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Kyle Jones

@Pineridge Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$264.301MTotal holdings608
Assets growth rate-9.83%Assets growth rate (2-Q avg)-3.36%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pineridge Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 608 positions.

Assets under management

The assets under management (AUM) of Pineridge Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 264.301M in assets, with a quarterly growth rate of -9.83% and a 2-quarter average growth rate of -3.36%. The portfolio is managed by Kyle Jones, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBTIIshares Tr
Recent Activity
Decreased -17.98%
2.8%
$7.387M
328,229 shares@ $22.51 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.29%
2.48%
$6.537M
15,192 shares@ $430.31 avg price
KRESpdr Ser Tr
Recent Activity
Decreased -5.51%
1.9%
$4.996M
88,277 shares@ $56.6 avg price
SPSBSpdr Ser Tr
Recent Activity
Decreased -4.53%
1.89%
$4.983M
164,549 shares@ $30.29 avg price
XHLFBondbloxx Etf Trust
Recent Activity
Decreased -95.74%
1.79%
$4.727M
93,711 shares@ $50.45 avg price
MBNDSsga Active Tr
Recent Activity
Decreased -2.36%
1.38%
$3.629M
129,590 shares@ $28.01 avg price
MLNVaneck Etf Trust
Recent Activity
Decreased -3.84%
1.29%
$3.407M
186,154 shares@ $18.3 avg price
IVVIshares Tr
Recent Activity
Decreased -9.32%
1.01%
$2.647M
4,588 shares@ $576.87 avg price
HYMBSpdr Ser Tr
Recent Activity
Decreased -3.05%
0.96%
$2.532M
96,381 shares@ $26.27 avg price
BSMUInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -3.9%
0.8%
$2.089M
94,333 shares@ $22.15 avg price