Pines Wealth Management, LLC Portfolio Holdings

Pines Wealth Management, LLC

  • $216 Billion
  • Q1 2025

Pines Wealth Management, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $216 Billion distributed in 198 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 $15.5B, Microsoft Corp with a value of $7.37B, Ishares National Muni Bond ETF with a value of $7.16B, Abrdn Precious Metals Basket ETF Trust with a value of $7.08B, and Apple Inc. with a value of $6.75B.

Examining the 13F form we can see an decrease of $13.6B in the current position value, from $230B to 216B.

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 $216 Billion
ETFs: $91 Billion
Technology: $34.8 Billion
Healthcare: $15.6 Billion
Financial Services: $14.9 Billion
Consumer Cyclical: $12.9 Billion
Consumer Defensive: $11 Billion
Industrials: $9.66 Billion
Communication Services: $8.4 Billion
Other: $10.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.5 Billion 7.17% of portfolio
31,079
Q1 2025 Added 115.24%
$2.89T
$7.37 Billion 3.41% of portfolio
20,795
Q1 2025 Added 6.82%
$0
$7.16 Billion 3.31% of portfolio
69,944
Q1 2025 Added 10.47%
$1.52B
$7.08 Billion 3.27% of portfolio
58,648
Q1 2025 Reduced 3.12%
$3.25T
$6.75 Billion 3.12% of portfolio
39,128
Q1 2025 Reduced 1.98%
$1.86T
$6.12 Billion 2.83% of portfolio
35,873
Q1 2025 Added 0.39%
$276B
$5.74 Billion 2.65% of portfolio
59,568
Q1 2025 Added 2.94%
$0
$4.68 Billion 2.16% of portfolio
90,216
Q1 2025 Reduced 2.48%
$0
$4.59 Billion 2.12% of portfolio
43,610
Q1 2025 Added 9.3%
$257B
$4.34 Billion 2.01% of portfolio
53,113
Q1 2025 Reduced 0.11%
$688B
$4.35 Billion 2.01% of portfolio
20,071
Q1 2025 Added 0.4%
$0
$3.84 Billion 1.78% of portfolio
49,134
Q1 2025 Reduced 16.37%
$0
$3.57 Billion 1.65% of portfolio
7,191
Q1 2025 Added 7.49%
$72.2B
$3.51 Billion 1.62% of portfolio
22,470
Q1 2025 Added 3.84%
$0
$3.13 Billion 1.45% of portfolio
18,594
Q1 2025 Added 3.2%
$717B
$2.96 Billion 1.37% of portfolio
4,079
Q1 2025 Added 14.93%
$401B
$2.66 Billion 1.23% of portfolio
16,804
Q1 2025 Added 6.87%
$431B
$2.54 Billion 1.17% of portfolio
25,200
Q1 2025 Added 3.8%
$983B
$2.49 Billion 1.15% of portfolio
16,970
Q1 2025 Added 1.64%
$214B
$2.2 Billion 1.02% of portfolio
9,934
Q1 2025 Added 3.49%
$548B
$2.07 Billion 0.96% of portfolio
6,727
Q1 2025 Added 1.04%
$0
$2.06 Billion 0.95% of portfolio
11,779
Q1 2025 Reduced 8.74%
$922B
$1.93 Billion 0.89% of portfolio
13,367
Q1 2025 Reduced 1.36%
$0
$1.89 Billion 0.87% of portfolio
15,542
Q1 2025 Reduced 0.62%
$0
$1.84 Billion 0.85% of portfolio
20,327
Q1 2025 Added 64.22%
$0
$1.8 Billion 0.83% of portfolio
60,246
Q1 2025 Added 17.11%
$433B
$1.76 Billion 0.81% of portfolio
1,932
Q1 2025 Added 0.73%
$0
$1.64 Billion 0.76% of portfolio
15,614
Q1 2025 Reduced 7.77%
$1.3T
$1.65 Billion 0.76% of portfolio
3,232
Q1 2025 Reduced 1.67%
$0
$1.64 Billion 0.76% of portfolio
42,495
Q1 2025 Added 1.24%
$0
$1.64 Billion 0.76% of portfolio
21,409
Q1 2025 Added 5.5%
$54.8B
$1.54 Billion 0.71% of portfolio
7,756
Q1 2025 Added 10.14%
$0
$1.46 Billion 0.68% of portfolio
45,796
Q1 2025 Added 6.21%
$139B
$1.41 Billion 0.65% of portfolio
6,650
Q1 2025 Reduced 0.49%
$157B
$1.39 Billion 0.64% of portfolio
4,966
Q1 2025 Added 4.0%
Capital Group Conservative E
-
$1.36 Billion 0.63% of portfolio
-
Q1 2025 Added 2.34%
$366B
$1.32 Billion 0.61% of portfolio
3,938
Q1 2025 Added 9.97%
$0
$1.27 Billion 0.59% of portfolio
25,574
Q1 2025 Added 1.95%
$133B
$1.23 Billion 0.57% of portfolio
19,136
Q1 2025 Added 7.75%
$99.7B
$1.23 Billion 0.57% of portfolio
1,878
Q1 2025 Added 1.9%
$156B
$1.24 Billion 0.57% of portfolio
9,945
Q1 2025 Added 12.18%
$549B
$1.21 Billion 0.56% of portfolio
2,184
Q1 2025 Added 25.59%
$92.9B
$1.14 Billion 0.53% of portfolio
9,805
Q1 2025 Added 0.63%
$0
$1.15 Billion 0.53% of portfolio
50,270
Q1 2025 Added 3.0%
$172B
$1.13 Billion 0.52% of portfolio
2,454
Q1 2025 Reduced 9.94%
$233B
$1.13 Billion 0.52% of portfolio
3,761
Q1 2025 Reduced 15.18%
$176B
$1.1 Billion 0.51% of portfolio
2,613
Q1 2025 Added 8.29%
$265B
$1.07 Billion 0.49% of portfolio
7,808
Q1 2025 Added 3.35%
$76.5B
$1.06 Billion 0.49% of portfolio
4,170
Q1 2025 Added 14.59%

Summary

  • Portfolio
  • No. of Stocks 198
  • Current Value $216 Billion
  • Prior Value $230 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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