Pines Wealth Management, LLC Portfolio Holdings

Pines Wealth Management, LLC

  • $283 Billion
  • Q2 2025

Pines Wealth Management, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $283 Billion distributed in 229 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 $19.9B, Microsoft Corp with a value of $11.2B, Nvidia Corp with a value of $10.5B, Apple Inc. with a value of $8.91B, and Amazon Com Inc with a value of $8.66B.

Examining the 13F form we can see an increase of $66.4B in the current position value, from $216B to 283B.

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 $283 Billion
ETFs: $108 Billion
Technology: $56.5 Billion
Financial Services: $21.5 Billion
Consumer Cyclical: $17.4 Billion
Healthcare: $16.7 Billion
Industrials: $13.4 Billion
Consumer Defensive: $12.4 Billion
Communication Services: $11.9 Billion
Other: $13.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37.8B
$218 Million 0.08% of portfolio
2,952
Q2 2025 New
$26.5B
$225 Million 0.08% of portfolio
8,657
Q2 2025 New
Kenvue Inc
-
$229 Million 0.08% of portfolio
-
Q2 2025 Reduced 6.66%
$47.6B
$225 Million 0.08% of portfolio
3,956
Q2 2025 New
$179B
$236 Million 0.08% of portfolio
5,429
Q2 2025 Reduced 0.71%
$38.4B
$240 Million 0.08% of portfolio
810
Q2 2025 Reduced 4.71%
$60.5B
$220 Million 0.08% of portfolio
949
Q2 2025 New
$106B
$240 Million 0.08% of portfolio
1,116
Q2 2025 Reduced 5.02%
$70.5B
$224 Million 0.08% of portfolio
3,815
Q2 2025 Reduced 2.25%
$82.7B
$239 Million 0.08% of portfolio
1,707
Q2 2025 New
$146B
$230 Million 0.08% of portfolio
1,130
Q2 2025 New
$0
$220 Million 0.08% of portfolio
7,110
Q1 2025 New
$0
$217 Million 0.08% of portfolio
1,765
Q2 2025 New
$0
$238 Million 0.08% of portfolio
1,205
Q4 2024 New
$29.8B
$235 Million 0.08% of portfolio
5,405
Q2 2025 New
$376B
$227 Million 0.08% of portfolio
4,649
Q2 2025 New
$8.84B
$224 Million 0.08% of portfolio
5,028
Q1 2025 New
$79.5B
$221 Million 0.08% of portfolio
1,258
Q2 2025 Reduced 24.22%
Capital Group International
-
$223 Million 0.08% of portfolio
-
Q2 2025 New
$48.7B
$232 Million 0.08% of portfolio
2,841
Q2 2025 New
$26.9B
$189 Million 0.07% of portfolio
13,567
Q2 2025 New
$191B
$203 Million 0.07% of portfolio
2,169
Q2 2025 New
$0
$210 Million 0.07% of portfolio
377
Q2 2025 New
$184B
$209 Million 0.07% of portfolio
1,579
Q2 2025 New
$53.1B
$206 Million 0.07% of portfolio
649
Q2 2025 New
$0
$201 Million 0.07% of portfolio
2,645
Q2 2025 New
$0
$204 Million 0.07% of portfolio
1,363
Q2 2025 New
$941M
$65 Million 0.02% of portfolio
26,750
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $283 Billion
  • Prior Value $216 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 37 stocks
  • Additional Purchases 141 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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