Pines Wealth Management, LLC Reduced Holdings in Q3 2025

Pines Wealth Management, LLC

  • $297 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-1.18K
- 3.03%
$211.65 - $238.24 $249K - $280K
37.6K $8.25B
V
Visa Inc.

Financial Services
-555
- 8.04%
$332.09 - $358.86 $184K - $199K
6.35K $2.17B
SPOT
Spotify Technology S.A.

Communication Services
-356
- 39.38%
$620.01 - $738.53 $221K - $263K
548 $383M
NFLX
Netflix Inc

Communication Services
-113
- 10.0%
$1147.87 - $1297.18 $130K - $147K
1.02K $1.22B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.76K
- 11.4%
$136.48 - $142.97 $241K - $252K
13.7K $1.92B
NVO
Novo Nordisk A S

Healthcare
-2.06K
- 25.84%
$45.38 - $71.7 $93.4K - $148K
5.91K $328M
MDT
Medtronic PLC

Healthcare
-2.69K
- 36.96%
$87.67 - $95.74 $236K - $258K
4.59K $437M
NOW
Service Now, Inc.

Technology
-137
- 23.83%
$850.86 - $1044.69 $117K - $143K
438 $403M
DIS
Walt Disney CO

Communication Services
-1.16K
- 21.16%
$112.25 - $124.0 $130K - $143K
4.31K $494M
COST
Costco Wholesale Corp

Consumer Defensive
-51
- 2.53%
$915.95 - $994.57 $46.7K - $50.7K
1.96K $1.82B
CI
Cigna Corp

Healthcare
-384
- 32.0%
$262.23 - $334.39 $101K - $128K
816 $235M
Linde PLC
-308
- 27.16%
N/A
826 $392M
META
Meta Platforms, Inc.

Communication Services
-267
- 7.44%
$695.21 - $791.73 $186K - $211K
3.32K $2.44B
LNG
Cheniere Energy, Inc.

Energy
-535
- 29.48%
$222.68 - $244.28 $119K - $131K
1.28K $301M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-803
- 12.26%
$185.88 - $207.44 $149K - $167K
5.75K $1.15B
MA
Mastercard Inc

Financial Services
-210
- 9.4%
$550.18 - $598.96 $116K - $126K
2.02K $1.15B
PM
Philip Morris International Inc.

Consumer Defensive
-282
- 6.5%
$157.77 - $183.27 $44.5K - $51.7K
4.05K $658M
LHX
L3 Harris Technologies, Inc.

Industrials
-532
- 43.54%
$252.18 - $305.41 $134K - $162K
690 $211M
AMGN
Amgen Inc

Healthcare
-45
- 0.88%
$271.18 - $309.22 $12.2K - $13.9K
5.07K $1.43B
ACN
Accenture PLC

Technology
-111
- 9.77%
$232.56 - $304.78 $25.8K - $33.8K
1.03K $253M
CMCSA
Comcast Corp

Communication Services
-1.08K
- 8.48%
$31.41 - $36.33 $33.9K - $39.2K
11.6K $366M
TXN
Texas Instruments Inc

Technology
-169
- 9.07%
N/A
1.69K $311M
FDX
Fedex Corp

Industrials
-172
- 1.92%
$217.1 - $243.2 $37.3K - $41.8K
8.8K $2.07B
BSX
Boston Scientific Corp

Healthcare
-224
- 2.47%
$97.03 - $108.14 $21.7K - $24.2K
8.84K $863M
CRM
Salesforce, Inc.

Technology
-69
- 3.85%
$231.66 - $273.65 $16K - $18.9K
1.72K $409M
CRWD
Crowd Strike Holdings, Inc.

Technology
-16
- 0.68%
$412.46 - $514.1 $6.6K - $8.23K
2.33K $1.14B
WFC
Wells Fargo & Company

Financial Services
-770
- 8.86%
$77.05 - $85.16 $59.3K - $65.6K
7.92K $664M
COF
Capital One Financial Corp

Financial Services
-161
- 8.49%
$207.29 - $229.74 $33.4K - $37K
1.74K $369M
KKR
Kkr & Co. Inc.

Financial Services
-47
- 0.97%
$129.95 - $152.16 $6.11K - $7.15K
4.78K $621M
Ge Vernova Inc
-203
- 25.7%
N/A
587 $361M
SHEL
Shell PLC

Energy
-562
- 4.57%
$69.82 - $73.93 $39.2K - $41.5K
11.7K $839M
XOM
Exxon Mobil Corp

Energy
-519
- 2.04%
$105.83 - $117.22 $54.9K - $60.8K
24.9K $2.81B
PANW
Palo Alto Networks Inc

Technology
-257
- 5.48%
$167.06 - $208.19 $42.9K - $53.5K
4.44K $903M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-108
- 13.76%
$301.44 - $365.84 $32.6K - $39.5K
677 $219M
CSCO
Cisco Systems, Inc.

Technology
-389
- 2.2%
$66.2 - $71.79 $25.8K - $27.9K
17.3K $1.18B
C
Citigroup Inc

Financial Services
-1.34K
- 18.46%
$85.57 - $103.49 $115K - $139K
5.92K $601M
ASML
Asml Holding Nv

Technology
-116
- 28.5%
$689.63 - $968.09 $80K - $112K
291 $282M
TFC
Truist Financial Corp

Financial Services
-970
- 6.06%
$42.83 - $47.07 $41.5K - $45.7K
15K $688M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-1.14K
- 5.9%
$50.73 - $52.47 $57.7K - $59.7K
18.1K $946M
DBB
Invesco Db Base Metals Fund

ETFs
-3.36K
- 11.2%
$19.03 - $20.57 $63.9K - $69.1K
26.6K $547M
FITB
Fifth Third Bancorp

Financial Services
-903
- 16.71%
$40.91 - $46.28 $36.9K - $41.8K
4.5K $201M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-592
- 10.34%
$53.57 - $54.48 $31.7K - $32.3K
5.13K $278M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-65
- 5.82%
$196.15 - $217.83 $12.7K - $14.2K
1.05K $212M
BA
Boeing CO

Industrials
-122
- 8.03%
$209.79 - $237.38 $25.6K - $29K
1.4K $302M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-465
- 10.44%
$87.29 - $93.61 $40.6K - $43.5K
3.99K $372M
PFE
Pfizer Inc

Healthcare
-990
- 9.88%
$23.29 - $25.88 $23.1K - $25.6K
9.03K $230M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-729
- 4.91%
$37.14 - $37.85 $27.1K - $27.6K
14.1K $534M
SCHW
Schwab Charles Corp

Financial Services
-337
- 11.78%
$91.03 - $98.69 $30.7K - $33.3K
2.52K $241M
F
Ford Motor CO

Consumer Cyclical
-2.22K
- 5.48%
$10.82 - $12.09 $24K - $26.8K
38.2K $457M
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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