Pines Wealth Management, LLC Portfolio Holdings

Pines Wealth Management, LLC

  • $297 Billion
  • Q3 2025

Pines Wealth Management, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $297 Billion distributed in 226 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 $21.1B, Nvidia Corp with a value of $12.4B, Microsoft Corp with a value of $11.3B, Apple Inc. with a value of $9.8B, and Amazon Com Inc with a value of $8.25B.

Examining the 13F form we can see an increase of $14.3B in the current position value, from $283B to 297B.

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 $297 Billion
ETFs: $116 Billion
Technology: $60.3 Billion
Financial Services: $21.2 Billion
Consumer Cyclical: $18 Billion
Healthcare: $16.5 Billion
Industrials: $14.9 Billion
Communication Services: $12.7 Billion
Consumer Defensive: $12.2 Billion
Other: $14.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$306B
$405 Million 0.14% of portfolio
6,111
Q3 2025 Added 2.9%
$103B
$415 Million 0.14% of portfolio
5,507
Q3 2025 Reduced 13.78%
$123B
$383 Million 0.13% of portfolio
548
Q3 2025 Reduced 39.38%
$84.4B
$392 Million 0.13% of portfolio
2,000
Q3 2025 Reduced 8.09%
$55.6B
$389 Million 0.13% of portfolio
2,660
Q3 2025 Added 0.34%
$144B
$380 Million 0.13% of portfolio
832
Q3 2025 Added 4.26%
$148B
$400 Million 0.13% of portfolio
5,004
Q3 2025 Reduced 7.88%
Linde PLC
-
$392 Million 0.13% of portfolio
-
Q3 2025 Reduced 27.16%
$0
$372 Million 0.13% of portfolio
3,988
Q3 2025 Reduced 10.44%
Lam Research Corp
-
$397 Million 0.13% of portfolio
-
Q3 2025 Reduced 8.3%
$62.3B
$362 Million 0.12% of portfolio
3,213
Q3 2025 Reduced 2.1%
$77.2B
$369 Million 0.12% of portfolio
1,735
Q3 2025 Reduced 8.49%
$0
$364 Million 0.12% of portfolio
8,651
Q3 2025 Added 12.2%
Ge Vernova Inc
-
$361 Million 0.12% of portfolio
-
Q3 2025 Reduced 25.7%
$123B
$364 Million 0.12% of portfolio
6,860
Q3 2025 Reduced 10.49%
$120B
$366 Million 0.12% of portfolio
11,642
Q3 2025 Reduced 8.48%
$109B
$328 Million 0.11% of portfolio
5,906
Q3 2025 Reduced 25.84%
$132B
$333 Million 0.11% of portfolio
1,347
Q3 2025 Added 9.51%
$0
$321 Million 0.11% of portfolio
1,083
Q3 2025 Added 8.08%
Blackrock Inc
-
$338 Million 0.11% of portfolio
-
Q3 2025 Added 24.46%
$78.2B
$327 Million 0.11% of portfolio
1,011
Q3 2025 Added 45.68%
$160B
$338 Million 0.11% of portfolio
1,705
Q3 2025 Added 50.88%
$84B
$286 Million 0.1% of portfolio
1,488
Q3 2025 Added 4.06%
$97.3B
$294 Million 0.1% of portfolio
3,472
Q3 2025 Added 8.3%
$0
$288 Million 0.1% of portfolio
1,347
Q3 2025 Added 12.25%
Arista Networks Inc
-
$292 Million 0.1% of portfolio
-
Q3 2025 New
$53.8B
$301 Million 0.1% of portfolio
1,280
Q3 2025 Reduced 29.48%
$71.5B
$302 Million 0.1% of portfolio
385
Q3 2025 Added 7.24%
$0
$304 Million 0.1% of portfolio
50,000
Q3 2025 New
$177B
$311 Million 0.1% of portfolio
1,694
Q3 2025 Reduced 9.07%
$53.1B
$292 Million 0.1% of portfolio
919
Q3 2025 Added 41.6%
$6.2B
$291 Million 0.1% of portfolio
2,699
Q3 2025 Reduced 3.78%
$114B
$302 Million 0.1% of portfolio
1,398
Q3 2025 Reduced 8.03%
$64.7B
$280 Million 0.09% of portfolio
2,498
Q3 2025 Added 10.53%
$0
$278 Million 0.09% of portfolio
5,134
Q3 2025 Reduced 10.34%
$152B
$253 Million 0.09% of portfolio
1,025
Q3 2025 Reduced 9.77%
$50.4B
$281 Million 0.09% of portfolio
4,593
Q3 2025 Added 16.1%
$76.2B
$282 Million 0.09% of portfolio
4,510
Q3 2025 Added 7.46%
$0
$268 Million 0.09% of portfolio
2,674
Q3 2025 Added 0.34%
$0
$261 Million 0.09% of portfolio
2,987
Q3 2025 Added 1.19%
$405B
$282 Million 0.09% of portfolio
291
Q3 2025 Reduced 28.5%
$74.3B
$257 Million 0.09% of portfolio
4,053
Q3 2025 Added 6.24%
$172B
$235 Million 0.08% of portfolio
5,358
Q3 2025 Reduced 1.31%
$8.96B
$233 Million 0.08% of portfolio
5,028
Q1 2025 New
$24.1B
$244 Million 0.08% of portfolio
5,750
Q3 2025 New
$0
$245 Million 0.08% of portfolio
1,205
Q4 2024 New
$45.2B
$235 Million 0.08% of portfolio
3,934
Q3 2025 Added 23.91%
$141B
$230 Million 0.08% of portfolio
9,030
Q3 2025 Reduced 9.88%
$181B
$244 Million 0.08% of portfolio
2,492
Q3 2025 Added 14.89%

Summary

  • Portfolio
  • No. of Stocks 226
  • Current Value $297 Billion
  • Prior Value $283 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
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