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White Pine Investment Co Top Holdings and 13F Report (2025)

About White Pine Investment Co

Investment Activity

  • White Pine Investment Co has $371.44 thousand in total holdings as of March 31, 2025.
  • White Pine Investment Co owns shares of 64 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
  • Approximately 2.25% of the portfolio was purchased this quarter.
  • About 2.69% of the portfolio was sold this quarter.
  • This quarter, White Pine Investment Co has purchased 66 new stocks and bought additional shares in 25 stocks.
  • White Pine Investment Co sold shares of 32 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

233331107 - DTE Energy
$234 Holding

Largest Purchases this Quarter

Schwab Intermediate-Term U.S. Treasury ETF
63,639 shares (about $1.58K)
Schwab U.S. Mid-Cap ETF
32,514 shares (about $851.86)
Pacer US Cash Cows 100 ETF
14,117 shares (about $773.03)
VanEck Floating Rate ETF
22,580 shares (about $576.95)
iShares 1-3 Year Treasury Bond ETF
5,497 shares (about $454.78)

Largest Sales this Quarter

Sprouts Farmers Market
7,910 shares (about $1.21K)
Berkshire Hathaway
1,403 shares (about $747.20)
JPMorgan Chase & Co.
2,185 shares (about $535.96)
Alphabet
3,446 shares (about $532.88)
PayPal
8,152 shares (about $531.91)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWhite Pine Investment Co

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$39,189$747 -1.9%73,58410.6%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$14,392$533 -3.6%93,0693.9%Computer and Technology
Schwab Fundamental U.S. Large Company Index ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company Index ETF
$14,003$29 -0.2%593,0763.8%ETF
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$13,655$369 -2.6%383,0403.7%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$12,804$529 -4.0%136,7093.4%ETF
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$12,709$1,207 -8.7%83,2633.4%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$10,681$169 -1.6%28,4522.9%Computer and Technology
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$10,380$455 4.6%125,4662.8%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$9,563$219 -2.2%43,0532.6%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$9,494$450 -4.5%16,4732.6%Computer and Technology
VanEck Floating Rate ETF stock logo
FLTR
VanEck Floating Rate ETF
$9,442$577 6.5%369,5322.5%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$9,117$418 4.8%82,0652.5%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$8,895$223 -2.4%334,6682.4%ETF
Goldman Sachs JUST U.S. Large Cap Equity ETF stock logo
JUST
Goldman Sachs JUST U.S. Large Cap Equity ETF
$8,819$167 1.9%110,8992.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,372$536 -6.0%34,1312.3%Finance
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$8,317$226 2.8%167,9622.2%Finance
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$8,272$302 3.8%99,3282.2%ETF
Goldman Sachs Access Investment Grade Corporate Bond ETF stock logo
GIGB
Goldman Sachs Access Investment Grade Corporate Bond ETF
$7,915$290 3.8%172,9752.1%ETF
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$7,899$30 0.4%54,2162.1%Energy
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$7,315$84 -1.1%159,1342.0%ETF
Xtrackers MSCI EAFE High Dividend Yield Equity ETF stock logo
HDEF
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
$7,193$95 -1.3%265,0221.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,112$259 -3.5%37,3791.9%Retail/Wholesale
Chevron Co. stock logo
CVX
Chevron
$6,891$37 0.5%41,1941.9%Energy
Morgan Stanley stock logo
MS
Morgan Stanley
$6,700$448 -6.3%57,4281.8%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$6,670$171 -2.5%63,7821.8%ETF
Invesco Russell 1000 Dynamic Multifactor ETF stock logo
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
$6,120$318 -4.9%114,8011.6%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$5,770$852 17.3%220,2311.6%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$5,749$366 6.8%71,9831.5%Manufacturing
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,741$96 1.7%12,2431.5%Finance
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$5,542$46 -0.8%68,4241.5%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$5,523$312 6.0%55,2321.5%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$5,332$144 2.8%61,1691.4%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$5,243$341 7.0%54,9801.4%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$5,238$773 17.3%95,6561.4%ETF
Canadian National Railway stock logo
CNI
Canadian National Railway
$5,076$219 4.5%52,0791.4%Transportation
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$4,896$10 0.2%48,6181.3%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$4,785$216 -4.3%105,4821.3%Computer and Technology
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$4,691$10 -0.2%90,3091.3%ETF
Laboratory Corp of America Hol
$4,437$8 -0.2%19,0651.2%COM
Paychex, Inc. stock logo
PAYX
Paychex
$3,837$34 -0.9%24,8691.0%Business Services
Honeywell International Inc. stock logo
HON
Honeywell International
$3,825$180 4.9%18,0651.0%Multi-Sector Conglomerates
Invesco Taxable Municipal Bond ETF stock logo
BAB
Invesco Taxable Municipal Bond ETF
$3,227$242 8.1%120,9640.9%ETF
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$3,135$532 -14.5%48,0470.8%Computer and Technology
Direxion NASDAQ-100 Equal Weighted Index Shares stock logo
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
$2,936$206 7.6%33,6750.8%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$2,335$280 -10.7%23,6590.6%Consumer Discretionary
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,782$160 9.9%19,0680.5%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$1,582$1,582 New Holding63,6390.4%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$1,357$328 -19.5%68,5980.4%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$944$321 -25.4%9,6270.3%Retail/Wholesale
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$8800.0%25,7800.2%Energy
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$804$109 -11.9%3,2960.2%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$800$100 -11.1%2,6170.2%Business Services
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$782$142 22.2%5,9700.2%ETF
Hartford Multifactor Developed Markets (ex-US) ETF stock logo
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
$5600.0%18,0810.2%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$418$2 -0.6%4,1570.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$3190.0%1,5220.1%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$315$2 0.6%1,9010.1%Medical
Ford Motor stock logo
F
Ford Motor
$277$35 -11.3%27,5760.1%Auto/Tires/Trucks
Stryker Co. stock logo
SYK
Stryker
$248$2 0.9%6660.1%Medical
Visa Inc. stock logo
V
Visa
$2370.0%6750.1%Business Services
DTE Energy stock logo
DTE
DTE Energy
$234$234 New Holding1,6960.1%Utilities
Tesla, Inc. stock logo
TSLA
Tesla
$230$139 -37.6%8860.1%Auto/Tires/Trucks
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$226$15 -6.2%10,5130.1%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2030.0%9830.1%ETF
Xtrackers S&P 500 ESG ETF stock logo
SNPE
Xtrackers S&P 500 ESG ETF
$0$634 -100.0%00.0%ETF
Block Inc
$0$303 -100.0%00.0%COM
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$0$296 -100.0%00.0%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$0$202 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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