Pines Wealth Management, LLC Purchases in Q2 2025

Pines Wealth Management, LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CI
Cigna Corp

Healthcare
255
+ 26.98%
$301.89 - $340.04 $77K - $86.7K
1.2K $384M
EFG
Msci Eafe Growth ETF

ETFs
41
+ 1.09%
$89.8 - $112.0 $3.68K - $4.59K
3.81K $425M
VIS
Vanguard Industrial ETF

ETFs
84
+ 9.15%
$220.04 - $280.07 $18.5K - $23.5K
1K $285M
UNP
Union Pacific Corp

Industrials
43
+ 1.74%
$208.27 - $238.46 $8.96K - $10.3K
2.52K $595M
VCIT
Vanguard Intermediate Term Cor

ETFs
682
+ 8.05%
$79.56 - $82.92 $54.3K - $56.6K
9.16K $755M
IBB
Ishares Biotechnology ETF

ETFs
184
+ 6.44%
$112.02 - $129.0 $20.6K - $23.7K
3.04K $395M
PG
Procter & Gamble CO

Consumer Defensive
202
+ 1.2%
$157.66 - $172.39 $31.8K - $34.8K
17K $2.74B
LHX
L3 Harris Technologies, Inc.

Industrials
24
+ 2.0%
$200.21 - $256.99 $4.81K - $6.17K
1.22K $313M
CAH
Cardinal Health Inc

Healthcare
6
+ 0.36%
$125.0 - $168.0 $750 - $1.01K
1.69K $278M
TJX
Tjx Companies Inc

Consumer Cyclical
126
+ 1.49%
$119.13 - $135.03 $15K - $17K
8.59K $1.08B
XLRE
Select Sector Spdr Tr Real Est

ETFs
587
+ 8.24%
$37.08 - $42.26 $21.8K - $24.8K
7.71K $322M
AZN
Astrazeneca PLC

Healthcare
392
+ 6.67%
$64.87 - $75.0 $25.4K - $29.4K
6.27K $435M
MCD
Mcdonalds Corp

Consumer Cyclical
240
+ 6.38%
$285.55 - $321.23 $68.5K - $77.1K
4K $1.18B
VGIT
Vanguard Intermediate Term Tre

ETFs
843
+ 6.62%
$58.63 - $59.9 $49.4K - $50.5K
13.6K $804M
ZTS
Zoetis Inc.

Healthcare
50
+ 1.92%
$144.41 - $170.3 $7.22K - $8.52K
2.65K $422M
ACN
Accenture PLC

Technology
65
+ 6.07%
$279.23 - $323.21 $18.1K - $21K
1.14K $346M
AMT
American Tower Corp

Real Estate
90
+ 6.72%
$203.96 - $228.19 $18.4K - $20.5K
1.43K $317M
VDC
Vanguard Consumer Staples ETF

ETFs
106
+ 9.69%
$204.89 - $224.73 $21.7K - $23.8K
1.2K $266M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.37K
+ 7.03%
$10.78 - $11.28 $25.5K - $26.7K
36.1K $407M
XLV
Select Sector Spdr Fund Health

ETFs
197
+ 4.85%
$128.77 - $144.3 $25.4K - $28.4K
4.26K $577M
MRK
Merck & Co., Inc.

Healthcare
234
+ 3.35%
$73.47 - $87.12 $17.2K - $20.4K
7.22K $584M
DUK
Duke Energy Corp

Utilities
135
+ 1.38%
$112.46 - $124.05 $15.2K - $16.7K
9.94K $1.17B
MDLZ
Mondelez International, Inc.

Consumer Defensive
66
+ 1.6%
$63.54 - $68.5 $4.19K - $4.52K
4.2K $290M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
214
+ 3.02%
$77.94 - $79.5 $16.7K - $17K
7.29K $577M
BDX
Becton Dickinson & CO

Healthcare
327
+ 22.95%
$165.15 - $226.42 $54K - $74K
1.75K $309M
ELV
Elevance Health, Inc.

Healthcare
158
+ 29.48%
$372.27 - $452.69 $58.8K - $71.5K
694 $241M
PEP
Pepsico Inc

Consumer Defensive
39
+ 0.94%
$128.02 - $151.37 $4.99K - $5.9K
4.19K $568M
Activity Summary
Buys All Purchases 178 New Holdings 37 Increased Positions 141 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pines Wealth Management, LLC Portfolio

Follow Pines Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pines Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pines Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email