Pines Wealth Management, LLC Purchases in Q1 2025

Pines Wealth Management, LLC

  • $216 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
85
+ 15.95%
$408.57 - $509.27 $34.7K - $43.3K
618 $255M
EFA
Ishares Tr Msci Eafe ETF

ETFs
614
+ 15.99%
$74.85 - $84.89 $46K - $52.1K
4.46K $325M
NOC
Northrop Grumman Corp

Industrials
12
+ 1.33%
$433.45 - $513.82 $5.2K - $6.17K
913 $449M
NEE
Nextera Energy Inc

Utilities
1.38K
+ 7.75%
$66.96 - $76.16 $92.2K - $105K
19.1K $1.23B
AEP
American Electric Power CO Inc

Utilities
38
+ 1.17%
$90.32 - $109.27 $3.43K - $4.15K
3.28K $332M
XLC
Select Sector Spdr Tr Communic

ETFs
1.13K
+ 15.93%
$94.84 - $105.31 $107K - $119K
8.24K $710M
V
Visa Inc.

Financial Services
69
+ 1.04%
$306.92 - $362.71 $21.2K - $25K
6.73K $2.07B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
489
+ 1.95%
$49.67 - $51.43 $24.3K - $25.1K
25.6K $1.27B
XLRE
Select Sector Spdr Tr Real Est

ETFs
994
+ 16.22%
$39.18 - $43.52 $38.9K - $43.3K
7.12K $264M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.39K
+ 11.17%
$11.22 - $11.8 $38K - $40K
33.7K $368M
XLV
Select Sector Spdr Fund Health

ETFs
358
+ 9.67%
$137.61 - $149.68 $49.3K - $53.6K
4.06K $540M
CGUS
Capital Group Core Equity ETF
8.8K
+ 17.11%
$33.08 - $36.62 $291K - $322K
60.2K $1.8B
VDC
Vanguard Consumer Staples ETF

ETFs
83
+ 8.21%
$206.54 - $226.16 $17.1K - $18.8K
1.09K $224M
Kenvue Inc
279
+ 2.45%
N/A
11.7K $251M
F
Ford Motor CO

Consumer Cyclical
5.16K
+ 15.28%
$9.12 - $10.43 $47K - $53.8K
38.9K $338M
XLF
Financial Sector Spdr

ETFs
1.16K
+ 9.9%
$47.32 - $52.19 $54.7K - $60.3K
12.8K $563M
BDX
Becton Dickinson & CO

Healthcare
246
+ 20.87%
$222.79 - $249.08 $54.8K - $61.3K
1.43K $286M
SBUX
Starbucks Corp

Consumer Cyclical
515
+ 18.98%
$91.75 - $115.81 $47.3K - $59.6K
3.23K $257M
BMY
Bristol Myers Squibb CO

Healthcare
345
+ 8.19%
$53.9 - $63.11 $18.6K - $21.8K
4.56K $242M
CRWD
Crowd Strike Holdings, Inc.

Technology
153
+ 7.83%
$308.86 - $455.36 $47.3K - $69.7K
2.11K $685M
AZN
Astrazeneca PLC

Healthcare
229
+ 4.06%
$65.37 - $77.96 $15K - $17.9K
5.88K $381M
SOXX
Ishares Semiconductor ETF

ETFs
900
+ 41.67%
$188.17 - $235.81 $169K - $212K
3.06K $474M
IBB
Ishares Biotechnology ETF

ETFs
464
+ 19.41%
$127.9 - $140.56 $59.3K - $65.2K
2.86K $320M
VIS
Vanguard Industrial ETF

ETFs
121
+ 15.18%
$243.63 - $273.99 $29.5K - $33.2K
918 $202M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
932
+ 36.55%
$211.47 - $267.17 $197K - $249K
3.48K $627M
URI
United Rentals, Inc.

Industrials
72
+ 18.95%
$594.17 - $789.56 $42.8K - $56.8K
452 $249M
ZTS
Zoetis Inc.

Healthcare
249
+ 10.59%
$156.48 - $175.67 $39K - $43.7K
2.6K $376M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
480
+ 7.76%
$54.25 - $57.64 $26K - $27.7K
6.67K $334M
SHEL
Shell PLC

Energy
768
+ 6.95%
$62.84 - $73.29 $48.3K - $56.3K
11.8K $706M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
290
+ 1.51%
$36.63 - $37.45 $10.6K - $10.9K
19.5K $687M
CAT
Caterpillar Inc

Industrials
282
+ 22.54%
$326.75 - $407.63 $92.1K - $115K
1.53K $420M
ADBE
Adobe Inc.

Technology
305
+ 16.12%
$377.84 - $464.11 $115K - $142K
2.2K $747M
LIT
Global X Fds Global X Lithium

ETFs
2.55K
+ 18.68%
$38.8 - $42.84 $99K - $109K
16.2K $516M
VGT
Vanguard Information Technolog

ETFs
447
+ 25.65%
$542.38 - $646.34 $242K - $289K
2.19K $1.03B
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 0.73%
$890.62 - $1076.86 $12.5K - $15.1K
1.93K $1.76B
CGDV
Capital Group Divid Value ETF

ETFs
2.68K
+ 6.21%
$34.95 - $37.36 $93.6K - $100K
45.8K $1.46B
CSCO
Cisco Systems, Inc.

Technology
889
+ 5.26%
$58.74 - $64.87 $52.2K - $57.7K
17.8K $946M
XOM
Exxon Mobil Corp

Energy
923
+ 3.8%
$105.44 - $118.93 $97.3K - $110K
25.2K $2.54B
KLAC
Kla Corp

Technology
88
+ 7.17%
$636.62 - $777.63 $56K - $68.4K
1.32K $788M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.29%
$507.05 - $563.67 $1.01K - $1.13K
702 $321M
DLR
Digital Realty Trust, Inc.

Real Estate
434
+ 14.3%
$142.1 - $183.56 $61.7K - $79.7K
3.47K $472M
PH
Parker Hannifin Corp

Industrials
2
+ 0.34%
$591.65 - $707.05 $1.18K - $1.41K
596 $313M
DBB
Invesco Db Base Metals Fund

ETFs
652
+ 1.31%
$18.55 - $19.95 $12.1K - $13K
50.4K $869M
PANW
Palo Alto Networks Inc

Technology
136
+ 3.19%
$167.82 - $208.28 $22.8K - $28.3K
4.4K $672M
HON
Honeywell International Inc

Industrials
197
+ 6.66%
$202.75 - $226.52 $39.9K - $44.6K
3.15K $577M
Capital Group Conservative E
1.27K
+ 2.34%
N/A
55.6K $1.36B
MU
Micron Technology Inc

Technology
1.37K
+ 28.47%
$86.89 - $109.38 $119K - $150K
6.18K $405M
HD
Home Depot, Inc.

Consumer Cyclical
357
+ 9.97%
$347.25 - $424.87 $124K - $152K
3.94K $1.32B
AMD
Advanced Micro Devices Inc

Technology
1.36K
+ 28.15%
$96.63 - $129.55 $132K - $176K
6.2K $485M
Activity Summary
Buys All Purchases 127 New Holdings 13 Increased Positions 114 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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