Pines Wealth Management, LLC Portfolio Holdings

Pines Wealth Management, LLC

  • $283 Billion
  • Q2 2025

Pines Wealth Management, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $283 Billion distributed in 229 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $19.9B, Microsoft Corp with a value of $11.2B, Nvidia Corp with a value of $10.5B, Apple Inc. with a value of $8.91B, and Amazon Com Inc with a value of $8.66B.

Examining the 13F form we can see an increase of $66.4B in the current position value, from $216B to 283B.

Pines Wealth Management, LLC is based out at Southern Pines, NC

Below you can find more details about Pines Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $283 Billion
ETFs: $108 Billion
Technology: $56.5 Billion
Financial Services: $21.5 Billion
Consumer Cyclical: $17.4 Billion
Healthcare: $16.7 Billion
Industrials: $13.4 Billion
Consumer Defensive: $12.4 Billion
Communication Services: $11.9 Billion
Other: $13.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$11.2 Billion 3.95% of portfolio
22,403
Q2 2025 Added 7.73%
$409B
$10.5 Billion 3.71% of portfolio
65,830
Q2 2025 Added 10.51%
$3.35T
$8.91 Billion 3.15% of portfolio
41,744
Q2 2025 Added 6.69%
$2.3T
$8.66 Billion 3.06% of portfolio
38,756
Q2 2025 Added 8.04%
$112B
$6.55 Billion 2.32% of portfolio
23,794
Q2 2025 Added 5.89%
$847B
$6.08 Billion 2.15% of portfolio
20,525
Q2 2025 Added 2.26%
$260B
$5.3 Billion 1.87% of portfolio
53,876
Q2 2025 Added 1.44%
$760B
$3.41 Billion 1.21% of portfolio
4,370
Q2 2025 Added 7.13%
$1.11T
$3.21 Billion 1.13% of portfolio
17,763
Q2 2025 Added 4.67%
$254B
$3.08 Billion 1.09% of portfolio
10,533
Q2 2025 Added 6.03%
$475B
$2.85 Billion 1.01% of portfolio
25,443
Q2 2025 Added 0.96%
$364B
$2.74 Billion 0.97% of portfolio
17,006
Q2 2025 Added 1.2%
$1.07T
$2.65 Billion 0.94% of portfolio
14,781
Q2 2025 Added 10.58%
$1.62T
$2.58 Billion 0.91% of portfolio
3,589
Q2 2025 Added 11.05%
$573B
$2.48 Billion 0.88% of portfolio
6,906
Q2 2025 Added 2.66%
$60.9B
$2.16 Billion 0.77% of portfolio
8,970
Q2 2025 Added 15.65%
$243B
$1.92 Billion 0.68% of portfolio
2,652
Q2 2025 Added 8.07%
$173B
$1.69 Billion 0.6% of portfolio
10,393
Q2 2025 Added 4.5%
$138B
$1.61 Billion 0.57% of portfolio
7,048
Q2 2025 Added 5.98%
$379B
$1.6 Billion 0.57% of portfolio
4,318
Q2 2025 Added 9.65%
$147B
$1.53 Billion 0.54% of portfolio
20,656
Q2 2025 Added 7.94%
$159B
$1.52 Billion 0.54% of portfolio
5,111
Q2 2025 Added 2.92%
$562B
$1.47 Billion 0.52% of portfolio
1,130
Q2 2025 Added 10.46%
$1T
$1.46 Billion 0.51% of portfolio
4,616
Q2 2025 Added 4.39%
$103B
$1.35 Billion 0.48% of portfolio
1,878
Q1 2025 Added 1.9%
$131B
$1.33 Billion 0.47% of portfolio
1,439
Q2 2025 Added 9.43%
$83.7B
$1.29 Billion 0.46% of portfolio
4,387
Q2 2025 Added 5.2%
$144B
$1.29 Billion 0.46% of portfolio
3,562
Q2 2025 Added 12.26%
$79.7B
$1.29 Billion 0.46% of portfolio
6,550
Q2 2025 Reduced 6.25%
$527B
$1.27 Billion 0.45% of portfolio
2,234
Q2 2025 Added 23.9%
$339B
$1.26 Billion 0.44% of portfolio
6,633
Q2 2025 Added 14.76%
$167B
$1.21 Billion 0.43% of portfolio
2,820
Q2 2025 Added 7.92%
$102B
$1.21 Billion 0.43% of portfolio
2,345
Q2 2025 Added 11.35%
$278B
$1.23 Billion 0.43% of portfolio
17,660
Q2 2025 Reduced 0.72%
$222B
$1.18 Billion 0.42% of portfolio
4,001
Q2 2025 Added 6.38%
$297B
$1.17 Billion 0.41% of portfolio
7,884
Q2 2025 Added 0.97%
$124B
$1.15 Billion 0.41% of portfolio
2,497
Q2 2025 Added 7.44%
$90.8B
$1.17 Billion 0.41% of portfolio
9,940
Q2 2025 Added 1.38%
$101B
$1.09 Billion 0.39% of portfolio
10,095
Q2 2025 Added 12.6%
$143B
$1.08 Billion 0.38% of portfolio
8,588
Q2 2025 Added 1.49%
$149B
$945 Million 0.33% of portfolio
9,059
Q2 2025 Added 8.04%
$57.1B
$947 Million 0.33% of portfolio
4,692
Q2 2025 Added 6.56%
$219B
$928 Million 0.33% of portfolio
6,365
Q2 2025 Added 6.03%
$171B
$901 Million 0.32% of portfolio
2,376
Q2 2025 Added 8.15%
$236B
$894 Million 0.32% of portfolio
6,483
Q2 2025 Added 4.65%
$256B
$884 Million 0.31% of portfolio
12,285
Q2 2025 Added 4.01%
$59.6B
$833 Million 0.29% of portfolio
8,380
Q2 2025 Added 17.17%
-
$799 Million 0.28% of portfolio
-
Q2 2025 Added 20.73%
$129B
$764 Million 0.27% of portfolio
6,251
Q2 2025 Added 1.12%

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $283 Billion
  • Prior Value $216 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 37 stocks
  • Additional Purchases 141 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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