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
BX
Blackstone Inc.

Financial Services
119
+ 5.68%
$136.53 - $186.74 $16.2K - $22.2K
2.22K $266M
VTWO
Vanguard Russell 2000 ETF

ETFs
271
+ 4.45%
$80.08 - $92.93 $21.7K - $25.2K
6.36K $448M
CVX
Chevron Corp

Energy
253
+ 3.35%
$146.71 - $167.97 $37.1K - $42.5K
7.81K $1.07B
EEM
Ishares Msci Emerging Markets

ETFs
520
+ 1.24%
$40.81 - $45.34 $21.2K - $23.6K
42.5K $1.64B
ETN
Eaton Corp PLC

Industrials
550
+ 20.97%
$271.83 - $371.23 $150K - $204K
3.17K $798M
QUAL
Ishares Msci Usa Quality Facto

ETFs
144
+ 2.61%
$168.16 - $186.21 $24.2K - $26.8K
5.65K $862M
COP
Conocophillips

Energy
394
+ 5.2%
$88.6 - $105.85 $34.9K - $41.7K
7.97K $659M
DIS
Walt Disney CO

Communication Services
366
+ 6.37%
$96.87 - $114.0 $35.5K - $41.7K
6.11K $500M
MRK
Merck & Co., Inc.

Healthcare
154
+ 2.26%
$83.01 - $101.02 $12.8K - $15.6K
6.98K $551M
NOW
Service Now, Inc.

Technology
7
+ 1.44%
$783.83 - $1170.39 $5.49K - $8.19K
492 $358M
XLY
Select Sector Spdr Consumer Di

ETFs
497
+ 9.08%
$192.6 - $233.2 $95.7K - $116K
5.97K $1.05B
XLE
Energy Sector Spdr

ETFs
1.12K
+ 5.5%
$85.7 - $93.96 $95.6K - $105K
21.4K $1.64B
CRM
Salesforce, Inc.

Technology
5
+ 0.23%
$268.36 - $359.95 $1.34K - $1.8K
2.17K $529M
KKR
Kkr & Co. Inc.

Financial Services
121
+ 3.03%
$108.17 - $167.07 $13.1K - $20.2K
4.12K $389M
HPE
Hewlett Packard Enterprise CO

Technology
3.77K
+ 14.33%
$14.77 - $24.42 $55.6K - $92K
30K $376M
PNC
Pnc Financial Services Group, Inc.

Financial Services
332
+ 4.99%
$168.84 - $202.89 $56.1K - $67.4K
6.99K $1.05B
TMO
Thermo Fisher Scientific Inc.

Healthcare
200
+ 8.29%
$497.6 - $606.74 $99.5K - $121K
2.61K $1.1B
IVE
Ishares S&P 500 Value ETF

ETFs
576
+ 3.2%
$185.78 - $198.58 $107K - $114K
18.6K $3.13B
SPY
Spdr S&P 500 ETF Trust

ETFs
501
+ 7.49%
$551.42 - $612.93 $276K - $307K
7.19K $3.57B
FDX
Fedex Corp

Industrials
714
+ 10.14%
$230.33 - $281.53 $164K - $201K
7.76K $1.54B
JPM
Jpmorgan Chase & CO

Financial Services
79
+ 0.4%
$225.19 - $279.95 $17.8K - $22.1K
20.1K $4.35B
GOOG
Alphabet Inc.

Communication Services
273
+ 1.64%
$156.06 - $207.71 $42.6K - $56.7K
17K $2.49B
MSFT
Microsoft Corp

Technology
1.33K
+ 6.82%
$375.39 - $447.2 $498K - $593K
20.8K $7.37B
AVGO
Broadcom Inc.

Technology
830
+ 3.84%
$167.43 - $244.7 $139K - $203K
22.5K $3.51B
AMZN
Amazon Com Inc

Consumer Cyclical
141
+ 0.39%
$190.26 - $242.06 $26.8K - $34.1K
35.9K $6.12B
NVDA
Nvidia Corp

Technology
1.7K
+ 2.94%
$106.98 - $149.43 $182K - $254K
59.6K $5.74B
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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