Pines Wealth Management, LLC Incresed Positions in Q3 2025

Pines Wealth Management, LLC

  • $297 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
778
+ 1.18%
$153.3 - $186.58 $119K - $145K
66.6K $12.4B
GOOG
Alphabet Inc.

Communication Services
216
+ 1.22%
$175.16 - $255.24 $37.8K - $55.1K
18K $4.38B
TT
Trane Technologies PLC

Industrials
1.75K
+ 137.95%
$398.96 - $472.54 $699K - $828K
3.02K $1.28B
SPY
Spdr S&P 500 ETF Trust

ETFs
289
+ 3.8%
$617.65 - $666.84 $179K - $193K
7.89K $5.25B
MUB
Ishares National Muni Bond ETF

ETFs
2.79K
+ 3.87%
$103.24 - $106.68 $288K - $298K
74.9K $7.98B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.89K
+ 4.26%
$107.66 - $112.36 $204K - $213K
46.3K $5.16B
SUB
Ishares Short Term National Mu

ETFs
2.57K
+ 15.38%
$106.17 - $107.3 $273K - $276K
19.3K $2.06B
HD
Home Depot, Inc.

Consumer Cyclical
263
+ 6.09%
$357.4 - $423.42 $94K - $111K
4.58K $1.86B
LMT
Lockheed Martin Corp

Industrials
302
+ 12.09%
$410.74 - $499.21 $124K - $151K
2.8K $1.4B
IWM
Ishares Russell 2000 ETF

ETFs
54
+ 0.45%
$214.92 - $244.84 $11.6K - $13.2K
12K $2.89B
LOW
Lowes Companies Inc

Consumer Cyclical
257
+ 3.65%
$215.01 - $273.02 $55.3K - $70.2K
7.31K $1.84B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
191
+ 5.81%
$224.68 - $282.71 $42.9K - $54K
3.48K $972M
RECS
Columbia ETF Tr I

ETFs
1.99K
+ 5.63%
$36.82 - $40.35 $73.2K - $80.2K
37.3K $1.51B
RTX
Raytheon Technologies Corp

Industrials
287
+ 4.51%
$144.19 - $167.33 $41.4K - $48K
6.65K $1.11B
CGXU
Capital Group Intl Focus Equit

ETFs
3.16K
+ 8.4%
$26.49 - $29.62 $83.7K - $93.6K
40.8K $1.21B
CAT
Caterpillar Inc

Industrials
81
+ 4.44%
$390.92 - $477.15 $31.7K - $38.6K
1.91K $909M
BAC
Bank Of America Corp

Financial Services
3.18K
+ 68.34%
$44.92 - $52.42 $143K - $167K
7.83K $404M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
36
+ 0.97%
$275.84 - $326.36 $9.93K - $11.7K
3.75K $1.22B
VGIT
Vanguard Intermediate Term Tre

ETFs
2.59K
+ 19.11%
$58.97 - $60.36 $153K - $157K
16.2K $971M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.36K
+ 1.66%
$78.11 - $79.07 $106K - $108K
83.5K $6.59B
HPE
Hewlett Packard Enterprise CO

Technology
2.17K
+ 6.83%
$19.81 - $25.24 $42.9K - $54.7K
33.9K $833M
XLE
Energy Sector Spdr

ETFs
1.14K
+ 5.11%
$84.25 - $91.99 $96.1K - $105K
23.5K $2.1B
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
8.58K
+ 47.98%
$16.17 - $16.94 $139K - $145K
26.5K $447M
LLY
Eli Lilly & CO

Healthcare
281
+ 6.43%
$625.65 - $812.69 $176K - $228K
4.65K $3.55B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.71K
+ 2.7%
$45.6 - $46.92 $78.2K - $80.4K
65.2K $3.05B
VB
Vanguard Small Cap ETF

ETFs
308
+ 6.95%
$237.58 - $259.17 $73.2K - $79.8K
4.74K $1.21B
SOXX
Ishares Semiconductor ETF

ETFs
31
+ 0.75%
$236.93 - $271.12 $7.34K - $8.4K
4.19K $1.13B
GE
General Electric CO

Industrials
83
+ 4.62%
$244.75 - $305.63 $20.3K - $25.4K
1.88K $566M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.16K
+ 12.64%
$81.75 - $84.54 $94.6K - $97.8K
10.3K $867M
UNH
Unitedhealth Group Inc

Healthcare
151
+ 9.24%
$237.77 - $353.61 $35.9K - $53.4K
1.79K $617M
BDX
Becton Dickinson & CO

Healthcare
477
+ 27.23%
$172.41 - $199.66 $82.2K - $95.2K
2.23K $417M
DHR
Danaher Corp

Healthcare
575
+ 50.88%
$181.46 - $212.2 $104K - $122K
1.71K $338M
NOC
Northrop Grumman Corp

Industrials
19
+ 2.09%
$498.9 - $609.32 $9.48K - $11.6K
930 $567M
PLD
Prologis, Inc.

Real Estate
356
+ 3.53%
$104.08 - $115.35 $37.1K - $41.1K
10.5K $1.2B
MCK
Mckesson Corp

Healthcare
3
+ 0.16%
$659.01 - $772.54 $1.98K - $2.32K
1.88K $1.45B
ORCL
Oracle Corp

Technology
67
+ 3.73%
$218.96 - $328.33 $14.7K - $22K
1.86K $524M
JNJ
Johnson & Johnson

Healthcare
101
+ 4.01%
$155.17 - $185.42 $15.7K - $18.7K
2.62K $486M
URI
United Rentals, Inc.

Industrials
11
+ 2.33%
$774.14 - $975.23 $8.52K - $10.7K
484 $462M
ADSK
Autodesk, Inc.

Technology
270
+ 41.6%
N/A
919 $292M
Blackrock Inc
57
+ 24.46%
N/A
290 $338M
CVX
Chevron Corp

Energy
201
+ 2.55%
$145.57 - $161.83 $29.3K - $32.5K
8.09K $1.26B
ELV
Elevance Health, Inc.

Healthcare
317
+ 45.68%
$274.66 - $395.76 $87.1K - $125K
1.01K $327M
IEMG
Ishares Inc

ETFs
302
+ 2.62%
N/A
11.8K $781M
IBB
Ishares Biotechnology ETF

ETFs
218
+ 7.17%
$127.63 - $144.37 $27.8K - $31.5K
3.26K $470M
MCD
Mcdonalds Corp

Consumer Cyclical
105
+ 2.62%
$291.67 - $316.99 $30.6K - $33.3K
4.11K $1.25B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
5.07K
+ 14.06%
$11.15 - $11.87 $56.6K - $60.2K
41.1K $477M
AXP
American Express CO

Financial Services
188
+ 10.53%
$294.27 - $342.31 $55.3K - $64.4K
1.97K $655M
XLV
Select Sector Spdr Fund Health

ETFs
377
+ 8.85%
$129.01 - $139.72 $48.6K - $52.7K
4.64K $645M
NEE
Nextera Energy Inc

Utilities
432
+ 2.09%
$69.77 - $77.54 $30.1K - $33.5K
21.1K $1.59B
Activity Summary
Buys All Purchases 98 New Holdings 9 Increased Positions 89 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 1 Puts 0
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