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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.9 Billion 7.04% of portfolio
31,677
Q2 2025 Added 1.92%
$0
$7.52 Billion 2.66% of portfolio
72,151
Q2 2025 Added 3.16%
$1.67B
$6.82 Billion 2.41% of portfolio
48,719
Q2 2025 Reduced 16.93%
$0
$6.42 Billion 2.27% of portfolio
82,103
Q2 2025 Added 67.1%
$0
$4.84 Billion 1.71% of portfolio
44,394
Q2 2025 Added 1.8%
$0
$4.75 Billion 1.68% of portfolio
7,596
Q2 2025 Added 5.63%
$0
$4.31 Billion 1.52% of portfolio
82,107
Q2 2025 Reduced 8.99%
$0
$3.75 Billion 1.32% of portfolio
18,852
Q2 2025 Added 1.39%
$0
$2.91 Billion 1.03% of portfolio
63,505
Q2 2025 Added 2.48%
$0
$2.66 Billion 0.94% of portfolio
11,904
Q2 2025 Added 1.06%
$0
$2.43 Billion 0.86% of portfolio
64,850
Q2 2025 Added 7.64%
$0
$2.38 Billion 0.84% of portfolio
21,027
Q2 2025 Added 3.44%
$0
$2.15 Billion 0.76% of portfolio
15,469
Q2 2025 Reduced 0.47%
$0
$1.94 Billion 0.69% of portfolio
22,341
Q2 2025 Added 4.35%
$0
$1.93 Billion 0.68% of portfolio
48,100
Q2 2025 Added 5.03%
$0
$1.78 Billion 0.63% of portfolio
16,709
Q2 2025 Added 7.01%
$0
$1.53 Billion 0.54% of portfolio
2,276
Q2 2025 Added 3.93%
$0
$1.42 Billion 0.5% of portfolio
34,842
Q2 2025 Added 0.41%
$0
$1.35 Billion 0.48% of portfolio
6,094
Q2 2025 Added 2.04%
$0
$1.32 Billion 0.47% of portfolio
35,328
Q2 2025 Added 9.89%
$0
$1.09 Billion 0.39% of portfolio
45,061
Q2 2025 Added 6.77%
$0
$1.08 Billion 0.38% of portfolio
5,858
Q2 2025 Added 3.61%
$0
$1.08 Billion 0.38% of portfolio
4,434
Q2 2025 Added 6.03%
$106B
$1.08 Billion 0.38% of portfolio
3,525
Q2 2025 Added 55.22%
$0
$1.05 Billion 0.37% of portfolio
3,712
Q2 2025 Added 6.61%
$0
$1.06 Billion 0.37% of portfolio
4,111
Q2 2025 Added 5.38%
$0
$1.02 Billion 0.36% of portfolio
37,621
Q2 2025 Added 0.18%
$0
$1.01 Billion 0.36% of portfolio
4,155
Q2 2025 Added 35.78%
$0
$986 Million 0.35% of portfolio
19,256
Q2 2025 Reduced 24.7%
$0
$961 Million 0.34% of portfolio
10,295
Q2 2025 Added 3.14%
$0
$920 Million 0.33% of portfolio
8,511
Q2 2025 Added 3.31%
$0
$898 Million 0.32% of portfolio
34,265
Q2 2025 Reduced 0.14%
$0
$864 Million 0.31% of portfolio
37,940
Q2 2025 Reduced 24.53%
$0
$804 Million 0.28% of portfolio
13,574
Q2 2025 Added 6.62%
$0
$755 Million 0.27% of portfolio
9,155
Q2 2025 Added 8.05%
$0
$717 Million 0.25% of portfolio
13,473
Q2 2025 Added 5.09%
$0
$700 Million 0.25% of portfolio
11,542
Q2 2025 Added 12.87%
$0
$648 Million 0.23% of portfolio
3,605
Q2 2025 Added 41.99%
$380M
$581 Million 0.21% of portfolio
29,969
Q2 2025 Reduced 40.57%
$0
$553 Million 0.2% of portfolio
13,924
Q2 2025 Reduced 14.11%
$0
$577 Million 0.2% of portfolio
4,259
Q2 2025 Added 4.85%
$0
$577 Million 0.2% of portfolio
7,291
Q2 2025 Added 3.02%
$0
$555 Million 0.2% of portfolio
14,856
Q2 2025 Reduced 23.71%
$0
$572 Million 0.2% of portfolio
6,344
Q2 2025 Reduced 0.19%
$0
$488 Million 0.17% of portfolio
3,572
Q1 2025 Added 28.03%
$0
$455 Million 0.16% of portfolio
8,997
Q2 2025 Added 7.74%
$0
$437 Million 0.15% of portfolio
6,793
Q2 2025 Added 1.87%
$0
$425 Million 0.15% of portfolio
3,811
Q2 2025 Added 1.09%
$0
$424 Million 0.15% of portfolio
736
Q2 2025 Added 4.84%

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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