Pines Wealth Management, LLC Portfolio Holdings

Pines Wealth Management, LLC

  • $216 Billion
  • Q1 2025

Pines Wealth Management, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $216 Billion distributed in 198 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 $15.5B, Microsoft Corp with a value of $7.37B, Ishares National Muni Bond ETF with a value of $7.16B, Abrdn Precious Metals Basket ETF Trust with a value of $7.08B, and Apple Inc. with a value of $6.75B.

Examining the 13F form we can see an decrease of $13.6B in the current position value, from $230B to 216B.

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 $216 Billion
ETFs: $91 Billion
Technology: $34.8 Billion
Healthcare: $15.6 Billion
Financial Services: $14.9 Billion
Consumer Cyclical: $12.9 Billion
Consumer Defensive: $11 Billion
Industrials: $9.66 Billion
Communication Services: $8.4 Billion
Other: $10.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.06 Billion 0.49% of portfolio
34,699
Q1 2025 Added 44.09%
$0
$1.05 Billion 0.49% of portfolio
5,972
Q1 2025 Added 9.08%
$0
$1.03 Billion 0.48% of portfolio
42,202
Q1 2025 Reduced 21.71%
$125B
$1.03 Billion 0.48% of portfolio
2,324
Q1 2025 Added 20.04%
$62.7B
$1.05 Billion 0.48% of portfolio
6,987
Q1 2025 Added 4.99%
$0
$1.03 Billion 0.48% of portfolio
2,190
Q1 2025 Added 25.65%
$317B
$1.02 Billion 0.47% of portfolio
5,780
Q1 2025 Added 2.07%
$152B
$1.02 Billion 0.47% of portfolio
8,462
Q1 2025 Reduced 0.25%
$797B
$981 Million 0.45% of portfolio
4,422
Q1 2025 Reduced 15.55%
$236B
$946 Million 0.44% of portfolio
17,788
Q1 2025 Added 5.26%
$0
$945 Million 0.44% of portfolio
32,149
Q1 2025 Added 89.84%
$414B
$890 Million 0.41% of portfolio
1,023
Q1 2025 Added 15.86%
$358M
$869 Million 0.4% of portfolio
50,430
Q1 2025 Added 1.31%
$0
$862 Million 0.4% of portfolio
5,654
Q1 2025 Added 2.61%
$489B
$865 Million 0.4% of portfolio
1,803
Q1 2025 Reduced 0.77%
Capital Grp Fixed Incm ETF T
-
$812 Million 0.38% of portfolio
-
Q1 2025 Reduced 1.54%
$90.8B
$805 Million 0.37% of portfolio
8,965
Q1 2025 Added 25.35%
$111B
$798 Million 0.37% of portfolio
3,173
Q1 2025 Added 20.97%
$0
$810 Million 0.37% of portfolio
4,182
Q1 2025 Added 36.62%
$0
$808 Million 0.37% of portfolio
34,314
Q1 2025 Reduced 23.82%
$94.9B
$788 Million 0.36% of portfolio
1,315
Q1 2025 Added 7.17%
$163B
$747 Million 0.35% of portfolio
2,197
Q1 2025 Added 16.12%
$135B
$760 Million 0.35% of portfolio
8,385
Q1 2025 Reduced 0.33%
$0
$755 Million 0.35% of portfolio
12,731
Q1 2025 Reduced 28.51%
$190B
$723 Million 0.33% of portfolio
6,003
Q1 2025 Reduced 5.27%
$0
$710 Million 0.33% of portfolio
8,238
Q1 2025 Added 15.93%
$224B
$706 Million 0.33% of portfolio
11,811
Q1 2025 Added 6.95%
$0
$701 Million 0.32% of portfolio
3,901
Q1 2025 Reduced 0.91%
Capital Group Equity ETF Tr
-
$682 Million 0.32% of portfolio
-
Q1 2025 New
$81.3B
$685 Million 0.32% of portfolio
2,106
Q1 2025 Added 7.83%
$0
$687 Million 0.32% of portfolio
19,473
Q1 2025 Added 1.51%
$0
$677 Million 0.31% of portfolio
8,473
Q1 2025 Added 8.21%
-
$662 Million 0.31% of portfolio
-
Q1 2025 Reduced 2.66%
$50.9B
$672 Million 0.31% of portfolio
4,403
Q1 2025 Added 3.19%
$0
$657 Million 0.3% of portfolio
9,982
Q1 2025 Added 106.2%
$110B
$659 Million 0.3% of portfolio
7,974
Q1 2025 Added 5.2%
$687B
$639 Million 0.3% of portfolio
1,297
Q1 2025 Reduced 4.14%
$102B
$625 Million 0.29% of portfolio
2,271
Q1 2025 Reduced 12.15%
-
$632 Million 0.29% of portfolio
-
Q1 2025 Reduced 5.3%
$0
$627 Million 0.29% of portfolio
3,482
Q1 2025 Added 36.55%
$244B
$630 Million 0.29% of portfolio
4,219
Q1 2025 Added 0.19%
$224B
$628 Million 0.29% of portfolio
5,068
Q1 2025 Reduced 2.37%
$135B
$577 Million 0.27% of portfolio
3,154
Q1 2025 Added 6.66%
$202B
$583 Million 0.27% of portfolio
4,153
Q1 2025 Added 19.27%
$0
$563 Million 0.26% of portfolio
12,820
Q1 2025 Added 9.9%
$48B
$569 Million 0.26% of portfolio
16,300
Q1 2025 Reduced 2.85%
$0
$553 Million 0.26% of portfolio
7,077
Q1 2025 Added 29.9%
$201B
$551 Million 0.25% of portfolio
6,981
Q1 2025 Added 2.26%
$0
$540 Million 0.25% of portfolio
4,062
Q1 2025 Added 9.67%

Summary

  • Portfolio
  • No. of Stocks 198
  • Current Value $216 Billion
  • Prior Value $230 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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