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
$0
$21.1 Billion 7.11% of portfolio
31,559
Q3 2025 Reduced 0.37%
$465B
$12.4 Billion 4.19% of portfolio
66,608
Q3 2025 Added 1.18%
$3.78T
$11.3 Billion 3.82% of portfolio
21,881
Q3 2025 Reduced 2.33%
$4.3T
$9.8 Billion 3.3% of portfolio
38,486
Q3 2025 Reduced 7.8%
$2.39T
$8.25 Billion 2.78% of portfolio
37,580
Q3 2025 Reduced 3.03%
$0
$7.98 Billion 2.69% of portfolio
74,944
Q3 2025 Added 3.87%
$2.1B
$7.62 Billion 2.57% of portfolio
46,086
Q3 2025 Reduced 5.4%
$139B
$7.53 Billion 2.54% of portfolio
22,835
Q3 2025 Reduced 4.03%
$0
$6.59 Billion 2.22% of portfolio
83,464
Q3 2025 Added 1.66%
$881B
$6.19 Billion 2.09% of portfolio
19,637
Q3 2025 Reduced 4.33%
$279B
$5.46 Billion 1.84% of portfolio
52,972
Q3 2025 Reduced 1.68%
$0
$5.25 Billion 1.77% of portfolio
7,885
Q3 2025 Added 3.8%
$0
$5.16 Billion 1.74% of portfolio
46,286
Q3 2025 Added 4.26%
$0
$4.37 Billion 1.47% of portfolio
82,479
Q3 2025 Added 0.45%
$1.74T
$4.38 Billion 1.47% of portfolio
17,979
Q3 2025 Added 1.22%
$0
$3.8 Billion 1.28% of portfolio
18,420
Q3 2025 Reduced 2.29%
$1.65T
$3.22 Billion 1.08% of portfolio
13,248
Q3 2025 Reduced 10.37%
$0
$3.05 Billion 1.03% of portfolio
65,219
Q3 2025 Added 2.7%
$266B
$3.02 Billion 1.02% of portfolio
10,706
Q3 2025 Added 1.64%
$0
$2.89 Billion 0.97% of portfolio
11,958
Q3 2025 Added 0.45%
$490B
$2.81 Billion 0.95% of portfolio
24,924
Q3 2025 Reduced 2.04%
$346B
$2.66 Billion 0.9% of portfolio
17,303
Q3 2025 Added 1.75%
$0
$2.5 Billion 0.84% of portfolio
21,027
Q2 2025 Added 3.44%
$0
$2.45 Billion 0.82% of portfolio
61,930
Q3 2025 Reduced 4.5%
$1.37T
$2.44 Billion 0.82% of portfolio
3,322
Q3 2025 Reduced 7.44%
$533B
$2.17 Billion 0.73% of portfolio
6,351
Q3 2025 Reduced 8.04%
$0
$2.1 Billion 0.71% of portfolio
23,482
Q3 2025 Added 5.11%
$68.9B
$2.07 Billion 0.7% of portfolio
8,798
Q3 2025 Reduced 1.92%
$265B
$2.03 Billion 0.69% of portfolio
2,555
Q3 2025 Reduced 3.66%
$0
$2.06 Billion 0.69% of portfolio
19,279
Q3 2025 Added 15.38%
$0
$1.94 Billion 0.65% of portfolio
46,082
Q3 2025 Reduced 4.2%
$0
$1.92 Billion 0.65% of portfolio
13,706
Q3 2025 Reduced 11.4%
$1.29T
$1.9 Billion 0.64% of portfolio
4,274
Q3 2025 Reduced 7.41%
$367B
$1.86 Billion 0.63% of portfolio
4,581
Q3 2025 Added 6.09%
$140B
$1.84 Billion 0.62% of portfolio
7,305
Q3 2025 Added 3.65%
$404B
$1.82 Billion 0.61% of portfolio
1,962
Q3 2025 Reduced 2.53%
Capital Group Conservative E
-
$1.75 Billion 0.59% of portfolio
-
Q3 2025 Reduced 0.44%
$187B
$1.73 Billion 0.58% of portfolio
10,407
Q3 2025 Added 0.13%
$0
$1.69 Billion 0.57% of portfolio
2,266
Q3 2025 Reduced 0.44%
$0
$1.64 Billion 0.55% of portfolio
30,618
Q3 2025 Reduced 1.31%
$168B
$1.59 Billion 0.54% of portfolio
21,088
Q3 2025 Added 2.09%
$414B
$1.52 Billion 0.51% of portfolio
6,568
Q3 2025 Reduced 0.98%
$0
$1.51 Billion 0.51% of portfolio
37,316
Q3 2025 Added 5.63%
$94.5B
$1.48 Billion 0.5% of portfolio
4,353
Q3 2025 Reduced 0.78%
$161B
$1.5 Billion 0.5% of portfolio
1,387
Q3 2025 Reduced 3.61%
$0
$1.49 Billion 0.5% of portfolio
33,955
Q3 2025 Reduced 2.55%
$121B
$1.45 Billion 0.49% of portfolio
1,881
Q3 2025 Added 0.16%
$0
$1.44 Billion 0.48% of portfolio
6,003
Q3 2025 Reduced 1.49%
$183B
$1.43 Billion 0.48% of portfolio
5,066
Q3 2025 Reduced 0.88%

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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