High Pines Wealth Management
Latest statistics and disclosures from High Pines Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VONG, VEA, VOO, VTV, VO, and represent 64.90% of High Pines Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VO, AMZN, META, V, DIS, JPM, GOOG, SBUX, TSLA, TJX.
- Reduced shares in these 10 stocks: VTEB, , BND, VOE, VCSH, IJR, VONG, VEA, AMGN, ALL.
- Sold out of its positions in Chase Corporation, VOE.
- High Pines Wealth Management was a net seller of stock by $-1.3M.
- High Pines Wealth Management has $66M in assets under management (AUM), dropping by 7.91%.
- Central Index Key (CIK): 0001855571
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Portfolio Holdings for High Pines Wealth Management
High Pines Wealth Management holds 30 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 16.0 | $11M | 135k | 78.02 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 14.2 | $9.3M | 195k | 47.90 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 13.3 | $8.7M | 20k | 436.79 |
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| Vanguard Index Fds Value Etf (VTV) | 12.6 | $8.2M | 55k | 149.50 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 8.7 | $5.7M | +4% | 25k | 232.64 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 5.9 | $3.9M | -4% | 50k | 77.37 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.2 | $3.4M | -8% | 46k | 73.55 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 3.2 | $2.1M | -27% | 41k | 51.05 |
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| Apple (AAPL) | 2.5 | $1.6M | 8.5k | 192.53 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $1.4M | -9% | 13k | 108.25 |
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| TJX Companies (TJX) | 1.4 | $910k | +3% | 9.7k | 93.81 |
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| Microsoft Corporation (MSFT) | 1.3 | $846k | 2.2k | 376.06 |
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| NVIDIA Corporation (NVDA) | 1.2 | $807k | +3% | 1.6k | 495.10 |
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| Amazon (AMZN) | 1.2 | $797k | +17% | 5.2k | 151.95 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $721k | +9% | 4.2k | 170.12 |
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| Meta Platforms Cl A (META) | 1.0 | $674k | +15% | 1.9k | 354.04 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $651k | +8% | 4.6k | 140.93 |
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| Visa Com Cl A (V) | 0.9 | $574k | +17% | 2.2k | 260.38 |
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| Adobe Systems Incorporated (ADBE) | 0.8 | $503k | 844.00 | 596.26 |
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| Starbucks Corporation (SBUX) | 0.7 | $473k | +9% | 4.9k | 96.00 |
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| UnitedHealth (UNH) | 0.7 | $473k | +4% | 897.00 | 526.75 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $462k | +6% | 1.3k | 356.52 |
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| Home Depot (HD) | 0.7 | $452k | +4% | 1.3k | 346.43 |
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| Walt Disney Company (DIS) | 0.7 | $438k | +23% | 4.8k | 90.29 |
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| Intuitive Surgical Com New (ISRG) | 0.6 | $379k | 1.1k | 337.44 |
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| Allstate Corporation (ALL) | 0.5 | $341k | -4% | 2.4k | 139.99 |
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| Tesla Motors (TSLA) | 0.5 | $316k | +12% | 1.3k | 248.40 |
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| CoStar (CSGP) | 0.4 | $271k | +2% | 3.1k | 87.40 |
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| Stryker Corporation (SYK) | 0.4 | $262k | +6% | 874.00 | 299.60 |
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| Amgen (AMGN) | 0.3 | $223k | -11% | 775.00 | 288.03 |
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Past Filings by High Pines Wealth Management
SEC 13F filings are viewable for High Pines Wealth Management going back to 2021
- High Pines Wealth Management 2023 Q4 filed Jan. 12, 2024
- High Pines Wealth Management 2023 Q3 filed Nov. 9, 2023
- High Pines Wealth Management 2023 Q2 filed Aug. 8, 2023
- High Pines Wealth Management 2023 Q1 filed May 12, 2023
- High Pines Wealth Management 2022 Q4 filed Feb. 14, 2023
- High Pines Wealth Management 2022 Q3 filed Nov. 14, 2022
- High Pines Wealth Management 2022 Q2 filed Aug. 15, 2022
- High Pines Wealth Management 2022 Q1 filed May 11, 2022
- High Pines Wealth Management 2021 Q4 filed Feb. 15, 2022
- High Pines Wealth Management 2021 Q3 filed Oct. 13, 2021
- High Pines Wealth Management 2021 Q2 filed Aug. 13, 2021
- High Pines Wealth Management 2020 Q4 filed April 9, 2021
- High Pines Wealth Management 2021 Q1 filed April 9, 2021