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
IEFA
Ishares Tr

ETFs
-606
- 16.53%
$69.57 - $78.65 $42.2K - $47.7K
3.06K $208M
BSX
Boston Scientific Corp

Healthcare
-28
- 0.33%
$89.38 - $106.18 $2.5K - $2.97K
8.39K $760M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-883
- 10.25%
$52.31 - $53.96 $46.2K - $47.6K
7.73K $416M
JNJ
Johnson & Johnson

Healthcare
-373
- 11.12%
$142.06 - $167.7 $53K - $62.6K
2.98K $447M
Linde PLC
-66
- 6.27%
N/A
986 $408M
GLD
Spdr Gold Trust

ETFs
-314
- 12.15%
$243.19 - $288.14 $76.4K - $90.5K
2.27K $625M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-205
- 6.81%
$95.85 - $99.25 $19.6K - $20.3K
2.8K $274M
CGSD
Capital Grp Core Plus Income E
-703
- 2.66%
N/A
25.7K $662M
RTX
Raytheon Technologies Corp

Industrials
-334
- 5.27%
$114.1 - $135.66 $38.1K - $45.3K
6K $723M
TJX
Tjx Companies Inc

Consumer Cyclical
-21
- 0.25%
$112.81 - $126.16 $2.37K - $2.65K
8.46K $1.02B
Capital Grp Fixed Incm ETF T
-488
- 1.54%
N/A
31.2K $812M
AIG
American International Group, Inc.

Financial Services
-209
- 7.13%
$70.5 - $86.94 $14.7K - $18.2K
2.72K $211M
ELV
Elevance Health, Inc.

Healthcare
-30
- 5.3%
$365.9 - $436.25 $11K - $13.1K
536 $231M
VZ
Verizon Communications Inc

Communication Services
-66
- 1.19%
$37.81 - $46.49 $2.5K - $3.07K
5.47K $231M
CI
Cigna Corp

Healthcare
-36
- 3.67%
$274.49 - $329.0 $9.88K - $11.8K
945 $297M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-56
- 4.14%
$442.66 - $534.52 $24.8K - $29.9K
1.3K $639M
ABT
Abbott Laboratories

Healthcare
-123
- 2.37%
$111.1 - $140.22 $13.7K - $17.2K
5.07K $628M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-1.89K
- 3.12%
$111.19 - $128.1 $210K - $242K
58.6K $7.08B
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
Track This Portfolio

Track Pines Wealth Management, LLC Portfolio

Follow Pines Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pines Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pines Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email