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
$111B
$521 Million 0.24% of portfolio
6,363
Q1 2025 Added 65.36%
$133B
$516 Million 0.24% of portfolio
2,477
Q1 2025 Reduced 5.06%
Capital Group Core Balanced
-
$515 Million 0.24% of portfolio
-
Q1 2025 Reduced 9.67%
$0
$516 Million 0.24% of portfolio
16,212
Q1 2025 Added 18.68%
$273B
$529 Million 0.24% of portfolio
2,167
Q1 2025 Added 0.23%
$0
$488 Million 0.23% of portfolio
10,226
Q1 2025 Reduced 25.6%
$61.7B
$493 Million 0.23% of portfolio
7,205
Q1 2025 Reduced 3.37%
$168B
$500 Million 0.23% of portfolio
6,114
Q1 2025 Added 6.37%
$47.9B
$472 Million 0.22% of portfolio
3,468
Q1 2025 Added 14.3%
$0
$474 Million 0.22% of portfolio
3,060
Q1 2025 Added 41.67%
$162B
$485 Million 0.22% of portfolio
6,195
Q1 2025 Added 28.15%
$60.4B
$481 Million 0.22% of portfolio
19,094
Q1 2025 Reduced 0.81%
$0
$448 Million 0.21% of portfolio
6,356
Q1 2025 Added 4.45%
$75.9B
$449 Million 0.21% of portfolio
913
Q1 2025 Added 1.33%
$405B
$447 Million 0.21% of portfolio
2,982
Q1 2025 Reduced 11.12%
$208B
$443 Million 0.2% of portfolio
1,915
Q1 2025 Reduced 5.43%
$0
$423 Million 0.2% of portfolio
3,572
Q1 2025 Added 28.03%
$915B
$432 Million 0.2% of portfolio
3,056
Q1 2025 Reduced 8.59%
$310B
$441 Million 0.2% of portfolio
6,446
Q1 2025 Added 18.49%
$171B
$420 Million 0.19% of portfolio
1,533
Q1 2025 Added 22.54%
$87.4B
$405 Million 0.19% of portfolio
6,182
Q1 2025 Added 28.47%
Linde PLC
-
$408 Million 0.19% of portfolio
-
Q1 2025 Reduced 6.27%
$0
$416 Million 0.19% of portfolio
7,731
Q1 2025 Reduced 10.25%
$0
$390 Million 0.18% of portfolio
2,539
Q1 2025 Reduced 5.51%
$280B
$399 Million 0.18% of portfolio
6,426
Q1 2025 Reduced 5.0%
$98.7B
$389 Million 0.18% of portfolio
4,115
Q1 2025 Added 3.03%
$223B
$381 Million 0.18% of portfolio
5,875
Q1 2025 Added 4.06%
$156B
$399 Million 0.18% of portfolio
6,481
Q1 2025 Added 69.08%
$198B
$358 Million 0.17% of portfolio
492
Q1 2025 Added 1.44%
$74B
$376 Million 0.17% of portfolio
2,601
Q1 2025 Added 10.59%
$93.4B
$378 Million 0.17% of portfolio
1,200
Q1 2025 Reduced 0.08%
$21.4B
$376 Million 0.17% of portfolio
30,041
Q1 2025 Added 14.33%
$152B
$364 Million 0.17% of portfolio
11,092
Q1 2025 Added 27.63%
$0
$368 Million 0.17% of portfolio
33,706
Q1 2025 Added 11.17%
$123B
$340 Million 0.16% of portfolio
656
Q1 2025 Added 4.63%
$0
$342 Million 0.16% of portfolio
8,351
Q1 2025 Added 34.3%
$88.1B
$340 Million 0.16% of portfolio
5,020
Q1 2025 New
$0
$339 Million 0.16% of portfolio
3,770
Q1 2025 Reduced 37.52%
$40.2B
$338 Million 0.16% of portfolio
38,904
Q1 2025 Added 15.28%
$0
$334 Million 0.15% of portfolio
6,668
Q1 2025 Added 7.76%
$0
$325 Million 0.15% of portfolio
4,455
Q1 2025 Added 15.99%
$79.5B
$325 Million 0.15% of portfolio
1,660
Q1 2025 New
$165B
$335 Million 0.15% of portfolio
1,287
Q1 2025 Added 2.96%
$0
$329 Million 0.15% of portfolio
6,288
Q1 2025 Reduced 48.94%
$0
$320 Million 0.15% of portfolio
2,855
Q1 2025 Added 19.41%
$136B
$334 Million 0.15% of portfolio
5,676
Q1 2025 Reduced 1.88%
$55.2B
$332 Million 0.15% of portfolio
3,282
Q1 2025 Added 1.17%
$98.1B
$332 Million 0.15% of portfolio
8,405
Q1 2025 Added 25.02%
Capital Group New Geography
-
$333 Million 0.15% of portfolio
-
Q1 2025 Reduced 20.41%

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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