Pines Wealth Management, LLC New Holdings in Q2 2025

Pines Wealth Management, LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
1.8K
New
$122.82 - $218.63 $221K - $393K
1.8K $426M
Ge Vernova Inc
790
New
N/A
790 $408M
ASML
Asml Holding Nv

Technology
407
New
$595.37 - $815.24 $242K - $332K
407 $323M
Lam Research Corp
3.23K
New
N/A
3.23K $319M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.49K
New
$71.96 - $83.42 $251K - $291K
3.49K $291M
FCNCA
First Citizens Bancshares Inc

Financial Services
138
New
$1561.69 - $1966.55 $216K - $271K
138 $288M
EQIX
Equinix Inc

Real Estate
359
New
$740.07 - $914.43 $266K - $328K
359 $283M
EOG
Eog Resources Inc

Energy
2.26K
New
$104.61 - $129.97 $236K - $294K
2.26K $278M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
785
New
$177.93 - $313.14 $140K - $246K
785 $263M
SCHW
Schwab Charles Corp

Financial Services
2.86K
New
$69.06 - $91.24 $198K - $261K
2.86K $262M
WDC
Western Digital Corp

Technology
3.9K
New
$30.54 - $63.99 $119K - $249K
3.9K $258M
AMAT
Applied Materials Inc

Technology
1.34K
New
$126.95 - $183.52 $170K - $246K
1.34K $256M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.81K
New
$87.84 - $1441.89 $246K - $4.04M
2.81K $256M
Blackrock Inc
233
New
N/A
233 $252M
CARR
Carrier Global Corp

Industrials
3.18K
New
$55.55 - $75.83 $176K - $241K
3.18K $240M
EMR
Emerson Electric CO

Industrials
1.71K
New
$94.15 - $133.33 $161K - $228K
1.71K $239M
FITB
Fifth Third Bancorp

Financial Services
5.41K
New
$33.32 - $41.51 $180K - $224K
5.41K $235M
FIS
Fidelity National Information Services, Inc.

Technology
2.84K
New
$68.14 - $82.13 $194K - $233K
2.84K $232M
DHR
Danaher Corp

Healthcare
1.13K
New
$174.64 - $205.16 $197K - $232K
1.13K $230M
BAC
Bank Of America Corp

Financial Services
4.65K
New
$34.39 - $47.46 $160K - $221K
4.65K $227M
HPQ
Hp Inc

Technology
8.66K
New
$21.88 - $29.32 $189K - $254K
8.66K $225M
D
Dominion Energy, Inc

Utilities
3.96K
New
$49.66 - $58.0 $196K - $229K
3.96K $225M
HDV
Ishares Core High Dividend ETF

ETFs
1.88K
New
$108.41 - $120.51 $204K - $227K
1.88K $224M
Capital Group International
7.62K
New
N/A
7.62K $223M
NXPI
Nxp Semiconductors N.V.

Technology
949
New
$153.5 - $218.72 $146K - $208K
949 $220M
BP
Bp PLC

Energy
7.08K
New
$26.11 - $33.81 $185K - $240K
7.08K $219M
DD
Du Pont De Nemours, Inc.

Basic Materials
2.95K
New
$55.13 - $75.25 $163K - $222K
2.95K $218M
NDAQ
Nasdaq, Inc.

Financial Services
2.42K
New
$66.4 - $89.42 $160K - $216K
2.42K $218M
SKYY
First Trust Cloud Computing Et

ETFs
1.77K
New
$89.46 - $121.64 $158K - $215K
1.77K $217M
QQQ
Invesco Qqq Trust, Series 1

ETFs
377
New
$416.06 - $551.64 $157K - $208K
377 $210M
RY
Royal Bank Of Canada

Financial Services
1.58K
New
$108.36 - $131.55 $171K - $208K
1.58K $209M
ADSK
Autodesk, Inc.

Technology
649
New
N/A
649 $206M
XLI
Industrial Sector Spdr

ETFs
1.36K
New
$116.42 - $147.52 $159K - $201K
1.36K $204M
UBER
Uber Technologies, Inc

Technology
2.17K
New
$64.62 - $93.3 $140K - $202K
2.17K $203M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.65K
New
$57.46 - $75.58 $152K - $200K
2.65K $201M
PCG
Pg&E Corp

Utilities
13.6K
New
$13.55 - $17.87 $184K - $242K
13.6K $189M
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
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