Pineridge Advisors LLC
Pineridge Advisors LLC is a registered investment advisor headquartered in St Charles, Missouri. Founded in the early 2020s, it manages assets for primarily individual investors and pension/profit sharing plans. With a staff of about 10 employees, the firm offers portfolio management and financial advisory services to over 2,000 client accounts, serving U.S. clients exclusively.
Investment Strategy
Pineridge Advisors LLC primarily manages diversified portfolios heavily weighted towards U.S. and international exchange-traded funds and equities, with a focus on broad market exposure, sector ETFs, and large-cap holdings. The firm utilizes both discretionary management and tailored investment solutions for individual and institutional client needs, guided by long-term growth and risk mitigation philosophies. It also periodically reallocates between equity, fixed income, and alternative assets based on client goals and prevailing market conditions.
Top Holdings
Equity Positions (547)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XHLF | BONDBLOXX ETF TRUST | 34.90% | $96.3M | 1,912,761 | $50.33 | $50.34 | +$3.0M |
I ITOT | ISHARES TR | 21.76% | $60.0M | 444,556 | $121.20 | $135.04 | +$8.1M |
S SPY | SPDR S&P 500 ETF TR | 11.05% | $30.5M | 49,356 | $559.85 | $617.85 | +$3.8M |
S SPEM | SPDR INDEX SHS FDS | 9.92% | $27.4M | 640,614 | $38.52 | $42.74 | +$2.7M |
I IBTI | ISHARES TR | 2.14% | $5.9M | 264,183 | $22.22 | $22.36 | -$366.4K |