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
XLC
Select Sector Spdr Tr Communic

ETFs
273
+ 3.31%
$86.13 - $108.53 $23.5K - $29.6K
8.51K $920M
QQQ
Invesco Qqq Trust, Series 1

ETFs
377
New
$416.06 - $551.64 $157K - $208K
377 $210M
RY
Royal Bank Of Canada

Financial Services
1.58K
New
$108.36 - $131.55 $171K - $208K
1.58K $209M
ADSK
Autodesk, Inc.

Technology
649
New
N/A
649 $206M
RTX
Raytheon Technologies Corp

Industrials
362
+ 6.03%
$113.75 - $148.48 $41.2K - $53.7K
6.37K $928M
XLI
Industrial Sector Spdr

ETFs
1.36K
New
$116.42 - $147.52 $159K - $201K
1.36K $204M
UBER
Uber Technologies, Inc

Technology
2.17K
New
$64.62 - $93.3 $140K - $202K
2.17K $203M
LOW
Lowes Companies Inc

Consumer Cyclical
398
+ 5.98%
$210.83 - $235.28 $83.9K - $93.6K
7.05K $1.61B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.65K
New
$57.46 - $75.58 $152K - $200K
2.65K $201M
HWM
Howmet Aerospace Inc.

Industrials
395
+ 22.18%
$112.33 - $186.13 $44.4K - $73.5K
2.18K $394M
BSX
Boston Scientific Corp

Healthcare
674
+ 8.04%
$89.7 - $107.41 $60.5K - $72.4K
9.06K $945M
SHEL
Shell PLC

Energy
474
+ 4.01%
$59.75 - $73.05 $28.3K - $34.6K
12.3K $884M
TT
Trane Technologies PLC

Industrials
70
+ 5.83%
$315.21 - $437.41 $22.1K - $30.6K
1.27K $555M
COF
Capital One Financial Corp

Financial Services
245
+ 14.84%
$150.57 - $212.76 $36.9K - $52.1K
1.9K $419M
CGMS
Capital Grp Core Plus Income E
4.97K
+ 20.73%
N/A
28.9K $799M
DLR
Digital Realty Trust, Inc.

Real Estate
217
+ 6.26%
$136.11 - $177.69 $29.5K - $38.6K
3.69K $636M
DE
Deere & CO

Industrials
180
+ 29.13%
$412.99 - $531.48 $74.3K - $95.7K
798 $416M
Capital Group Core Balanced
2.01K
+ 11.18%
N/A
20K $673M
Capital Grp Fixed Incm ETF T
5.87K
+ 18.82%
N/A
37K $969M
ADBE
Adobe Inc.

Technology
179
+ 8.15%
$340.0 - $420.68 $60.9K - $75.3K
2.38K $901M
XLF
Financial Sector Spdr

ETFs
653
+ 5.09%
$43.92 - $52.37 $28.7K - $34.2K
13.5K $717M
NVO
Novo Nordisk A S

Healthcare
1.48K
+ 22.88%
$58.08 - $81.05 $86.1K - $120K
7.96K $551M
PM
Philip Morris International Inc.

Consumer Defensive
117
+ 2.77%
$149.23 - $184.95 $17.5K - $21.6K
4.34K $776M
SUB
Ishares Short Term National Mu

ETFs
1.1K
+ 7.01%
$104.77 - $106.34 $115K - $116K
16.7K $1.78B
LNG
Cheniere Energy, Inc.

Energy
376
+ 26.13%
$197.25 - $244.33 $74.2K - $91.9K
1.82K $435M
F
Ford Motor CO

Consumer Cyclical
1.53K
+ 3.94%
$8.69 - $10.85 $13.3K - $16.6K
40.4K $478M
AMGN
Amgen Inc

Healthcare
145
+ 2.92%
$262.28 - $309.85 $38K - $44.9K
5.11K $1.52B
TXN
Texas Instruments Inc

Technology
12
+ 0.65%
N/A
1.86K $402M
Linde PLC
148
+ 15.01%
N/A
1.13K $539M
URI
United Rentals, Inc.

Industrials
21
+ 4.65%
$551.94 - $753.4 $11.6K - $15.8K
473 $375M
BA
Boeing CO

Industrials
63
+ 4.32%
$136.59 - $217.51 $8.61K - $13.7K
1.52K $328M
LMT
Lockheed Martin Corp

Industrials
173
+ 7.44%
$430.82 - $486.45 $74.5K - $84.2K
2.5K $1.15B
PH
Parker Hannifin Corp

Industrials
12
+ 2.01%
$517.23 - $700.54 $6.21K - $8.41K
608 $437M
MDT
Medtronic PLC

Healthcare
920
+ 14.46%
$80.68 - $88.86 $74.2K - $81.8K
7.28K $644M
BX
Blackstone Inc.

Financial Services
281
+ 12.69%
$120.07 - $151.11 $33.7K - $42.5K
2.5K $387M
ADI
Analog Devices Inc

Technology
68
+ 5.4%
$164.6 - $238.02 $11.2K - $16.2K
1.33K $326M
TMO
Thermo Fisher Scientific Inc.

Healthcare
207
+ 7.92%
$390.26 - $489.06 $80.8K - $101K
2.82K $1.21B
CSX
Csx Corp

Industrials
1.43K
+ 15.01%
$26.69 - $32.91 $38.2K - $47.1K
11K $369M
IFRA
Ishares Tr

ETFs
646
+ 7.74%
$40.97 - $49.19 $26.5K - $31.8K
9K $455M
ISRG
Intuitive Surgical Inc

Healthcare
130
+ 27.48%
$451.58 - $565.94 $58.7K - $73.6K
603 $328M
CGSD
Capital Grp Core Plus Income E
4.08K
+ 15.87%
N/A
29.8K $770M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
34
+ 4.84%
$456.74 - $568.03 $15.5K - $19.3K
736 $424M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
125
+ 1.87%
$50.08 - $63.14 $6.26K - $7.89K
6.79K $437M
COP
Conocophillips

Energy
158
+ 1.98%
$82.66 - $106.1 $13.1K - $16.8K
8.13K $762M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.54K
+ 2.48%
$45.12 - $46.23 $69.4K - $71.1K
63.5K $2.91B
CVX
Chevron Corp

Energy
76
+ 0.97%
$133.73 - $168.51 $10.2K - $12.8K
7.88K $1.17B
MET
Metlife Inc

Financial Services
97
+ 1.35%
$68.42 - $82.49 $6.64K - $8K
7.3K $589M
CMCSA
Comcast Corp

Communication Services
1.63K
+ 14.69%
$32.84 - $36.72 $53.5K - $59.8K
12.7K $458M
CVS
Cvs Health Corp

Healthcare
1.37K
+ 27.23%
$60.04 - $70.18 $82.1K - $95.9K
6.39K $431M
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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