Pines Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Pines Wealth Management, LLC reported 205 stock positions worth $229.8 million. Its top holding was Apple (AAPL) at 4.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.7%) and Microsoft (MSFT, 3.5%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTHERN PINES, NC
- CIK
- 0002037426
- Portfolio Value
- $229.8M (Q4 2024)
- SEC Filing
- 0001951757-25-000022 ↗ filed Jan 14, 2025
Holdings Value
Holdings 205 stocks · $229.8M
| AAPL Apple Inc. | 4.11% | 39,920 | $9.5M | — |
| IVV iShares Core S&P 500 ETF | 3.67% | 14,439 | $8.4M | — |
| MSFT Microsoft Corp. | 3.55% | 19,468 | $8.2M | — |
| NVDA Nvidia Corp. | 3.42% | 57,866 | $7.9M | — |
| AMZN Amazon.com Inc. | 3.40% | 35,732 | $7.8M | — |
| GLTR Abrdn Precious Metals Basket | 2.99% | 60,538 | $6.9M | — |
| MUB iShares National Muni Bond E | 2.91% | 63,314 | $6.7M | — |
| WMT Walmart Inc. | 2.15% | 53,171 | $4.9M | — |
| AVGO Broadcom Inc. | 2.11% | 21,640 | $4.9M | — |
| JPM JPMorgan Chase & Co. | 2.09% | 19,992 | $4.8M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.07% | 92,512 | $4.8M | — |
| BSV Vanguard Short-Term Bond ETF | 1.97% | 58,749 | $4.5M | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.83% | 39,899 | $4.2M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.69% | 6,690 | $3.9M | — |
| IVE iShares S&P 500 Value ETF | 1.48% | 18,018 | $3.4M | — |
| GOOG Alphabet Inc. Class C | 1.40% | 16,697 | $3.2M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.28% | 65,518 | $2.9M | — |
| LLY Eli Lilly & Co. | 1.24% | 3,549 | $2.8M | — |
| IWM iShares Russell 2000 ETF | 1.22% | 12,907 | $2.8M | — |
| GOOGL Alphabet Inc. Class A | 1.13% | 13,551 | $2.6M | — |
| XOM Exxon Mobil Corp. | 1.13% | 24,277 | $2.6M | — |
| PG The Procter & Gamble Co. | 1.08% | 15,724 | $2.5M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.92% | 9,599 | $2.1M | — |
| TSLA Tesla Inc. | 0.90% | 5,236 | $2.1M | — |
| V Visa Inc. Class A | 0.89% | 6,658 | $2.0M | — |
| META Meta Platforms Inc. Class A | 0.88% | 3,287 | $2.0M | — |
| SDY SS SPDR S&P Dividend ETF | 0.88% | 15,639 | $2.0M | — |
| FDX FedEx Corp. | 0.83% | 7,042 | $1.9M | — |
| COST Costco Wholesale Corp. | 0.78% | 1,918 | $1.8M | — |
| XLE SS Energy Select Sector | 0.78% | 20,293 | $1.8M | — |
| SUB iShares Short-Term National | 0.78% | 16,930 | $1.8M | — |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.78% | 51,444 | $1.8M | — |
| EEM iShares MSCI Emerging Market | 0.75% | 41,975 | $1.7M | — |
| LOW Lowe's Cos Inc. | 0.72% | 6,683 | $1.7M | — |
| GS Goldman Sachs Group Inc. | 0.66% | 2,725 | $1.5M | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.66% | 43,118 | $1.5M | — |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 0.62% | 54,366 | $1.4M | — |
| IJR iShares Core S&P Small-Cap E | 0.61% | 12,378 | $1.4M | — |
| HD Home Depot Inc. | 0.61% | 3,581 | $1.4M | — |
| QCOM Qualcomm Inc. | 0.61% | 8,865 | $1.4M | — |
| TMO Thermo Fisher Scientific Inc. | 0.57% | 2,413 | $1.3M | — |
| SCHO Schwab Short-Term US Treas | 0.57% | 53,905 | $1.3M | — |
| PNC PNC Financial Services Group | 0.55% | 6,655 | $1.3M | — |
| AMGN Amgen Inc. | 0.54% | 4,775 | $1.3M | — |
| MCD McDonald's Corp. | 0.54% | 4,434 | $1.3M | — |
| USIG iShares Broad Usd Investment | 0.54% | 25,085 | $1.2M | — |
| XLY SS Consumer Disc Select Sect | 0.53% | 5,475 | $1.2M | — |
| NEE Nextera Energy Inc. | 0.52% | 17,759 | $1.2M | — |
| COMT iShares Gsci Commodity Dynam | 0.52% | 45,046 | $1.2M | — |
| CVX Chevron Corp. | 0.50% | 7,555 | $1.2M | — |
| GOVT iShares US Treasury Bond ETF | 0.47% | 48,804 | $1.1M | — |
| MCK McKesson Corp. | 0.47% | 1,843 | $1.1M | — |
| VGT Vanguard Info Tech ETF | 0.47% | 1,743 | $1.1M | — |
| DUK Duke Energy Corp. | 0.45% | 9,744 | $1.0M | — |
| VGIT Vanguard Intermediate-Term T | 0.45% | 17,809 | $1.0M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.44% | 8,483 | $1.0M | — |
| CSCO Cisco Systems Inc. | 0.43% | 16,899 | $993K | — |
| ABBV Abbvie Inc. | 0.43% | 5,663 | $992K | — |
| QUAL iShares MSCI USA Quality Fac | 0.42% | 5,510 | $972K | — |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.41% | 38,270 | $946K | — |
| GD General Dynamics Corp. | 0.41% | 3,639 | $944K | — |
| DBB Invesco DB Base Metals Fund | 0.41% | 49,778 | $936K | — |
| MA Mastercard Inc. Class A | 0.40% | 1,817 | $917K | — |
| LMT Lockheed Martin Corp. | 0.39% | 1,936 | $906K | — |
| UNH Unitedhealth Group Inc. | 0.39% | 1,739 | $906K | — |
| XLK SS Technology Select Sector | 0.39% | 3,937 | $901K | — |
| CGGR Cap Group Growth Equity | 0.39% | 24,082 | $900K | — |
| ETN Eaton Corp. PLC | 0.39% | 2,623 | $896K | — |
| KLAC KLA Corp. | 0.36% | 1,227 | $838K | — |
| CGCB Cap Group Core Bond | 0.35% | 31,654 | $808K | — |
| BSX Boston Scientific Corp. | 0.35% | 8,413 | $798K | — |
| COP Conocophillips | 0.34% | 7,580 | $773K | — |
| ADBE Adobe Inc. | 0.33% | 1,892 | $768K | — |
| PLD Prologis Inc. | 0.32% | 7,152 | $741K | — |
| PANW Palo Alto Networks Inc. | 0.32% | 4,267 | $740K | — |
| NFLX Netflix Inc. | 0.32% | 883 | $740K | — |
| RTX RTX Corp. | 0.32% | 6,337 | $729K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 3,061 | $729K | — |
| TFC Truist Financial Corp. | 0.31% | 16,778 | $718K | — |
| SHEL Shell PLC-ADR | 0.31% | 11,043 | $717K | — |
| USHY iShares Broad Usd High Yield | 0.31% | 19,183 | $704K | — |
| IEMG iShares Core MSCI Emerging | 0.31% | 13,745 | $704K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 3,343 | $697K | — |
| CRM Salesforce Inc. | 0.30% | 2,162 | $687K | — |
| CGMS Cap Group US Multi-Sect Bond | 0.30% | 25,295 | $686K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.30% | 1,953 | $681K | — |
| XLC SS Comm Select Sector SPDR | 0.30% | 7,106 | $681K | — |
| MRK Merck & Co. Inc. | 0.29% | 6,827 | $678K | — |
| CGSD Cap Group Short Duration | 0.29% | 26,387 | $675K | — |
| HON Honeywell International Inc. | 0.28% | 2,957 | $645K | — |
| GLD SPDR Gold Shares | 0.28% | 2,585 | $642K | — |
| EFV iShares MSCI Eafe Value ETF | 0.28% | 12,315 | $639K | — |
| SMH Vaneck Semiconductor ETF | 0.27% | 2,550 | $630K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 5,748 | $625K | — |
| VCIT Vanguard Int-Term Corporate | 0.27% | 7,830 | $622K | — |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.27% | 19,898 | $617K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,353 | $599K | — |
| MET Metlife Inc. | 0.26% | 7,456 | $598K | — |
| AXP American Express Co. | 0.26% | 2,025 | $594K | — |
| UNP Union Pacific Corp. | 0.26% | 2,609 | $588K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.25% | 6,034 | $584K | — |
| ABT Abbott Laboratories | 0.25% | 5,191 | $583K | — |
| RECS Columbia Resear Enh Cor ETF | 0.25% | 16,935 | $582K | — |
| HPE Hewlett Packard Enterprise | 0.25% | 26,275 | $580K | — |
| TIP iShares Tips Bond ETF | 0.25% | 5,413 | $575K | — |
| KKR KKR & Co. Inc. | 0.24% | 3,994 | $563K | — |
| AMD Advanced Micro Devices | 0.24% | 4,834 | $561K | — |
| APH Amphenol Corp. Class A | 0.24% | 7,873 | $553K | — |
| XLF SS Financial Select Sector | 0.24% | 11,665 | $552K | — |
| LIT Global X Lithium & Battery T | 0.24% | 13,660 | $543K | — |
| KMI Kinder Morgan Inc. | 0.24% | 19,249 | $542K | — |
| VTWO Vanguard Russell 2000 ETF | 0.23% | 6,085 | $534K | — |
| DLR Digital Realty Trust Inc. | 0.23% | 3,034 | $526K | — |
| XLV SS Health Care Select Sector | 0.23% | 3,704 | $517K | — |
| NOW ServiceNow Inc. | 0.22% | 485 | $497K | — |
| PEP Pepsico Inc. | 0.22% | 3,482 | $497K | — |
| PM Philip Morris International | 0.21% | 4,211 | $493K | — |
| MU Micron Technology Inc. | 0.21% | 4,812 | $478K | — |
| JNJ Johnson & Johnson | 0.21% | 3,355 | $477K | — |
| WFC Wells Fargo & Co. | 0.21% | 6,764 | $473K | — |
| SOXX iShares Semiconductor ETF | 0.21% | 2,160 | $471K | — |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.20% | 18,592 | $457K | — |
| TT Trane Technologies PLC | 0.20% | 1,201 | $453K | — |
| TLT iShares 20+ Year Treasury BD | 0.20% | 5,275 | $451K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 2,687 | $451K | — |
| STPZ PIMCO 1-5 Year US Tips Index | 0.20% | 8,614 | $451K | — |
| CAT Caterpillar Inc. | 0.19% | 1,251 | $439K | — |
| LIN Linde PLC | 0.19% | 1,052 | $436K | — |
| TXN Texas Instruments Inc. | 0.19% | 2,264 | $431K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.18% | 5,448 | $424K | — |
| NOC Northrop Grumman Corp. | 0.18% | 901 | $413K | — |
| C Citigroup Inc. | 0.18% | 5,785 | $413K | — |
| MBB iShares MBS ETF | 0.18% | 4,491 | $407K | — |
| IXN iShares Global Tech ETF | 0.18% | 4,841 | $406K | — |
| MS Morgan Stanley | 0.17% | 3,216 | $397K | — |
| ZTS Zoetis Inc. | 0.17% | 2,352 | $384K | — |
| AZN Astrazeneca PLC-Spons ADR | 0.16% | 5,646 | $378K | — |
| ACN Accenture PLC Class A | 0.16% | 1,079 | $377K | — |
| PH Parker Hannifin Corp. | 0.16% | 594 | $374K | — |
| VOO Vanguard S&P 500 ETF | 0.16% | 700 | $374K | — |
| GE General Electric filed as GE AEROSPACE | 0.16% | 2,128 | $365K | — |
| DVY iShares Select Dividend ETF | 0.16% | 2,790 | $359K | — |
| LNG Cheniere Energy Inc. | 0.16% | 1,590 | $358K | — |
| UPS United Parcel Service Class B | 0.15% | 2,861 | $353K | — |
| BX Blackstone Inc. | 0.15% | 2,096 | $346K | — |
| PGX Invesco Preferred ETF | 0.15% | 30,320 | $344K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.15% | 6,188 | $343K | — |
| KO The Coca-Cola Co. | 0.14% | 5,440 | $332K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.14% | 3,833 | $331K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.14% | 33,748 | $326K | — |
| MRVL Marvell Technology Inc. | 0.14% | 2,847 | $325K | — |
| IBB iShares Biotechnology ETF | 0.14% | 2,391 | $317K | — |
| TGT Target Corp. | 0.14% | 2,240 | $317K | — |
| CMCSA Comcast Corp. Class A | 0.14% | 8,691 | $316K | — |
| CSX CSX Corp. | 0.14% | 9,772 | $311K | — |
| MDT Medtronic PLC | 0.14% | 3,848 | $310K | — |
| COF Capital One Financial Corp. | 0.13% | 1,755 | $308K | — |
| PFE Pfizer Inc. | 0.13% | 11,442 | $306K | — |
| AEP American Electric Power | 0.13% | 3,244 | $303K | — |
| PGR Progressive Corp. | 0.13% | 1,250 | $295K | — |
| TIPZ PIMCO Broad US Tips Index | 0.13% | 5,672 | $293K | — |
| AGG iShares Core U.S. Aggregate | 0.13% | 3,009 | $289K | — |
| EFA iShares MSCI Eafe ETF | 0.13% | 3,841 | $288K | — |
| SPOT Spotify Technology SA | 0.13% | 627 | $288K | — |
| WMB Williams Cos Inc. | 0.12% | 5,130 | $285K | — |
| IFRA iShares US Infrastructure | 0.12% | 6,218 | $282K | — |
| ADI Analog Devices Inc. | 0.12% | 1,323 | $281K | — |
| BDX Becton Dickinson and Co. | 0.12% | 1,179 | $276K | — |
| TD Toronto-Dominion Bank | 0.12% | 5,063 | $274K | — |
| CI The Cigna Group | 0.12% | 981 | $274K | — |
| MRSH Marsh & McLennan Cos | 0.11% | 1,233 | $258K | — |
| HWM Howmet Aerospace Inc. | 0.11% | 2,271 | $256K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 3,667 | $256K | — |
| URI United Rentals Inc. | 0.11% | 380 | $255K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 5,579 | $252K | — |
| SBUX Starbucks Corp. | 0.11% | 2,714 | $250K | — |
| SNY Sanofi-ADR | 0.11% | 5,072 | $247K | — |
| DHR Danaher Corp. | 0.11% | 1,048 | $246K | — |
| HPQ HP Inc. | 0.11% | 7,415 | $246K | — |
| BTI British American Tob-SP ADR | 0.10% | 6,723 | $241K | — |
| XLRE SS Real Estate Select Sector | 0.10% | 6,129 | $240K | — |
| SPGI S&P Global Inc. | 0.10% | 495 | $239K | — |
| HDV iShares Core High Dividend E | 0.10% | 2,143 | $238K | — |
| KVUE Kenvue Inc. | 0.10% | 11,379 | $237K | — |
| NKE Nike Inc. Class B | 0.10% | 3,327 | $237K | — |
| ORCL Oracle Corp. | 0.10% | 1,526 | $236K | — |
| BMY Bristol-Myers Squibb Co. | 0.10% | 4,214 | $235K | — |
| BLK BlackRock Inc. | 0.10% | 245 | $234K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.10% | 309 | $228K | — |
| CARR Carrier Global Corp. | 0.10% | 3,418 | $227K | — |
| IWD iShares Russell 1000 Value E | 0.10% | 1,205 | $221K | — |
| XFFCX Flaherty & Crumrine Pref Inc. | 0.10% | 14,013 | $220K | — |
| DE Deere & Co. | 0.09% | 533 | $218K | — |
| AMT American Tower Corp. | 0.09% | 1,254 | $218K | — |
| ELV Elevance Health Inc. | 0.09% | 566 | $216K | — |
| FITB Fifth Third Bancorp | 0.09% | 5,134 | $211K | — |
| VZ Verizon Communications Inc. | 0.09% | 5,534 | $209K | — |
| VDC Vanguard Consumer Staple ETF | 0.09% | 1,011 | $209K | — |
| AIG American International Group | 0.09% | 2,930 | $207K | — |
| HLT Hilton Worldwide Holdings Inc. | 0.09% | 852 | $205K | — |
| EMR Emerson Electric Co. | 0.09% | 1,732 | $204K | — |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.09% | 8,532 | $204K | — |
| VIS Vanguard Industrials ETF | 0.09% | 797 | $202K | — |
| RCL Royal Caribbean Cruises Ltd. | 0.09% | 884 | $201K | — |
| AGL Agilon Health Inc. | 0.03% | 26,750 | $65K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 218 | $347.4M | VGUS, IVV, NVDA, AAPL, BSV |
| Q1 2026 | 215 | $309.0M | IVV, VGUS, BSV, NVDA, AAPL |
| Q4 2025 | 224 | $309.3M | IVV, NVDA, MSFT, AAPL, GLTR |
| Q3 2025 | 225 | $296.6M | IVV, NVDA, MSFT, AAPL, AMZN |
| Q2 2025 | 229 | $282.7M | IVV, MSFT, NVDA, AAPL, AMZN |
| Q1 2025 | 198 | $216.2M | IVV, MSFT, MUB, GLTR, AAPL |
| Q4 2024 | 205 | $229.8M | AAPL, IVV, MSFT, NVDA, AMZN |