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
AAPL
Apple Inc.

Technology
39.9K
New
$221.69 - $259.02 $8.85M - $10.3M
39.9K $9.45B
IVV
Ishares Core S&P 500 ETF

ETFs
14.4K
New
$570.51 - $610.59 $8.24M - $8.82M
14.4K $8.42B
MSFT
Microsoft Corp

Technology
19.5K
New
$406.35 - $454.46 $7.91M - $8.85M
19.5K $8.16B
NVDA
Nvidia Corp

Technology
57.9K
New
$117.0 - $148.88 $6.77M - $8.62M
57.9K $7.86B
AMZN
Amazon Com Inc

Consumer Cyclical
35.7K
New
$180.88 - $232.93 $6.46M - $8.32M
35.7K $7.82B
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
60.5K
New
$109.14 - $121.63 $6.61M - $7.36M
60.5K $6.87B
MUB
Ishares National Muni Bond ETF

ETFs
63.3K
New
$105.78 - $108.7 $6.7M - $6.88M
63.3K $6.69B
WMT
Walmart Inc.

Consumer Defensive
53.2K
New
$79.1 - $95.7 $4.21M - $5.09M
53.2K $4.94B
AVGO
Broadcom Inc.

Technology
21.6K
New
$159.67 - $250.0 $3.46M - $5.41M
21.6K $4.85B
JPM
Jpmorgan Chase & CO

Financial Services
20K
New
$205.18 - $250.29 $4.1M - $5M
20K $4.8B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
58.7K
New
$77.02 - $78.58 $4.52M - $4.62M
58.7K $4.52B
LQD
Ishares Iboxx $ Investment Gra

ETFs
39.9K
New
$106.56 - $113.11 $4.25M - $4.51M
39.9K $4.21B
SPY
Spdr S&P 500 ETF Trust

ETFs
6.69K
New
$567.81 - $607.81 $3.8M - $4.07M
6.69K $3.88B
IVE
Ishares S&P 500 Value ETF

ETFs
18K
New
$189.5 - $206.17 $3.41M - $3.71M
18K $3.39B
GOOG
Alphabet Inc.

Communication Services
16.7K
New
$163.08 - $198.16 $2.72M - $3.31M
16.7K $3.23B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
65.5K
New
$45.07 - $47.1 $2.95M - $3.09M
65.5K $2.93B
LLY
Eli Lilly & CO

Healthcare
3.55K
New
$727.2 - $932.06 $2.58M - $3.31M
3.55K $2.84B
IWM
Ishares Russell 2000 ETF

ETFs
12.9K
New
$216.13 - $242.4 $2.79M - $3.13M
12.9K $2.8B
GOOGL
Alphabet Inc.

Communication Services
13.6K
New
$161.86 - $196.66 $2.19M - $2.66M
13.6K $2.6B
XOM
Exxon Mobil Corp

Energy
24.3K
New
$105.51 - $125.37 $2.56M - $3.04M
24.3K $2.59B
PG
Procter & Gamble CO

Consumer Defensive
15.7K
New
$161.05 - $179.7 $2.53M - $2.83M
15.7K $2.49B
IBM
International Business Machines Corp

Technology
9.6K
New
$204.9 - $238.04 $1.97M - $2.28M
9.6K $2.11B
TSLA
Tesla, Inc.

Consumer Cyclical
5.24K
New
$213.65 - $479.86 $1.12M - $2.51M
5.24K $2.07B
V
Visa Inc.

Financial Services
6.66K
New
$273.87 - $320.91 $1.82M - $2.14M
6.66K $2.05B
META
Meta Platforms, Inc.

Communication Services
3.29K
New
$554.08 - $632.68 $1.82M - $2.08M
3.29K $2.02B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
15.6K
New
$131.66 - $144.0 $2.06M - $2.25M
15.6K $2.01B
FDX
Fedex Corp

Industrials
7.04K
New
$260.5 - $305.15 $1.83M - $2.15M
7.04K $1.91B
COST
Costco Wholesale Corp

Consumer Defensive
1.92K
New
$873.59 - $994.69 $1.68M - $1.91M
1.92K $1.8B
XLE
Energy Sector Spdr

ETFs
20.3K
New
$83.32 - $97.27 $1.69M - $1.97M
20.3K $1.79B
SUB
Ishares Short Term National Mu

ETFs
16.9K
New
$104.94 - $106.2 $1.78M - $1.8M
16.9K $1.78B
CGUS
Capital Group Core Equity ETF
51.4K
New
$33.96 - $36.24 $1.75M - $1.86M
51.4K $1.78B
EEM
Ishares Msci Emerging Markets

ETFs
42K
New
$41.82 - $47.36 $1.76M - $1.99M
42K $1.72B
LOW
Lowes Companies Inc

Consumer Cyclical
6.68K
New
$244.52 - $284.07 $1.63M - $1.9M
6.68K $1.66B
GS
Goldman Sachs Group Inc

Financial Services
2.73K
New
$486.1 - $608.57 $1.32M - $1.66M
2.73K $1.53B
CGDV
Capital Group Divid Value ETF

ETFs
43.1K
New
$35.16 - $37.12 $1.52M - $1.6M
43.1K $1.51B
Capital Group Conservative E
54.4K
New
N/A
54.4K $1.43B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.4K
New
$113.92 - $127.38 $1.41M - $1.58M
12.4K $1.4B
HD
Home Depot, Inc.

Consumer Cyclical
3.58K
New
$385.02 - $431.37 $1.38M - $1.54M
3.58K $1.4B
QCOM
Qualcomm Inc

Technology
8.87K
New
$150.4 - $178.04 $1.33M - $1.58M
8.87K $1.39B
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.41K
New
$501.29 - $612.85 $1.21M - $1.48M
2.41K $1.31B
SCHO
Schwab Short Term Us Treasury

ETFs
53.9K
New
$24.06 - $48.88 $1.3M - $2.63M
53.9K $1.3B
PNC
Pnc Financial Services Group, Inc.

Financial Services
6.66K
New
$178.39 - $215.0 $1.19M - $1.43M
6.66K $1.26B
AMGN
Amgen Inc

Healthcare
4.78K
New
$258.78 - $328.31 $1.24M - $1.57M
4.78K $1.25B
MCD
Mcdonalds Corp

Consumer Cyclical
4.43K
New
$288.47 - $316.54 $1.28M - $1.4M
4.43K $1.25B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
25.1K
New
$50.14 - $52.56 $1.26M - $1.32M
25.1K $1.25B
XLY
Select Sector Spdr Consumer Di

ETFs
5.48K
New
$194.8 - $239.43 $1.07M - $1.31M
5.48K $1.21B
NEE
Nextera Energy Inc

Utilities
17.8K
New
$69.77 - $85.43 $1.24M - $1.52M
17.8K $1.2B
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
45K
New
$24.66 - $27.63 $1.11M - $1.24M
45K $1.19B
CVX
Chevron Corp

Energy
7.56K
New
$141.15 - $162.53 $1.07M - $1.23M
7.56K $1.16B
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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