Pines Wealth Management, LLC Top Holdings and 13F Report (2025) About Pines Wealth Management, LLCInvestment ActivityPines Wealth Management, LLC has $229.80 million in total holdings as of December 31, 2024.Pines Wealth Management, LLC owns shares of 205 different stocks, but just 85 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $9,454,992iShares Core S&P 500 ETF $8,422,702Microsoft $8,156,220NVIDIA $7,864,588Amazon.com $7,823,165 Sector AllocationMap of 500 Largest Holdings ofPines Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$9,454,99239,9204.1%Computer and TechnologyIVViShares Core S&P 500 ETF$8,422,70214,4393.7%ETFMSFTMicrosoft$8,156,22019,4683.5%Computer and TechnologyNVDANVIDIA$7,864,58857,8663.4%Computer and TechnologyAMZNAmazon.com$7,823,16535,7323.4%Retail/WholesaleGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$6,872,88060,5383.0%ETFMUBiShares National Muni Bond ETF$6,689,16663,3142.9%ETFWMTWalmart$4,944,85953,1712.2%Retail/WholesaleAVGOBroadcom$4,854,06921,6402.1%Computer and TechnologyJPMJPMorgan Chase & Co.$4,795,36419,9922.1%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,768,06992,5122.1%ManufacturingBSVVanguard Short-Term Bond ETF$4,522,49958,7492.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$4,205,35539,8991.8%FinanceSPYSPDR S&P 500 ETF Trust$3,883,4796,6901.7%FinanceIVEiShares S&P 500 Value ETF$3,390,53818,0181.5%ETFGOOGAlphabet$3,225,41616,6971.4%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$2,933,24165,5181.3%ManufacturingLLYEli Lilly and Company$2,838,9533,5491.2%MedicalIWMiShares Russell 2000 ETF$2,798,62512,9071.2%FinanceGOOGLAlphabet$2,602,37913,5511.1%Computer and TechnologyXOMExxon Mobil$2,586,52024,2771.1%Oils/EnergyPGProcter & Gamble$2,493,24315,7241.1%Consumer StaplesIBMInternational Business Machines$2,109,3819,5990.9%Computer and TechnologyTSLATesla$2,066,8595,2360.9%Auto/Tires/TrucksVVisa$2,048,7976,6580.9%Business ServicesMETAMeta Platforms$2,024,3583,2870.9%Computer and TechnologySDYSPDR S&P Dividend ETF$2,013,36515,6390.9%ETFFDXFedEx$1,906,4287,0420.8%TransportationCOSTCostco Wholesale$1,797,0511,9180.8%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$1,793,66620,2930.8%ETFSUBiShares Short-Term National Muni Bond ETF$1,783,57616,9300.8%ETFCGUSCapital Group Core Equity ETF$1,782,53551,4440.8%ETFEEMiShares MSCI Emerging Markets ETF$1,724,75341,9750.8%FinanceLOWLowe's Companies$1,656,7246,6830.7%Retail/WholesaleGSThe Goldman Sachs Group$1,526,1212,7250.7%FinanceCGDVCapital Group Dividend Value ETF$1,506,97543,1180.7%ETFCAPITAL GROUP CONSERVATIVE E$1,429,28354,3660.6%SHSIJRiShares Core S&P Small-Cap ETF$1,399,70512,3780.6%ETFHDHome Depot$1,396,1973,5810.6%Retail/WholesaleQCOMQUALCOMM$1,391,6288,8650.6%Computer and TechnologyTMOThermo Fisher Scientific$1,308,6012,4130.6%MedicalSCHOSchwab Short-Term U.S. Treasury ETF$1,299,10553,9050.6%ETFPNCThe PNC Financial Services Group$1,257,9296,6550.5%FinanceAMGNAmgen$1,252,1494,7750.5%MedicalMCDMcDonald's$1,251,8744,4340.5%Retail/WholesaleUSIGiShares Broad USD Investment Grade Corporate Bond ETF$1,248,48125,0850.5%ManufacturingXLYConsumer Discretionary Select Sector SPDR Fund$1,209,0025,4750.5%FinanceNEENextEra Energy$1,196,61917,7590.5%UtilitiesCOMTiShares GSCI Commodity Dynamic Roll Strategy ETF$1,185,16145,0460.5%ManufacturingCVXChevron$1,156,9737,5550.5%Oils/EnergyGOVTiShares U.S. Treasury Bond ETF$1,086,86648,8040.5%ETFMCKMcKesson$1,072,1471,8430.5%MedicalVGTVanguard Information Technology ETF$1,069,2461,7430.5%ETFDUKDuke Energy$1,031,5519,7440.4%UtilitiesVGITVanguard Intermediate-Term Treasury Index ETF$1,024,19417,8090.4%ETFTJXTJX Companies$1,018,4698,4830.4%Retail/WholesaleCSCOCisco Systems$992,64816,8990.4%Computer and TechnologyABBVAbbVie$991,9885,6630.4%MedicalQUALiShares MSCI USA Quality Factor ETF$971,6895,5100.4%ETFCGXUCapital Group International Focus Equity ETF$946,41838,2700.4%ETFGDGeneral Dynamics$943,8813,6390.4%AerospaceDBBInvesco DB Base Metals Fund$935,82749,7780.4%FinanceMAMastercard$916,9861,8170.4%Business ServicesLMTLockheed Martin$906,3601,9360.4%AerospaceUNHUnitedHealth Group$905,5471,7390.4%MedicalXLKTechnology Select Sector SPDR Fund$900,7073,9370.4%ETFCGGRCapital Group Growth ETF$899,70424,0820.4%ETFETNEaton$895,6242,6230.4%Industrial ProductsKLACKLA$838,1431,2270.4%Computer and TechnologyCAPITAL GRP FIXED INCM ETF T$807,81131,6540.4%CORE BOND ETFBSXBoston Scientific$798,2268,4130.3%MedicalCOPConocoPhillips$772,5547,5800.3%Oils/EnergyADBEAdobe$768,0011,8920.3%Computer and TechnologyPLDPrologis$740,9117,1520.3%FinancePANWPalo Alto Networks$739,9844,2670.3%Computer and TechnologyNFLXNetflix$739,6818830.3%Consumer DiscretionaryRTXRTX$729,3996,3370.3%AerospaceVBVanguard Small-Cap ETF$728,8623,0610.3%ETFTFCTruist Financial$717,76316,7780.3%FinanceSHELShell$717,13611,0430.3%Oils/EnergyUSHYiShares Broad USD High Yield Corporate Bond ETF$704,20819,1830.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$703,59813,7450.3%ETFTSMTaiwan Semiconductor Manufacturing$696,5813,3430.3%Computer and TechnologyCRMSalesforce$687,1922,1620.3%Computer and TechnologyCGMSCapital Group U.S. Multi-Sector Income ETF$686,25425,2950.3%ETFCRWDCrowdStrike$681,2851,9530.3%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$680,8387,1060.3%ETFMRKMerck & Co., Inc.$677,5806,8270.3%MedicalCGSDCapital Group Short Duration Income ETF$675,24426,3870.3%ETFHONHoneywell International$645,1882,9570.3%Multi-Sector ConglomeratesGLDSPDR Gold Shares$641,6232,5850.3%FinanceEFViShares MSCI EAFE Value ETF$638,90312,3150.3%ETFSMHVanEck Semiconductor ETF$630,3212,5500.3%ManufacturingDISWalt Disney$624,5215,7480.3%Consumer DiscretionaryVCITVanguard Intermediate-Term Corporate Bond ETF$621,6357,8300.3%ETFCAPITAL GROUP CORE BALANCED$616,83819,8980.3%SHSBRK.BBerkshire Hathaway$598,9191,3530.3%FinanceMETMetLife$598,3447,4560.3%FinanceAXPAmerican Express$593,9332,0250.3%FinanceUNPUnion Pacific$587,5732,6090.3%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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