Asset Manager
← All Institutions
Pineridge Advisors LLC
Market Value
$0
-100.0%
Holdings
453
-129
New Purchases
0
Added To
0
Closed
453
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 57 | $0 | 0% |
| Large Cap | 252 | $0 | 0% |
| Mid Cap | 64 | $0 | 0% |
| Small Cap | 52 | $0 | 0% |
| Micro Cap | 28 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$155.3B
Median Market Cap
$30.0B
Avg P/E
32.9
Median P/E
23.2
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
276
# ETFs / Funds
177
Top Holdings (453 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | UI | —% | — | — | — | -$5K | -8 | -100.0% | SOLD |
| 2 | T | —% | — | — | — | -$105K | -3,733 | -100.0% | SOLD |
| 3 | YUM | —% | — | — | — | -$456 | -3 | -100.0% | SOLD |
| 4 | AMP | —% | — | — | — | -$4K | -9 | -100.0% | SOLD |
| 5 | ACN | —% | — | — | — | -$6K | -24 | -100.0% | SOLD |
| 6 | GLW | —% | — | — | — | -$140K | -1,705 | -100.0% | SOLD |
| 7 | DIS | —% | — | — | — | -$76K | -668 | -100.0% | SOLD |
| 8 | CVX | —% | — | — | — | -$50K | -325 | -100.0% | SOLD |
| 9 | FLR | —% | — | — | — | -$4K | -100 | -100.0% | SOLD |
| 10 | ALL | —% | — | — | — | -$3K | -16 | -100.0% | SOLD |
| 11 | UBER | —% | — | — | — | -$3K | -35 | -100.0% | SOLD |
| 12 | CVS | —% | — | — | — | -$4K | -54 | -100.0% | SOLD |
| 13 | SE | —% | — | — | — | -$179 | -1 | -100.0% | SOLD |
| 14 | POR | —% | — | — | — | -$2K | -55 | -100.0% | SOLD |
| 15 | ALV | —% | — | — | — | -$3K | -26 | -100.0% | SOLD |
| 16 | BMY | —% | — | — | — | -$265 | -6 | -100.0% | SOLD |
| 17 | XOM | —% | — | — | — | -$364K | -3,229 | -100.0% | SOLD |
| 18 | M | —% | — | — | — | -$415 | -23 | -100.0% | SOLD |
| 19 | NOK | —% | — | — | — | -$1K | -250 | -100.0% | SOLD |
| 20 | NEE | —% | — | — | — | -$2K | -32 | -100.0% | SOLD |
| 21 | SHV | —% | — | — | — | -$5K | -43 | -100.0% | SOLD |
| 22 | HWM | —% | — | — | — | -$4K | -18 | -100.0% | SOLD |
| 23 | PSX | —% | — | — | — | -$4K | -26 | -100.0% | SOLD |
| 24 | ZTS | —% | — | — | — | -$3K | -20 | -100.0% | SOLD |
| 25 | IQV | —% | — | — | — | -$3K | -18 | -100.0% | SOLD |
| 26 | SUN | —% | — | — | — | -$9K | -176 | -100.0% | SOLD |
| 27 | BKSY | —% | — | — | — | -$7K | -324 | -100.0% | SOLD |
| 28 | RC | —% | — | — | — | -$538 | -139 | -100.0% | SOLD |
| 29 | GPC | —% | — | — | — | -$5K | -37 | -100.0% | SOLD |
| 30 | STLA | —% | — | — | — | -$5K | -523 | -100.0% | SOLD |
| 31 | ANET | —% | — | — | — | -$4K | -25 | -100.0% | SOLD |
| 32 | GE | —% | — | — | — | -$13K | -44 | -100.0% | SOLD |
| 33 | NCLH | —% | — | — | — | -$2K | -100 | -100.0% | SOLD |
| 34 | ICE | —% | — | — | — | -$12K | -74 | -100.0% | SOLD |
| 35 | CHWY | —% | — | — | — | -$81 | -2 | -100.0% | SOLD |
| 36 | AFL | —% | — | — | — | -$128K | -1,148 | -100.0% | SOLD |
| 37 | STAG | —% | — | — | — | -$2K | -50 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$45K | -337 | -100.0% | SOLD |
| 39 | NOW | —% | — | — | — | -$3K | -3 | -100.0% | SOLD |
| 40 | MS | —% | — | — | — | -$79K | -500 | -100.0% | SOLD |
| 41 | FDS | —% | — | — | — | -$2K | -7 | -100.0% | SOLD |
| 42 | GS | —% | — | — | — | -$12K | -15 | -100.0% | SOLD |
| 43 | HD | —% | — | — | — | -$149K | -367 | -100.0% | SOLD |
| 44 | AXP | —% | — | — | — | -$4K | -11 | -100.0% | SOLD |
| 45 | DVN | —% | — | — | — | -$4K | -100 | -100.0% | SOLD |
| 46 | BMO | —% | — | — | — | -$806 | -6 | -100.0% | SOLD |
| 47 | PFGC | —% | — | — | — | -$6K | -56 | -100.0% | SOLD |
| 48 | ATO | —% | — | — | — | -$5K | -32 | -100.0% | SOLD |
| 49 | ABBV | —% | — | — | — | -$112K | -485 | -100.0% | SOLD |
| 50 | AJG | —% | — | — | — | -$8K | -25 | -100.0% | SOLD |
| 51 | TPR | —% | — | — | — | -$4K | -39 | -100.0% | SOLD |
| 52 | ETSY | —% | — | — | — | -$266 | -4 | -100.0% | SOLD |
| 53 | AEE | —% | — | — | — | -$339K | -3,249 | -100.0% | SOLD |
| 54 | GRMN | —% | — | — | — | -$22K | -90 | -100.0% | SOLD |
| 55 | BLK | —% | — | — | — | -$6K | -5 | -100.0% | SOLD |
| 56 | ET | —% | — | — | — | -$4K | -250 | -100.0% | SOLD |
| 57 | FSK | —% | — | — | — | -$104K | -6,988 | -100.0% | SOLD |
| 58 | A | —% | — | — | — | -$3K | -26 | -100.0% | SOLD |
| 59 | MO | —% | — | — | — | -$44K | -665 | -100.0% | SOLD |
| 60 | IEX | —% | — | — | — | -$2K | -15 | -100.0% | SOLD |
| 61 | GSK | —% | — | — | — | -$129 | -3 | -100.0% | SOLD |
| 62 | KO | —% | — | — | — | -$109K | -1,646 | -100.0% | SOLD |
| 63 | GEV | —% | — | — | — | -$6K | -10 | -100.0% | SOLD |
| 64 | DOW | —% | — | — | — | -$1K | -51 | -100.0% | SOLD |
| 65 | LOW | —% | — | — | — | -$102K | -404 | -100.0% | SOLD |
| 66 | NKE | —% | — | — | — | -$2K | -26 | -100.0% | SOLD |
| 67 | UPS | —% | — | — | — | -$4K | -53 | -100.0% | SOLD |
| 68 | SPGI | —% | — | — | — | -$6K | -12 | -100.0% | SOLD |
| 69 | TEL | —% | — | — | — | -$3K | -13 | -100.0% | SOLD |
| 70 | WEC | —% | — | — | — | -$2K | -19 | -100.0% | SOLD |
| 71 | LUV | —% | — | — | — | -$33K | -1,028 | -100.0% | SOLD |
| 72 | VLTO | —% | — | — | — | -$3K | -24 | -100.0% | SOLD |
| 73 | PFE | —% | — | — | — | -$16K | -634 | -100.0% | SOLD |
| 74 | IBM | —% | — | — | — | -$345K | -1,224 | -100.0% | SOLD |
| 75 | INFY | —% | — | — | — | -$5K | -300 | -100.0% | SOLD |
| 76 | CAT | —% | — | — | — | -$56K | -117 | -100.0% | SOLD |
| 77 | KD | —% | — | — | — | -$4K | -122 | -100.0% | SOLD |
| 78 | HPQ | —% | — | — | — | -$11K | -397 | -100.0% | SOLD |
| 79 | IRM | —% | — | — | — | -$2K | -22 | -100.0% | SOLD |
| 80 | GL | —% | — | — | — | -$2K | -11 | -100.0% | SOLD |
| 81 | DE | —% | — | — | — | -$20K | -43 | -100.0% | SOLD |
| 82 | ADM | —% | — | — | — | -$3K | -52 | -100.0% | SOLD |
| 83 | DD | —% | — | — | — | -$234 | -3 | -100.0% | SOLD |
| 84 | PM | —% | — | — | — | -$97K | -597 | -100.0% | SOLD |
| 85 | CNC | —% | — | — | — | -$36K | -999 | -100.0% | SOLD |
| 86 | TJX | —% | — | — | — | -$13K | -90 | -100.0% | SOLD |
| 87 | SNX | —% | — | — | — | -$3K | -20 | -100.0% | SOLD |
| 88 | CRM | —% | — | — | — | -$5K | -20 | -100.0% | SOLD |
| 89 | VZ | —% | — | — | — | -$3K | -65 | -100.0% | SOLD |
| 90 | ASIX | —% | — | — | — | -$40 | -2 | -100.0% | SOLD |
| 91 | BWA | —% | — | — | — | -$835 | -19 | -100.0% | SOLD |
| 92 | KMI | —% | — | — | — | -$13K | -456 | -100.0% | SOLD |
| 93 | JPM | —% | — | — | — | -$58K | -184 | -100.0% | SOLD |
| 94 | ITW | —% | — | — | — | -$9K | -35 | -100.0% | SOLD |
| 95 | IVT | —% | — | — | — | -$8K | -286 | -100.0% | SOLD |
| 96 | BAC | —% | — | — | — | -$4K | -75 | -100.0% | SOLD |
| 97 | SO | —% | — | — | — | -$15K | -156 | -100.0% | SOLD |
| 98 | FERG | —% | — | — | — | -$2K | -7 | -100.0% | SOLD |
| 99 | TRV | —% | — | — | — | -$28K | -100 | -100.0% | SOLD |
| 100 | TFC | —% | — | — | — | -$5K | -100 | -100.0% | SOLD |