Pine Harbor Wealth Management, LLC Incresed Positions in Q1 2025

Pine Harbor Wealth Management, LLC

  • $250 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Pgim ETF Tr
72.6K
+ 17.37%
N/A
491K $25.2B
PULS
Pgim ETF Tr

ETFs
46.5K
+ 12.8%
$49.56 - $49.78 $2.3M - $2.31M
410K $20.4B
AVLV
American Centy ETF Tr Avantis
19.8K
+ 28.24%
$63.51 - $70.42 $1.26M - $1.4M
90K $5.87B
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.91K
+ 2.56%
$46.74 - $47.55 $230K - $234K
197K $9.36B
VUSB
Vanguard Bd Index Fds
3.69K
+ 3.57%
N/A
107K $5.35B
VEA
Vanguard Ftse Developed Market

ETFs
1.17K
+ 3.03%
$47.4 - $52.99 $55.6K - $62.2K
39.9K $2.03B
VTV
Vanguard Value ETF

ETFs
610
+ 8.5%
$167.73 - $179.21 $102K - $109K
7.78K $1.34B
Dimensional ETF Trust
1.83K
+ 2.47%
N/A
75.8K $2.32B
LLY
Eli Lilly & CO

Healthcare
2
+ 0.14%
$725.72 - $929.72 $1.45K - $1.86K
1.48K $1.22B
ABT
Abbott Laboratories

Healthcare
14
+ 0.43%
$111.1 - $140.22 $1.56K - $1.96K
3.3K $438M
ABBV
Abb Vie Inc.

Healthcare
11
+ 0.72%
$169.2 - $216.66 $1.86K - $2.38K
1.54K $322M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
165
+ 11.54%
$507.05 - $563.67 $83.7K - $93K
1.6K $820M
DUK
Duke Energy Corp

Utilities
2
+ 0.06%
$105.87 - $121.97 $212 - $244
3.24K $395M
SYK
Stryker Corp

Healthcare
1
+ 0.03%
$355.18 - $399.9 $355 - $400
3.66K $1.36B
MA
Mastercard Inc

Financial Services
1
+ 0.08%
$504.67 - $576.31 $505 - $576
1.3K $714M
VEU
Vanguard Ftse All World Ex Us

ETFs
165
+ 3.0%
$56.51 - $62.98 $9.32K - $10.4K
5.66K $343M
XLE
Energy Sector Spdr

ETFs
13
+ 0.47%
$85.7 - $93.96 $1.11K - $1.22K
2.76K $258M
SUB
Ishares Short Term National Mu

ETFs
170
+ 0.51%
$105.3 - $106.24 $17.9K - $18.1K
33.7K $3.56B
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.44%
$286.85 - $318.64 $861 - $956
691 $211M
CSCO
Cisco Systems, Inc.

Technology
5
+ 0.14%
$58.74 - $64.87 $294 - $324
3.62K $223M
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.14%
$112.81 - $126.16 $338 - $378
2.19K $266M
QCOM
Qualcomm Inc

Technology
4
+ 0.3%
$151.94 - $175.86 $608 - $703
1.32K $203M
INTU
Intuit Inc

Technology
1
+ 0.25%
$555.63 - $630.23 $556 - $630
404 $248M
TXN
Texas Instruments Inc

Technology
10
+ 0.66%
N/A
1.53K $275M
VB
Vanguard Small Cap ETF

ETFs
17
+ 1.88%
$217.89 - $252.64 $3.7K - $4.29K
922 $205M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.17%
$551.42 - $612.93 $551 - $613
603 $338M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.5K
+ 6.82%
$27.56 - $32.1 $41.2K - $48K
23.4K $660M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2
+ 0.06%
$58.81 - $68.2 $118 - $136
3.4K $203M
PNC
Pnc Financial Services Group, Inc.

Financial Services
11
+ 0.75%
$168.84 - $202.89 $1.86K - $2.23K
1.48K $260M
MRK
Merck & Co., Inc.

Healthcare
9
+ 0.36%
$83.01 - $101.02 $747 - $909
2.52K $226M
SOXX
Ishares Semiconductor ETF

ETFs
20
+ 1.12%
$188.17 - $235.81 $3.76K - $4.72K
1.8K $339M
AVUV
American Centy ETF Tr Avantis

ETFs
13.8K
+ 9.22%
$84.95 - $100.62 $1.17M - $1.39M
164K $14.3B
DFUS
Dimensional ETF Tr U S Equity

ETFs
18.5K
+ 3.75%
$59.61 - $66.71 $1.1M - $1.23M
512K $31B
VUG
Vanguard Growth ETF

ETFs
535
+ 3.0%
$369.1 - $427.61 $197K - $229K
18.4K $6.81B
QQQ
Invesco Qqq Trust, Series 1

ETFs
656
+ 2.05%
$468.34 - $539.52 $307K - $354K
32.7K $15.3B
Activity Summary
Buys All Purchases 38 New Holdings 2 Increased Positions 36 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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