Pineridge Advisors LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, Pineridge Advisors LLC opened 280 positions, added to 489, reduced 594 and sold out of 549.
- Q3 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 4,381.
- Q3 2025: Stock TSLA; Country of operation United States; Class COM; Shares before 1,354.
- Q3 2025: Stock ORCL; Country of operation United States; Class COM; Shares before 1,614.
- Q3 2025: Stock RMD; Country of operation United States; Class COM; Shares before 346.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2012421), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q3 2025 | AAPL
APPLE INC | United States | COM | 4,381 | 1,819 | -2,562 | $898,942 | $463,062 | -$435,880 | 2025-11-04 |
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| Q3 2025 | TSLA
TESLA INC | United States | COM | 1,354 | 1,312 | -42 | $430,112 | $583,473 | +$153,361 | 2025-11-04 |
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| Q3 2025 | ORCL
ORACLE CORP | United States | COM | 1,614 | 1,590 | -24 | $352,965 | $447,086 | +$94,121 | 2025-11-04 |
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| Q3 2025 | RMD
RESMED INC | United States | COM | 346 | 135 | -211 | $89,172 | $37,009 | -$52,163 | 2025-11-04 |
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| Q3 2025 | MSFT
MICROSOFT CORP | United States | COM | 5,691 | 5,533 | -158 | $2,830,673 | $2,865,745 | +$35,072 | 2025-11-04 |
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| Q3 2025 | META
META PLATFORMS INC | United States | CL A | 98 | 57 | -41 | $72,394 | $41,897 | -$30,497 | 2025-11-04 |
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| Q3 2025 | AMZN
AMAZON COM INC | United States | COM | 1,894 | 1,774 | -120 | $415,525 | $389,517 | -$26,008 | 2025-11-04 |
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| Q3 2025 | RC
READY CAPITAL CORP | United States | COM | 5,782 | 139 | -5,643 | $25,267 | $538 | -$24,729 | 2025-11-04 |
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| Q3 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 1,432 | 1,343 | -89 | $226,268 | $250,603 | +$24,335 | 2025-11-04 |
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| Q3 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 141 | 91 | -50 | $68,494 | $45,749 | -$22,745 | 2025-11-04 |
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| Q3 2025 | AVGO
BROADCOM INC | United States | COM | 451 | 311 | -140 | $124,185 | $102,681 | -$21,504 | 2025-11-04 |
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| Q3 2025 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,243 | 1,224 | -19 | $366,383 | $345,378 | -$21,005 | 2025-11-04 |
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| Q3 2025 | LLY
ELI LILLY & CO | United States | COM | 144 | 123 | -21 | $112,073 | $93,819 | -$18,254 | 2025-11-04 |
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| Q3 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 337 | 256 | -81 | $53,637 | $39,349 | -$14,288 | 2025-11-04 |
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| Q3 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 246 | 184 | -62 | $71,398 | $58,097 | -$13,301 | 2025-11-04 |
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| Q3 2025 | DIS
DISNEY WALT CO | United States | COM | 715 | 668 | -47 | $88,621 | $76,445 | -$12,176 | 2025-11-04 |
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| Q3 2025 | V
VISA INC | United States | COM CL A | 85 | 54 | -31 | $30,230 | $18,479 | -$11,751 | 2025-11-04 |
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| Q3 2025 | ABBV
ABBVIE INC | United States | COM | 544 | 485 | -59 | $100,911 | $112,369 | +$11,458 | 2025-11-04 |
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| Q3 2025 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 32 | 15 | -17 | $22,784 | $11,945 | -$10,839 | 2025-11-04 |
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| Q3 2025 | BAC
BANK AMERICA CORP | United States | COM | 300 | 75 | -225 | $14,184 | $3,880 | -$10,304 | 2025-11-04 |
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| Q3 2025 | GLDM
WORLD GOLD TR | United States | SPDR GLD MINIS | 5,059 | 4,465 | -594 | $331,466 | $341,349 | +$9,883 | 2025-11-04 |
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| Q3 2025 | CRM
SALESFORCE INC | United States | COM | 52 | 20 | -32 | $14,188 | $4,740 | -$9,448 | 2025-11-04 |
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| Q3 2025 | MU
MICRON TECHNOLOGY INC | United States | COM | 210 | 206 | -4 | $25,875 | $34,491 | +$8,616 | 2025-11-04 |
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| Q3 2025 | HONZZZZ
HONEYWELL INTL INC | | COM | 119 | 93 | -26 | $27,676 | $19,569 | -$8,107 | 2025-11-04 |
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| Q3 2025 | LIN
LINDE PLC | United Kingdom | SHS | 28 | 11 | -17 | $13,253 | $5,308 | -$7,945 | 2025-11-04 |
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| Q3 2025 | T
AT&T INC | United States | COM | 3,910 | 3,733 | -177 | $113,160 | $105,425 | -$7,735 | 2025-11-04 |
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| Q3 2025 | ICE
INTERCONTINENTAL EXCHANGE IN | United States | COM | 107 | 74 | -33 | $19,631 | $12,468 | -$7,163 | 2025-11-04 |
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| Q3 2025 | SLV
ISHARES SILVER TR | United States | ISHARES | 6,946 | 5,546 | -1,400 | $227,898 | $234,984 | +$7,086 | 2025-11-04 |
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| Q3 2025 | MCK
MCKESSON CORP | United States | COM | 17 | 7 | -10 | $12,526 | $5,471 | -$7,055 | 2025-11-04 |
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| Q3 2025 | TEL
TE CONNECTIVITY PLC | | ORD SHS | 58 | 13 | -45 | $9,758 | $2,854 | -$6,904 | 2025-11-04 |
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| Q3 2025 | RGA
REINSURANCE GRP OF AMERICA I | United States | COM NEW | 144 | 113 | -31 | $28,570 | $21,711 | -$6,859 | 2025-11-04 |
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| Q3 2025 | LOW
LOWES COS INC | United States | COM | 427 | 404 | -23 | $94,784 | $101,529 | +$6,745 | 2025-11-04 |
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| Q3 2025 | BAR
GRANITESHARES GOLD TR | United States | SHS BEN INT | 5,255 | 4,680 | -575 | $171,523 | $178,121 | +$6,598 | 2025-11-04 |
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| Q3 2025 | WMT
WALMART INC | United States | COM | 6,182 | 5,928 | -254 | $604,496 | $610,977 | +$6,481 | 2025-11-04 |
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| Q3 2025 | KR
KROGER CO | United States | COM | 133 | 49 | -84 | $9,533 | $3,321 | -$6,212 | 2025-11-04 |
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| Q3 2025 | RPRX
ROYALTY PHARMA PLC | United States | SHS CLASS A | 253 | 88 | -165 | $9,128 | $3,100 | -$6,028 | 2025-11-04 |
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| Q3 2025 | EMR
EMERSON ELEC CO | United States | COM | 2,468 | 2,463 | -5 | $329,032 | $323,087 | -$5,945 | 2025-11-04 |
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| Q3 2025 | VRSN
VERISIGN INC | United States | COM | 30 | 10 | -20 | $8,689 | $2,828 | -$5,861 | 2025-11-04 |
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| Q3 2025 | COR
CENCORA INC | United States | COM | 47 | 28 | -19 | $14,093 | $8,751 | -$5,342 | 2025-11-04 |
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| Q3 2025 | FISV
FISERV INC | United States | COM | 99 | 91 | -8 | $17,069 | $11,733 | -$5,336 | 2025-11-04 |
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| Q3 2025 | C
CITIGROUP INC | United States | COM NEW | 127 | 55 | -72 | $10,840 | $5,583 | -$5,257 | 2025-11-04 |
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| Q3 2025 | SPGI
S&P GLOBAL INC | United States | COM | 21 | 12 | -9 | $11,073 | $5,841 | -$5,232 | 2025-11-04 |
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| Q3 2025 | TROW
PRICE T ROWE GROUP INC | United States | COM | 155 | 100 | -55 | $14,944 | $10,264 | -$4,680 | 2025-11-04 |
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| Q3 2025 | PRU
PRUDENTIAL FINL INC | United States | COM | 330 | 298 | -32 | $35,477 | $30,927 | -$4,550 | 2025-11-04 |
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| Q3 2025 | IEX
IDEX CORP | United States | COM | 39 | 15 | -24 | $6,847 | $2,441 | -$4,406 | 2025-11-04 |
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| Q3 2025 | MO
ALTRIA GROUP INC | United States | COM | 819 | 665 | -154 | $47,996 | $43,910 | -$4,086 | 2025-11-04 |
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| Q3 2025 | SNX
TD SYNNEX CORPORATION | United States | COM | 54 | 20 | -34 | $7,360 | $3,324 | -$4,036 | 2025-11-04 |
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| Q3 2025 | CMA
COMERICA INC | United States | COM | 218 | 131 | -87 | $13,004 | $8,976 | -$4,028 | 2025-11-04 |
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| Q3 2025 | KD
KYNDRYL HLDGS INC | United States | COMMON STOCK | 175 | 122 | -53 | $7,343 | $3,664 | -$3,679 | 2025-11-04 |
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| Q3 2025 | CNA
CNA FINL CORP | United States | COM | 138 | 59 | -79 | $6,416 | $2,762 | -$3,654 | 2025-11-04 |
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| Q3 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 460 | 348 | -112 | $81,099 | $84,654 | +$3,555 | 2025-11-04 |
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| Q3 2025 | CMCSA
COMCAST CORP NEW | United States | CL A | 118 | 22 | -96 | $4,195 | $683 | -$3,512 | 2025-11-04 |
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| Q3 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 158 | 101 | -57 | $27,954 | $24,489 | -$3,465 | 2025-11-04 |
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| Q3 2025 | GE
GE AEROSPACE | United States | COM NEW | 65 | 44 | -21 | $16,834 | $13,370 | -$3,464 | 2025-11-04 |
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| Q3 2025 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 141 | 65 | -76 | $6,108 | $2,864 | -$3,244 | 2025-11-04 |
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| Q3 2025 | ADM
ARCHER DANIELS MIDLAND CO | United States | COM | 116 | 52 | -64 | $6,148 | $3,101 | -$3,047 | 2025-11-04 |
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| Q3 2025 | AFL
AFLAC INC | United States | COM | 1,187 | 1,148 | -39 | $125,206 | $128,240 | +$3,034 | 2025-11-04 |
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| Q3 2025 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 17 | 8 | -9 | $6,893 | $3,880 | -$3,013 | 2025-11-04 |
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| Q3 2025 | JBHT
HUNT J B TRANS SVCS INC | United States | COM | 45 | 26 | -19 | $6,462 | $3,488 | -$2,974 | 2025-11-04 |
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| Q3 2025 | CSX
CSX CORP | United States | COM | 263 | 160 | -103 | $8,582 | $5,682 | -$2,900 | 2025-11-04 |
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| Q3 2025 | PANW
PALO ALTO NETWORKS INC | United States | COM | 25 | 11 | -14 | $5,116 | $2,240 | -$2,876 | 2025-11-04 |
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| Q3 2025 | OKE
ONEOK INC NEW | United States | COM | 79 | 55 | -24 | $6,472 | $4,015 | -$2,457 | 2025-11-04 |
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| Q3 2025 | PLD
PROLOGIS INC. | United States | COM | 69 | 42 | -27 | $7,253 | $4,810 | -$2,443 | 2025-11-04 |
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| Q3 2025 | ANET
ARISTA NETWORKS INC | United States | COM SHS | 59 | 25 | -34 | $6,036 | $3,643 | -$2,393 | 2025-11-04 |
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| Q3 2025 | NOW
SERVICENOW INC | United States | COM | 5 | 3 | -2 | $5,140 | $2,761 | -$2,379 | 2025-11-04 |
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| Q3 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 3,356 | 3,229 | -127 | $361,758 | $364,061 | +$2,303 | 2025-11-04 |
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| Q3 2025 | QRVO
QORVO INC | United States | COM | 70 | 41 | -29 | $5,944 | $3,734 | -$2,210 | 2025-11-04 |
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| Q3 2025 | HD
HOME DEPOT INC | United States | COM | 399 | 367 | -32 | $146,411 | $148,511 | +$2,100 | 2025-11-04 |
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| Q3 2025 | GEHC
GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 42 | 14 | -28 | $3,113 | $1,054 | -$2,059 | 2025-11-04 |
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| Q3 2025 | MGNI
MAGNITE INC | United States | COM | 206 | 137 | -69 | $4,969 | $2,984 | -$1,985 | 2025-11-04 |
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| Q3 2025 | TJX
TJX COS INC NEW | United States | COM | 121 | 90 | -31 | $14,969 | $13,046 | -$1,923 | 2025-11-04 |
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| Q3 2025 | KKR
KKR & CO INC | United States | COM | 235 | 226 | -9 | $31,262 | $29,369 | -$1,893 | 2025-11-04 |
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| Q3 2025 | MA
MASTERCARD INCORPORATED | United States | CL A | 1,138 | 1,121 | -17 | $639,626 | $637,760 | -$1,866 | 2025-11-04 |
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| Q3 2025 | PAG
PENSKE AUTOMOTIVE GRP INC | United States | COM | 23 | 13 | -10 | $4,034 | $2,186 | -$1,848 | 2025-11-04 |
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| Q3 2025 | UI
UBIQUITI INC | United States | COM | 17 | 8 | -9 | $7,041 | $5,362 | -$1,679 | 2025-11-04 |
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| Q3 2025 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 25 | 24 | -1 | $7,472 | $5,926 | -$1,546 | 2025-11-04 |
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| Q3 2025 | KMB
KIMBERLY-CLARK CORP | United States | COM | 32 | 23 | -9 | $4,125 | $2,860 | -$1,265 | 2025-11-04 |
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| Q3 2025 | PPC
PILGRIMS PRIDE CORP | United States | COM | 93 | 73 | -20 | $4,183 | $2,984 | -$1,199 | 2025-11-04 |
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| Q3 2025 | HPQ
HP INC | United States | COM | 490 | 397 | -93 | $11,978 | $10,810 | -$1,168 | 2025-11-04 |
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| Q3 2025 | INTC
INTEL CORP | United States | COM | 113 | 47 | -66 | $2,531 | $1,577 | -$954 | 2025-11-04 |
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| Q3 2025 | PPL
PPL CORP | United States | COM | 98 | 65 | -33 | $3,316 | $2,399 | -$917 | 2025-11-04 |
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| Q3 2025 | USB
US BANCORP DEL | United States | COM NEW | 639 | 616 | -23 | $28,927 | $29,778 | +$851 | 2025-11-04 |
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| Q3 2025 | DAL
DELTA AIR LINES INC DEL | United States | COM NEW | 18 | 1 | -17 | $891 | $57 | -$834 | 2025-11-04 |
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| Q3 2025 | CVS
CVS HEALTH CORP | United States | COM | 69 | 54 | -15 | $4,766 | $4,044 | -$722 | 2025-11-04 |
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| Q3 2025 | PSX
PHILLIPS 66 | United States | COM | 35 | 26 | -9 | $4,143 | $3,532 | -$611 | 2025-11-04 |
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| Q3 2025 | NOC
NORTHROP GRUMMAN CORP | United States | COM | 2 | 1 | -1 | $1,000 | $609 | -$391 | 2025-11-04 |
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| Q3 2025 | JCI
JOHNSON CTLS INTL PLC | | SHS | 37 | 32 | -5 | $3,882 | $3,499 | -$383 | 2025-11-04 |
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| Q3 2025 | HWM
HOWMET AEROSPACE INC | United States | COM | 21 | 18 | -3 | $3,924 | $3,549 | -$375 | 2025-11-04 |
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| Q3 2025 | DELL
DELL TECHNOLOGIES INC | United States | CL C | 54 | 45 | -9 | $6,580 | $6,347 | -$233 | 2025-11-04 |
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| Q3 2025 | BA
BOEING CO | United States | COM | 516 | 500 | -16 | $108,117 | $107,915 | -$202 | 2025-11-04 |
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| Q3 2025 | TPR
TAPESTRY INC | United States | COM | 48 | 39 | -9 | $4,215 | $4,416 | +$201 | 2025-11-04 |
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| Q3 2025 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 191 | 173 | -18 | $59,642 | $59,782 | +$140 | 2025-11-04 |
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