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
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
PLD
Prologis, Inc.

Real Estate
1.13K
+ 12.6%
$89.76 - $112.34 $101K - $127K
10.1K $1.09B
HD
Home Depot, Inc.

Consumer Cyclical
380
+ 9.65%
$335.24 - $380.78 $127K - $145K
4.32K $1.6B
KKR
Kkr & Co. Inc.

Financial Services
710
+ 17.25%
$92.79 - $134.29 $65.9K - $95.3K
4.83K $669M
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
VTV
Vanguard Value ETF

ETFs
1.07K
+ 41.99%
$153.67 - $176.74 $164K - $188K
3.61K $648M
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
ABBV
Abb Vie Inc.

Healthcare
853
+ 14.76%
$170.16 - $206.27 $145K - $176K
6.63K $1.26B
GD
General Dynamics Corp

Industrials
217
+ 5.2%
$247.68 - $291.66 $53.7K - $63.3K
4.39K $1.29B
COST
Costco Wholesale Corp

Consumer Defensive
81
+ 4.19%
$908.13 - $1056.85 $73.6K - $85.6K
2.01K $1.99B
GE
General Electric CO

Industrials
525
+ 41.27%
$166.81 - $257.39 $87.6K - $135K
1.8K $444M
QUAL
Ishares Msci Usa Quality Facto

ETFs
204
+ 3.61%
$152.42 - $182.82 $31.1K - $37.3K
5.86K $1.08B
CGXU
Capital Group Intl Focus Equit

ETFs
68
+ 0.18%
$21.44 - $27.35 $1.46K - $1.86K
37.6K $1.02B
IEMG
Ishares Inc

ETFs
1.32K
+ 12.87%
N/A
11.5K $700M
XLC
Select Sector Spdr Tr Communic

ETFs
273
+ 3.31%
$86.13 - $108.53 $23.5K - $29.6K
8.51K $920M
RTX
Raytheon Technologies Corp

Industrials
362
+ 6.03%
$113.75 - $148.48 $41.2K - $53.7K
6.37K $928M
LOW
Lowes Companies Inc

Consumer Cyclical
398
+ 5.98%
$210.83 - $235.28 $83.9K - $93.6K
7.05K $1.61B
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
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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