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 Market Cap. of $200 Billions or more
