Pines Wealth Management, LLC Portfolio Holdings

Pines Wealth Management, LLC

  • $283 Billion
  • Q2 2025

Pines Wealth Management, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $283 Billion distributed in 229 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $19.9B, Microsoft Corp with a value of $11.2B, Nvidia Corp with a value of $10.5B, Apple Inc. with a value of $8.91B, and Amazon Com Inc with a value of $8.66B.

Examining the 13F form we can see an increase of $66.4B in the current position value, from $216B to 283B.

Pines Wealth Management, LLC is based out at Southern Pines, NC

Below you can find more details about Pines Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $283 Billion
ETFs: $108 Billion
Technology: $56.5 Billion
Financial Services: $21.5 Billion
Consumer Cyclical: $17.4 Billion
Healthcare: $16.7 Billion
Industrials: $13.4 Billion
Consumer Defensive: $12.4 Billion
Communication Services: $11.9 Billion
Other: $13.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.9 Billion 7.04% of portfolio
31,677
Q2 2025 Added 1.92%
$3.75T
$11.2 Billion 3.95% of portfolio
22,403
Q2 2025 Added 7.73%
$406B
$10.5 Billion 3.71% of portfolio
65,830
Q2 2025 Added 10.51%
$3.39T
$8.91 Billion 3.15% of portfolio
41,744
Q2 2025 Added 6.69%
$2.27T
$8.66 Billion 3.06% of portfolio
38,756
Q2 2025 Added 8.04%
$0
$7.52 Billion 2.66% of portfolio
72,151
Q2 2025 Added 3.16%
$1.67B
$6.82 Billion 2.41% of portfolio
48,719
Q2 2025 Reduced 16.93%
$113B
$6.55 Billion 2.32% of portfolio
23,794
Q2 2025 Added 5.89%
$0
$6.42 Billion 2.27% of portfolio
82,103
Q2 2025 Added 67.1%
$831B
$6.08 Billion 2.15% of portfolio
20,525
Q2 2025 Added 2.26%
$263B
$5.3 Billion 1.87% of portfolio
53,876
Q2 2025 Added 1.44%
$0
$4.84 Billion 1.71% of portfolio
44,394
Q2 2025 Added 1.8%
$0
$4.75 Billion 1.68% of portfolio
7,596
Q2 2025 Added 5.63%
$0
$4.31 Billion 1.52% of portfolio
82,107
Q2 2025 Reduced 8.99%
$0
$3.75 Billion 1.32% of portfolio
18,852
Q2 2025 Added 1.39%
$748B
$3.41 Billion 1.21% of portfolio
4,370
Q2 2025 Added 7.13%
$260B
$3.08 Billion 1.09% of portfolio
10,533
Q2 2025 Added 6.03%
$0
$2.91 Billion 1.03% of portfolio
63,505
Q2 2025 Added 2.48%
$474B
$2.85 Billion 1.01% of portfolio
25,443
Q2 2025 Added 0.96%
$373B
$2.74 Billion 0.97% of portfolio
17,006
Q2 2025 Added 1.2%
$1.07T
$2.65 Billion 0.94% of portfolio
14,781
Q2 2025 Added 10.58%
$0
$2.66 Billion 0.94% of portfolio
11,904
Q2 2025 Added 1.06%
$1.62T
$2.58 Billion 0.91% of portfolio
3,589
Q2 2025 Added 11.05%
$585B
$2.48 Billion 0.88% of portfolio
6,906
Q2 2025 Added 2.66%
$0
$2.43 Billion 0.86% of portfolio
64,850
Q2 2025 Added 7.64%
$0
$2.38 Billion 0.84% of portfolio
21,027
Q2 2025 Added 3.44%
$61.5B
$2.16 Billion 0.77% of portfolio
8,970
Q2 2025 Added 15.65%
$0
$2.15 Billion 0.76% of portfolio
15,469
Q2 2025 Reduced 0.47%
$435B
$1.99 Billion 0.7% of portfolio
2,013
Q2 2025 Added 4.19%
$0
$1.94 Billion 0.69% of portfolio
22,341
Q2 2025 Added 4.35%
$0
$1.93 Billion 0.68% of portfolio
48,100
Q2 2025 Added 5.03%
$238B
$1.92 Billion 0.68% of portfolio
2,652
Q2 2025 Added 8.07%
$0
$1.78 Billion 0.63% of portfolio
16,709
Q2 2025 Added 7.01%
Capital Group Conservative E
-
$1.69 Billion 0.6% of portfolio
-
Q2 2025 Added 4.68%
$179B
$1.69 Billion 0.6% of portfolio
10,393
Q2 2025 Added 4.5%
$140B
$1.61 Billion 0.57% of portfolio
7,048
Q2 2025 Added 5.98%
$380B
$1.6 Billion 0.57% of portfolio
4,318
Q2 2025 Added 9.65%
$145B
$1.53 Billion 0.54% of portfolio
20,656
Q2 2025 Added 7.94%
$0
$1.51 Billion 0.54% of portfolio
31,023
Q2 2025 Reduced 27.0%
$0
$1.53 Billion 0.54% of portfolio
2,276
Q2 2025 Added 3.93%
$159B
$1.52 Billion 0.54% of portfolio
5,111
Q2 2025 Added 2.92%
$573B
$1.47 Billion 0.52% of portfolio
1,130
Q2 2025 Added 10.46%
$934B
$1.46 Billion 0.51% of portfolio
4,616
Q2 2025 Added 4.39%
$0
$1.42 Billion 0.5% of portfolio
34,842
Q2 2025 Added 0.41%
$0
$1.35 Billion 0.48% of portfolio
6,094
Q2 2025 Added 2.04%
$105B
$1.35 Billion 0.48% of portfolio
1,878
Q1 2025 Added 1.9%
$0
$1.32 Billion 0.47% of portfolio
35,328
Q2 2025 Added 9.89%
$131B
$1.33 Billion 0.47% of portfolio
1,439
Q2 2025 Added 9.43%
$82.4B
$1.29 Billion 0.46% of portfolio
4,387
Q2 2025 Added 5.2%

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $283 Billion
  • Prior Value $216 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 37 stocks
  • Additional Purchases 141 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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