Pines Wealth Management, LLC Reduced Holdings in Q2 2025

Pines Wealth Management, LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-549
- 25.14%
$274.35 - $599.47 $151K - $329K
1.64K $505M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-8.11K
- 8.99%
$51.68 - $52.76 $419K - $428K
82.1K $4.31B
DBB
Invesco Db Base Metals Fund

ETFs
-20.5K
- 40.57%
$17.23 - $19.4 $353K - $397K
30K $581M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-6.32K
- 24.7%
$49.73 - $51.44 $314K - $325K
19.3K $986M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-12.3K
- 24.53%
$22.54 - $23.17 $278K - $286K
37.9K $864M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-9.93K
- 16.93%
$120.49 - $141.16 $1.2M - $1.4M
48.7K $6.82B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-4.62K
- 23.71%
$35.3 - $37.51 $163K - $173K
14.9K $555M
EEM
Ishares Msci Emerging Markets

ETFs
-11.5K
- 27.0%
$38.52 - $48.28 $442K - $554K
31K $1.51B
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-2.01K
- 25.93%
$53.27 - $54.27 $107K - $109K
5.73K $307M
FISV
Fiserv Inc

Technology
-402
- 24.22%
N/A
1.26K $221M
CRM
Salesforce, Inc.

Technology
-374
- 17.26%
$236.26 - $291.15 $88.4K - $109K
1.79K $488M
Kenvue Inc
-777
- 6.66%
N/A
10.9K $229M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-59
- 5.02%
$212.1 - $244.27 $12.5K - $14.4K
1.12K $240M
KO
Coca Cola CO

Consumer Defensive
-507
- 7.87%
$68.37 - $73.9 $34.7K - $37.5K
5.94K $424M
PGR
Progressive Corp

Financial Services
-57
- 4.43%
$255.27 - $288.74 $14.6K - $16.5K
1.23K $322M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-139
- 4.96%
$96.84 - $99.46 $13.5K - $13.8K
2.67K $262M
VZ
Verizon Communications Inc

Communication Services
-39
- 0.71%
$41.67 - $45.62 $1.63K - $1.78K
5.43K $236M
ABC
Amerisourcebergen Corp

Healthcare
-40
- 4.71%
N/A
810 $240M
NOC
Northrop Grumman Corp

Industrials
-2
- 0.22%
$456.3 - $540.39 $913 - $1.08K
911 $459M
WMB
Williams Companies, Inc.

Energy
-88
- 2.25%
$54.33 - $62.87 $4.78K - $5.53K
3.82K $224M
PFE
Pfizer Inc

Healthcare
-942
- 8.59%
$21.59 - $24.84 $20.3K - $23.4K
10K $254M
ABT
Abbott Laboratories

Healthcare
-120
- 2.37%
$123.95 - $138.08 $14.9K - $16.6K
4.95K $665M
LIT
Global X Fds Global X Lithium

ETFs
-2.29K
- 14.11%
$31.82 - $39.24 $72.8K - $89.8K
13.9K $553M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-741
- 8.82%
$39.43 - $49.34 $29.2K - $36.6K
7.66K $371M
IEFA
Ishares Tr

ETFs
-109
- 3.56%
$67.83 - $84.09 $7.39K - $9.17K
2.95K $247M
SBUX
Starbucks Corp

Consumer Cyclical
-23
- 0.71%
$79.69 - $99.41 $1.83K - $2.29K
3.21K $303M
KMI
Kinder Morgan, Inc.

Energy
-38
- 0.2%
$25.21 - $29.4 $958 - $1.12K
19.1K $541M
EFV
Msci Eafe Value ETF

ETFs
-40
- 0.64%
$52.4 - $64.65 $2.1K - $2.59K
6.25K $400M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2
- 0.04%
$72.96 - $90.39 $146 - $181
4.45K $399M
Capital Group New Geography
-491
- 3.32%
N/A
14.3K $414M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-49
- 0.14%
$23.54 - $27.53 $1.15K - $1.35K
34.3K $898M
MS
Morgan Stanley

Financial Services
-184
- 6.81%
$99.83 - $140.86 $18.4K - $25.9K
2.52K $363M
TD
Toronto Dominion Bank

Financial Services
-168
- 3.0%
$55.71 - $73.45 $9.36K - $12.3K
5.43K $408M
HON
Honeywell International Inc

Industrials
-312
- 9.89%
$182.86 - $232.88 $57.1K - $72.7K
2.84K $683M
VTWO
Vanguard Russell 2000 ETF

ETFs
-12
- 0.19%
$70.56 - $87.22 $847 - $1.05K
6.34K $572M
AXP
American Express CO

Financial Services
-130
- 6.79%
$231.39 - $318.98 $30.1K - $41.5K
1.79K $586M
TFC
Truist Financial Corp

Financial Services
-281
- 1.72%
$34.79 - $42.99 $9.78K - $12.1K
16K $730M
DIS
Walt Disney CO

Communication Services
-645
- 10.55%
$81.72 - $124.01 $52.7K - $80K
5.47K $678M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-437
- 6.25%
$149.76 - $186.42 $65.4K - $81.5K
6.55K $1.29B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-73
- 0.47%
$121.58 - $136.74 $8.88K - $9.98K
15.5K $2.15B
CSCO
Cisco Systems, Inc.

Technology
-128
- 0.72%
$53.19 - $69.38 $6.81K - $8.88K
17.7K $1.23B
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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