Pines Wealth Management
Latest statistics and disclosures from Pines Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, MSFT, MUB, GLTR, AAPL, and represent 20.28% of Pines Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$8.3M), IJR, Capital Group Equity Etf Tr, MUB, MSFT, RECS, LQD, LLY, CVS, IXN.
- Started 13 new stock positions in BA, Capital Group Equity Etf Tr, CCI, LHX, FI, CAH, ISRG, VRTX, COR, OGE. CVS, MDLZ, PFF.
- Reduced shares in these 10 stocks: BSV, TIP, TLT, MBB, MRVL, , EFV, VGIT, SCHO, COMT.
- Sold out of its positions in BAC, BLK, CGIC, CARR, DHR, EMR, FITB, HPQ, HLT, TIP. TLT, MBB, HDV, MRVL, ORCL, SPGI, SNY, TGT, ASML, RCL.
- Pines Wealth Management was a net buyer of stock by $12M.
- Pines Wealth Management has $216M in assets under management (AUM), dropping by -5.91%.
- Central Index Key (CIK): 0002037426
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Portfolio Holdings for Pines Wealth Management
Pines Wealth Management holds 198 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 7.2 | $16M | +115% | 31k | 498.80 |
|
| Microsoft Corporation (MSFT) | 3.4 | $7.4M | +6% | 21k | 354.57 |
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| Ishares Tr National Mun Etf (MUB) | 3.3 | $7.2M | +10% | 70k | 102.37 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 3.3 | $7.1M | -3% | 59k | 120.69 |
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| Apple (AAPL) | 3.1 | $6.7M | 39k | 172.42 |
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| Amazon (AMZN) | 2.8 | $6.1M | 36k | 170.66 |
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| NVIDIA Corporation (NVDA) | 2.7 | $5.7M | +2% | 60k | 96.30 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.2 | $4.7M | -2% | 90k | 51.83 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.1 | $4.6M | +9% | 44k | 105.31 |
|
| JPMorgan Chase & Co. (JPM) | 2.0 | $4.4M | 20k | 216.87 |
|
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| Wal-Mart Stores (WMT) | 2.0 | $4.3M | 53k | 81.79 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.8 | $3.8M | -16% | 49k | 78.13 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $3.6M | +7% | 7.2k | 496.48 |
|
| Broadcom (AVGO) | 1.6 | $3.5M | +3% | 23k | 156.03 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.4 | $3.1M | +3% | 19k | 168.34 |
|
| Eli Lilly & Co. (LLY) | 1.4 | $3.0M | +14% | 4.1k | 726.28 |
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| Ishares Tr Core Total Usd (IUSB) | 1.3 | $2.8M | -5% | 62k | 45.39 |
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| Procter & Gamble Company (PG) | 1.2 | $2.7M | +6% | 17k | 158.39 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $2.5M | +3% | 25k | 100.77 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $2.5M | 17k | 146.58 |
|
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| International Business Machines (IBM) | 1.0 | $2.2M | +3% | 9.9k | 221.03 |
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| Visa Com Cl A (V) | 1.0 | $2.1M | 6.7k | 308.28 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $2.1M | -8% | 12k | 174.82 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.9M | 13k | 144.70 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.9 | $1.9M | 16k | 121.58 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $1.8M | +64% | 20k | 90.56 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.8 | $1.8M | +17% | 60k | 29.93 |
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| Costco Wholesale Corporation (COST) | 0.8 | $1.8M | 1.9k | 908.75 |
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| Meta Platforms Cl A (META) | 0.8 | $1.6M | 3.2k | 510.46 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.8 | $1.6M | 43k | 38.52 |
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| Select Sector Spdr Tr Energy (XLE) | 0.8 | $1.6M | +5% | 21k | 76.44 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.8 | $1.6M | -7% | 16k | 104.77 |
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| FedEx Corporation (FDX) | 0.7 | $1.5M | +10% | 7.8k | 198.08 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.7 | $1.5M | +6% | 46k | 31.93 |
|
| Lowe's Companies (LOW) | 0.7 | $1.4M | 6.7k | 211.69 |
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| Amgen (AMGN) | 0.6 | $1.4M | +4% | 5.0k | 280.26 |
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| Capital Group Conservative E SHS (CGCV) | 0.6 | $1.4M | +2% | 56k | 24.45 |
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| Home Depot (HD) | 0.6 | $1.3M | +9% | 3.9k | 335.24 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.6 | $1.3M | 26k | 49.77 |
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| Qualcomm (QCOM) | 0.6 | $1.2M | +12% | 9.9k | 124.66 |
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| Nextera Energy (NEE) | 0.6 | $1.2M | +7% | 19k | 64.11 |
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| McKesson Corporation (MCK) | 0.6 | $1.2M | 1.9k | 652.83 |
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| UnitedHealth (UNH) | 0.6 | $1.2M | +25% | 2.2k | 553.13 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.5 | $1.1M | +3% | 50k | 22.85 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $1.1M | 9.8k | 115.95 |
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| Goldman Sachs (GS) | 0.5 | $1.1M | -9% | 2.5k | 462.28 |
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| McDonald's Corporation (MCD) | 0.5 | $1.1M | -15% | 3.8k | 299.80 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $1.1M | +8% | 2.6k | 419.31 |
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| Chevron Corporation (CVX) | 0.5 | $1.1M | +3% | 7.8k | 136.93 |
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| General Dynamics Corporation (GD) | 0.5 | $1.1M | +14% | 4.2k | 254.37 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.5 | $1.1M | +44% | 35k | 30.53 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.5 | $1.1M | +9% | 6.0k | 176.34 |
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| PNC Financial Services (PNC) | 0.5 | $1.0M | +4% | 7.0k | 149.76 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $1.0M | +20% | 2.3k | 443.31 |
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| Vanguard World Inf Tech Etf (VGT) | 0.5 | $1.0M | +25% | 2.2k | 470.38 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.5 | $1.0M | -21% | 42k | 24.35 |
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| TJX Companies (TJX) | 0.5 | $1.0M | 8.5k | 120.03 |
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| Abbvie (ABBV) | 0.5 | $1.0M | +2% | 5.8k | 175.67 |
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| Tesla Motors (TSLA) | 0.5 | $981k | -15% | 4.4k | 221.86 |
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| Cisco Systems (CSCO) | 0.4 | $946k | +5% | 18k | 53.19 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.4 | $945k | +89% | 32k | 29.40 |
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| Netflix (NFLX) | 0.4 | $890k | +15% | 1.0k | 870.40 |
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| Invesco Db Multi-sector Comm Base Metals Fd (DBB) | 0.4 | $869k | 50k | 17.23 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $865k | 1.8k | 479.92 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $862k | +2% | 5.7k | 152.42 |
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| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.4 | $812k | 31k | 26.05 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $810k | +36% | 4.2k | 193.72 |
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| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.4 | $808k | -23% | 34k | 23.54 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.4 | $805k | 38k | 21.44 |
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| Prologis (PLD) | 0.4 | $805k | +25% | 9.0k | 89.76 |
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| Eaton Corp SHS (ETN) | 0.4 | $798k | +20% | 3.2k | 251.50 |
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| Kla Corp Com New (KLAC) | 0.4 | $788k | +7% | 1.3k | 599.54 |
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| Boston Scientific Corporation (BSX) | 0.4 | $760k | 8.4k | 90.64 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $755k | -28% | 13k | 59.33 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $747k | +16% | 2.2k | 340.00 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $723k | -5% | 6.0k | 120.46 |
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| Select Sector Spdr Tr Communication (XLC) | 0.3 | $710k | +15% | 8.2k | 86.13 |
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| Shell Spon Ads (SHEL) | 0.3 | $706k | +6% | 12k | 59.75 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $701k | 3.9k | 179.73 |
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| Ishares Tr Broad Usd High (USHY) | 0.3 | $687k | 20k | 35.30 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $685k | +7% | 2.1k | 325.04 |
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| Capital Group Equity Etf Tr Us Small And Mid | 0.3 | $682k | NEW | 33k | 20.98 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $677k | +8% | 8.5k | 79.91 |
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| Palo Alto Networks (PANW) | 0.3 | $672k | +3% | 4.4k | 152.53 |
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.3 | $662k | -2% | 26k | 25.77 |
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| ConocoPhillips (COP) | 0.3 | $659k | +5% | 8.0k | 82.66 |
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| Ishares Tr Global Tech Etf (IXN) | 0.3 | $657k | +106% | 10k | 65.81 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $639k | -4% | 1.3k | 492.64 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.3 | $632k | -5% | 24k | 26.37 |
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| Philip Morris International (PM) | 0.3 | $630k | 4.2k | 149.23 |
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| Abbott Laboratories (ABT) | 0.3 | $628k | -2% | 5.1k | 123.95 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $627k | +36% | 3.5k | 179.95 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $625k | -12% | 2.3k | 275.20 |
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| Pepsi (PEP) | 0.3 | $583k | +19% | 4.2k | 140.30 |
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| Honeywell International (HON) | 0.3 | $577k | +6% | 3.2k | 182.86 |
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| Truist Financial Corp equities (TFC) | 0.3 | $569k | -2% | 16k | 34.92 |
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| Select Sector Spdr Tr Financial (XLF) | 0.3 | $563k | +9% | 13k | 43.92 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $553k | +29% | 7.1k | 78.13 |
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| Merck & Co (MRK) | 0.3 | $551k | +2% | 7.0k | 78.95 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $540k | +9% | 4.1k | 132.99 |
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| salesforce (CRM) | 0.2 | $529k | 2.2k | 243.99 |
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| Medtronic SHS (MDT) | 0.2 | $521k | +65% | 6.4k | 81.88 |
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| Union Pacific Corporation (UNP) | 0.2 | $516k | -5% | 2.5k | 208.27 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.2 | $516k | +18% | 16k | 31.82 |
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| Capital Group Core Balanced SHS (CGBL) | 0.2 | $515k | -9% | 18k | 28.65 |
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| Walt Disney Company (DIS) | 0.2 | $500k | +6% | 6.1k | 81.73 |
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| MetLife (MET) | 0.2 | $493k | -3% | 7.2k | 68.42 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $488k | -25% | 10k | 47.74 |
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| Advanced Micro Devices (AMD) | 0.2 | $485k | +28% | 6.2k | 78.21 |
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| Kinder Morgan (KMI) | 0.2 | $481k | 19k | 25.21 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $474k | +41% | 3.1k | 154.86 |
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| Digital Realty Trust (DLR) | 0.2 | $472k | +14% | 3.5k | 136.11 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $449k | 913.00 | 492.06 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $449k | +4% | 6.4k | 70.56 |
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| Johnson & Johnson (JNJ) | 0.2 | $447k | -11% | 3.0k | 150.01 |
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| American Express Company (AXP) | 0.2 | $443k | -5% | 1.9k | 231.39 |
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| Coca-Cola Company (KO) | 0.2 | $441k | +18% | 6.4k | 68.42 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $432k | -8% | 3.1k | 141.37 |
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| Amphenol Corp Cl A (APH) | 0.2 | $430k | -9% | 7.2k | 60.07 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $423k | +28% | 3.6k | 118.37 |
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| Caterpillar (CAT) | 0.2 | $420k | +22% | 1.5k | 273.94 |
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| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.2 | $416k | -10% | 7.7k | 53.80 |
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| Linde SHS (LIN) | 0.2 | $408k | -6% | 986.00 | 413.33 |
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| Micron Technology (MU) | 0.2 | $405k | +28% | 6.2k | 65.54 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $399k | +69% | 6.5k | 61.60 |
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| Wells Fargo & Company (WFC) | 0.2 | $399k | -4% | 6.4k | 62.08 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $390k | -5% | 2.5k | 153.67 |
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| Kkr & Co (KKR) | 0.2 | $389k | +3% | 4.1k | 94.51 |
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| Astrazeneca Sponsored Adr (AZN) | 0.2 | $381k | +4% | 5.9k | 64.90 |
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| Trane Technologies SHS (TT) | 0.2 | $378k | 1.2k | 315.21 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $376k | +14% | 30k | 12.51 |
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| Zoetis Cl A (ZTS) | 0.2 | $376k | +10% | 2.6k | 144.41 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $368k | +11% | 34k | 10.91 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $364k | +27% | 11k | 32.84 |
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| Servicenow (NOW) | 0.2 | $358k | 492.00 | 727.60 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $342k | +34% | 8.4k | 40.97 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $340k | +4% | 656.00 | 518.35 |
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| CVS Caremark Corporation (CVS) | 0.2 | $340k | NEW | 5.0k | 67.63 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $339k | -37% | 3.8k | 89.80 |
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| Ford Motor Company (F) | 0.2 | $338k | +15% | 39k | 8.69 |
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| Progressive Corporation (PGR) | 0.2 | $335k | +2% | 1.3k | 260.38 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $334k | +7% | 6.7k | 50.08 |
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| Citigroup Com New (C) | 0.2 | $334k | 5.7k | 58.77 |
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| Capital Group New Geography SHS (CGNG) | 0.2 | $333k | -20% | 15k | 22.52 |
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| British Amern Tob Sponsored Adr (BTI) | 0.2 | $332k | +25% | 8.4k | 39.55 |
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| American Electric Power Company (AEP) | 0.2 | $332k | 3.3k | 101.28 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $330k | -48% | 6.3k | 52.40 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $325k | +15% | 4.5k | 72.96 |
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| Fiserv (FI) | 0.2 | $325k | NEW | 1.7k | 195.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $321k | 702.00 | 456.74 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $320k | +19% | 2.9k | 112.02 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $313k | 596.00 | 525.48 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $313k | +10% | 5.6k | 55.89 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $301k | 1.1k | 281.39 |
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| Cigna Corp (CI) | 0.1 | $297k | -3% | 945.00 | 313.84 |
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| Cheniere Energy Com New (LNG) | 0.1 | $295k | -9% | 1.4k | 205.16 |
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| Becton, Dickinson and (BDX) | 0.1 | $286k | +20% | 1.4k | 200.76 |
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| Nike CL B (NKE) | 0.1 | $284k | +60% | 5.3k | 53.27 |
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| American Tower Reit (AMT) | 0.1 | $274k | +6% | 1.3k | 204.66 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $274k | -6% | 2.8k | 97.69 |
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| Morgan Stanley Com New (MS) | 0.1 | $271k | -16% | 2.7k | 100.31 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $270k | -18% | 1.9k | 146.01 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $266k | +5% | 2.2k | 120.07 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $265k | NEW | 4.1k | 64.06 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $264k | +16% | 7.1k | 37.08 |
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| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.1 | $262k | +27% | 18k | 14.67 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $259k | -4% | 1.2k | 220.65 |
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| Starbucks Corporation (SBUX) | 0.1 | $257k | +18% | 3.2k | 79.69 |
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| Deere & Company (DE) | 0.1 | $255k | +15% | 618.00 | 412.99 |
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| CSX Corporation (CSX) | 0.1 | $255k | -2% | 9.5k | 26.69 |
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| Capital One Financial (COF) | 0.1 | $252k | -5% | 1.7k | 152.35 |
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| Kenvue (KVUE) | 0.1 | $251k | +2% | 12k | 21.49 |
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| United Rentals (URI) | 0.1 | $250k | +18% | 452.00 | 551.94 |
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| Bristol Myers Squibb (BMY) | 0.1 | $242k | +8% | 4.6k | 53.07 |
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| Pimco Etf Tr Broad Us Tips (TIPZ) | 0.1 | $241k | -19% | 4.6k | 52.81 |
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| L3harris Technologies (LHX) | 0.1 | $241k | NEW | 1.2k | 200.75 |
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| Pfizer (PFE) | 0.1 | $239k | -4% | 11k | 21.84 |
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| AmerisourceBergen (COR) | 0.1 | $234k | NEW | 850.00 | 274.73 |
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| United Parcel Service CL B (UPS) | 0.1 | $232k | -11% | 2.5k | 91.92 |
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| Anthem (ELV) | 0.1 | $231k | -5% | 536.00 | 430.90 |
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| Verizon Communications (VZ) | 0.1 | $231k | 5.5k | 42.17 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $224k | +8% | 1.1k | 204.89 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $217k | NEW | 473.00 | 457.63 |
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| Ge Aerospace Com New (GE) | 0.1 | $215k | -40% | 1.3k | 169.38 |
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| Oge Energy Corp (OGE) | 0.1 | $212k | NEW | 5.0k | 42.23 |
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| Williams Companies (WMB) | 0.1 | $212k | -23% | 3.9k | 54.33 |
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| American Intl Group Com New (AIG) | 0.1 | $211k | -7% | 2.7k | 77.67 |
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| Cardinal Health (CAH) | 0.1 | $210k | NEW | 1.7k | 125.00 |
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| Analog Devices (ADI) | 0.1 | $209k | -4% | 1.3k | 166.09 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $208k | -16% | 3.1k | 67.84 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $206k | NEW | 7.1k | 29.00 |
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| Crown Castle Intl (CCI) | 0.1 | $206k | NEW | 2.2k | 94.83 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $206k | NEW | 435.00 | 472.37 |
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| Howmet Aerospace (HWM) | 0.1 | $204k | -21% | 1.8k | 114.62 |
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| Boeing Company (BA) | 0.1 | $203k | NEW | 1.5k | 139.39 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $202k | +15% | 918.00 | 220.04 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $201k | 1.2k | 166.82 |
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| Agilon Health (AGL) | 0.1 | $143k | 27k | 5.36 |
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Past Filings by Pines Wealth Management
SEC 13F filings are viewable for Pines Wealth Management going back to 2024
- Pines Wealth Management 2025 Q1 filed April 11, 2025
- Pines Wealth Management 2024 Q4 filed Jan. 14, 2025