Pines Wealth Management, LLC Portfolio Holdings

Pines Wealth Management, LLC

  • $297 Billion
  • Q3 2025

Pines Wealth Management, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $297 Billion distributed in 226 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $21.1B, Nvidia Corp with a value of $12.4B, Microsoft Corp with a value of $11.3B, Apple Inc. with a value of $9.8B, and Amazon Com Inc with a value of $8.25B.

Examining the 13F form we can see an increase of $14.3B in the current position value, from $283B to 297B.

Pines Wealth Management, LLC is based out at Southern Pines, NC

Below you can find more details about Pines Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $297 Billion
ETFs: $116 Billion
Technology: $60.3 Billion
Financial Services: $21.2 Billion
Consumer Cyclical: $18 Billion
Healthcare: $16.5 Billion
Industrials: $14.9 Billion
Communication Services: $12.7 Billion
Consumer Defensive: $12.2 Billion
Other: $14.4 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.1 Billion 7.11% of portfolio
31,559
Q3 2025 Reduced 0.37%
$0
$7.98 Billion 2.69% of portfolio
74,944
Q3 2025 Added 3.87%
$2.1B
$7.62 Billion 2.57% of portfolio
46,086
Q3 2025 Reduced 5.4%
$0
$6.59 Billion 2.22% of portfolio
83,464
Q3 2025 Added 1.66%
$0
$5.25 Billion 1.77% of portfolio
7,885
Q3 2025 Added 3.8%
$0
$5.16 Billion 1.74% of portfolio
46,286
Q3 2025 Added 4.26%
$0
$4.37 Billion 1.47% of portfolio
82,479
Q3 2025 Added 0.45%
$0
$3.8 Billion 1.28% of portfolio
18,420
Q3 2025 Reduced 2.29%
$0
$3.05 Billion 1.03% of portfolio
65,219
Q3 2025 Added 2.7%
$0
$2.89 Billion 0.97% of portfolio
11,958
Q3 2025 Added 0.45%
$0
$2.5 Billion 0.84% of portfolio
21,027
Q2 2025 Added 3.44%
$0
$2.45 Billion 0.82% of portfolio
61,930
Q3 2025 Reduced 4.5%
$0
$2.1 Billion 0.71% of portfolio
23,482
Q3 2025 Added 5.11%
$0
$2.06 Billion 0.69% of portfolio
19,279
Q3 2025 Added 15.38%
$0
$1.94 Billion 0.65% of portfolio
46,082
Q3 2025 Reduced 4.2%
$0
$1.92 Billion 0.65% of portfolio
13,706
Q3 2025 Reduced 11.4%
$0
$1.64 Billion 0.55% of portfolio
30,618
Q3 2025 Reduced 1.31%
$0
$1.51 Billion 0.51% of portfolio
37,316
Q3 2025 Added 5.63%
$0
$1.49 Billion 0.5% of portfolio
33,955
Q3 2025 Reduced 2.55%
$0
$1.44 Billion 0.48% of portfolio
6,003
Q3 2025 Reduced 1.49%
$0
$1.32 Billion 0.45% of portfolio
54,259
Q3 2025 Added 20.41%
$0
$1.22 Billion 0.41% of portfolio
3,748
Q3 2025 Added 0.97%
$0
$1.21 Billion 0.41% of portfolio
4,742
Q3 2025 Added 6.95%
$0
$1.21 Billion 0.41% of portfolio
40,780
Q3 2025 Added 8.4%
$130B
$1.12 Billion 0.38% of portfolio
3,162
Q3 2025 Reduced 10.3%
$0
$1.13 Billion 0.38% of portfolio
4,186
Q3 2025 Added 0.75%
$0
$1.14 Billion 0.38% of portfolio
5,869
Q3 2025 Added 0.19%
$0
$1.07 Billion 0.36% of portfolio
3,782
Q3 2025 Reduced 8.0%
$0
$1.03 Billion 0.35% of portfolio
9,994
Q3 2025 Reduced 2.92%
$0
$995 Million 0.33% of portfolio
8,403
Q3 2025 Reduced 1.27%
$0
$971 Million 0.33% of portfolio
16,168
Q3 2025 Added 19.11%
$0
$946 Million 0.32% of portfolio
18,119
Q3 2025 Reduced 5.9%
$0
$911 Million 0.31% of portfolio
33,917
Q3 2025 Reduced 1.02%
$0
$856 Million 0.29% of portfolio
37,041
Q3 2025 Reduced 2.37%
$0
$867 Million 0.29% of portfolio
10,312
Q3 2025 Added 12.64%
$0
$781 Million 0.26% of portfolio
11,844
Q3 2025 Added 2.62%
$0
$748 Million 0.25% of portfolio
13,889
Q3 2025 Added 3.09%
$0
$676 Million 0.23% of portfolio
11,883
Q3 2025 Reduced 14.66%
$0
$645 Million 0.22% of portfolio
4,636
Q3 2025 Added 8.85%
$0
$641 Million 0.22% of portfolio
8,017
Q3 2025 Added 9.96%
$0
$667 Million 0.22% of portfolio
3,577
Q3 2025 Reduced 0.78%
$0
$621 Million 0.21% of portfolio
6,344
Q2 2025 Reduced 0.19%
$429M
$547 Million 0.18% of portfolio
26,612
Q3 2025 Reduced 11.2%
$0
$534 Million 0.18% of portfolio
14,127
Q3 2025 Reduced 4.91%
$0
$499 Million 0.17% of portfolio
9,440
Q3 2025 Added 4.92%
$0
$508 Million 0.17% of portfolio
3,572
Q1 2025 Added 28.03%
$0
$477 Million 0.16% of portfolio
41,149
Q3 2025 Added 14.06%
$0
$470 Million 0.16% of portfolio
3,257
Q3 2025 Added 7.17%
$0
$451 Million 0.15% of portfolio
6,676
Q3 2025 Reduced 1.72%

Summary

  • Portfolio
  • No. of Stocks 226
  • Current Value $297 Billion
  • Prior Value $283 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
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