White Pine Investment Co Top Holdings and 13F Report (2025) About White Pine Investment CoInvestment ActivityWhite Pine Investment Co has $370.23 thousand in total holdings as of December 31, 2024.White Pine Investment Co owns shares of 66 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 11.52% of the portfolio was purchased this quarter.About 5.25% of the portfolio was sold this quarter.This quarter, White Pine Investment Co has purchased 64 new stocks and bought additional shares in 33 stocks.White Pine Investment Co sold shares of 22 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $33,990Alphabet $18,270Schwab Fundamental U.S. Large Company Index ETF $14,073Goldman Sachs ActiveBeta International Equity ETF $13,115iShares MSCI USA Min Vol Factor ETF $12,640 Largest New Holdings this Quarter Industrial Select Sector SPDR Fund $644 HoldingXtrackers S&P 500 ESG ETF $634 HoldingVanguard S&P 500 ETF $296 HoldingVisa $213 HoldingNVIDIA $202 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company Index ETF 399,857 shares (about $9.47K)Schwab U.S. Large-Cap Value ETF 227,951 shares (about $5.94K)Schwab U.S. Mid-Cap ETF 159,904 shares (about $4.43K)VanEck Floating Rate ETF 132,680 shares (about $3.38K)iShares S&P Mid-Cap 400 Growth ETF 35,480 shares (about $3.23K) Largest Sales this Quarter Starbucks 26,653 shares (about $2.43K)Xtrackers MSCI EAFE High Dividend Yield Equity ETF 88,366 shares (about $2.15K)Sprouts Farmers Market 8,146 shares (about $1.04K)PayPal 7,404 shares (about $631.99)iShares MSCI USA Min Vol Factor ETF 6,547 shares (about $581.33) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhite Pine Investment Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$33,990$508 ▼-1.5%74,9879.2%FinanceGOOGLAlphabet$18,270$178 ▼-1.0%96,5154.9%Computer and TechnologyFNDXSchwab Fundamental U.S. Large Company Index ETF$14,073$9,469 ▲205.7%594,2923.8%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$13,115$169 ▼-1.3%393,3793.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$12,640$581 ▼-4.4%142,3543.4%ETFMSFTMicrosoft$12,182$61 ▼-0.5%28,9013.3%Computer and TechnologySFMSprouts Farmers Market$11,585$1,035 ▼-8.2%91,1733.1%Retail/WholesaleAAPLApple$11,028$372 ▲3.5%44,0393.0%Computer and TechnologyMETAMeta Platforms$10,102$160 ▼-1.6%17,2532.7%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$9,835$934 ▲10.5%119,9692.7%ManufacturingJUSTGoldman Sachs JUST U.S. Large Cap Equity ETF$9,045$270 ▲3.1%108,8022.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$8,943$5,942 ▲198.0%343,0502.4%ETFFLTRVanEck Floating Rate ETF$8,830$3,377 ▲61.9%346,9522.4%ETFJPMJPMorgan Chase & Co.$8,705$328 ▼-3.6%36,3162.4%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$8,702$3,226 ▲58.9%95,6972.4%ETFAMZNAmazon.com$8,499$160 ▲1.9%38,7382.3%Retail/WholesaleTIPiShares TIPS Bond ETF$8,344$430 ▲5.4%78,3062.3%ETFDONWisdomTree U.S. MidCap Dividend Fund$8,328$1,510 ▲22.1%163,3982.2%FinanceMSMorgan Stanley$7,703$338 ▼-4.2%61,2702.1%FinanceIJRiShares Core S&P Small-Cap ETF$7,537$417 ▼-5.2%65,4132.0%ETFMPCMarathon Petroleum$7,534$39 ▲0.5%54,0082.0%EnergyGIGBGoldman Sachs Access Investment Grade Corporate Bond ETF$7,511$1,131 ▲17.7%166,6452.0%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$6,549$225 ▼-3.3%120,7701.8%ETFHDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF$6,522$2,146 ▼-24.8%268,5041.8%ETFILCGiShares Morningstar Growth ETF$6,182$180 ▲3.0%68,9911.7%ETFQQQInvesco QQQ$6,154$409 ▲7.1%12,0381.7%FinanceCVXChevron$5,934$226 ▲4.0%40,9731.6%EnergyAVUVAvantis U.S. Small Cap Value ETF$5,745$258 ▲4.7%59,5121.6%ETFGDXVanEck Gold Miners ETF$5,458$27 ▼-0.5%160,9551.5%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$5,455$1,728 ▲46.4%67,4041.5%ManufacturingSCHMSchwab U.S. Mid-Cap ETF$5,202$4,431 ▲574.9%187,7171.4%ETFCNICanadian National Railway$5,058$109 ▲2.2%49,8301.4%TransportationEFGiShares MSCI EAFE Growth ETF$5,046$468 ▲10.2%52,1131.4%ETFFIWFirst Trust Water ETF$4,951$86 ▲1.8%48,5181.3%ETFPYPLPayPal$4,797$632 ▼-11.6%56,1991.3%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$4,752$562 ▲13.4%51,4021.3%ETFCOWZPacer US Cash Cows 100 ETF$4,605$2,460 ▲114.7%81,5391.2%ETFVZVerizon Communications$4,409$136 ▼-3.0%110,2491.2%Computer and TechnologyLaboratory Corp of America Hol$4,380$5 ▲0.1%19,1011.2%COMAMLPAlerian MLP ETF$4,358$58 ▲1.3%90,4951.2%ETFHONHoneywell International$3,888$147 ▲3.9%17,2141.1%Multi-Sector ConglomeratesPAYXPaychex$3,518$107 ▲3.1%25,0871.0%Business ServicesDISWalt Disney$2,950$163 ▼-5.2%26,4950.8%Consumer DiscretionaryBABInvesco Taxable Municipal Bond ETF$2,926$180 ▲6.6%111,9010.8%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$2,811$1,295 ▲85.4%31,3080.8%ETFSCHFSchwab International Equity ETF$1,576$8 ▼-0.5%85,1950.4%ETFXLEEnergy Select Sector SPDR Fund$1,486$778 ▲109.9%17,3530.4%ETFSBUXStarbucks$1,178$2,433 ▼-67.4%12,9050.3%Retail/WholesaleADPAutomatic Data Processing$862$52 ▼-5.7%2,9440.2%Business ServicesEPDEnterprise Products Partners$8080.0%25,7800.2%EnergyMMCMarsh & McLennan Companies$795$14 ▼-1.7%3,7410.2%FinanceXLIIndustrial Select Sector SPDR Fund$644$644 ▲New Holding4,8850.2%ETFSNPEXtrackers S&P 500 ESG ETF$634$634 ▲New Holding11,9090.2%ETFTSLATesla$574$139 ▲32.0%1,4200.2%Auto/Tires/TrucksRODMHartford Multifactor Developed Markets (ex-US) ETF$5140.0%18,0810.1%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$419$17 ▲4.3%4,1800.1%ETFFFord Motor$308$7 ▼-2.2%31,0760.1%Auto/Tires/TrucksBlock Inc$3030.0%3,5600.1%COMVOOVanguard S&P 500 ETF$296$296 ▲New Holding5490.1%ETFJNJJohnson & Johnson$2730.0%1,8900.1%MedicalABBVAbbVie$2700.0%1,5220.1%MedicalSCHBSchwab US Broad Market ETF$254$162 ▲175.8%11,2050.1%ETFSYKStryker$238$11 ▼-4.3%6600.1%MedicalXLKTechnology Select Sector SPDR Fund$2290.0%9830.1%ETFVVisa$213$213 ▲New Holding6750.1%Business ServicesNVDANVIDIA$202$202 ▲New Holding1,5050.1%Computer and TechnologyCVSCVS Health$0$6,507 ▼-100.0%00.0%MedicalTLTiShares 20+ Year Treasury Bond ETF$0$2,596 ▼-100.0%00.0%ETFGUNRFlexShares Global Upstream Natural Resources Index Fund$0$719 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
