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
EFG
Msci Eafe Growth ETF

ETFs
6.03K
New
$96.83 - $106.88 $584K - $645K
6.03K $584M
ABT
Abbott Laboratories

Healthcare
5.19K
New
$111.93 - $119.39 $581K - $620K
5.19K $583M
RECS
Columbia ETF Tr I

ETFs
16.9K
New
$33.61 - $36.42 $569K - $617K
16.9K $582M
HPE
Hewlett Packard Enterprise CO

Technology
26.3K
New
$19.31 - $23.95 $507K - $629K
26.3K $580M
TIP
Ishares Tr Tips Bd ETF

ETFs
5.41K
New
$106.33 - $110.69 $576K - $599K
5.41K $575M
KKR
Kkr & Co. Inc.

Financial Services
3.99K
New
$129.87 - $162.87 $519K - $651K
3.99K $563M
AMD
Advanced Micro Devices Inc

Technology
4.83K
New
$118.88 - $172.8 $575K - $835K
4.83K $561M
APH
Amphenol Corp

Technology
7.87K
New
$62.07 - $75.35 $489K - $593K
7.87K $553M
XLF
Financial Sector Spdr

ETFs
11.7K
New
$44.89 - $51.34 $524K - $599K
11.7K $552M
LIT
Global X Fds Global X Lithium

ETFs
13.7K
New
$40.78 - $48.97 $557K - $669K
13.7K $543M
VTWO
Vanguard Russell 2000 ETF

ETFs
6.09K
New
$87.42 - $98.06 $532K - $597K
6.09K $534M
DLR
Digital Realty Trust, Inc.

Real Estate
3.03K
New
$156.46 - $195.69 $475K - $594K
3.03K $526M
XLV
Select Sector Spdr Fund Health

ETFs
3.7K
New
$136.28 - $154.74 $505K - $573K
3.7K $517M
NOW
Service Now, Inc.

Technology
485
New
$867.18 - $1148.42 $421K - $557K
485 $497M
PEP
Pepsico Inc

Consumer Defensive
3.48K
New
$151.29 - $176.1 $527K - $613K
3.48K $497M
PM
Philip Morris International Inc.

Consumer Defensive
4.21K
New
$118.38 - $133.06 $498K - $560K
4.21K $493M
MU
Micron Technology Inc

Technology
4.81K
New
$84.16 - $113.41 $405K - $546K
4.81K $478M
JNJ
Johnson & Johnson

Healthcare
3.36K
New
$143.34 - $165.86 $481K - $556K
3.36K $477M
WFC
Wells Fargo & Company

Financial Services
6.76K
New
$54.98 - $77.35 $372K - $523K
6.76K $473M
SOXX
Ishares Semiconductor ETF

ETFs
2.16K
New
$211.27 - $239.8 $456K - $518K
2.16K $471M
Capital Group New Geography
18.6K
New
N/A
18.6K $457M
TT
Trane Technologies PLC

Industrials
1.2K
New
$369.35 - $419.14 $444K - $503K
1.2K $453M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.28K
New
$87.1 - $98.49 $459K - $520K
5.28K $451M
VTV
Vanguard Value ETF

ETFs
2.69K
New
$168.32 - $181.87 $452K - $489K
2.69K $451M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
8.61K
New
$52.19 - $52.87 $450K - $455K
8.61K $451M
CAT
Caterpillar Inc

Industrials
1.25K
New
$360.37 - $416.88 $451K - $522K
1.25K $439M
Linde PLC
1.05K
New
N/A
1.05K $436M
TXN
Texas Instruments Inc

Technology
2.26K
New
N/A
2.26K $431M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.45K
New
$77.86 - $79.27 $424K - $432K
5.45K $424M
NOC
Northrop Grumman Corp

Industrials
901
New
$466.52 - $543.88 $420K - $490K
901 $413M
C
Citigroup Inc

Financial Services
5.79K
New
$61.31 - $72.5 $355K - $419K
5.79K $413M
MBB
Ishares Tr

ETFs
4.49K
New
$91.26 - $95.82 $410K - $430K
4.49K $407M
IXN
Ishares Global Information Tec

ETFs
4.84K
New
$80.67 - $87.84 $391K - $425K
4.84K $406M
MS
Morgan Stanley

Financial Services
3.22K
New
$104.42 - $134.99 $336K - $434K
3.22K $397M
ZTS
Zoetis Inc.

Healthcare
2.35K
New
$162.24 - $194.42 $382K - $457K
2.35K $384M
AZN
Astrazeneca PLC

Healthcare
5.65K
New
$63.2 - $79.58 $357K - $449K
5.65K $378M
ACN
Accenture PLC

Technology
1.08K
New
$343.9 - $376.86 $371K - $407K
1.08K $377M
PH
Parker Hannifin Corp

Industrials
594
New
$621.74 - $709.46 $369K - $421K
594 $374M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
700
New
$521.84 - $558.82 $365K - $391K
700 $374M
GE
General Electric CO

Industrials
2.13K
New
$159.95 - $194.23 $340K - $413K
2.13K $365M
DVY
Ishares Tr

ETFs
2.79K
New
$129.55 - $143.41 $361K - $400K
2.79K $359M
LNG
Cheniere Energy, Inc.

Energy
1.59K
New
$181.07 - $225.92 $288K - $359K
1.59K $358M
UPS
United Parcel Service Inc

Industrials
2.86K
New
$122.65 - $138.35 $351K - $396K
2.86K $353M
BX
Blackstone Inc.

Financial Services
2.1K
New
$148.45 - $199.05 $311K - $417K
2.1K $346M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
30.3K
New
$11.42 - $12.5 $346K - $379K
30.3K $344M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.19K
New
$55.45 - $61.08 $343K - $378K
6.19K $343M
KO
Coca Cola CO

Consumer Defensive
5.44K
New
$61.74 - $71.71 $336K - $390K
5.44K $332M
NVO
Novo Nordisk A S

Healthcare
3.83K
New
$85.0 - $120.04 $326K - $460K
3.83K $331M
F
Ford Motor CO

Consumer Cyclical
33.7K
New
$9.69 - $11.4 $327K - $385K
33.7K $326M
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
Track This Portfolio

Track Pines Wealth Management, LLC Portfolio

Follow Pines Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pines Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pines Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email