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
$120B
$762 Million 0.27% of portfolio
8,132
Q2 2025 Added 1.98%
$1.19T
$772 Million 0.27% of portfolio
3,289
Q2 2025 Added 7.62%
$280B
$776 Million 0.27% of portfolio
4,336
Q2 2025 Added 2.77%
-
$770 Million 0.27% of portfolio
-
Q2 2025 Added 15.87%
$317B
$726 Million 0.26% of portfolio
8,689
Q2 2025 Added 35.22%
$60.6B
$730 Million 0.26% of portfolio
16,019
Q2 2025 Reduced 1.72%
$214B
$726 Million 0.26% of portfolio
1,825
Q2 2025 Added 19.05%
$120B
$669 Million 0.24% of portfolio
4,825
Q2 2025 Added 17.25%
$160B
$683 Million 0.24% of portfolio
2,842
Q2 2025 Reduced 9.89%
$26.6B
$677 Million 0.24% of portfolio
31,742
Q2 2025 Added 5.66%
$231B
$665 Million 0.24% of portfolio
4,948
Q2 2025 Reduced 2.37%
$219B
$678 Million 0.24% of portfolio
5,469
Q2 2025 Reduced 10.55%
$49.1B
$636 Million 0.23% of portfolio
3,685
Q2 2025 Added 6.26%
$119B
$644 Million 0.23% of portfolio
7,283
Q2 2025 Added 14.46%
$169B
$644 Million 0.23% of portfolio
7,263
Q2 2025 Added 27.96%
$139B
$655 Million 0.23% of portfolio
904
Q2 2025 Added 37.8%
$194B
$601 Million 0.21% of portfolio
575
Q2 2025 Added 16.87%
$212B
$584 Million 0.21% of portfolio
7,215
Q2 2025 Added 3.35%
$62.1B
$589 Million 0.21% of portfolio
7,302
Q2 2025 Added 1.35%
$143B
$595 Million 0.21% of portfolio
2,520
Q2 2025 Added 1.74%
$240B
$586 Million 0.21% of portfolio
1,785
Q2 2025 Reduced 6.79%
$187B
$568 Million 0.2% of portfolio
4,192
Q2 2025 Added 0.94%
$102B
$555 Million 0.2% of portfolio
1,270
Q2 2025 Added 5.83%
$63.7B
$541 Million 0.19% of portfolio
19,056
Q2 2025 Reduced 0.2%
$156B
$551 Million 0.19% of portfolio
7,964
Q2 2025 Added 22.88%
$91B
$528 Million 0.19% of portfolio
6,906
Q2 2025 Added 29.57%
$281B
$505 Million 0.18% of portfolio
1,635
Q2 2025 Reduced 25.14%
$46.9B
$478 Million 0.17% of portfolio
40,435
Q2 2025 Added 3.94%
$260B
$488 Million 0.17% of portfolio
1,793
Q2 2025 Reduced 17.26%
$157B
$458 Million 0.16% of portfolio
12,721
Q2 2025 Added 14.69%
$287B
$444 Million 0.16% of portfolio
1,797
Q2 2025 Added 41.27%
$80.2B
$459 Million 0.16% of portfolio
911
Q2 2025 Reduced 0.22%
$153B
$416 Million 0.15% of portfolio
798
Q2 2025 Added 29.13%
$84.5B
$431 Million 0.15% of portfolio
6,387
Q2 2025 Added 27.23%
$72.9B
$422 Million 0.15% of portfolio
2,651
Q2 2025 Added 1.92%
$300B
$424 Million 0.15% of portfolio
5,939
Q2 2025 Reduced 7.87%
$60.3B
$435 Million 0.15% of portfolio
1,815
Q2 2025 Added 26.13%
$222B
$435 Million 0.15% of portfolio
6,267
Q2 2025 Added 6.67%
$84.8B
$419 Million 0.15% of portfolio
1,896
Q2 2025 Added 14.84%
$91.5B
$437 Million 0.15% of portfolio
608
Q2 2025 Added 2.01%
$618B
$426 Million 0.15% of portfolio
1,797
Q2 2025 New
$92.5B
$384 Million 0.14% of portfolio
1,200
Q2 2025 Added 26.98%
$116B
$387 Million 0.14% of portfolio
2,496
Q2 2025 Added 12.69%
$177B
$402 Million 0.14% of portfolio
1,863
Q2 2025 Added 0.65%
$134B
$408 Million 0.14% of portfolio
5,432
Q2 2025 Reduced 3.0%
$410B
$393 Million 0.14% of portfolio
2,520
Q2 2025 Reduced 15.49%
$76.6B
$394 Million 0.14% of portfolio
2,176
Q2 2025 Added 22.18%
$244B
$363 Million 0.13% of portfolio
2,517
Q2 2025 Reduced 6.81%
$56B
$375 Million 0.13% of portfolio
473
Q2 2025 Added 4.65%

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
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