Pines Wealth Management, LLC Top Holdings and 13F Report (2025) About Pines Wealth Management, LLCInvestment ActivityPines Wealth Management, LLC has $216.23 million in total holdings as of March 31, 2025.Pines Wealth Management, LLC owns shares of 198 different stocks, but just 82 companies or ETFs make up 80% of its holdings.Approximately 10.53% of the portfolio was purchased this quarter.About 4.98% of the portfolio was sold this quarter.This quarter, Pines Wealth Management, LLC has purchased 205 new stocks and bought additional shares in 114 stocks.Pines Wealth Management, LLC sold shares of 69 stocks and completely divested from 20 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $15,502,206Microsoft $7,373,213iShares National Muni Bond ETF $7,160,168Aberdeen Standard Physical Precious Metals Basket Shares ETF $7,078,228Apple $6,746,467 Largest New Holdings this Quarter 14022A102 - CAPITAL GROUP EQUITY ETF TR $682,333 Holding126650100 - CVS Health $339,503 Holding337738108 - Fiserv $324,680 Holding609207105 - Mondelez International $264,632 Holding502431109 - L3Harris Technologies $240,499 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 16,640 shares (about $8.30M)iShares Core S&P Small-Cap ETF 7,949 shares (about $719.86K)CAPITAL GROUP EQUITY ETF TR 32,523 shares (about $682.33K)iShares National Muni Bond ETF 6,630 shares (about $678.71K)Microsoft 1,327 shares (about $470.51K) Largest Sales this Quarter Vanguard Short-Term Bond ETF 9,615 shares (about $751.22K)iShares MSCI EAFE Value ETF 6,027 shares (about $315.82K)Vanguard Intermediate-Term Treasury Index ETF 5,078 shares (about $301.27K)Schwab Short-Term U.S. Treasury ETF 11,703 shares (about $284.97K)iShares GSCI Commodity Dynamic Roll Strategy ETF 10,732 shares (about $252.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPines Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$15,502,206$8,300,032 ▲115.2%31,0797.2%ETFMSFTMicrosoft$7,373,213$470,510 ▲6.8%20,7953.4%Computer and TechnologyMUBiShares National Muni Bond ETF$7,160,168$678,713 ▲10.5%69,9443.3%ETFGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$7,078,228$228,104 ▼-3.1%58,6483.3%ETFAAPLApple$6,746,467$136,557 ▼-2.0%39,1283.1%Computer and TechnologyAMZNAmazon.com$6,122,087$24,063 ▲0.4%35,8732.8%Retail/WholesaleNVDANVIDIA$5,736,420$163,903 ▲2.9%59,5682.7%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,675,896$119,002 ▼-2.5%90,2162.2%ManufacturingLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$4,592,570$390,805 ▲9.3%43,6102.1%FinanceJPMJPMorgan Chase & Co.$4,352,784$17,133 ▲0.4%20,0712.0%FinanceWMTWalmart$4,344,109$4,744 ▼-0.1%53,1132.0%Retail/WholesaleBSVVanguard Short-Term Bond ETF$3,838,840$751,220 ▼-16.4%49,1341.8%ETFSPYSPDR S&P 500 ETF Trust$3,570,188$248,737 ▲7.5%7,1911.7%FinanceAVGOBroadcom$3,505,995$129,505 ▲3.8%22,4701.6%Computer and TechnologyIVEiShares S&P 500 Value ETF$3,130,055$96,962 ▲3.2%18,5941.4%ETFLLYEli Lilly and Company$2,962,488$384,927 ▲14.9%4,0791.4%MedicalIUSBiShares Core Total USD Bond Market ETF$2,812,683$161,180 ▼-5.4%61,9671.3%ManufacturingPGProcter & Gamble$2,661,578$171,061 ▲6.9%16,8041.2%Consumer StaplesXOMExxon Mobil$2,539,426$93,012 ▲3.8%25,2001.2%EnergyGOOGAlphabet$2,487,527$40,017 ▲1.6%16,9701.2%Computer and TechnologyIBMInternational Business Machines$2,195,713$74,045 ▲3.5%9,9341.0%Computer and TechnologyVVisa$2,073,824$21,272 ▲1.0%6,7271.0%Business ServicesIWMiShares Russell 2000 ETF$2,059,205$197,197 ▼-8.7%11,7791.0%FinanceGOOGLAlphabet$1,934,256$26,626 ▼-1.4%13,3670.9%Computer and TechnologySDYSPDR S&P Dividend ETF$1,889,597$11,793 ▼-0.6%15,5420.9%ETFIJRiShares Core S&P Small-Cap ETF$1,840,814$719,862 ▲64.2%20,3270.9%ETFCGUSCapital Group Core Equity ETF$1,803,163$263,444 ▲17.1%60,2460.8%ETFCOSTCostco Wholesale$1,755,705$12,723 ▲0.7%1,9320.8%Retail/WholesaleMETAMeta Platforms$1,649,806$28,075 ▼-1.7%3,2320.8%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$1,636,908$20,030 ▲1.2%42,4950.8%FinanceXLEEnergy Select Sector SPDR Fund$1,636,539$85,309 ▲5.5%21,4090.8%ETFSUBiShares Short-Term National Muni Bond ETF$1,635,879$137,877 ▼-7.8%15,6140.8%ETFFDXFedEx$1,536,284$141,427 ▲10.1%7,7560.7%TransportationCGDVCapital Group Dividend Value ETF$1,462,267$85,509 ▲6.2%45,7960.7%ETFLOWLowe's Companies$1,407,752$6,986 ▼-0.5%6,6500.7%Retail/WholesaleAMGNAmgen$1,391,772$53,530 ▲4.0%4,9660.6%MedicalCAPITAL GROUP CONSERVATIVE E$1,360,398$31,149 ▲2.3%55,6400.6%SHSHDHome Depot$1,320,176$119,681 ▲10.0%3,9380.6%Retail/WholesaleUSIGiShares Broad USD Investment Grade Corporate Bond ETF$1,272,818$24,338 ▲1.9%25,5740.6%ManufacturingQCOMQUALCOMM$1,239,744$134,633 ▲12.2%9,9450.6%Computer and TechnologyNEENextEra Energy$1,226,785$88,278 ▲7.8%19,1360.6%UtilitiesMCKMcKesson$1,226,015$22,849 ▲1.9%1,8780.6%MedicalUNHUnitedHealth Group$1,208,035$246,143 ▲25.6%2,1840.6%MedicalGOVTiShares U.S. Treasury Bond ETF$1,148,670$33,498 ▲3.0%50,2700.5%ETFDUKDuke Energy$1,136,869$7,073 ▲0.6%9,8050.5%UtilitiesGSThe Goldman Sachs Group$1,134,436$125,278 ▼-9.9%2,4540.5%FinanceMCDMcDonald's$1,127,540$201,764 ▼-15.2%3,7610.5%Retail/WholesaleTMOThermo Fisher Scientific$1,095,669$83,863 ▲8.3%2,6130.5%MedicalCVXChevron$1,069,150$34,643 ▲3.3%7,8080.5%EnergyGDGeneral Dynamics$1,060,734$135,072 ▲14.6%4,1700.5%AerospaceCGGRCapital Group Growth ETF$1,059,361$324,137 ▲44.1%34,6990.5%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,053,119$87,642 ▲9.1%5,9720.5%FinancePNCThe PNC Financial Services Group$1,046,374$49,720 ▲5.0%6,9870.5%FinanceLMTLockheed Martin$1,030,247$172,003 ▲20.0%2,3240.5%AerospaceVGTVanguard Information Technology ETF$1,030,132$210,260 ▲25.6%2,1900.5%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,027,626$284,970 ▼-21.7%42,2020.5%ETFTJXTJX Companies$1,015,694$2,521 ▼-0.2%8,4620.5%Retail/WholesaleABBVAbbVie$1,015,373$20,553 ▲2.1%5,7800.5%MedicalTSLATesla$981,065$180,594 ▼-15.5%4,4220.5%Auto/Tires/TrucksCSCOCisco Systems$946,144$47,286 ▲5.3%17,7880.4%Computer and TechnologyRECSColumbia Research Enhanced Core ETF$945,181$447,292 ▲89.8%32,1490.4%ETFNFLXNetflix$890,420$121,856 ▲15.9%1,0230.4%Consumer DiscretionaryDBBInvesco DB Base Metals Fund$868,909$11,234 ▲1.3%50,4300.4%FinanceMAMastercard$865,296$6,719 ▼-0.8%1,8030.4%Business ServicesQUALiShares MSCI USA Quality Factor ETF$861,783$21,948 ▲2.6%5,6540.4%ETFCAPITAL GRP FIXED INCM ETF T$811,875$12,712 ▼-1.5%31,1660.4%CORE BOND ETFVBVanguard Small-Cap ETF$810,121$217,156 ▲36.6%4,1820.4%ETFCOMTiShares GSCI Commodity Dynamic Roll Strategy ETF$807,752$252,631 ▼-23.8%34,3140.4%ManufacturingCGXUCapital Group International Focus Equity ETF$805,137$15,372 ▼-1.9%37,5530.4%ETFPLDPrologis$804,690$162,733 ▲25.3%8,9650.4%FinanceETNEaton$798,010$138,325 ▲21.0%3,1730.4%IndustrialsKLACKLA$788,393$52,759 ▲7.2%1,3150.4%Computer and TechnologyBSXBoston Scientific$760,017$2,538 ▼-0.3%8,3850.4%MedicalVGITVanguard Intermediate-Term Treasury Index ETF$755,309$301,269 ▼-28.5%12,7310.3%ETFADBEAdobe$746,980$103,700 ▲16.1%2,1970.3%Computer and TechnologyRTXRTX$723,094$40,232 ▼-5.3%6,0030.3%AerospaceXLCCommunication Services Select Sector SPDR Fund$709,554$97,501 ▲15.9%8,2380.3%ETFSHELShell$705,734$45,890 ▲7.0%11,8110.3%EnergyXLKTechnology Select Sector SPDR Fund$701,127$6,470 ▼-0.9%3,9010.3%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$687,397$10,237 ▲1.5%19,4730.3%ETFCRWDCrowdStrike$684,535$49,731 ▲7.8%2,1060.3%Computer and TechnologyCAPITAL GROUP EQUITY ETF TR$682,333$682,333 ▲New Holding32,5230.3%US SMALL AND MIDVCITVanguard Intermediate-Term Corporate Bond ETF$677,073$51,382 ▲8.2%8,4730.3%ETFPANWPalo Alto Networks$671,590$20,744 ▲3.2%4,4030.3%Computer and TechnologyCGSDCapital Group Short Duration Income ETF$661,877$18,116 ▼-2.7%25,6840.3%ETFCOPConocoPhillips$659,131$32,568 ▲5.2%7,9740.3%EnergyIXNiShares Global Tech ETF$656,916$338,330 ▲106.2%9,9820.3%ETFBRK.BBerkshire Hathaway$638,955$27,588 ▼-4.1%1,2970.3%FinanceCGMSCapital Group U.S. Multi-Sector Income ETF$631,694$35,336 ▼-5.3%23,9550.3%ETFPMPhilip Morris International$629,613$1,194 ▲0.2%4,2190.3%Consumer StaplesABTAbbott Laboratories$628,179$15,246 ▼-2.4%5,0680.3%MedicalSMHVanEck Semiconductor ETF$626,595$167,716 ▲36.5%3,4820.3%ManufacturingGLDSPDR Gold Shares$624,980$86,413 ▼-12.1%2,2710.3%FinancePEPPepsiCo$582,666$94,141 ▲19.3%4,1530.3%Consumer StaplesHONHoneywell International$576,741$36,023 ▲6.7%3,1540.3%Multi-Sector ConglomeratesTFCTruist Financial$569,196$16,692 ▼-2.8%16,3000.3%FinanceXLFFinancial Select Sector SPDR Fund$563,055$50,728 ▲9.9%12,8200.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$552,937$127,276 ▲29.9%7,0770.3%ETFMRKMerck & Co., Inc.$551,150$12,158 ▲2.3%6,9810.3%MedicalXLVHealth Care Select Sector SPDR Fund$540,196$47,610 ▲9.7%4,0620.2%ETFShowing 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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