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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 $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 New Holdings this Quarter

Visa
$213 Holding
NVIDIA
$202 Holding

Largest Purchases this Quarter

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)
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 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
$33,990$508 -1.5%74,9879.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$18,270$178 -1.0%96,5154.9%Computer and Technology
Schwab Fundamental U.S. Large Company Index ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company Index ETF
$14,073$9,469 205.7%594,2923.8%ETF
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$13,115$169 -1.3%393,3793.5%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$12,640$581 -4.4%142,3543.4%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$12,182$61 -0.5%28,9013.3%Computer and Technology
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$11,585$1,035 -8.2%91,1733.1%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$11,028$372 3.5%44,0393.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$10,102$160 -1.6%17,2532.7%Computer and Technology
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$9,835$934 10.5%119,9692.7%Manufacturing
Goldman Sachs JUST U.S. Large Cap Equity ETF stock logo
JUST
Goldman Sachs JUST U.S. Large Cap Equity ETF
$9,045$270 3.1%108,8022.4%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$8,943$5,942 198.0%343,0502.4%ETF
VanEck Floating Rate ETF stock logo
FLTR
VanEck Floating Rate ETF
$8,830$3,377 61.9%346,9522.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,705$328 -3.6%36,3162.4%Finance
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$8,702$3,226 58.9%95,6972.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,499$160 1.9%38,7382.3%Retail/Wholesale
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$8,344$430 5.4%78,3062.3%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$8,328$1,510 22.1%163,3982.2%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$7,703$338 -4.2%61,2702.1%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$7,537$417 -5.2%65,4132.0%ETF
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$7,534$39 0.5%54,0082.0%Oils/Energy
Goldman Sachs Access Investment Grade Corporate Bond ETF stock logo
GIGB
Goldman Sachs Access Investment Grade Corporate Bond ETF
$7,511$1,131 17.7%166,6452.0%ETF
Invesco Russell 1000 Dynamic Multifactor ETF stock logo
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
$6,549$225 -3.3%120,7701.8%ETF
Xtrackers MSCI EAFE High Dividend Yield Equity ETF stock logo
HDEF
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
$6,522$2,146 -24.8%268,5041.8%ETF
ILCG
iShares Morningstar Growth ETF
$6,182$180 3.0%68,9911.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,154$409 7.1%12,0381.7%Finance
Chevron Co. stock logo
CVX
Chevron
$5,934$226 4.0%40,9731.6%Oils/Energy
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$5,745$258 4.7%59,5121.6%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$5,458$27 -0.5%160,9551.5%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$5,455$1,728 46.4%67,4041.5%Manufacturing
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$5,202$4,431 574.9%187,7171.4%ETF
Canadian National Railway stock logo
CNI
Canadian National Railway
$5,058$109 2.2%49,8301.4%Transportation
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$5,046$468 10.2%52,1131.4%ETF
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$4,951$86 1.8%48,5181.3%ETF
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$4,797$632 -11.6%56,1991.3%Computer and Technology
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$4,752$562 13.4%51,4021.3%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$4,605$2,460 114.7%81,5391.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$4,409$136 -3.0%110,2491.2%Computer and Technology
Laboratory Corp of America Hol
$4,380$5 0.1%19,1011.2%COM
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$4,358$58 1.3%90,4951.2%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$3,888$147 3.9%17,2141.1%Multi-Sector Conglomerates
Paychex, Inc. stock logo
PAYX
Paychex
$3,518$107 3.1%25,0871.0%Business Services
The Walt Disney Company stock logo
DIS
Walt Disney
$2,950$163 -5.2%26,4950.8%Consumer Discretionary
Invesco Taxable Municipal Bond ETF stock logo
BAB
Invesco Taxable Municipal Bond ETF
$2,926$180 6.6%111,9010.8%ETF
Direxion NASDAQ-100 Equal Weighted Index Shares stock logo
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
$2,811$1,295 85.4%31,3080.8%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$1,576$8 -0.5%85,1950.4%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,486$778 109.9%17,3530.4%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$1,178$2,433 -67.4%12,9050.3%Retail/Wholesale
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$862$52 -5.7%2,9440.2%Business Services
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$8080.0%25,7800.2%Oils/Energy
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$795$14 -1.7%3,7410.2%Finance
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$644$644 New Holding4,8850.2%ETF
Xtrackers S&P 500 ESG ETF stock logo
SNPE
Xtrackers S&P 500 ESG ETF
$634$634 New Holding11,9090.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$574$139 32.0%1,4200.2%Auto/Tires/Trucks
Hartford Multifactor Developed Markets (ex-US) ETF stock logo
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
$5140.0%18,0810.1%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$419$17 4.3%4,1800.1%ETF
Ford Motor stock logo
F
Ford Motor
$308$7 -2.2%31,0760.1%Auto/Tires/Trucks
Block, Inc. stock logo
SQ
Block
$3030.0%3,5600.1%Business Services
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$296$296 New Holding5490.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2730.0%1,8900.1%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$2700.0%1,5220.1%Medical
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$254$162 175.8%11,2050.1%ETF
Stryker Co. stock logo
SYK
Stryker
$238$11 -4.3%6600.1%Medical
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2290.0%9830.1%ETF
Visa Inc. stock logo
V
Visa
$213$213 New Holding6750.1%Business Services
NVIDIA Co. stock logo
NVDA
NVIDIA
$202$202 New Holding1,5050.1%Computer and Technology
CVS Health Co. stock logo
CVS
CVS Health
$0$6,507 -100.0%00.0%Retail/Wholesale
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$0$2,596 -100.0%00.0%ETF
FlexShares Global Upstream Natural Resources Index Fund stock logo
GUNR
FlexShares Global Upstream Natural Resources Index Fund
$0$719 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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