List of top 200 securities held by White Pine Investment CO:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2024Q4
Report Date Time: 2025-01-17 10:37:26
Total Holdings: 62
Assets Under Management (AUM) :
$344,369,234 ($344.369M)
Reporting Manager: Stefanie Porter
Address:
17199 LAUREL PARK DRIVE, N.
SUITE 209
LIVONIA, MI 48152
Since 2013-06-30: total money flow = $22.517M, gains and losses = $199.243M
| 1 | BERKSHIRE HATHWY INCB BRK-B | 2024Q4 | 74,987 | $33.99M ($453.28) | 9.87% |  | | History |
| 2 | ALPHABET INC CAP STK GOOGL | 2024Q4 | 96,515 | $18.27M ($189.30) | 5.31% | | | History |
| 3 | SCHWAB STRATEGIC TRSCHWAB FUND FNDX | 2024Q4 | 594,299 | $14.073M ($23.68) | 4.09% | | | History |
| 4 | GOLDMAN SACHS ETF TR ACTIVEBET GSIE | 2024Q4 | 393,379 | $13.115M ($33.34) | 3.81% | | | History |
| 5 | ISHARES MSCI USA MIN VOL FACTO USMV | 2024Q4 | 142,354 | $12.64M ($88.79) | 3.67% | | | History |
| 6 | MICROSOFT CORP MSFT | 2024Q4 | 28,901 | $12.182M ($421.50) | 3.54% | | | History |
| 7 | SPROUTS FMRS MKT INC SFM | 2024Q4 | 91,170 | $11.585M ($127.07) | 3.36% | | | History |
| 8 | APPLE INC AAPL | 2024Q4 | 44,039 | $11.028M ($250.42) | 3.20% | | | History |
| 9 | META PLATFORMS, INC. CLASS A C META | 2024Q4 | 17,253 | $10.102M ($585.51) | 2.93% | | | History |
| 10 | GOLDMAN SACHS ETF TR JUST US L JUST | 2024Q4 | 108,802 | $9.045M ($83.13) | 2.63% | | | History |
Showing 1 to 10 of 62 entries
×