Pines Wealth Management, LLC New Holdings in Q4 2024

Pines Wealth Management, LLC

  • $230 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
2.85K
New
$70.31 - $124.78 $200K - $355K
2.85K $325M
IBB
Ishares Biotechnology ETF

ETFs
2.39K
New
$131.21 - $148.85 $314K - $356K
2.39K $317M
TGT
Target Corp

Consumer Defensive
2.24K
New
$121.59 - $160.69 $272K - $360K
2.24K $317M
CMCSA
Comcast Corp

Communication Services
8.69K
New
$37.39 - $45.14 $325K - $392K
8.69K $316M
CSX
Csx Corp

Industrials
9.77K
New
$31.58 - $36.88 $309K - $360K
9.77K $311M
MDT
Medtronic PLC

Healthcare
3.85K
New
$79.61 - $92.24 $306K - $355K
3.85K $310M
COF
Capital One Financial Corp

Financial Services
1.76K
New
$145.19 - $192.01 $255K - $337K
1.76K $308M
PFE
Pfizer Inc

Healthcare
11.4K
New
$24.8 - $30.19 $284K - $345K
11.4K $306M
AEP
American Electric Power CO Inc

Utilities
3.24K
New
$90.91 - $102.21 $295K - $332K
3.24K $303M
PGR
Progressive Corp

Financial Services
1.25K
New
$239.6 - $268.88 $300K - $336K
1.25K $295M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.01K
New
$96.64 - $101.23 $291K - $305K
3.01K $289M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.84K
New
$75.1 - $82.99 $288K - $319K
3.84K $288M
SPOT
Spotify Technology S.A.

Communication Services
627
New
$362.95 - $502.38 $228K - $315K
627 $288M
WMB
Williams Companies, Inc.

Energy
5.13K
New
$46.37 - $59.74 $238K - $306K
5.13K $285M
IFRA
Ishares Tr

ETFs
6.22K
New
$45.94 - $51.71 $286K - $322K
6.22K $282M
ADI
Analog Devices Inc

Technology
1.32K
New
$206.35 - $236.48 $273K - $313K
1.32K $281M
BDX
Becton Dickinson & CO

Healthcare
1.18K
New
$220.02 - $243.75 $259K - $287K
1.18K $276M
TD
Toronto Dominion Bank

Financial Services
5.06K
New
$51.56 - $63.8 $261K - $323K
5.06K $274M
CI
Cigna Corp

Healthcare
981
New
$265.59 - $358.58 $261K - $352K
981 $274M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.23K
New
$209.89 - $233.24 $259K - $288K
1.23K $258M
HWM
Howmet Aerospace Inc.

Industrials
2.27K
New
$99.72 - $120.09 $226K - $273K
2.27K $256M
IEFA
Ishares Tr

ETFs
3.67K
New
$70.06 - $77.43 $257K - $284K
3.67K $256M
URI
United Rentals, Inc.

Industrials
380
New
$704.44 - $880.32 $268K - $335K
380 $255M
BAC
Bank Of America Corp

Financial Services
5.58K
New
$39.22 - $47.77 $219K - $267K
5.58K $252M
SBUX
Starbucks Corp

Consumer Cyclical
2.71K
New
$87.44 - $102.5 $237K - $278K
2.71K $250M
SNY
Sanofi

Healthcare
5.07K
New
$45.89 - $57.31 $233K - $291K
5.07K $247M
DHR
Danaher Corp

Healthcare
1.05K
New
$226.16 - $274.52 $237K - $288K
1.05K $246M
HPQ
Hp Inc

Technology
7.42K
New
$32.46 - $39.3 $241K - $291K
7.42K $246M
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.72K
New
$34.25 - $37.94 $230K - $255K
6.72K $241M
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.13K
New
$40.06 - $45.21 $246K - $277K
6.13K $240M
SPGI
S&P Global Inc.

Financial Services
495
New
$480.36 - $529.17 $238K - $262K
495 $239M
HDV
Ishares Core High Dividend ETF

ETFs
2.14K
New
$110.82 - $121.28 $237K - $260K
2.14K $238M
Kenvue Inc
11.4K
New
N/A
11.4K $237M
NKE
Nike, Inc.

Consumer Cyclical
3.33K
New
$73.36 - $89.13 $244K - $297K
3.33K $237M
ORCL
Oracle Corp

Technology
1.53K
New
$165.41 - $192.43 $252K - $294K
1.53K $236M
BMY
Bristol Myers Squibb CO

Healthcare
4.21K
New
$51.92 - $59.94 $219K - $253K
4.21K $235M
Blackrock Inc
245
New
N/A
245 $234M
ASML
Asml Holding Nv

Technology
309
New
$658.43 - $872.27 $203K - $270K
309 $228M
CARR
Carrier Global Corp

Industrials
3.42K
New
$66.69 - $82.65 $228K - $282K
3.42K $227M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.21K
New
$183.23 - $199.79 $221K - $241K
1.21K $221M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
14K
New
$15.43 - $16.42 $216K - $230K
14K $220M
DE
Deere & CO

Industrials
533
New
$389.45 - $466.0 $208K - $248K
533 $218M
AMT
American Tower Corp

Real Estate
1.25K
New
$179.4 - $232.01 $225K - $291K
1.25K $218M
ELV
Elevance Health, Inc.

Healthcare
566
New
$365.96 - $514.62 $207K - $291K
566 $216M
FITB
Fifth Third Bancorp

Financial Services
5.13K
New
$41.76 - $48.44 $214K - $249K
5.13K $211M
VZ
Verizon Communications Inc

Communication Services
5.53K
New
$39.6 - $45.21 $219K - $250K
5.53K $209M
VDC
Vanguard Consumer Staples ETF

ETFs
1.01K
New
$210.96 - $223.62 $213K - $226K
1.01K $209M
AIG
American International Group, Inc.

Financial Services
2.93K
New
$70.0 - $79.22 $205K - $232K
2.93K $207M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
852
New
$229.83 - $258.46 $196K - $220K
852 $205M
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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