Pine Harbor Wealth Management, LLC Purchases in Q2 2025

Pine Harbor Wealth Management, LLC

  • $284 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
116K
+ 28.21%
$49.39 - $49.76 $5.71M - $5.75M
525K $26.1B
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.2K
+ 1.41%
$53.65 - $67.02 $386K - $483K
519K $34.8B
DFIC
Dimensional ETF Tr Dimensional

ETFs
41.8K
+ 6.21%
$24.94 - $31.15 $1.04M - $1.3M
715K $22.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
400
+ 1.22%
$416.06 - $551.64 $166K - $221K
33.1K $18.3B
Pgim ETF Tr
47.7K
+ 9.72%
N/A
538K $27.7B
AVLV
American Centy ETF Tr Avantis
23.2K
+ 25.81%
$56.85 - $68.21 $1.32M - $1.58M
113K $7.72B
VTI
Vanguard Total Stock Market Et

ETFs
1.09K
+ 2.15%
$243.75 - $303.93 $265K - $330K
51.6K $15.7B
JPIB
Jpmorgan International Bond Op

ETFs
36.9K
New
$47.18 - $48.62 $1.74M - $1.79M
36.9K $1.79B
MSFT
Microsoft Corp

Technology
589
+ 5.39%
$354.56 - $497.45 $209K - $293K
11.5K $5.73B
VUG
Vanguard Growth ETF

ETFs
622
+ 3.39%
$329.49 - $438.4 $205K - $273K
19K $8.32B
VEA
Vanguard Ftse Developed Market

ETFs
7.09K
+ 17.78%
$45.65 - $57.01 $324K - $404K
47K $2.68B
DE
Deere & CO

Industrials
1.04K
New
$412.99 - $531.48 $429K - $552K
1.04K $529M
MEAR
Blackrock Short Maturity Munic

ETFs
9.8K
+ 5.37%
$49.74 - $50.27 $487K - $492K
192K $9.66B
IONQ
Ion Q, Inc.

Technology
11.2K
New
$20.68 - $48.04 $231K - $538K
11.2K $481M
PM
Philip Morris International Inc.

Consumer Defensive
2.42K
New
$149.23 - $184.95 $361K - $447K
2.42K $440M
LNG
Cheniere Energy, Inc.

Energy
1.4K
New
$197.25 - $244.33 $277K - $343K
1.4K $342M
SUB
Ishares Short Term National Mu

ETFs
2.92K
+ 8.65%
$104.77 - $106.34 $306K - $310K
36.6K $3.9B
DGRO
Ishares Core Dividend Growth E

ETFs
4.41K
+ 23.75%
$55.22 - $63.94 $244K - $282K
23K $1.47B
NSC
Norfolk Southern Corp

Industrials
1.16K
+ 122.04%
$206.34 - $257.46 $240K - $299K
2.12K $542M
MO
Altria Group, Inc.

Consumer Defensive
5.37K
New
$55.56 - $60.91 $298K - $327K
5.37K $315M
VUSB
Vanguard Bd Index Fds
6.29K
+ 5.86%
N/A
114K $5.66B
Dimensional ETF Trust
8.05K
+ 10.62%
N/A
83.8K $2.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
987
+ 21.88%
$483.48 - $539.8 $477K - $533K
5.5K $2.67B
SYY
Sysco Corp

Consumer Defensive
3.4K
New
$68.0 - $75.91 $231K - $258K
3.4K $258M
HD
Home Depot, Inc.

Consumer Cyclical
692
+ 36.14%
$335.24 - $380.78 $232K - $263K
2.61K $956M
AVGO
Broadcom Inc.

Technology
913
New
$146.29 - $275.65 $134K - $252K
913 $252M
UNH
Unitedhealth Group Inc

Healthcare
759
New
$274.35 - $599.47 $208K - $455K
759 $237M
CEG
Constellation Energy Corp

Utilities
708
New
$170.96 - $322.76 $121K - $229K
708 $229M
KO
Coca Cola CO

Consumer Defensive
3.27K
+ 93.19%
$68.37 - $73.9 $224K - $242K
6.79K $480M
AXP
American Express CO

Financial Services
699
New
$231.39 - $318.98 $162K - $223K
699 $223M
SCHW
Schwab Charles Corp

Financial Services
2.43K
New
$69.06 - $91.24 $168K - $222K
2.43K $222M
XYL
Xylem Inc.

Industrials
1.7K
New
$102.86 - $129.5 $175K - $220K
1.7K $220M
BKNG
Booking Holdings Inc.

Consumer Cyclical
36
New
$4164.15 - $5789.24 $150K - $208K
36 $208M
HON
Honeywell International Inc

Industrials
860
New
$182.86 - $232.88 $157K - $200K
860 $200M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3
+ 0.02%
$86.93 - $109.64 $261 - $329
12.4K $1.36B
JPM
Jpmorgan Chase & CO

Financial Services
63
+ 2.49%
$210.28 - $289.91 $13.2K - $18.3K
2.59K $752M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
65
+ 0.43%
$75.29 - $91.16 $4.89K - $5.93K
15.2K $1.37B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12
+ 0.75%
$456.74 - $568.03 $5.48K - $6.82K
1.61K $913M
SOXX
Ishares Semiconductor ETF

ETFs
3
+ 0.17%
$154.86 - $239.07 $465 - $717
1.8K $431M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.62K
+ 6.92%
$24.21 - $29.47 $39.3K - $47.8K
25.1K $737M
SPY
Spdr S&P 500 ETF Trust

ETFs
36
+ 5.97%
$496.48 - $617.85 $17.9K - $22.2K
639 $395M
DFSU
Dimensional ETF Tr Dimen Us Su
10
+ 0.06%
N/A
15.8K $620M
ADP
Automatic Data Processing Inc

Industrials
140
+ 20.26%
$276.76 - $326.81 $38.7K - $45.8K
831 $256M
TXN
Texas Instruments Inc

Technology
9
+ 0.59%
N/A
1.54K $320M
PNC
Pnc Financial Services Group, Inc.

Financial Services
140
+ 9.47%
$149.76 - $186.42 $21K - $26.1K
1.62K $302M
VEU
Vanguard Ftse All World Ex Us

ETFs
39
+ 0.69%
$54.19 - $67.22 $2.11K - $2.62K
5.7K $383M
DFSI
Dimensional ETF Tr Dimen Intl
20
+ 0.32%
N/A
6.36K $251M
CSCO
Cisco Systems, Inc.

Technology
5
+ 0.14%
$53.19 - $69.38 $266 - $347
3.62K $251M
MCD
Mcdonalds Corp

Consumer Cyclical
160
+ 16.19%
$285.55 - $321.23 $45.7K - $51.4K
1.15K $336M
Activity Summary
Buys All Purchases 58 New Holdings 15 Increased Positions 43 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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