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Pines Wealth Management, LLC13F | |
| Pines Wealth Management, LLC | |
| Last update 2025-07-10 | 229 Stocks (36 new) |
| Value $283.00 Mil | Turnover 9 % |
Pines Wealth Management, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 31,677 | 19,898.5 | +1.92% | 7.040 | +0.13% | 0.000 | +16.68% | +7.40% | 632,164.6 | ||
MSFT | Microsoft Corp | 22,403 | 11,175.3 | +7.73% | 3.950 | +0.28% | 0.000 | +31.72% | +20.78% | 3,769,414.6 | Software | |
NVDA | NVIDIA Corp | 65,830 | 10,489.4 | +10.51% | 3.710 | +0.35% | 0.000 | +52.63% | +27.54% | 4,176,125.3 | Semiconductors | |
AAPL | Apple Inc | 41,744 | 8,914.3 | +6.69% | 3.150 | +0.20% | 0.000 | +4.43% | -15.61% | 3,148,770.8 | Hardware | |
AMZN | Amazon.com Inc | 38,756 | 8,658.5 | +8.04% | 3.060 | +0.23% | 0.000 | +26.38% | +3.45% | 2,409,487.3 | Retail - Cyclical | |
MUB | iShares National Muni Bond ETF | 72,151 | 7,523.2 | +3.16% | 2.660 | +0.08% | 0.020 | +1.07% | -1.13% | 38,466.6 | ||
GLTR |
abrdn Physical Precious Metals Basket Shares ETF
abrdn Physical Precious Metals Basket Shares ETF
| 48,719 | 6,817.7 | -16.93% | 2.410 | -0.55% | 0.480 | +8.26% | +28.42% | 1,438.2 | ||
AVGO | Broadcom Inc | 23,794 | 6,547.6 | +5.89% | 2.320 | +0.13% | 0.000 | +57.55% | +21.97% | 1,322,945.3 | Semiconductors | |
BSV | Vanguard Short-Term Bond ETF | 82,103 | 6,423.7 | +67.10% | 2.270 | +0.91% | 0.020 | +1.01% | +3.04% | 38,355.5 | ||
JPM | JPMorgan Chase & Co | 20,525 | 6,075.5 | +2.26% | 2.150 | +0.05% | 0.000 | +24.00% | +21.97% | 799,545.5 | Banks |
Pines Wealth Management, LLC's Historical Top Holdings Breakdowns
Pines Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSV | Vanguard Short-Term Bond ETF | 2025-06-30 | Add Add | +0.91% | 77.74 ($78.19) 78.78 | $78.14 | -0.07% | Add 67.1% | 82,103 | 32,969 | |
GLTR |
abrdn Physical Precious Metals Basket Shares ETF
abrdn Physical Precious Metals Basket Shares ETF
| 2025-06-30 | Reduce Reduce | -0.55% | 120.49 ($133.53) 141.16 | $141.00 | 5.59% | Reduce -16.93% | 48,719 | -9,929 | |
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +0.35% | 94.31 ($125.57) 157.99 | $171.26 | 36.39% | Add 10.51% | 65,830 | 6,262 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +0.28% | 354.56 ($433.34) 497.45 | $507.15 | 17.03% | Add 7.73% | 22,403 | 1,608 | |
AMZN | Amazon.com Inc | 2025-06-30 | Add Add | +0.23% | 167.32 ($197.77) 223.3 | $226.96 | 14.76% | Add 8.04% | 38,756 | 2,883 | |
EEM | iShares MSCI Emerging Markets ETF | 2025-06-30 | Reduce Reduce | -0.21% | 38.52 ($44.95) 48.28 | $48.66 | 8.26% | Reduce -27% | 31,023 | -11,472 | |
AAPL | Apple Inc | 2025-06-30 | Add Add | +0.20% | 172.42 ($202.27) 223.89 | $210.45 | 4.05% | Add 6.69% | 41,744 | 2,616 | |
IGSB | iShares 1-3 Year Credit Bond ETF | 2025-06-30 | Reduce Reduce | -0.19% | 51.68 ($52.25) 52.76 | $52.41 | 0.32% | Reduce -8.99% | 82,107 | -8,109 | |
DBB | Invesco DB Base Metals Fund | 2025-06-30 | Reduce Reduce | -0.16% | 17.23 ($18.47) 19.41 | $19.07 | 3.22% | Reduce -40.57% | 29,969 | -20,461 | |
USIG | iShares U.S. Credit Bond ETF | 2025-06-30 | Reduce Reduce | -0.15% | 49.73 ($50.55) 51.44 | $50.76 | 0.42% | Reduce -24.7% | 19,256 | -6,318 |
Pines Wealth Management, LLC Total Holding History ($B)
Pines Wealth Management, LLC's Asset Allocation
Pines Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Pines Wealth Management, LLC's Hypothetical Growth since 2025-06-30
Pines Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pines Wealth Management, LLC's Holdings Heat Map
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Pines Wealth Management, LLC's Holdings Bubble Chart
Pines Wealth Management, LLC News
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