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.
