The Analysis of White Pine Investment CO's Holdings
Currently, White Pine Investment CO holds 67 types of securities in its portfolio with a total value $421.5K. In the most recent quarter, they have increased their positions in JAAA (+93.7K shares, valued at $4.8K), AVEM (+37.3K shares, valued at $2.8K), SCHR (+43.4K shares, valued at $1.1K); decreased their positions in SHY (-69.2K shares, valued at $5.7K), OMFL (-63.6K shares, valued at $3.8K), GOOGL (-2.4K shares, valued at $595.1012006861064); initiated new positions in JAAA (+93.7K shares, valued at $4.8K), AVEM (+37.3K shares, valued at $2.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.B Berkshire Hathaway Inc71.0K shares-1.12%2025-09-302025-10-14
GOOGL Alphabet Inc89.2K shares-2.67%2025-09-302025-10-14 FNDX Schwab Fundamental U.S. Large589.0K shares0.24%2025-09-302025-10-14 GSIE Goldman Sachs ActiveBeta Inter374.8K shares-0.19%2025-09-302025-10-14 MSFT Microsoft Corp26.9K shares-1.70%2025-09-302025-10-14 FLTR VanEck Vectors Investment Grade Floating Rate ETF522.3K shares8.23%2025-09-302025-10-14 USMV iShares Edge MSCI Min Vol USA130.0K shares-1.67%2025-09-302025-10-14 GDX VanEck Vectors Gold Miners ETF157.8K shares0.46%2025-09-302025-10-14 META Meta Platforms Inc Class A15.9K shares-1.68%2025-09-302025-10-14 AAPL Apple Inc42.1K shares-1.22%2025-09-302025-10-14 SCHR Schwab Intermediate Treasury406.6K shares11.94%2025-09-302025-10-14 TIP iShares TIPS Bond ETF91.4K shares6.72%2025-09-302025-10-14 JPM JPMorgan Chase & Co31.7K shares-2.37%2025-09-302025-10-14 MPC Marathon Petroleum Corp51.7K shares-1.98%2025-09-302025-10-14 JUST Goldman Sachs Etf Tr Just Us Lrg Cp102.6K shares-2.14%2025-09-302025-10-14 IJK Ishares S&P Midcap Growth100.1K shares0.98%2025-09-302025-10-14 SCHV Schwab U.S. Large-Cap Value ET326.4K shares-0.60%2025-09-302025-10-14 DON WisdomTree US MidCap Dividend ETF169.5K shares2.40%2025-09-302025-10-14 GIGB Goldman Sachs Acss Invmt Grd Corp Bd ETF184.8K shares1.89%2025-09-302025-10-14 MS Morgan Stanley53.0K shares-5.46%2025-09-302025-10-14 SFM Sprouts Farmers Market Inc76.6K shares-0.98%2025-09-302025-10-14 AMZN Amazon.com Inc36.8K shares-1.11%2025-09-302025-10-14 QQQ Invesco QQQ Trust12.5K shares2.16%2025-09-302025-10-14 HDEF Xtrackers MSCI EAFE High Div Yld Eq ETF253.2K shares-1.64%2025-09-302025-10-14 IJR iShares Core S&P Small-Cap ETF61.9K shares-1.35%2025-09-302025-10-14 ILCG iShares Morningstar Large-Cap Growth ETF67.9K shares-0.46%2025-09-302025-10-14 SCHM Schwab US Mid Cap ETF226.9K shares2.22%2025-09-302025-10-14 DGRW WisdomTree U.S. Quality Divide71.5K shares-0.10%2025-09-302025-10-14 IEF iShares 7-10 Year Treasury Bond ETF66.0K shares12.65%2025-09-302025-10-14 EFG iShares MSCI EAFE Growth ETF55.7K shares1.17%2025-09-302025-10-14 CVX Chevron Corp40.0K shares0.85%2025-09-302025-10-14 AVUV Avantis US Small Cap Value ETF62.2K shares1.31%2025-09-302025-10-14 AVLV Avantis US Large Cap Value ETF81.2K shares4.99%2025-09-302025-10-14 FIW First Trust Water ETF47.8K shares-0.04%2025-09-302025-10-14 LH Laboratory Corp of America Hol18.6K shares-1.50%2025-09-302025-10-14 SHY iShares 1-3 Year Treasury Bond ETF61.8K shares-52.80%2025-09-302025-10-14 NEE NextEra Energy Inc67.9K shares3.51%2025-09-302025-10-14 CNI Canadian National Railway Co52.6K shares0.74%2025-09-302025-10-14 NVDA NVIDIA Corp26.2K shares0.44%2025-09-302025-10-14 JAAA Janus Henderson AAA CLO ETF93.7K sharesnew addition2025-09-302025-10-14 VZ Verizon Communications Inc99.6K shares-1.10%2025-09-302025-10-14 AMLP Alps Alerian Mlp Etf91.5K shares0.70%2025-09-302025-10-14 HON Honeywell International18.3K shares1.63%2025-09-302025-10-14 QQQE Direxion NASDAQ-100 Equal Wtd ETF33.8K shares0.31%2025-09-302025-10-14 PAYX Paychex Inc24.7K shares0.78%2025-09-302025-10-14 PYPL Paypal Holdings Inco46.6K shares-1.41%2025-09-302025-10-14 AVEM Avantis Emerging Markets Equity ETF37.3K sharesnew addition2025-09-302025-10-14 OMFL Invesco Russell 1000 Dynamic Mltfct ETF46.1K shares-58.02%2025-09-302025-10-14 XLE Sector Spdr Engy Select19.3K shares2.12%2025-09-302025-10-14 SCHF Schwab International Equity ET62.9K shares-2.26%2025-09-302025-10-14 XLI Industrial Select Sector SPDR8.2K shares7.96%2025-09-302025-10-14 EPD Enterprise Products Partners L23.1K shares0.00%2025-09-302025-10-14 ADP Automatic Data Processing Inc2.2K shares-1.84%2025-09-302025-10-14 RODM Hartford Multifactor Dev Mkts (exUS) ETF18.1K shares0.00%2025-09-302025-10-14 MMC Marsh & McLennan Companies3.1K shares-4.57%2025-09-302025-10-14 XLU Utilities Select Sector SPDR F6.3K shares8.10%2025-09-302025-10-14 MINT PIMCO Enhanced Short Maturity Active ETF4.4K shares2.25%2025-09-302025-10-14 TSLA Tesla Inc886 shares0.00%2025-09-302025-10-14 ABBV AbbVie Inc1.5K shares0.46%2025-09-302025-10-14 JNJ Johnson & Johnson1.8K shares0.00%2025-09-302025-10-14 F Ford Motor Co25.9K shares0.00%2025-09-302025-10-14 XLK Technology Select Sector SPDR898 shares0.00%2025-09-302025-10-14 SBUX Starbucks Corp3.0K shares-54.05%2025-09-302025-10-14 SYK Stryker Corp660 shares0.00%2025-09-302025-10-14 DTE DTE Energy Co1.7K shares0.72%2025-09-302025-10-14 V Visa Inc679 shares0.44%2025-09-302025-10-14 SCHB Schwab US Broad Market ETF8.8K shares-1.84%2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available