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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 $400.63 thousand in total holdings as of June 30, 2025.
  • White Pine Investment Co owns shares of 65 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
  • Approximately 6.68% of the portfolio was purchased this quarter.
  • About 4.64% of the portfolio was sold this quarter.
  • This quarter, White Pine Investment Co has purchased 64 new stocks and bought additional shares in 13 stocks.
  • White Pine Investment Co sold shares of 45 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

025072349 - Avantis U.S. Large Cap Value ETF
$5,273 Holding
65339F101 - NextEra Energy
$4,554 Holding
67066G104 - NVIDIA
$4,123 Holding
81369Y886 - Utilities Select Sector SPDR Fund
$474 Holding

Largest Purchases this Quarter

Schwab Intermediate-Term U.S. Treasury ETF
299,557 shares (about $7.50K)
Avantis U.S. Large Cap Value ETF
77,303 shares (about $5.27K)
NextEra Energy
65,601 shares (about $4.55K)
NVIDIA
26,098 shares (about $4.12K)
VanEck IG Floating Rate ETF
113,010 shares (about $2.88K)

Largest Sales this Quarter

Sprouts Farmers Market
5,864 shares (about $965.45)
Berkshire Hathaway
1,773 shares (about $861.28)
Microsoft
1,133 shares (about $563.58)
JPMorgan Chase & Co.
1,612 shares (about $467.36)

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
$34,884$861 -2.4%71,8118.7%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$16,151$251 -1.5%91,6474.0%Computer and Technology
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$14,894$298 -2.0%375,5383.7%ETF
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$14,420$135 -0.9%587,5953.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$13,589$564 -4.0%27,3193.4%Computer and Technology
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$12,743$965 -7.0%77,3993.2%Retail/Wholesale
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$12,409$423 -3.3%132,1983.1%ETF
VanEck IG Floating Rate ETF stock logo
FLTR
VanEck IG Floating Rate ETF
$12,305$2,882 30.6%482,5423.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$11,936$223 -1.8%16,1713.0%Computer and Technology
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$10,855$459 4.4%131,0092.7%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9,428$467 -4.7%32,5192.4%Finance
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$9,425$394 4.4%85,6502.4%ETF
Goldman Sachs JUST U.S. Large Cap Equity ETF stock logo
JUST
Goldman Sachs JUST U.S. Large Cap Equity ETF
$9,222$529 -5.4%104,8792.3%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$9,091$7,498 470.7%363,1962.3%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$9,084$176 -1.9%328,3152.3%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$9,023$14 -0.2%99,1722.3%ETF
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$8,758$248 -2.8%52,7252.2%Energy
Apple Inc. stock logo
AAPL
Apple
$8,734$99 -1.1%42,5722.2%Computer and Technology
Goldman Sachs Access Investment Grade Corporate Bond ETF stock logo
GIGB
Goldman Sachs Access Investment Grade Corporate Bond ETF
$8,344$384 4.8%181,3212.1%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$8,297$121 -1.4%165,5492.1%Finance
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$8,177$108 -1.3%157,0612.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,174$27 -0.3%37,2582.0%Retail/Wholesale
Morgan Stanley stock logo
MS
Morgan Stanley
$7,894$196 -2.4%56,0382.0%Finance
Xtrackers MSCI EAFE High Dividend Yield Equity ETF stock logo
HDEF
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
$7,429$220 -2.9%257,4131.9%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$6,854$117 -1.7%62,7141.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,751$3 0.0%12,2381.7%Finance
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$6,608$23 -0.3%68,1901.6%ETF
Invesco Russell 1000 Dynamic Multifactor ETF stock logo
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
$6,339$294 -4.4%109,7091.6%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$6,226$48 0.8%221,9511.6%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$6,171$15 -0.2%55,0951.5%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$5,998$30 -0.5%71,6221.5%Manufacturing
Chevron Corporation stock logo
CVX
Chevron
$5,683$216 -3.7%39,6861.4%Energy
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$5,608$343 6.5%58,5571.4%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$5,592$20 0.4%61,3871.4%ETF
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$5,434$16 0.3%52,2341.4%Transportation
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$5,273$5,273 New Holding77,3031.3%ETF
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$5,160$89 -1.7%47,7901.3%ETF
Laboratory Corp of America Hol
$4,949$56 -1.1%18,8521.2%COM
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$4,554$4,554 New Holding65,6011.1%Utilities
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$4,439$27 0.6%90,8601.1%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$4,360$205 -4.5%100,7541.1%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$4,201$6 -0.1%18,0411.0%Multi-Sector Conglomerates
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,123$4,123 New Holding26,0981.0%Computer and Technology
Paychex, Inc. stock logo
PAYX
Paychex
$3,567$51 -1.4%24,5190.9%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$3,510$61 -1.7%47,2270.9%Business Services
Direxion NASDAQ-100 Equal Weighted Index Shares stock logo
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
$3,309$2 -0.1%33,6580.8%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,605$12 -0.7%18,9260.4%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$1,423$93 -6.2%64,3700.4%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$1,118$237 26.9%7,5770.3%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$716$84 -10.5%23,0800.2%Energy
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$709$12 -1.7%3,2410.2%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$689$118 -14.6%2,2340.2%Computer and Technology
Hartford Multifactor Developed Markets (ex-US) ETF stock logo
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
$6170.0%18,0810.2%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$596$286 -32.4%6,5090.1%Retail/Wholesale
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$474$474 New Holding5,8000.1%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$429$11 2.6%4,2670.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$2830.0%1,5220.1%Medical
Ford Motor Company stock logo
F
Ford Motor
$281$18 -6.2%25,8760.1%Auto/Tires/Trucks
Tesla, Inc. stock logo
TSLA
Tesla
$2810.0%8860.1%Auto/Tires/Trucks
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$270$20 -6.9%1,7700.1%Medical
Stryker Corporation stock logo
SYK
Stryker
$261$2 -0.9%6600.1%Medical
Visa Inc. stock logo
V
Visa
$240$0 0.1%6760.1%Business Services
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$227$21 -8.6%8980.1%ETF
DTE Energy Company stock logo
DTE
DTE Energy
$221$4 -1.7%1,6670.1%Utilities
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$214$36 -14.5%8,9860.1%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$0$5,238 -100.0%00.0%ETF
Invesco Taxable Municipal Bond ETF stock logo
BAB
Invesco Taxable Municipal Bond ETF
$0$3,227 -100.0%00.0%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$0$2,335 -100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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