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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
XFIVBondbloxx Etf Trust
Recent Activity
New Position
12.91%
$34.104M
682,129 shares@ $50.0 avg price
SEPWAim Etf Products Trust
Recent Activity
New Position
0.02%
$48,896
1,714 shares@ $28.53 avg price
SUSAIshares Tr
Recent Activity
New Position
0.02%
$47,238
392 shares@ $120.51 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.02%
$43,161
475 shares@ $90.87 avg price
TMFCRbb Fd Inc
Recent Activity
New Position
0.02%
$35,325
628 shares@ $56.25 avg price
XTREBondbloxx Etf Trust
Recent Activity
New Position
0.02%
$31,010
620 shares@ $50.02 avg price
XTWOBondbloxx Etf Trust
Recent Activity
New Position
0.02%
$30,803
618 shares@ $49.85 avg price
XONEBondbloxx Etf Trust
Recent Activity
New Position
0.02%
$30,564
612 shares@ $49.95 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.02%
$28,971
1,110 shares@ $26.1 avg price
FPXFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.01%
$25,564
232 shares@ $110.19 avg price