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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
ITOTIshares Tr
Recent Activity
Increased 10.92%
13.42%
$35.459M
282,271 shares@ $125.62 avg price
IEFIshares Tr
Recent Activity
Increased 141.9%
13.39%
$35.368M
360,457 shares@ $98.13 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 21.97%
8.03%
$21.208M
513,765 shares@ $41.28 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 9.82%
7.56%
$19.981M
34,824 shares@ $573.77 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 31.09%
2.63%
$6.927M
85,753 shares@ $80.78 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 36.39%
2.04%
$5.389M
23,872 shares@ $225.77 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 38.45%
2.04%
$5.371M
21,884 shares@ $245.46 avg price
SLVIshares Silver Tr
Recent Activity
Increased 54.25%
1.82%
$4.797M
168,866 shares@ $28.41 avg price
GLDMWorld Gold Tr
Recent Activity
Increased 45.64%
1.8%
$4.732M
90,782 shares@ $52.14 avg price
IYRIshares Tr
Recent Activity
Increased 9.65%
1.79%
$4.718M
46,311 shares@ $101.87 avg price