Pines Wealth Management, LLC Purchases in Q4 2024

Pines Wealth Management, LLC

  • $230 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
48.8K
New
$22.39 - $23.45 $1.09M - $1.14M
48.8K $1.09B
MCK
Mckesson Corp

Healthcare
1.84K
New
$482.27 - $628.5 $889K - $1.16M
1.84K $1.07B
VGT
Vanguard Information Technolog

ETFs
1.74K
New
$571.78 - $647.97 $997K - $1.13M
1.74K $1.07B
DUK
Duke Energy Corp

Utilities
9.74K
New
$105.76 - $120.76 $1.03M - $1.18M
9.74K $1.03B
VGIT
Vanguard Intermediate Term Tre

ETFs
17.8K
New
$57.78 - $60.4 $1.03M - $1.08M
17.8K $1.02B
TJX
Tjx Companies Inc

Consumer Cyclical
8.48K
New
$112.15 - $127.2 $951K - $1.08M
8.48K $1.02B
CSCO
Cisco Systems, Inc.

Technology
16.9K
New
$52.45 - $60.02 $886K - $1.01M
16.9K $993M
ABBV
Abb Vie Inc.

Healthcare
5.66K
New
$164.99 - $203.87 $934K - $1.15M
5.66K $992M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.51K
New
$176.42 - $186.91 $972K - $1.03M
5.51K $972M
CGXU
Capital Group Intl Focus Equit

ETFs
38.3K
New
$24.67 - $26.94 $944K - $1.03M
38.3K $946M
DBB
Invesco Db Base Metals Fund

ETFs
49.8K
New
$18.85 - $21.42 $938K - $1.07M
49.8K $936M
MA
Mastercard Inc

Financial Services
1.82K
New
$491.3 - $536.15 $893K - $974K
1.82K $917M
LMT
Lockheed Martin Corp

Industrials
1.94K
New
$479.66 - $614.62 $929K - $1.19M
1.94K $906M
UNH
Unitedhealth Group Inc

Healthcare
1.74K
New
$485.52 - $625.25 $844K - $1.09M
1.74K $906M
XLK
Technology Sector Spdr

ETFs
3.94K
New
$220.26 - $241.44 $867K - $951K
3.94K $901M
CGGR
Capital Group Growth ETF Shs C

ETFs
24.1K
New
$34.49 - $39.24 $831K - $945K
24.1K $900M
ETN
Eaton Corp PLC

Industrials
2.62K
New
$326.96 - $377.52 $858K - $990K
2.62K $896M
KLAC
Kla Corp

Technology
1.23K
New
$614.46 - $829.55 $754K - $1.02M
1.23K $838M
Capital Grp Fixed Incm ETF T
31.7K
New
N/A
31.7K $808M
BSX
Boston Scientific Corp

Healthcare
8.41K
New
$83.62 - $91.5 $703K - $770K
8.41K $798M
COP
Conocophillips

Energy
7.58K
New
$95.12 - $114.72 $721K - $870K
7.58K $773M
ADBE
Adobe Inc.

Technology
1.89K
New
$437.39 - $552.96 $828K - $1.05M
1.89K $768M
PLD
Prologis, Inc.

Real Estate
7.15K
New
$101.4 - $126.96 $725K - $908K
7.15K $741M
PANW
Palo Alto Networks Inc

Technology
4.27K
New
$181.96 - $405.9 $776K - $1.73M
4.27K $740M
NFLX
Netflix Inc

Communication Services
883
New
$687.65 - $936.56 $607K - $827K
883 $740M
RTX
Raytheon Technologies Corp

Industrials
6.34K
New
$114.45 - $127.21 $725K - $806K
6.34K $729M
VB
Vanguard Small Cap ETF

ETFs
3.06K
New
$233.76 - $261.58 $716K - $801K
3.06K $729M
TFC
Truist Financial Corp

Financial Services
16.8K
New
$41.51 - $48.1 $696K - $807K
16.8K $718M
SHEL
Shell PLC

Energy
11K
New
$60.63 - $70.23 $670K - $776K
11K $717M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
19.2K
New
$36.54 - $37.53 $701K - $720K
19.2K $704M
IEMG
Ishares Inc

ETFs
13.7K
New
N/A
13.7K $704M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.34K
New
$172.07 - $207.36 $575K - $693K
3.34K $697M
CRM
Salesforce, Inc.

Technology
2.16K
New
$270.87 - $367.87 $586K - $795K
2.16K $687M
CGMS
Capital Grp Core Plus Income E
25.3K
New
N/A
25.3K $686M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.95K
New
$275.15 - $388.2 $537K - $758K
1.95K $681M
XLC
Select Sector Spdr Tr Communic

ETFs
7.11K
New
$89.66 - $102.16 $637K - $726K
7.11K $681M
MRK
Merck & Co., Inc.

Healthcare
6.83K
New
$96.31 - $114.76 $658K - $783K
6.83K $678M
CGSD
Capital Grp Core Plus Income E
26.4K
New
N/A
26.4K $675M
HON
Honeywell International Inc

Industrials
2.96K
New
$202.84 - $236.0 $600K - $698K
2.96K $645M
GLD
Spdr Gold Trust

ETFs
2.59K
New
$236.59 - $257.5 $612K - $666K
2.59K $642M
EFV
Msci Eafe Value ETF

ETFs
12.3K
New
$51.78 - $57.15 $638K - $704K
12.3K $639M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.55K
New
$238.25 - $261.28 $608K - $666K
2.55K $630M
DIS
Walt Disney CO

Communication Services
5.75K
New
$92.39 - $117.6 $531K - $676K
5.75K $625M
VCIT
Vanguard Intermediate Term Cor

ETFs
7.83K
New
$80.13 - $83.77 $627K - $656K
7.83K $622M
Capital Group Core Balanced
19.9K
New
N/A
19.9K $617M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.35K
New
$442.29 - $483.08 $598K - $654K
1.35K $599M
MET
Metlife Inc

Financial Services
7.46K
New
$78.15 - $88.25 $583K - $658K
7.46K $598M
AXP
American Express CO

Financial Services
2.03K
New
$267.35 - $305.57 $541K - $619K
2.03K $594M
UNP
Union Pacific Corp

Industrials
2.61K
New
$223.15 - $249.32 $582K - $650K
2.61K $588M
Activity Summary
Buys All Purchases 205 New Holdings 205 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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