Pines Wealth Management, LLC Incresed Positions in Q2 2025

Pines Wealth Management, LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
6.26K
+ 10.51%
$94.31 - $157.99 $591K - $989K
65.8K $10.5B
IVV
Ishares Core S&P 500 ETF

ETFs
598
+ 1.92%
$498.8 - $620.9 $298K - $371K
31.7K $19.9B
MSFT
Microsoft Corp

Technology
1.61K
+ 7.73%
$354.56 - $497.45 $570K - $800K
22.4K $11.2B
AVGO
Broadcom Inc.

Technology
1.32K
+ 5.89%
$146.29 - $275.65 $194K - $365K
23.8K $6.55B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
33K
+ 67.1%
$77.74 - $78.78 $2.56M - $2.6M
82.1K $6.42B
AMZN
Amazon Com Inc

Consumer Cyclical
2.88K
+ 8.04%
$167.32 - $223.3 $482K - $644K
38.8K $8.66B
AAPL
Apple Inc.

Technology
2.62K
+ 6.69%
$172.42 - $223.89 $451K - $586K
41.7K $8.91B
JPM
Jpmorgan Chase & CO

Financial Services
454
+ 2.26%
$210.28 - $289.91 $95.5K - $132K
20.5K $6.08B
SPY
Spdr S&P 500 ETF Trust

ETFs
405
+ 5.63%
$496.48 - $617.85 $201K - $250K
7.6K $4.75B
WMT
Walmart Inc.

Consumer Defensive
763
+ 1.44%
$81.79 - $99.98 $62.4K - $76.3K
53.9K $5.3B
IBM
International Business Machines Corp

Technology
599
+ 6.03%
$221.03 - $294.78 $132K - $177K
10.5K $3.08B
GS
Goldman Sachs Group Inc

Financial Services
198
+ 8.07%
$462.22 - $707.75 $91.5K - $140K
2.65K $1.92B
GOOG
Alphabet Inc.

Communication Services
793
+ 4.67%
$146.58 - $180.01 $116K - $143K
17.8K $3.21B
GOOGL
Alphabet Inc.

Communication Services
1.41K
+ 10.58%
$144.7 - $178.6 $205K - $253K
14.8K $2.65B
FDX
Fedex Corp

Industrials
1.21K
+ 15.65%
$198.07 - $245.17 $240K - $298K
8.97K $2.16B
CGUS
Capital Group Core Equity ETF
4.6K
+ 7.64%
$29.93 - $36.93 $138K - $170K
64.9K $2.43B
IVE
Ishares S&P 500 Value ETF

ETFs
258
+ 1.39%
$168.34 - $195.42 $43.4K - $50.4K
18.9K $3.75B
IWM
Ishares Russell 2000 ETF

ETFs
125
+ 1.06%
$174.82 - $215.79 $21.9K - $27K
11.9K $2.66B
NFLX
Netflix Inc

Communication Services
107
+ 10.46%
$855.86 - $1339.13 $91.6K - $143K
1.13K $1.47B
KLAC
Kla Corp

Technology
124
+ 9.43%
$576.53 - $902.94 $71.5K - $112K
1.44K $1.33B
SOXX
Ishares Semiconductor ETF

ETFs
1.1K
+ 35.78%
$154.86 - $239.07 $170K - $262K
4.16K $1.01B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
700
+ 3.44%
$90.56 - $109.49 $63.4K - $76.6K
21K $2.38B
CRWD
Crowd Strike Holdings, Inc.

Technology
239
+ 11.35%
$321.63 - $509.31 $76.9K - $122K
2.35K $1.21B
VGT
Vanguard Information Technolog

ETFs
86
+ 3.93%
$470.37 - $663.28 $40.5K - $57K
2.28K $1.53B
ETN
Eaton Corp PLC

Industrials
389
+ 12.26%
$246.52 - $356.99 $95.9K - $139K
3.56K $1.29B
TSLA
Tesla, Inc.

Consumer Cyclical
194
+ 4.39%
$221.86 - $362.89 $43K - $70.4K
4.62K $1.46B
CGDV
Capital Group Divid Value ETF

ETFs
2.3K
+ 5.03%
$31.93 - $39.49 $73.6K - $91K
48.1K $1.93B
GLD
Spdr Gold Trust

ETFs
1.25K
+ 55.22%
$273.71 - $316.29 $343K - $397K
3.53K $1.08B
LLY
Eli Lilly & CO

Healthcare
291
+ 7.13%
$713.71 - $898.95 $208K - $262K
4.37K $3.41B
QCOM
Qualcomm Inc

Technology
448
+ 4.5%
$124.66 - $159.48 $55.8K - $71.4K
10.4K $1.69B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
230
+ 6.61%
$179.95 - $278.88 $41.4K - $64.1K
3.71K $1.05B
AMD
Advanced Micro Devices Inc

Technology
288
+ 4.65%
$78.21 - $143.81 $22.5K - $41.4K
6.48K $894M
MA
Mastercard Inc

Financial Services
431
+ 23.9%
$479.92 - $590.74 $207K - $255K
2.23K $1.27B
V
Visa Inc.

Financial Services
179
+ 2.66%
$308.27 - $373.31 $55.2K - $66.8K
6.91K $2.48B
APH
Amphenol Corp

Technology
1.23K
+ 17.17%
$59.09 - $98.75 $72.6K - $121K
8.38K $833M
RECS
Columbia ETF Tr I

ETFs
3.18K
+ 9.89%
$29.4 - $36.79 $93.5K - $117K
35.3K $1.32B
CGGR
Capital Group Growth ETF Shs C

ETFs
143
+ 0.41%
$30.53 - $40.65 $4.37K - $5.81K
34.8K $1.42B
MUB
Ishares National Muni Bond ETF

ETFs
2.21K
+ 3.16%
$102.31 - $105.8 $226K - $234K
72.2K $7.52B
MU
Micron Technology Inc

Technology
69
+ 1.12%
$64.72 - $127.91 $4.47K - $8.83K
6.25K $764M
XLK
Technology Sector Spdr

ETFs
210
+ 5.38%
$179.73 - $253.23 $37.7K - $53.2K
4.11K $1.06B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
233
+ 7.62%
$141.37 - $228.57 $32.9K - $53.3K
3.29K $772M
WFC
Wells Fargo & Company

Financial Services
2.26K
+ 35.22%
$60.98 - $80.12 $138K - $181K
8.69K $726M
Capital Group Conservative E
2.61K
+ 4.68%
N/A
58.2K $1.69B
SPOT
Spotify Technology S.A.

Communication Services
248
+ 37.8%
$503.3 - $775.9 $125K - $192K
904 $655M
XOM
Exxon Mobil Corp

Energy
243
+ 0.96%
$99.93 - $119.04 $24.3K - $28.9K
25.4K $2.85B
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
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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