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
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
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
CI
Cigna Corp

Healthcare
255
+ 26.98%
$301.89 - $340.04 $77K - $86.7K
1.2K $384M
EFG
Msci Eafe Growth ETF

ETFs
41
+ 1.09%
$89.8 - $112.0 $3.68K - $4.59K
3.81K $425M
VIS
Vanguard Industrial ETF

ETFs
84
+ 9.15%
$220.04 - $280.07 $18.5K - $23.5K
1K $285M
UNP
Union Pacific Corp

Industrials
43
+ 1.74%
$208.27 - $238.46 $8.96K - $10.3K
2.52K $595M
VCIT
Vanguard Intermediate Term Cor

ETFs
682
+ 8.05%
$79.56 - $82.92 $54.3K - $56.6K
9.16K $755M
IBB
Ishares Biotechnology ETF

ETFs
184
+ 6.44%
$112.02 - $129.0 $20.6K - $23.7K
3.04K $395M
PG
Procter & Gamble CO

Consumer Defensive
202
+ 1.2%
$157.66 - $172.39 $31.8K - $34.8K
17K $2.74B
LHX
L3 Harris Technologies, Inc.

Industrials
24
+ 2.0%
$200.21 - $256.99 $4.81K - $6.17K
1.22K $313M
CAH
Cardinal Health Inc

Healthcare
6
+ 0.36%
$125.0 - $168.0 $750 - $1.01K
1.69K $278M
TJX
Tjx Companies Inc

Consumer Cyclical
126
+ 1.49%
$119.13 - $135.03 $15K - $17K
8.59K $1.08B
SCHO
Schwab Short Term Us Treasury

ETFs
2.86K
+ 6.77%
$24.19 - $24.45 $69.2K - $69.9K
45.1K $1.09B
XLRE
Select Sector Spdr Tr Real Est

ETFs
587
+ 8.24%
$37.08 - $42.26 $21.8K - $24.8K
7.71K $322M
AZN
Astrazeneca PLC

Healthcare
392
+ 6.67%
$64.87 - $75.0 $25.4K - $29.4K
6.27K $435M
MCD
Mcdonalds Corp

Consumer Cyclical
240
+ 6.38%
$285.55 - $321.23 $68.5K - $77.1K
4K $1.18B
VGIT
Vanguard Intermediate Term Tre

ETFs
843
+ 6.62%
$58.63 - $59.9 $49.4K - $50.5K
13.6K $804M
ZTS
Zoetis Inc.

Healthcare
50
+ 1.92%
$144.41 - $170.3 $7.22K - $8.52K
2.65K $422M
ACN
Accenture PLC

Technology
65
+ 6.07%
$279.23 - $323.21 $18.1K - $21K
1.14K $346M
AMT
American Tower Corp

Real Estate
90
+ 6.72%
$203.96 - $228.19 $18.4K - $20.5K
1.43K $317M
VDC
Vanguard Consumer Staples ETF

ETFs
106
+ 9.69%
$204.89 - $224.73 $21.7K - $23.8K
1.2K $266M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.37K
+ 7.03%
$10.78 - $11.28 $25.5K - $26.7K
36.1K $407M
XLV
Select Sector Spdr Fund Health

ETFs
197
+ 4.85%
$128.77 - $144.3 $25.4K - $28.4K
4.26K $577M
MRK
Merck & Co., Inc.

Healthcare
234
+ 3.35%
$73.47 - $87.12 $17.2K - $20.4K
7.22K $584M
DUK
Duke Energy Corp

Utilities
135
+ 1.38%
$112.46 - $124.05 $15.2K - $16.7K
9.94K $1.17B
MDLZ
Mondelez International, Inc.

Consumer Defensive
66
+ 1.6%
$63.54 - $68.5 $4.19K - $4.52K
4.2K $290M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
214
+ 3.02%
$77.94 - $79.5 $16.7K - $17K
7.29K $577M
BDX
Becton Dickinson & CO

Healthcare
327
+ 22.95%
$165.15 - $226.42 $54K - $74K
1.75K $309M
ELV
Elevance Health, Inc.

Healthcare
158
+ 29.48%
$372.27 - $452.69 $58.8K - $71.5K
694 $241M
PEP
Pepsico Inc

Consumer Defensive
39
+ 0.94%
$128.02 - $151.37 $4.99K - $5.9K
4.19K $568M
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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