Pines Wealth Management
Latest statistics and disclosures from Pines Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, NVDA, MSFT, AAPL, GLTR, and represent 20.78% of Pines Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: XLE, CGNG, XLY, FFSM, NFLX, XLK, VHT, NDAQ, IGSB, GILD.
- Started 12 new stock positions in MLM, FTOH, NDAQ, VHT, FCX, IWF, FIS, FFSM, AMAT, FCNCA. CAH, GILD.
- Reduced shares in these 10 stocks: META, NVO, UNH, , EOG, NVDA, HPQ, DD, , APD.
- Sold out of its positions in APD, DD, EOG, CIBR, HPQ, Marsh & McLennan Companies, MRVL, NVO, PCG, WELL. ASML, NXPI, RCL.
- Pines Wealth Management was a net buyer of stock by $5.0M.
- Pines Wealth Management has $310M in assets under management (AUM), dropping by 4.28%.
- Central Index Key (CIK): 0002037426
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Portfolio Holdings for Pines Wealth Management
Pines Wealth Management holds 225 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 7.1 | $22M | 32k | 684.94 |
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| NVIDIA Corporation (NVDA) | 3.9 | $12M | -2% | 65k | 186.50 |
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| Microsoft Corporation (MSFT) | 3.4 | $11M | 22k | 483.62 |
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| Apple (AAPL) | 3.4 | $11M | 39k | 271.86 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 3.0 | $9.3M | -2% | 45k | 205.60 |
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| Amazon (AMZN) | 2.8 | $8.7M | 38k | 230.82 |
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| Ishares Tr National Mun Etf (MUB) | 2.6 | $8.2M | 76k | 107.11 |
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| Broadcom (AVGO) | 2.5 | $7.8M | 23k | 346.10 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.2 | $6.8M | +2% | 86k | 78.81 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $6.2M | -2% | 19k | 322.22 |
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| Wal-Mart Stores (WMT) | 1.9 | $5.9M | 53k | 111.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $5.7M | 18k | 313.79 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $5.4M | 7.9k | 681.92 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.7 | $5.4M | +4% | 49k | 110.19 |
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| Eli Lilly & Co. (LLY) | 1.6 | $5.1M | +2% | 4.8k | 1074.75 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.5 | $4.7M | +6% | 88k | 52.88 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $4.2M | 13k | 312.99 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.3 | $4.0M | 19k | 212.07 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 1.1 | $3.3M | +8% | 71k | 46.54 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $3.1M | +4% | 26k | 120.34 |
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| International Business Machines (IBM) | 1.0 | $3.1M | 11k | 296.21 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $2.9M | 12k | 246.16 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $2.7M | +5% | 22k | 120.18 |
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| FedEx Corporation (FDX) | 0.8 | $2.6M | 8.9k | 288.86 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.8 | $2.5M | 63k | 40.23 |
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| Procter & Gamble Company (PG) | 0.8 | $2.5M | 17k | 143.31 |
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| Goldman Sachs (GS) | 0.7 | $2.3M | 2.6k | 878.86 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.7 | $2.2M | +5% | 20k | 106.70 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.7 | $2.1M | +104% | 48k | 44.71 |
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| Visa Com Cl A (V) | 0.7 | $2.1M | -6% | 5.9k | 350.74 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.7 | $2.0M | 47k | 43.64 |
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| Spdr Series Trust State Street Spd (SDY) | 0.6 | $2.0M | +3% | 14k | 139.16 |
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| Tesla Motors (TSLA) | 0.6 | $1.9M | -2% | 4.2k | 449.72 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $1.9M | +16% | 3.2k | 579.47 |
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| Meta Platforms Cl A (META) | 0.6 | $1.8M | -17% | 2.7k | 660.12 |
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| Capital Group Conservative E SHS (CGCV) | 0.6 | $1.8M | 59k | 30.49 |
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| Lowe's Companies (LOW) | 0.6 | $1.8M | 7.4k | 241.18 |
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| Qualcomm (QCOM) | 0.6 | $1.8M | 10k | 171.05 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $1.7M | +2% | 31k | 54.71 |
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| Vanguard World Inf Tech Etf (VGT) | 0.6 | $1.7M | 2.3k | 753.81 |
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| Nextera Energy (NEE) | 0.5 | $1.7M | 21k | 80.28 |
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| Kla Corp Com New (KLAC) | 0.5 | $1.7M | 1.4k | 1215.15 |
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| Costco Wholesale Corporation (COST) | 0.5 | $1.7M | 1.9k | 862.34 |
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| Amgen (AMGN) | 0.5 | $1.7M | 5.1k | 327.31 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.5 | $1.6M | +8% | 40k | 40.84 |
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| Home Depot (HD) | 0.5 | $1.6M | +2% | 4.7k | 344.12 |
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| Abbvie (ABBV) | 0.5 | $1.6M | +6% | 7.0k | 228.49 |
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| Micron Technology (MU) | 0.5 | $1.5M | -2% | 5.4k | 285.41 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.5 | $1.5M | 34k | 44.47 |
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| McKesson Corporation (MCK) | 0.5 | $1.5M | -2% | 1.8k | 820.29 |
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| Capital Group New Geography SHS (CGNG) | 0.5 | $1.5M | +227% | 46k | 31.93 |
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| General Dynamics Corporation (GD) | 0.5 | $1.5M | 4.4k | 336.68 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.5 | $1.5M | +10% | 60k | 24.37 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.5 | $1.4M | +97% | 12k | 119.41 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $1.4M | 3.8k | 360.14 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $1.3M | 2.8k | 483.70 |
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| Cisco Systems (CSCO) | 0.4 | $1.3M | 17k | 77.03 |
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| Prologis (PLD) | 0.4 | $1.3M | 10k | 127.65 |
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| Advanced Micro Devices (AMD) | 0.4 | $1.3M | 6.1k | 214.16 |
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| McDonald's Corporation (MCD) | 0.4 | $1.3M | +3% | 4.3k | 305.62 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.3M | +5% | 5.0k | 257.93 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.4 | $1.3M | +5% | 43k | 29.55 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.4 | $1.3M | 4.2k | 301.15 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.3M | 3.2k | 396.31 |
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| TJX Companies (TJX) | 0.4 | $1.2M | 8.1k | 153.61 |
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| Chevron Corporation (CVX) | 0.4 | $1.2M | 8.1k | 152.41 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $1.2M | +4% | 6.1k | 198.62 |
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| Caterpillar (CAT) | 0.4 | $1.2M | +7% | 2.1k | 572.87 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $1.2M | 9.8k | 117.21 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $1.2M | -5% | 6.3k | 183.40 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $1.1M | +6% | 3.7k | 303.89 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.1M | -3% | 2.0k | 570.88 |
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| PNC Financial Services (PNC) | 0.4 | $1.1M | -7% | 5.3k | 208.73 |
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| Trane Technologies SHS (TT) | 0.4 | $1.1M | -6% | 2.8k | 389.20 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.1M | -2% | 2.3k | 468.76 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $1.1M | +10% | 18k | 59.93 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $1.1M | +93% | 7.3k | 143.97 |
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| Ishares Tr Global Tech Etf (IXN) | 0.3 | $1.1M | 10k | 105.00 |
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| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.3 | $1.0M | +2% | 39k | 26.52 |
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| Capital Group Equity Etf Tr Us Small And Mid (CGMM) | 0.3 | $990k | 34k | 28.84 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.3 | $977k | 8.3k | 117.72 |
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| Eaton Corp SHS (ETN) | 0.3 | $958k | -12% | 3.0k | 318.51 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.3 | $946k | 18k | 51.77 |
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| Amphenol Corp Cl A (APH) | 0.3 | $935k | -12% | 6.9k | 135.14 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $927k | +7% | 11k | 83.75 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $891k | +4% | 39k | 23.02 |
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| Shell Spon Ads (SHEL) | 0.3 | $863k | 12k | 73.48 |
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| Hewlett Packard Enterprise (HPE) | 0.3 | $851k | +4% | 35k | 24.02 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.3 | $847k | +4% | 31k | 27.62 |
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| ConocoPhillips (COP) | 0.3 | $834k | +6% | 8.9k | 93.61 |
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| Palo Alto Networks (PANW) | 0.3 | $825k | 4.5k | 184.20 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $823k | +3% | 12k | 67.22 |
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.3 | $807k | +2% | 31k | 26.01 |
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| Boston Scientific Corporation (BSX) | 0.3 | $805k | -4% | 8.4k | 95.35 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $777k | +2% | 14k | 54.77 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.2 | $763k | 12k | 64.86 |
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| Merck & Co (MRK) | 0.2 | $755k | 7.2k | 105.26 |
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| Truist Financial Corp equities (TFC) | 0.2 | $754k | 15k | 49.21 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $745k | +3% | 4.8k | 154.82 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $740k | +60% | 66k | 11.24 |
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| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.2 | $724k | -14% | 29k | 24.89 |
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| Capital Group Core Balanced SHS (CGBL) | 0.2 | $721k | +6% | 20k | 35.33 |
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| Wells Fargo & Company (WFC) | 0.2 | $719k | -2% | 7.7k | 93.20 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $680k | 3.6k | 190.99 |
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| American Express Company (AXP) | 0.2 | $673k | -7% | 1.8k | 369.86 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $672k | +5% | 8.4k | 79.73 |
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| Digital Realty Trust (DLR) | 0.2 | $664k | +7% | 4.3k | 154.71 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $656k | -21% | 1.9k | 349.99 |
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| Citigroup Com New (C) | 0.2 | $653k | -5% | 5.6k | 116.69 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $652k | 1.3k | 502.65 |
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| Union Pacific Corporation (UNP) | 0.2 | $651k | 2.8k | 231.32 |
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| Netflix (NFLX) | 0.2 | $645k | +576% | 6.9k | 93.76 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $630k | 6.3k | 99.52 |
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| Invesco Db Multi-sector Comm Base Metals Fd (DBB) | 0.2 | $611k | 27k | 22.94 |
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| Fidelity Covington Trust Fundamental Smal (FFSM) | 0.2 | $604k | NEW | 20k | 30.69 |
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| Abbott Laboratories (ABT) | 0.2 | $602k | 4.8k | 125.29 |
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| Philip Morris International (PM) | 0.2 | $599k | -7% | 3.7k | 160.40 |
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| Ge Aerospace Com New (GE) | 0.2 | $581k | 1.9k | 308.05 |
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| Kkr & Co (KKR) | 0.2 | $570k | -6% | 4.5k | 127.48 |
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| Johnson & Johnson (JNJ) | 0.2 | $567k | +4% | 2.7k | 206.97 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $564k | +2% | 3.3k | 168.77 |
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| Pepsi (PEP) | 0.2 | $555k | -4% | 3.9k | 143.52 |
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| MetLife (MET) | 0.2 | $550k | 7.0k | 78.94 |
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| Astrazeneca Sponsored Adr | 0.2 | $536k | +3% | 5.8k | 91.93 |
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| Ishares Tr Broad Usd High (USHY) | 0.2 | $528k | 14k | 37.40 |
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| Western Digital (WDC) | 0.2 | $528k | -14% | 3.1k | 172.27 |
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| Ford Motor Company (F) | 0.2 | $526k | +4% | 40k | 13.12 |
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| Kinder Morgan (KMI) | 0.2 | $523k | +2% | 19k | 27.49 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $520k | +4% | 9.9k | 52.62 |
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| Walt Disney Company (DIS) | 0.2 | $515k | +4% | 4.5k | 113.78 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $509k | -3% | 579.00 | 878.96 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $507k | -4% | 888.00 | 570.44 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $506k | +4% | 7.0k | 72.68 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $504k | 3.6k | 141.14 |
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| Honeywell International (HON) | 0.2 | $499k | +4% | 2.6k | 195.09 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $491k | -3% | 2.9k | 171.18 |
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| salesforce (CRM) | 0.1 | $464k | 1.8k | 264.91 |
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| Medtronic SHS (MDT) | 0.1 | $463k | +4% | 4.8k | 96.06 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $460k | +18% | 8.1k | 56.62 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $450k | +4% | 6.3k | 71.41 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $449k | +4% | 3.9k | 113.92 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $448k | 715.00 | 626.97 |
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| Danaher Corporation (DHR) | 0.1 | $433k | +10% | 1.9k | 228.92 |
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| Morgan Stanley Com New (MS) | 0.1 | $431k | -8% | 2.4k | 177.53 |
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| CSX Corporation (CSX) | 0.1 | $430k | +2% | 12k | 36.25 |
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| Coca-Cola Company (KO) | 0.1 | $427k | 6.1k | 69.91 |
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| Bank of America Corporation (BAC) | 0.1 | $416k | -3% | 7.6k | 55.00 |
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| Deere & Company (DE) | 0.1 | $383k | 823.00 | 465.57 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $383k | 4.0k | 96.03 |
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| Oracle Corporation (ORCL) | 0.1 | $381k | +4% | 2.0k | 194.91 |
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| CVS Caremark Corporation (CVS) | 0.1 | $381k | -12% | 4.8k | 79.36 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $377k | -5% | 2.4k | 154.14 |
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| Capital One Financial (COF) | 0.1 | $374k | -11% | 1.5k | 242.36 |
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| Nvidia Corporation Call Call Option (Principal) | 0.1 | $373k | 2.0k | 186.50 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $371k | -21% | 3.9k | 94.20 |
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| American Electric Power Company (AEP) | 0.1 | $371k | 3.2k | 115.33 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $370k | 5.8k | 64.42 |
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| Anthem (ELV) | 0.1 | $369k | +4% | 1.1k | 350.55 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $369k | +5% | 9.1k | 40.35 |
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| United Rentals (URI) | 0.1 | $366k | -6% | 452.00 | 809.32 |
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| Howmet Aerospace (HWM) | 0.1 | $365k | -10% | 1.8k | 205.02 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $356k | NEW | 1.2k | 287.85 |
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| Nike CL B (NKE) | 0.1 | $353k | -22% | 5.5k | 63.71 |
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| Linde SHS (LIN) | 0.1 | $351k | 823.00 | 426.39 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $341k | +5% | 1.1k | 298.38 |
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| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.1 | $338k | -22% | 21k | 16.51 |
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| Progressive Corporation (PGR) | 0.1 | $319k | +3% | 1.4k | 227.72 |
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| Autodesk (ADSK) | 0.1 | $317k | +16% | 1.1k | 296.01 |
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| Servicenow (NOW) | 0.1 | $314k | +368% | 2.1k | 153.19 |
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| AmerisourceBergen (COR) | 0.1 | $306k | +12% | 905.00 | 337.75 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $302k | +6% | 1.4k | 211.24 |
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| Gabelli Utility Trust (GUT) | 0.1 | $302k | 50k | 6.03 |
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| Nasdaq Omx (NDAQ) | 0.1 | $300k | NEW | 3.1k | 97.13 |
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| Blackrock (BLK) | 0.1 | $297k | -4% | 277.00 | 1071.65 |
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| Equinix (EQIX) | 0.1 | $297k | 387.00 | 766.16 |
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| Gilead Sciences (GILD) | 0.1 | $295k | NEW | 2.4k | 122.74 |
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| Analog Devices (ADI) | 0.1 | $291k | -16% | 1.1k | 271.20 |
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| Applied Materials (AMAT) | 0.1 | $288k | NEW | 1.1k | 256.99 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $284k | +6% | 3.2k | 89.46 |
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| Uber Technologies (UBER) | 0.1 | $284k | +39% | 3.5k | 81.71 |
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| Dominion Resources (D) | 0.1 | $282k | +4% | 4.8k | 58.59 |
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| Zoetis Cl A (ZTS) | 0.1 | $276k | -17% | 2.2k | 125.82 |
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| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.1 | $276k | 5.1k | 53.66 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $273k | -7% | 1.6k | 173.49 |
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| Starbucks Corporation (SBUX) | 0.1 | $271k | -7% | 3.2k | 84.22 |
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| Rbc Cad (RY) | 0.1 | $269k | 1.6k | 170.49 |
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| UnitedHealth (UNH) | 0.1 | $268k | -54% | 811.00 | 330.25 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $267k | 2.7k | 99.88 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $265k | +20% | 8.6k | 30.96 |
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| American Tower Reit (AMT) | 0.1 | $265k | 1.5k | 175.57 |
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| Ge Vernova (GEV) | 0.1 | $265k | -31% | 405.00 | 653.58 |
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| Verizon Communications (VZ) | 0.1 | $262k | +20% | 6.4k | 40.73 |
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| Boeing Company (BA) | 0.1 | $262k | -13% | 1.2k | 217.12 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $254k | -27% | 8.5k | 29.89 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $254k | 1.2k | 210.34 |
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| Cardinal Health (CAH) | 0.1 | $250k | NEW | 1.2k | 205.50 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $249k | +3% | 1.9k | 130.08 |
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| Carrier Global Corporation (CARR) | 0.1 | $246k | +18% | 4.7k | 52.84 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $245k | -23% | 421.00 | 580.71 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $243k | -3% | 2.4k | 99.91 |
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| Martin Marietta Materials (MLM) | 0.1 | $239k | NEW | 384.00 | 622.66 |
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| Becton, Dickinson and (BDX) | 0.1 | $236k | -45% | 1.2k | 194.07 |
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| Pfizer (PFE) | 0.1 | $235k | +4% | 9.4k | 24.90 |
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| Williams Companies (WMB) | 0.1 | $234k | -4% | 3.9k | 60.11 |
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| Cheniere Energy Com New (LNG) | 0.1 | $233k | -6% | 1.2k | 194.39 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $232k | -15% | 863.00 | 268.30 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $230k | -12% | 1.8k | 131.03 |
|
| Fidelity National Information Services (FIS) | 0.1 | $229k | NEW | 3.5k | 66.46 |
|
| O'reilly Automotive (ORLY) | 0.1 | $229k | -6% | 2.5k | 91.21 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $229k | -6% | 4.2k | 53.94 |
|
| Emerson Electric (EMR) | 0.1 | $228k | 1.7k | 132.72 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $228k | +2% | 1.9k | 121.61 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $228k | NEW | 4.5k | 50.79 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.1 | $223k | +5% | 5.3k | 41.93 |
|
| Oge Energy Corp (OGE) | 0.1 | $215k | 5.0k | 42.70 |
|
|
| Fifth Third Ban (FITB) | 0.1 | $214k | 4.6k | 46.81 |
|
|
| Cigna Corp (CI) | 0.1 | $213k | -5% | 773.00 | 275.23 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $211k | 1.4k | 155.12 |
|
|
| Public Service Enterprise (PEG) | 0.1 | $211k | +9% | 2.6k | 80.30 |
|
| BP Sponsored Adr (BP) | 0.1 | $210k | 6.1k | 34.73 |
|
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.1 | $208k | NEW | 97.00 | 2146.19 |
|
| L3harris Technologies (LHX) | 0.1 | $207k | +2% | 704.00 | 293.57 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $205k | -15% | 3.8k | 53.82 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $203k | NEW | 429.00 | 473.30 |
|
| Putnam Etf Trust Franklin Ohio Mu (FTOH) | 0.0 | $95k | NEW | 11k | 8.38 |
|
Past Filings by Pines Wealth Management
SEC 13F filings are viewable for Pines Wealth Management going back to 2024
- Pines Wealth Management 2025 Q4 filed Feb. 2, 2026
- Pines Wealth Management 2025 Q3 filed Nov. 3, 2025
- Pines Wealth Management 2025 Q2 filed July 9, 2025
- Pines Wealth Management 2025 Q1 filed April 11, 2025
- Pines Wealth Management 2024 Q4 filed Jan. 14, 2025