Pines Wealth Management, LLC Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$282.7B
Holdings
229
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (229 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 31,677 | $19.9B | 7.04% | |
| 2 | MSFTMICROSOFT CORP | 22,403 | $11.2B | 3.95% | |
| 3 | NVDANVIDIA CORPORATION | 65,830 | $10.5B | 3.71% | |
| 4 | AAPLAPPLE INC | 41,744 | $8.9B | 3.15% | |
| 5 | AMZNAMAZON COM INC | 38,756 | $8.7B | 3.06% | |
| 6 | MUBISHARES TR | 72,151 | $7.5B | 2.66% | |
| 7 | GLTRABRDN PRECIOUS METALS BASKET | 48,719 | $6.8B | 2.41% | |
| 8 | AVGOBROADCOM INC | 23,794 | $6.5B | 2.32% | |
| 9 | BSVVANGUARD BD INDEX FDS | 82,103 | $6.4B | 2.27% | |
| 10 | JPMJPMORGAN CHASE & CO. | 20,525 | $6.1B | 2.15% | |
| 11 | WMTWALMART INC | 53,876 | $5.3B | 1.87% | |
| 12 | LQDISHARES TR | 44,394 | $4.8B | 1.71% | |
| 13 | SPYSPDR S&P 500 ETF TR | 7,596 | $4.8B | 1.68% | |
| 14 | IGSBISHARES TR | 82,107 | $4.3B | 1.52% | |
| 15 | IVEISHARES TR | 18,852 | $3.7B | 1.32% | |
| 16 | LLYELI LILLY & CO | 4,370 | $3.4B | 1.21% | |
| 17 | GOOGALPHABET INC | 17,763 | $3.2B | 1.13% | |
| 18 | IBMINTERNATIONAL BUSINESS MACHS | 10,533 | $3.1B | 1.09% | |
| 19 | IUSBISHARES TR | 63,505 | $2.9B | 1.03% | |
| 20 | XOMEXXON MOBIL CORP | 25,443 | $2.9B | 1.01% | |
| 21 | PGPROCTER AND GAMBLE CO | 17,006 | $2.7B | 0.97% | |
| 22 | IWMISHARES TR | 11,904 | $2.7B | 0.94% | |
| 23 | GOOGLALPHABET INC | 14,781 | $2.7B | 0.94% | |
| 24 | METAMETA PLATFORMS INC | 3,589 | $2.6B | 0.91% | |
| 25 | VVISA INC | 6,906 | $2.5B | 0.88% | |
| 26 | CGUSCAPITAL GROUP CORE EQUITY ET | 64,850 | $2.4B | 0.86% | |
| 27 | IJRISHARES TR | 21,027 | $2.4B | 0.84% | |
| 28 | FDXFEDEX CORP | 8,970 | $2.2B | 0.77% | |
| 29 | SDYSPDR SERIES TRUST | 15,469 | $2.1B | 0.76% | |
| 30 | COSTCOSTCO WHSL CORP NEW | 2,013 | $2.0B | 0.70% | |
| 31 | XLESELECT SECTOR SPDR TR | 22,341 | $1.9B | 0.69% | |
| 32 | CGDGCAPITAL GROUP DIVIDEND VALUE | 48,100 | $1.9B | 0.68% | |
| 33 | GSGOLDMAN SACHS GROUP INC | 2,652 | $1.9B | 0.68% | |
| 34 | SUBISHARES TR | 16,709 | $1.8B | 0.63% | |
| 35 | CGCVCAPITAL GROUP CONSERVATIVE E | 58,246 | $1.7B | 0.60% | |
| 36 | QCOMQUALCOMM INC | 10,393 | $1.7B | 0.60% | |
| 37 | LOWLOWES COS INC | 7,048 | $1.6B | 0.57% | |
| 38 | HDHOME DEPOT INC | 4,318 | $1.6B | 0.57% | |
| 39 | VGTVANGUARD WORLD FD | 2,276 | $1.5B | 0.54% | |
| 40 | NEENEXTERA ENERGY INC | 20,656 | $1.5B | 0.54% | |
| 41 | AMGNAMGEN INC | 5,111 | $1.5B | 0.54% | |
| 42 | EEMISHARES TR | 31,023 | $1.5B | 0.54% | |
| 43 | NFLXNETFLIX INC | 1,130 | $1.5B | 0.52% | |
| 44 | TSLATESLA INC | 4,616 | $1.5B | 0.51% | |
| 45 | CGGRCAPITAL GROUP GROWTH ETF | 34,842 | $1.4B | 0.50% | |
| 46 | MCKMCKESSON CORP | 1,878 | $1.4B | 0.48% | |
| 47 | XLYSELECT SECTOR SPDR TR | 6,094 | $1.3B | 0.48% | |
| 48 | KLACKLA CORP | 1,439 | $1.3B | 0.47% | |
| 49 | RECSCOLUMBIA ETF TR I | 35,328 | $1.3B | 0.47% | |
| 50 | GDGENERAL DYNAMICS CORP | 4,387 | $1.3B | 0.46% | |
| 51 | ETNEATON CORP PLC | 3,562 | $1.3B | 0.46% | |
| 52 | PNCPNC FINL SVCS GROUP INC | 6,550 | $1.3B | 0.46% | |
| 53 | MAMASTERCARD INCORPORATED | 2,234 | $1.3B | 0.45% | |
| 54 | ABBVABBVIE INC | 6,633 | $1.3B | 0.44% | |
| 55 | CSCOCISCO SYS INC | 17,660 | $1.2B | 0.43% | |
| 56 | TMOTHERMO FISHER SCIENTIFIC INC | 2,820 | $1.2B | 0.43% | |
| 57 | CRWDCROWDSTRIKE HLDGS INC | 2,345 | $1.2B | 0.43% | |
| 58 | MCDMCDONALDS CORP | 4,001 | $1.2B | 0.42% | |
| 59 | CVXCHEVRON CORP NEW | 7,884 | $1.2B | 0.41% | |
| 60 | DUKDUKE ENERGY CORP NEW | 9,940 | $1.2B | 0.41% | |
| 61 | LMTLOCKHEED MARTIN CORP | 2,497 | $1.2B | 0.41% | |
| 62 | SCHOSCHWAB STRATEGIC TR | 45,061 | $1.1B | 0.39% | |
| 63 | PLDPROLOGIS INC. | 10,095 | $1.1B | 0.39% | |
| 64 | QUALISHARES TR | 5,858 | $1.1B | 0.38% | |
| 65 | GQ9SPDR GOLD TR | 3,525 | $1.1B | 0.38% | |
| 66 | TJXTJX COS INC NEW | 8,588 | $1.1B | 0.38% | |
| 67 | VBVANGUARD INDEX FDS | 4,434 | $1.1B | 0.38% | |
| 68 | XLKSELECT SECTOR SPDR TR | 4,111 | $1.1B | 0.37% | |
| 69 | SMHVANECK ETF TRUST | 3,712 | $1.1B | 0.37% | |
| 70 | CGXUCAPITAL GROUP INTL FOCUS EQT | 37,621 | $1.0B | 0.36% | |
| 71 | SOXXISHARES TR | 4,155 | $1.0B | 0.36% | |
| 72 | USIGISHARES TR | 19,256 | $985.5M | 0.35% | |
| 73 | CGCBCAPITAL GRP FIXED INCM ETF T | 37,032 | $969.5M | 0.34% | |
| 74 | IXNISHARES TR | 10,295 | $960.8M | 0.34% | |
| 75 | CGMMCAPITAL GROUP EQUITY ETF TR | 34,618 | $951.0M | 0.34% | |
| 76 | PANWPALO ALTO NETWORKS INC | 4,692 | $946.9M | 0.33% | |
| 77 | BSXBOSTON SCIENTIFIC CORP | 9,059 | $945.0M | 0.33% | |
| 78 | RTXRTX CORPORATION | 6,365 | $927.7M | 0.33% | |
| 79 | XLCSELECT SECTOR SPDR TR | 8,511 | $919.6M | 0.33% | |
| 80 | ADBEADOBE INC | 2,376 | $901.2M | 0.32% | |
| 81 | COMTISHARES U S ETF TR | 34,265 | $898.1M | 0.32% | |
| 82 | AMDADVANCED MICRO DEVICES INC | 6,483 | $894.1M | 0.32% | |
| 83 | SHELSHELL PLC | 12,285 | $883.5M | 0.31% | |
| 84 | AQLTISHARES TR | 37,940 | $864.3M | 0.31% | |
| 85 | APHAMPHENOL CORP NEW | 8,380 | $833.5M | 0.29% | |
| 86 | VGITVANGUARD SCOTTSDALE FDS | 13,574 | $804.3M | 0.28% | |
| 87 | CGMSCAPITAL GRP FIXED INCM ETF T | 28,921 | $798.5M | 0.28% | |
| 88 | 4I1PHILIP MORRIS INTL INC | 4,336 | $775.6M | 0.27% | |
| 89 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,289 | $772.3M | 0.27% | |
| 90 | CGSDCAPITAL GRP FIXED INCM ETF T | 29,761 | $769.9M | 0.27% | |
| 91 | MUMICRON TECHNOLOGY INC | 6,251 | $764.4M | 0.27% | |
| 92 | COPCONOCOPHILLIPS | 8,132 | $761.8M | 0.27% | |
| 93 | VCITVANGUARD SCOTTSDALE FDS | 9,155 | $754.7M | 0.27% | |
| 94 | TFCTRUIST FINL CORP | 16,019 | $729.5M | 0.26% | |
| 95 | WFCWELLS FARGO CO NEW | 8,689 | $726.4M | 0.26% | |
| 96 | CATCATERPILLAR INC | 1,825 | $726.1M | 0.26% | |
| 97 | XLFSELECT SECTOR SPDR TR | 13,473 | $716.6M | 0.25% | |
| 98 | IEMGISHARES INC | 11,542 | $699.7M | 0.25% | |
| 99 | HONHONEYWELL INTL INC | 2,842 | $683.2M | 0.24% | |
| 100 | DISDISNEY WALT CO | 5,469 | $678.2M | 0.24% |
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