Pines Wealth Management, LLC Purchases in Q2 2025

Pines Wealth Management, LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
1.59K
+ 27.96%
$58.13 - $85.12 $92.3K - $135K
7.26K $644M
XLE
Energy Sector Spdr

ETFs
932
+ 4.35%
$76.44 - $94.13 $71.2K - $87.7K
22.3K $1.94B
CAT
Caterpillar Inc

Industrials
292
+ 19.05%
$273.94 - $388.21 $80K - $113K
1.83K $726M
IXN
Ishares Global Information Tec

ETFs
313
+ 3.14%
$65.81 - $92.34 $20.6K - $28.9K
10.3K $961M
HPE
Hewlett Packard Enterprise CO

Technology
1.7K
+ 5.66%
$12.51 - $20.45 $21.3K - $34.8K
31.7K $677M
NEE
Nextera Energy Inc

Utilities
1.52K
+ 7.94%
$64.11 - $75.0 $97.4K - $114K
20.7K $1.53B
XLY
Select Sector Spdr Consumer Di

ETFs
122
+ 2.04%
$176.34 - $218.59 $21.5K - $26.7K
6.09K $1.35B
SSNC
Ss&C Technologies Holdings Inc

Technology
3.49K
New
$71.96 - $83.42 $251K - $291K
3.49K $291M
FCNCA
First Citizens Bancshares Inc

Financial Services
138
New
$1561.69 - $1966.55 $216K - $271K
138 $288M
PLD
Prologis, Inc.

Real Estate
1.13K
+ 12.6%
$89.76 - $112.34 $101K - $127K
10.1K $1.09B
EQIX
Equinix Inc

Real Estate
359
New
$740.07 - $914.43 $266K - $328K
359 $283M
KKR
Kkr & Co. Inc.

Financial Services
710
+ 17.25%
$92.79 - $134.29 $65.9K - $95.3K
4.83K $669M
EOG
Eog Resources Inc

Energy
2.26K
New
$104.61 - $129.97 $236K - $294K
2.26K $278M
PANW
Palo Alto Networks Inc

Technology
289
+ 6.56%
$152.44 - $204.64 $44.1K - $59.1K
4.69K $947M
Capital Group Equity ETF Tr
2.1K
+ 6.44%
N/A
34.6K $951M
VB
Vanguard Small Cap ETF

ETFs
252
+ 6.03%
$193.73 - $237.37 $48.8K - $59.8K
4.43K $1.08B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
785
New
$177.93 - $313.14 $140K - $246K
785 $263M
SCHW
Schwab Charles Corp

Financial Services
2.86K
New
$69.06 - $91.24 $198K - $261K
2.86K $262M
Atlassian Corporation
1.21K
New
N/A
1.21K $259M
WDC
Western Digital Corp

Technology
3.9K
New
$30.54 - $63.99 $119K - $249K
3.9K $258M
VTV
Vanguard Value ETF

ETFs
1.07K
+ 41.99%
$153.67 - $176.74 $164K - $188K
3.61K $648M
AMAT
Applied Materials Inc

Technology
1.34K
New
$126.95 - $183.52 $170K - $246K
1.34K $256M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.81K
New
$87.84 - $1441.89 $246K - $4.04M
2.81K $256M
Blackrock Inc
233
New
N/A
233 $252M
LQD
Ishares Iboxx $ Investment Gra

ETFs
784
+ 1.8%
$105.23 - $109.61 $82.5K - $85.9K
44.4K $4.84B
NKE
Nike, Inc.

Consumer Cyclical
1.58K
+ 29.57%
$53.27 - $72.04 $84K - $114K
6.91K $528M
NOW
Service Now, Inc.

Technology
83
+ 16.87%
$721.65 - $1040.18 $59.9K - $86.3K
575 $601M
CARR
Carrier Global Corp

Industrials
3.18K
New
$55.55 - $75.83 $176K - $241K
3.18K $240M
ABBV
Abb Vie Inc.

Healthcare
853
+ 14.76%
$170.16 - $206.27 $145K - $176K
6.63K $1.26B
EMR
Emerson Electric CO

Industrials
1.71K
New
$94.15 - $133.33 $161K - $228K
1.71K $239M
FITB
Fifth Third Bancorp

Financial Services
5.41K
New
$33.32 - $41.51 $180K - $224K
5.41K $235M
GD
General Dynamics Corp

Industrials
217
+ 5.2%
$247.68 - $291.66 $53.7K - $63.3K
4.39K $1.29B
FIS
Fidelity National Information Services, Inc.

Technology
2.84K
New
$68.14 - $82.13 $194K - $233K
2.84K $232M
COST
Costco Wholesale Corp

Consumer Defensive
81
+ 4.19%
$908.13 - $1056.85 $73.6K - $85.6K
2.01K $1.99B
DHR
Danaher Corp

Healthcare
1.13K
New
$174.64 - $205.16 $197K - $232K
1.13K $230M
GE
General Electric CO

Industrials
525
+ 41.27%
$166.81 - $257.39 $87.6K - $135K
1.8K $444M
BAC
Bank Of America Corp

Financial Services
4.65K
New
$34.39 - $47.46 $160K - $221K
4.65K $227M
HPQ
Hp Inc

Technology
8.66K
New
$21.88 - $29.32 $189K - $254K
8.66K $225M
D
Dominion Energy, Inc

Utilities
3.96K
New
$49.66 - $58.0 $196K - $229K
3.96K $225M
HDV
Ishares Core High Dividend ETF

ETFs
1.88K
New
$108.41 - $120.51 $204K - $227K
1.88K $224M
Capital Group International
7.62K
New
N/A
7.62K $223M
QUAL
Ishares Msci Usa Quality Facto

ETFs
204
+ 3.61%
$152.42 - $182.82 $31.1K - $37.3K
5.86K $1.08B
NXPI
Nxp Semiconductors N.V.

Technology
949
New
$153.5 - $218.72 $146K - $208K
949 $220M
BP
Bp PLC

Energy
7.08K
New
$26.11 - $33.81 $185K - $240K
7.08K $219M
CGXU
Capital Group Intl Focus Equit

ETFs
68
+ 0.18%
$21.44 - $27.35 $1.46K - $1.86K
37.6K $1.02B
DD
Du Pont De Nemours, Inc.

Basic Materials
2.95K
New
$55.13 - $75.25 $163K - $222K
2.95K $218M
NDAQ
Nasdaq, Inc.

Financial Services
2.42K
New
$66.4 - $89.42 $160K - $216K
2.42K $218M
SKYY
First Trust Cloud Computing Et

ETFs
1.77K
New
$89.46 - $121.64 $158K - $215K
1.77K $217M
IEMG
Ishares Inc

ETFs
1.32K
+ 12.87%
N/A
11.5K $700M
Activity Summary
Buys All Purchases 178 New Holdings 37 Increased Positions 141 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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