Pines Wealth Management, LLC Incresed Positions in Q1 2025

Pines Wealth Management, LLC

  • $216 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
16.6K
+ 115.24%
$554.06 - $615.85 $9.22M - $10.2M
31.1K $15.5B
MUB
Ishares National Muni Bond ETF

ETFs
6.63K
+ 10.47%
$104.71 - $107.69 $694K - $714K
69.9K $7.16B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.95K
+ 64.22%
$102.49 - $119.96 $815K - $954K
20.3K $1.84B
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.71K
+ 9.3%
$105.1 - $109.61 $390K - $407K
43.6K $4.59B
RECS
Columbia ETF Tr I

ETFs
15.2K
+ 89.84%
$32.64 - $36.08 $497K - $549K
32.1K $945M
UNH
Unitedhealth Group Inc

Healthcare
445
+ 25.59%
$461.52 - $548.18 $205K - $244K
2.18K $1.21B
IXN
Ishares Global Information Tec

ETFs
5.14K
+ 106.2%
$75.73 - $88.4 $389K - $454K
9.98K $657M
MDT
Medtronic PLC

Healthcare
2.52K
+ 65.36%
$79.84 - $94.5 $201K - $238K
6.36K $521M
PG
Procter & Gamble CO

Consumer Defensive
1.08K
+ 6.87%
$158.56 - $176.26 $171K - $190K
16.8K $2.66B
CGGR
Capital Group Growth ETF Shs C

ETFs
10.6K
+ 44.09%
$33.98 - $39.84 $361K - $423K
34.7K $1.06B
NFLX
Netflix Inc

Communication Services
140
+ 15.86%
$828.4 - $1058.6 $116K - $148K
1.02K $890M
AMGN
Amgen Inc

Healthcare
191
+ 4.0%
$258.59 - $327.36 $49.4K - $62.5K
4.97K $1.39B
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 0.19%
$117.15 - $158.79 $937 - $1.27K
4.22K $630M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.63K
+ 29.9%
$77.7 - $78.94 $127K - $129K
7.08K $553M
LMT
Lockheed Martin Corp

Industrials
388
+ 20.04%
$423.19 - $506.29 $164K - $196K
2.32K $1.03B
LLY
Eli Lilly & CO

Healthcare
530
+ 14.93%
$725.72 - $929.72 $385K - $493K
4.08K $2.96B
GD
General Dynamics Corp

Industrials
531
+ 14.59%
$241.94 - $272.58 $128K - $145K
4.17K $1.06B
KO
Coca Cola CO

Consumer Defensive
1.01K
+ 18.49%
$60.81 - $72.32 $61.2K - $72.8K
6.45K $441M
DUK
Duke Energy Corp

Utilities
61
+ 0.63%
$105.87 - $121.97 $6.46K - $7.44K
9.81K $1.14B
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.68K
+ 25.02%
$35.35 - $42.74 $59.5K - $71.9K
8.41K $332M
IBM
International Business Machines Corp

Technology
335
+ 3.49%
$217.4 - $264.74 $72.8K - $88.7K
9.93K $2.2B
PEP
Pepsico Inc

Consumer Defensive
671
+ 19.27%
$142.64 - $156.42 $95.7K - $105K
4.15K $583M
VB
Vanguard Small Cap ETF

ETFs
1.12K
+ 36.62%
$217.89 - $252.64 $244K - $283K
4.18K $810M
NVO
Novo Nordisk A S

Healthcare
2.65K
+ 69.08%
$69.3 - $90.95 $184K - $241K
6.48K $399M
DVY
Ishares Tr

ETFs
782
+ 28.03%
$128.58 - $138.1 $101K - $108K
3.57K $423M
PLD
Prologis, Inc.

Real Estate
1.81K
+ 25.35%
$103.59 - $124.04 $188K - $225K
8.97K $805M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.47K
+ 3.0%
$22.25 - $23.0 $32.6K - $33.7K
50.3K $1.15B
IFRA
Ishares Tr

ETFs
2.13K
+ 34.3%
$44.8 - $49.25 $95.6K - $105K
8.35K $342M
AMT
American Tower Corp

Real Estate
86
+ 6.86%
$173.46 - $217.6 $14.9K - $18.7K
1.34K $274M
VCIT
Vanguard Intermediate Term Cor

ETFs
643
+ 8.21%
$79.17 - $82.04 $50.9K - $52.8K
8.47K $677M
SPOT
Spotify Technology S.A.

Communication Services
29
+ 4.63%
$457.79 - $648.32 $13.3K - $18.8K
656 $340M
CMCSA
Comcast Corp

Communication Services
2.4K
+ 27.63%
$33.19 - $38.23 $79.7K - $91.8K
11.1K $364M
NKE
Nike, Inc.

Consumer Cyclical
2K
+ 60.2%
$63.29 - $81.72 $127K - $164K
5.33K $284M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
3.87K
+ 27.62%
$15.63 - $16.23 $60.5K - $62.8K
17.9K $262M
PGR
Progressive Corp

Financial Services
37
+ 2.96%
$235.61 - $291.22 $8.72K - $10.8K
1.29K $335M
TD
Toronto Dominion Bank

Financial Services
537
+ 10.61%
$53.12 - $61.15 $28.5K - $32.8K
5.6K $313M
DE
Deere & CO

Industrials
85
+ 15.95%
$408.57 - $509.27 $34.7K - $43.3K
618 $255M
EFA
Ishares Tr Msci Eafe ETF

ETFs
614
+ 15.99%
$74.85 - $84.89 $46K - $52.1K
4.46K $325M
NOC
Northrop Grumman Corp

Industrials
12
+ 1.33%
$433.45 - $513.82 $5.2K - $6.17K
913 $449M
NEE
Nextera Energy Inc

Utilities
1.38K
+ 7.75%
$66.96 - $76.16 $92.2K - $105K
19.1K $1.23B
AEP
American Electric Power CO Inc

Utilities
38
+ 1.17%
$90.32 - $109.27 $3.43K - $4.15K
3.28K $332M
XLC
Select Sector Spdr Tr Communic

ETFs
1.13K
+ 15.93%
$94.84 - $105.31 $107K - $119K
8.24K $710M
V
Visa Inc.

Financial Services
69
+ 1.04%
$306.92 - $362.71 $21.2K - $25K
6.73K $2.07B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
489
+ 1.95%
$49.67 - $51.43 $24.3K - $25.1K
25.6K $1.27B
XLRE
Select Sector Spdr Tr Real Est

ETFs
994
+ 16.22%
$39.18 - $43.52 $38.9K - $43.3K
7.12K $264M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.39K
+ 11.17%
$11.29 - $11.8 $38.2K - $40K
33.7K $368M
ABBV
Abb Vie Inc.

Healthcare
117
+ 2.07%
$169.2 - $216.66 $19.8K - $25.3K
5.78K $1.02B
XLV
Select Sector Spdr Fund Health

ETFs
358
+ 9.67%
$137.61 - $149.68 $49.3K - $53.6K
4.06K $540M
CGUS
Capital Group Core Equity ETF
8.8K
+ 17.11%
$33.08 - $36.62 $291K - $322K
60.2K $1.8B
Activity Summary
Buys All Purchases 127 New Holdings 13 Increased Positions 114 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pines Wealth Management, LLC Portfolio

Follow Pines Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pines Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pines Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email