Pines Wealth Management, LLC Sells in Q1 2025

Pines Wealth Management, LLC

  • $216 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-792
- 1.98%
$209.68 - $247.1 $166K - $196K
39.1K $6.75B
TSLA
Tesla, Inc.

Consumer Cyclical
-814
- 15.55%
$222.15 - $428.22 $181K - $349K
4.42K $981M
IWM
Ishares Russell 2000 ETF

ETFs
-1.13K
- 8.74%
$198.1 - $229.79 $223K - $259K
11.8K $2.06B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-9.62K
- 16.37%
$76.94 - $78.24 $740K - $752K
49.1K $3.84B
GOOGL
Alphabet Inc.

Communication Services
-184
- 1.36%
$154.33 - $206.19 $28.4K - $37.9K
13.4K $1.93B
WMT
Walmart Inc.

Consumer Defensive
-58
- 0.11%
$84.5 - $105.05 $4.9K - $6.09K
53.1K $4.34B
GS
Goldman Sachs Group Inc

Financial Services
-271
- 9.94%
$524.81 - $672.19 $142K - $182K
2.45K $1.13B
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-10.7K
- 23.82%
$25.34 - $26.96 $272K - $289K
34.3K $808M
META
Meta Platforms, Inc.

Communication Services
-55
- 1.67%
$576.74 - $736.67 $31.7K - $40.5K
3.23K $1.65B
EFV
Msci Eafe Value ETF

ETFs
-6.03K
- 48.94%
$51.88 - $60.73 $313K - $366K
6.29K $329M
VGIT
Vanguard Intermediate Term Tre

ETFs
-5.08K
- 28.51%
$57.44 - $59.3 $292K - $301K
12.7K $755M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-287
- 8.59%
$165.25 - $224.62 $47.4K - $64.5K
3.06K $432M
LOW
Lowes Companies Inc

Consumer Cyclical
-33
- 0.49%
$222.66 - $268.42 $7.35K - $8.86K
6.65K $1.41B
EFG
Msci Eafe Growth ETF

ETFs
-2.26K
- 37.52%
$96.1 - $106.37 $218K - $241K
3.77K $339M
IEMG
Ishares Inc

ETFs
-3.52K
- 25.6%
N/A
10.2K $488M
XLK
Technology Sector Spdr

ETFs
-36
- 0.91%
$206.38 - $242.18 $7.43K - $8.72K
3.9K $701M
TXN
Texas Instruments Inc

Technology
-413
- 18.24%
N/A
1.85K $270M
AXP
American Express CO

Financial Services
-110
- 5.43%
$255.39 - $325.87 $28.1K - $35.8K
1.92K $443M
GE
General Electric CO

Industrials
-856
- 40.23%
$168.59 - $212.13 $144K - $182K
1.27K $215M
TFC
Truist Financial Corp

Financial Services
-478
- 2.85%
$39.48 - $48.15 $18.9K - $23K
16.3K $569M
SUB
Ishares Short Term National Mu

ETFs
-1.32K
- 7.77%
$105.3 - $106.24 $139K - $140K
15.6K $1.64B
CGXU
Capital Group Intl Focus Equit

ETFs
-717
- 1.87%
$24.59 - $26.59 $17.6K - $19.1K
37.6K $805M
MS
Morgan Stanley

Financial Services
-515
- 16.01%
$111.68 - $141.08 $57.5K - $72.7K
2.7K $271M
MCD
Mcdonalds Corp

Consumer Cyclical
-673
- 15.18%
$279.74 - $321.29 $188K - $216K
3.76K $1.13B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-97
- 0.62%
$128.74 - $138.67 $12.5K - $13.5K
15.5K $1.89B
Capital Group New Geography
-3.79K
- 20.41%
N/A
14.8K $333M
APH
Amphenol Corp

Technology
-721
- 9.16%
$61.62 - $78.55 $44.4K - $56.6K
7.15K $430M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.55K
- 5.42%
$44.72 - $46.25 $159K - $164K
62K $2.81B
UPS
United Parcel Service Inc

Industrials
-334
- 11.67%
$109.66 - $136.26 $36.6K - $45.5K
2.53K $232M
MET
Metlife Inc

Financial Services
-251
- 3.37%
$77.7 - $87.0 $19.5K - $21.8K
7.21K $493M
Capital Group Core Balanced
-1.92K
- 9.67%
N/A
18K $515M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.3K
- 2.48%
$51.52 - $52.35 $118K - $120K
90.2K $4.68B
C
Citigroup Inc

Financial Services
-109
- 1.88%
$67.23 - $84.63 $7.33K - $9.22K
5.68K $334M
ACN
Accenture PLC

Technology
-8
- 0.74%
$300.91 - $398.25 $2.41K - $3.19K
1.07K $301M
TT
Trane Technologies PLC

Industrials
-1
- 0.08%
$332.0 - $400.86 $332 - $401
1.2K $378M
WFC
Wells Fargo & Company

Financial Services
-338
- 5.0%
$66.78 - $81.42 $22.6K - $27.5K
6.43K $399M
WMB
Williams Companies, Inc.

Energy
-1.23K
- 23.92%
$54.02 - $61.09 $66.3K - $75K
3.9K $212M
ADI
Analog Devices Inc

Technology
-64
- 4.84%
$201.56 - $243.82 $12.9K - $15.6K
1.26K $209M
UNP
Union Pacific Corp

Industrials
-132
- 5.06%
$225.21 - $254.42 $29.7K - $33.6K
2.48K $516M
PFE
Pfizer Inc

Healthcare
-480
- 4.2%
$25.01 - $27.13 $12K - $13K
11K $239M
LNG
Cheniere Energy, Inc.

Energy
-151
- 9.5%
$209.32 - $253.66 $31.6K - $38.3K
1.44K $295M
KMI
Kinder Morgan, Inc.

Energy
-155
- 0.81%
$26.1 - $31.22 $4.05K - $4.84K
19.1K $481M
VTV
Vanguard Value ETF

ETFs
-148
- 5.51%
$167.73 - $179.21 $24.8K - $26.5K
2.54K $390M
COF
Capital One Financial Corp

Financial Services
-104
- 5.93%
$163.87 - $209.82 $17K - $21.8K
1.65K $252M
CSX
Csx Corp

Industrials
-230
- 2.35%
$29.11 - $33.67 $6.7K - $7.74K
9.54K $255M
CGMS
Capital Grp Core Plus Income E
-1.34K
- 5.3%
N/A
24K $632M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
-1.11K
- 19.64%
$51.6 - $53.88 $57.5K - $60K
4.56K $241M
MA
Mastercard Inc

Financial Services
-14
- 0.77%
$504.67 - $576.31 $7.07K - $8.07K
1.8K $865M
HWM
Howmet Aerospace Inc.

Industrials
-490
- 21.58%
$110.79 - $139.39 $54.3K - $68.3K
1.78K $204M
Activity Summary
Buys All Purchases 127 New Holdings 13 Increased Positions 114 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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