 | +0.96% | 1.2K | -9.28% | 152.36K | 104.46 | 0.06% |
| 64 | DIA | SPDR Dow Jones ... | 434.02 | +0.97% | 355 | +16.78% | 151.23K | 396.35 | 0.06% |
| 65 | GLD | SPDR Gold Share... | 306.79 | -0.11% | 618 | 0.00% | 149.7K | 191.17 | 0.06% |
| 66 | BAR | GraniteShares G... | 32.84 | -0.14% | 5.78K | +14.46% | 149.64K | 24.87 | 0.06% |
| 67 | IWF | iShares Russell... | 419.42 | +0.96% | 371 | -12.5% | 148.87K | 320.02 | 0.06% |
| 68 | RMD | ResMed Inc. | 256.48 | -0.55% | 626 | -38.02% | 143.16K | 172.02 | 0.05% |
| 69 | EFV | iShares MSCI EA... | 63.08 | +1.07% | 2.64K | -13.39% | 138.47K | 52.3 | 0.05% |
| 70 | LOW | Lowe's Companie... | 221.42 | +0.33% | 554 | +37.13% | 136.73K | 229.02 | 0.05% |
| 71 | EFG | iShares MSCI EA... | 110.53 | +1.15% | 1.41K | -15.91% | 136.14K | 97.36 | 0.05% |
| 72 | T | AT&T Inc. | 28.04 | +0.41% | 5.95K | +54.62% | 135.56K | 20.25 | 0.05% |
| 73 | QQQ | Invesco QQQ Tru... | 546.29 | +0.95% | 265 | -14.24% | 135.53K | 457 | 0.05% |
| 74 | AVGO | Broadcom Inc. | 270.21 | +2.10% | 584 | +49.74% | 135.43K | 152.6 | 0.05% |
| 75 | IWS | iShares Russell... | 131.23 | +0.94% | 1.04K | -12.93% | 135.04K | 116.29 | 0.05% |
| 76 | IWB | iShares Russell... | 336.34 | +0.86% | 416 | 0.00% | 134.15K | 262.38 | 0.05% |
| 77 | DIS | The Walt Disney... | 121.64 | +1.86% | 1.19K | -7.76% | 132.32K | 90.36 | 0.05% |
| 78 | IAUM | iShares Gold Tr... | 33.20 | -0.12% | 4.98K | +16.94% | 130.27K | 21.41 | 0.05% |
| 79 | GOOGL | Alphabet Inc. | 173.50 | +1.65% | 668 | +67.84% | 126.49K | 159.74 | 0.05% |
| 80 | IEFA | iShares Core MS... | 82.55 | +1.22% | 1.8K | -8.78% | 126.33K | 70.35 | 0.05% |
| 81 | PULS | PGIM Ultra Shor... | 49.75 | +0.06% | 2.55K | -7.15% | 126.15K | 49.39 | 0.05% |
| 82 | VGSH | Vanguard Short-... | 58.76 | +0.10% | 2.13K | -24.05% | 123.62K | 58.33 | 0.05% |
| 83 | SPMD | SPDR Portfolio ... | 54.24 | +1.36% | 2.26K | +0.40% | 123.47K | 50.87 | 0.05% |
| 84 | AFL | Aflac Incorpora... | 104.00 | +1.48% | 1.16K | +0.43% | 120.37K | 82.59 | 0.05% |
| 85 | FSK | FS KKR Capital ... | 20.63 | +1.10% | 5.46K | 0.00% | 118.66K | 19.97 | 0.04% |
| 86 | VMBS | Vanguard Mortga... | 46.35 | +0.47% | 2.61K | -10.09% | 118.38K | 46.41 | 0.04% |
| 87 | KO | The Coca-Cola C... | 69.48 | -0.21% | 1.88K | -10.33% | 117.29K | 59.06 | 0.04% |
| 88 | USIG | iShares Broad U... | 51.30 | +0.29% | 2.26K | -8.68% | 113.78K | 51.35 | 0.04% |
| 89 | V | Visa Inc. | 346.26 | +0.29% | 357 | +20.61% | 112.86K | 269.86 | 0.04% |
| 90 | JNJ | Johnson & Johns... | 152.17 | -0.07% | 780 | +48.01% | 112.75K | 152.81 | 0.04% |
| 91 | DGRO | iShares Core Di... | 63.44 | +0.69% | 1.75K | +37.55% | 107.4K | 57.57 | 0.04% |
| 92 | VUG | Vanguard Growth... | 433.78 | +0.82% | 257 | -3.75% | 105.67K | 315.09 | 0.04% |
| 93 | BA | The Boeing Comp... | 202.60 | +1.86% | 588 | -7.98% | 104.08K | 259.69 | 0.04% |
| 94 | EFA | iShares MSCI EA... | 88.55 | +1.13% | 1.35K | +1.42% | 102.29K | 78.43 | 0.04% |
| 95 | SHYD | VanEck Short Hi... | 22.59 | +0.07% | 4.4K | -42.88% | 98.83K | 22.13 | 0.04% |
| 96 | SIVR | abrdn Physical ... | 34.98 | +1.01% | 3.58K | 0.00% | 98.7K | 22.77 | 0.04% |
| 97 | FLMI | Franklin Dynami... | 24.20 | +0.04% | 3.92K | -2.83% | 95.78K | 24.26 | 0.04% |
| 98 | UNH | UnitedHealth Gr... | 302.52 | +0.17% | 188 | +8.67% | 95.12K | 524.81 | 0.04% |
| 99 | IWM | iShares Russell... | 215.50 | +1.67% | 404 | -10.42% | 89.21K | 201.01 | 0.03% |
| 100 | XLK | Technology Sele... | 251.16 | +0.73% | 382 | -98.4% | 88.9K | 226.95 | 0.03% |
| 101 | MRK | Merck & Co., In... | 78.92 | -0.94% | 871 | +517.73% | 86.62K | 101.02 | 0.03% |
| 102 | IWD | iShares Russell... | 192.93 | +0.76% | 462 | +0.65% | 85.51K | 165.38 | 0.03% |
| 103 | META | Meta Platforms,... | 726.45 | +2.51% | 144 | +97.26% | 84.33K | 468.12 | 0.03% |
| 104 | VGIT | Vanguard Interm... | 59.74 | +0.23% | 1.45K | -11.54% | 84.04K | 59.43 | 0.03% |
| 105 | SPTI | SPDR Portfolio ... | 28.75 | +0.28% | 2.97K | +1.26% | 82.86K | 28.55 | 0.03% |
| 106 | FNOV | FT Cboe Vest U.... | 49.81 | +0.43% | 1.69K | +100.00% | 80.86K | 47.82 | 0.03% |
| 107 | SILA | Sila Realty Tru... | 24.30 | +1.89% | 3.24K | +244.01% | 78.89K | 23.24 | 0.03% |
| 108 | DVY | iShares Select ... | 131.96 | +0.98% | 600 | +100.00% | 78.77K | 131.29 | 0.03% |
| 109 | IYE | iShares U.S. En... | 45.69 | +1.53% | 1.7K | -0.12% | 77.3K | 44.14 | 0.03% |
| 110 | AMD | Advanced Micro ... | 143.75 | +0.25% | 635 | +561.46% | 76.7K | 125.86 | 0.03% |
| 111 | VTWO | Vanguard Russel... | 87.09 | +1.63% | 858 | -9.01% | 76.64K | 81.1 | 0.03% |
| 112 | IDEV | iShares Core MS... | 75.30 | +1.22% | 1.19K | -13.16% | 76.6K | 63.66 | 0.03% |
| 113 | IUSV | iShares Core S&... | 93.92 | +0.71% | 798 | +0.38% | 73.93K | 84.4 | 0.03% |
| 114 | PM | Philip Morris I... | 180.65 | +0.58% | 589 | +1.03% | 70.89K | 94.35 | 0.03% |
| 115 | MDLZ | Mondelez Intern... | 67.76 | +0.71% | 1.11K | +0.64% | 66.25K | 72.35 | 0.03% |
| 116 | FTAI | FTAI Aviation L... | 122.21 | -2.23% | 432 | 0.00% | 62.23K | 46.4 | 0.02% |
| 117 | USB | U.S. Bancorp | 45.64 | +1.83% | 1.29K | +65.08% | 61.49K | 45.07 | 0.02% |
| 118 | NEE | NextEra Energy,... | 71.02 | +0.97% | 857 | +0.23% | 61.42K | 60.9 | 0.02% |
| 119 | CAT | Caterpillar Inc... | 382.01 | +2.81% | 168 | +43.59% | 60.94K | 316.8 | 0.02% |
| 120 | CNC | Centene Corpora... | 53.55 | +0.07% | 999 | -4.95% | 60.52K | 74.25 | 0.02% |
| 121 | BRK-B | Berkshire Hatha... | 485.71 | -0.1% | 125 | +13.64% | 56.66K | 368.24 | 0.02% |
| 122 | GE | General Electri... | 251.50 | +0.64% | 338 | +503.57% | 56.42K | 156.02 | 0.02% |
| 123 | SPXL | Direxion Daily ... | 168.80 | +2.46% | 333 | +0.30% | 56.18K | 104.18 | 0.02% |
| 124 | SMH | VanEck Semicond... | 277.33 | +0.77% | 231 | -98.94% | 56.05K | 256.4 | 0.02% |
| 125 | IXUS | iShares Core MS... | 76.83 | +1.05% | 838 | +1.82% | 55.44K | 64.97 | 0.02% |
| 126 | QCOM | QUALCOMM Incorp... | 158.18 | +1.44% | 354 | +1.98K% | 54.36K | 155.84 | 0.02% |
| 127 | VONG | Vanguard Russel... | 107.91 | +0.93% | 512 | 0.00% | 52.93K | 78.02 | 0.02% |
| 128 | VYM | Vanguard High D... | 132.15 | +0.88% | 404 | -24.34% | 51.59K | 111.63 | 0.02% |
| 129 | PYPL | PayPal Holdings... | 73.22 | +0.20% | 600 | 0.00% | 51.21K | 61.41 | 0.02% |
| 130 | QUAL | iShares MSCI US... | 180.45 | +0.60% | 288 | +0.35% | 51.21K | 150.84 | 0.02% |
| 131 | RCL | Royal Caribbean... | 296.01 | +4.11% | 221 | -0.45% | 51.08K | 129.48 | 0.02% |
| 132 | ADP | Automatic Data ... | 303.09 | +1.64% | 168 | +0.60% | 49.1K | 233.6 | 0.02% |
| 133 | SIXO | AllianzIM U.S. ... | 33.03 | +0.21% | 1.51K | +631.88% | 49.09K | 32.01 | 0.02% |
| 134 | SCHG | Schwab U.S. Lar... | 28.88 | +0.87% | 1.76K | +650.85% | 48.98K | 24.5 | 0.02% |
| 135 | VGLT | Vanguard Long-T... | 55.92 | +0.43% | 882 | -17.03% | 48.81K | 61.53 | 0.02% |
| 136 | BBDC | Barings BDC, In... | 9.15 | +1.72% | 5.1K | -17.04% | 48.79K | 8.58 | 0.02% |
| 137 | MUB | iShares Nationa... | 104.33 | +0.13% | 443 | +0.23% | 47.23K | 108.4 | 0.02% |
| 138 | MET | MetLife, Inc. | 79.99 | +1.11% | 568 | 0.00% | 46.51K | 66.13 | 0.02% |
| 139 | CRM | Salesforce, Inc... | 270.60 | +1.06% | 137 | +82.67% | 45.81K | 295.35 | 0.02% |
| 140 | EDIV | SPDR S&P Emergi... | 38.34 | +0.99% | 1.2K | -22.09% | 42.31K | 32.52 | 0.02% |
| 141 | AOM | iShares Core Mo... | 45.78 | +0.50% | 953 | -5.08% | 41.38K | 41.51 | 0.02% |
| 142 | DIV | Global X SuperD... | 17.63 | +0.69% | 2.27K | -31.7% | 40.98K | 17.18 | 0.02% |
| 143 | MVF | BlackRock MuniV... | 6.54 | -0.08% | 5.82K | +1.89% | 40.94K | 7.12 | 0.02% |
| 144 | DUK | Duke Energy Cor... | 116.38 | +0.37% | 378 | +1.07% | 40.73K | 97.29 | 0.02% |
| 145 | SDY | SPDR S&P Divide... | 134.87 | +0.67% | 306 | -39.53% | 40.42K | 124.97 | 0.02% |
| 146 | EDV | Vanguard Extend... | 66.89 | +0.71% | 589 | -5.76% | 39.89K | 80.97 | 0.02% |
| 147 | ACN | Accenture plc | 296.02 | +0.48% | 113 | +769.23% | 39.75K | 351.68 | 0.01% |
| 148 | TMFC | Motley Fool 100... | 63.75 | +0.77% | 654 | +4.14% | 39.29K | 56.4 | 0.01% |
| 149 | LQD | iShares iBoxx $... | 109.19 | +0.37% | 366 | +100.00% | 39.05K | 106.84 | 0.01% |
| 150 | MGK | Vanguard Mega C... | 362.58 | +0.87% | 113 | +4.63% | 38.81K | 280.09 | 0.01% |