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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$148B
$1.29 Billion 0.46% of portfolio
3,562
Q2 2025 Added 12.26%
$79.5B
$1.29 Billion 0.46% of portfolio
6,550
Q2 2025 Reduced 6.25%
$533B
$1.27 Billion 0.45% of portfolio
2,234
Q2 2025 Added 23.9%
$331B
$1.26 Billion 0.44% of portfolio
6,633
Q2 2025 Added 14.76%
$168B
$1.21 Billion 0.43% of portfolio
2,820
Q2 2025 Added 7.92%
$101B
$1.21 Billion 0.43% of portfolio
2,345
Q2 2025 Added 11.35%
$280B
$1.23 Billion 0.43% of portfolio
17,660
Q2 2025 Reduced 0.72%
$220B
$1.18 Billion 0.42% of portfolio
4,001
Q2 2025 Added 6.38%
$294B
$1.17 Billion 0.41% of portfolio
7,884
Q2 2025 Added 0.97%
$108B
$1.15 Billion 0.41% of portfolio
2,497
Q2 2025 Added 7.44%
$93B
$1.17 Billion 0.41% of portfolio
9,940
Q2 2025 Added 1.38%
$0
$1.09 Billion 0.39% of portfolio
45,061
Q2 2025 Added 6.77%
$101B
$1.09 Billion 0.39% of portfolio
10,095
Q2 2025 Added 12.6%
$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%
$146B
$1.08 Billion 0.38% of portfolio
8,588
Q2 2025 Added 1.49%
$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%
Capital Group Equity ETF Tr
-
$951 Million 0.34% of portfolio
-
Q2 2025 Added 6.44%
Capital Grp Fixed Incm ETF T
-
$969 Million 0.34% of portfolio
-
Q2 2025 Added 18.82%
$0
$961 Million 0.34% of portfolio
10,295
Q2 2025 Added 3.14%
$148B
$945 Million 0.33% of portfolio
9,059
Q2 2025 Added 8.04%
$0
$920 Million 0.33% of portfolio
8,511
Q2 2025 Added 3.31%
$58.9B
$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%
$173B
$901 Million 0.32% of portfolio
2,376
Q2 2025 Added 8.15%
$250B
$894 Million 0.32% of portfolio
6,483
Q2 2025 Added 4.65%
$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%
$253B
$884 Million 0.31% of portfolio
12,285
Q2 2025 Added 4.01%
$60.5B
$833 Million 0.29% of portfolio
8,380
Q2 2025 Added 17.17%
-
$799 Million 0.28% of portfolio
-
Q2 2025 Added 20.73%
$0
$804 Million 0.28% of portfolio
13,574
Q2 2025 Added 6.62%
$119B
$764 Million 0.27% of portfolio
6,251
Q2 2025 Added 1.12%
$118B
$762 Million 0.27% of portfolio
8,132
Q2 2025 Added 1.98%
$0
$755 Million 0.27% of portfolio
9,155
Q2 2025 Added 8.05%
$1.22T
$772 Million 0.27% of portfolio
3,289
Q2 2025 Added 7.62%
$256B
$776 Million 0.27% of portfolio
4,336
Q2 2025 Added 2.77%
-
$770 Million 0.27% of portfolio
-
Q2 2025 Added 15.87%
$313B
$726 Million 0.26% of portfolio
8,689
Q2 2025 Added 35.22%
$60B
$730 Million 0.26% of portfolio
16,019
Q2 2025 Reduced 1.72%
$220B
$726 Million 0.26% of portfolio
1,825
Q2 2025 Added 19.05%
$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%
$125B
$669 Million 0.24% of portfolio
4,825
Q2 2025 Added 17.25%
Capital Group Core Balanced
-
$673 Million 0.24% of portfolio
-
Q2 2025 Added 11.18%

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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