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, AMZN, and represent 21.20% of Pines Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: TT, Nvidia Corp option, GUT, MUB, ANET, SUB, SLV, SCHO, APD, LLY.
- Started 10 new stock positions in MRVL, ANET, SLV, BMY, GUT, IXC, Nvidia Corp option, PEG, APD, WELL.
- Reduced shares in these 10 stocks: AAPL, GLTR, GOOGL, , AVGO, , , JPM, , MSFT.
- Sold out of its positions in AGL, AMAT, TEAM, CGIC, CAH, FIS, FCNCA, FI, QQQ, ISRG. KVUE, NDAQ, SSNC.
- Pines Wealth Management was a net seller of stock by $-3.8M.
- Pines Wealth Management has $297M in assets under management (AUM), dropping by 5.04%.
- Central Index Key (CIK): 0002037426
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Portfolio Holdings for Pines Wealth Management
Pines Wealth Management holds 226 positions in its portfolio as reported in the September 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 | $21M | 32k | 669.30 |
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| NVIDIA Corporation (NVDA) | 4.2 | $12M | 67k | 186.58 |
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| Microsoft Corporation (MSFT) | 3.8 | $11M | -2% | 22k | 517.94 |
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| Apple (AAPL) | 3.3 | $9.8M | -7% | 39k | 254.63 |
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| Amazon (AMZN) | 2.8 | $8.3M | -3% | 38k | 219.57 |
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| Ishares Tr National Mun Etf (MUB) | 2.7 | $8.0M | +3% | 75k | 106.49 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 2.6 | $7.6M | -5% | 46k | 165.45 |
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| Broadcom (AVGO) | 2.5 | $7.5M | -4% | 23k | 329.91 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.2 | $6.6M | 84k | 78.91 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $6.2M | -4% | 20k | 315.43 |
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| Wal-Mart Stores (WMT) | 1.8 | $5.5M | 53k | 103.06 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $5.3M | +3% | 7.9k | 666.18 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.7 | $5.2M | +4% | 46k | 111.47 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $4.4M | 18k | 243.54 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.5 | $4.4M | 83k | 53.03 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.3 | $3.8M | -2% | 18k | 206.51 |
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| Eli Lilly & Co. (LLY) | 1.2 | $3.5M | +6% | 4.7k | 762.98 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $3.2M | -10% | 13k | 243.09 |
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| Ishares Tr Core Total Usd (IUSB) | 1.0 | $3.0M | +2% | 65k | 46.71 |
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| International Business Machines (IBM) | 1.0 | $3.0M | 11k | 282.16 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $2.9M | 12k | 241.96 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $2.8M | -2% | 25k | 112.75 |
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| Procter & Gamble Company (PG) | 0.9 | $2.7M | 17k | 153.65 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $2.5M | 21k | 118.83 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.8 | $2.4M | -4% | 62k | 39.54 |
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| Meta Platforms Cl A (META) | 0.8 | $2.4M | -7% | 3.3k | 734.40 |
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| Visa Com Cl A (V) | 0.7 | $2.2M | -8% | 6.4k | 341.40 |
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| Select Sector Spdr Tr Energy (XLE) | 0.7 | $2.1M | +5% | 24k | 89.34 |
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| FedEx Corporation (FDX) | 0.7 | $2.1M | 8.8k | 235.80 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.7 | $2.1M | +15% | 19k | 106.78 |
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| Goldman Sachs (GS) | 0.7 | $2.0M | -3% | 2.6k | 796.19 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.7 | $1.9M | -4% | 46k | 42.03 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.6 | $1.9M | -11% | 14k | 140.05 |
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| Tesla Motors (TSLA) | 0.6 | $1.9M | -7% | 4.3k | 444.72 |
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| Home Depot (HD) | 0.6 | $1.9M | +6% | 4.6k | 405.15 |
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| Lowe's Companies (LOW) | 0.6 | $1.8M | +3% | 7.3k | 251.33 |
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| Costco Wholesale Corporation (COST) | 0.6 | $1.8M | -2% | 2.0k | 925.63 |
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| Capital Group Conservative E SHS (CGCV) | 0.6 | $1.7M | 58k | 30.11 |
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| Qualcomm (QCOM) | 0.6 | $1.7M | 10k | 166.36 |
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| Vanguard World Inf Tech Etf (VGT) | 0.6 | $1.7M | 2.3k | 746.65 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $1.6M | 31k | 53.40 |
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| Nextera Energy (NEE) | 0.5 | $1.6M | +2% | 21k | 75.49 |
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| Abbvie (ABBV) | 0.5 | $1.5M | 6.6k | 231.54 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.5 | $1.5M | +5% | 37k | 40.35 |
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| Kla Corp Com New (KLAC) | 0.5 | $1.5M | -3% | 1.4k | 1078.67 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.5 | $1.5M | -2% | 34k | 43.92 |
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| General Dynamics Corporation (GD) | 0.5 | $1.5M | 4.4k | 340.97 |
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| McKesson Corporation (MCK) | 0.5 | $1.5M | 1.9k | 772.54 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.5 | $1.4M | 6.0k | 239.65 |
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| Amgen (AMGN) | 0.5 | $1.4M | 5.1k | 282.20 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $1.4M | +12% | 2.8k | 499.22 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $1.4M | 2.8k | 485.03 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.4 | $1.3M | +20% | 54k | 24.40 |
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| Eaton Corp SHS (ETN) | 0.4 | $1.3M | -3% | 3.4k | 374.25 |
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| Trane Technologies SHS (TT) | 0.4 | $1.3M | +137% | 3.0k | 421.96 |
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| Chevron Corporation (CVX) | 0.4 | $1.3M | +2% | 8.1k | 155.29 |
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| McDonald's Corporation (MCD) | 0.4 | $1.2M | +2% | 4.1k | 303.88 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $1.2M | 3.7k | 326.36 |
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| Netflix (NFLX) | 0.4 | $1.2M | -10% | 1.0k | 1198.92 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $1.2M | 9.8k | 123.75 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.4 | $1.2M | +8% | 41k | 29.62 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.2M | +6% | 4.7k | 254.30 |
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| Prologis (PLD) | 0.4 | $1.2M | +3% | 11k | 114.51 |
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| Cisco Systems (CSCO) | 0.4 | $1.2M | -2% | 17k | 68.42 |
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| TJX Companies (TJX) | 0.4 | $1.2M | -5% | 8.1k | 144.54 |
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| PNC Financial Services (PNC) | 0.4 | $1.2M | -12% | 5.7k | 200.93 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.2M | -9% | 2.0k | 568.81 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.1M | 2.3k | 490.38 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $1.1M | 5.9k | 194.50 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.4 | $1.1M | 4.2k | 271.12 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.1M | -10% | 3.2k | 355.47 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $1.1M | +4% | 6.7k | 167.32 |
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| Select Sector Spdr Tr Technology (XLK) | 0.4 | $1.1M | -8% | 3.8k | 281.86 |
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| Ishares Tr Global Tech Etf (IXN) | 0.3 | $1.0M | -2% | 10k | 103.21 |
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| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.3 | $1.0M | +3% | 38k | 26.58 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.0M | -3% | 6.3k | 161.79 |
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| Select Sector Spdr Tr Communication (XLC) | 0.3 | $995k | 8.4k | 118.37 |
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| Amphenol Corp Cl A (APH) | 0.3 | $983k | -5% | 7.9k | 123.75 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $972k | +5% | 3.5k | 279.29 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $971k | +19% | 16k | 60.03 |
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| Capital Group Equity Etf Tr Us Small And Mid (CGMM) | 0.3 | $960k | -2% | 34k | 28.39 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.3 | $946k | -5% | 18k | 52.22 |
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| Micron Technology (MU) | 0.3 | $928k | -11% | 5.5k | 167.32 |
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| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.3 | $911k | 34k | 26.85 |
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| Caterpillar (CAT) | 0.3 | $909k | +4% | 1.9k | 477.15 |
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| Palo Alto Networks (PANW) | 0.3 | $903k | -5% | 4.4k | 203.62 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $867k | +12% | 10k | 84.11 |
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| Boston Scientific Corporation (BSX) | 0.3 | $863k | -2% | 8.8k | 97.63 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $856k | -2% | 37k | 23.12 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $847k | 2.4k | 352.75 |
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| Shell Spon Ads (SHEL) | 0.3 | $839k | -4% | 12k | 71.53 |
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| Hewlett Packard Enterprise (HPE) | 0.3 | $833k | +6% | 34k | 24.56 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.3 | $816k | 29k | 27.75 |
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| ConocoPhillips (COP) | 0.3 | $790k | +2% | 8.3k | 94.59 |
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.3 | $783k | 30k | 25.98 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $781k | +2% | 12k | 65.92 |
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| Select Sector Spdr Tr Financial (XLF) | 0.3 | $748k | +3% | 14k | 53.87 |
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| Digital Realty Trust (DLR) | 0.2 | $689k | +8% | 4.0k | 172.88 |
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| Truist Financial Corp equities (TFC) | 0.2 | $688k | -6% | 15k | 45.72 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.2 | $676k | -14% | 12k | 56.85 |
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| Capital Group Core Balanced SHS (CGBL) | 0.2 | $668k | -3% | 19k | 34.72 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $667k | 3.6k | 186.49 |
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| Wells Fargo & Company (WFC) | 0.2 | $664k | -8% | 7.9k | 83.82 |
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| Union Pacific Corporation (UNP) | 0.2 | $660k | +10% | 2.8k | 236.37 |
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| Philip Morris International (PM) | 0.2 | $658k | -6% | 4.1k | 162.20 |
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| Abbott Laboratories (ABT) | 0.2 | $656k | 4.9k | 133.94 |
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| American Express Company (AXP) | 0.2 | $655k | +10% | 2.0k | 332.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $652k | 1.3k | 502.74 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $645k | +8% | 4.6k | 139.18 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $641k | +9% | 8.0k | 79.93 |
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| Kkr & Co (KKR) | 0.2 | $621k | 4.8k | 129.95 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $621k | 6.3k | 97.82 |
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| UnitedHealth (UNH) | 0.2 | $617k | +9% | 1.8k | 345.37 |
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| Citigroup Com New (C) | 0.2 | $601k | -18% | 5.9k | 101.50 |
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| Merck & Co (MRK) | 0.2 | $597k | 7.1k | 83.93 |
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| Pepsi (PEP) | 0.2 | $571k | -2% | 4.1k | 140.44 |
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| MetLife (MET) | 0.2 | $569k | -5% | 6.9k | 82.37 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $567k | +2% | 930.00 | 609.52 |
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| Ge Aerospace Com New (GE) | 0.2 | $566k | +4% | 1.9k | 300.84 |
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| Invesco Db Multi-sector Comm Base Metals Fd (DBB) | 0.2 | $547k | -11% | 27k | 20.54 |
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| Ishares Tr Broad Usd High (USHY) | 0.2 | $534k | -4% | 14k | 37.78 |
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| Kinder Morgan (KMI) | 0.2 | $525k | -2% | 19k | 28.31 |
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| Oracle Corporation (ORCL) | 0.2 | $524k | +3% | 1.9k | 281.24 |
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| Honeywell International (HON) | 0.2 | $517k | -13% | 2.5k | 210.50 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $508k | 3.6k | 142.10 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $499k | +4% | 9.4k | 52.82 |
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| Nike CL B (NKE) | 0.2 | $498k | +3% | 7.1k | 69.73 |
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| Walt Disney Company (DIS) | 0.2 | $494k | -21% | 4.3k | 114.51 |
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| Johnson & Johnson (JNJ) | 0.2 | $486k | +4% | 2.6k | 185.44 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $477k | +14% | 41k | 11.60 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $470k | +7% | 3.3k | 144.37 |
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| United Rentals (URI) | 0.2 | $462k | +2% | 484.00 | 954.66 |
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| Ford Motor Company (F) | 0.2 | $457k | -5% | 38k | 11.96 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $454k | 599.00 | 758.15 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $451k | 6.7k | 67.51 |
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| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.2 | $447k | +47% | 27k | 16.89 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $442k | 722.00 | 612.62 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $441k | +3% | 2.6k | 170.85 |
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| Capital Group New Geography SHS (CGNG) | 0.1 | $438k | 14k | 30.90 |
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| Medtronic SHS (MDT) | 0.1 | $437k | -36% | 4.6k | 95.24 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $433k | -10% | 5.6k | 76.72 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $432k | 3.8k | 113.88 |
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| Western Digital (WDC) | 0.1 | $428k | -8% | 3.6k | 120.06 |
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| Morgan Stanley Com New (MS) | 0.1 | $422k | +5% | 2.7k | 158.96 |
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| Becton, Dickinson and (BDX) | 0.1 | $417k | +27% | 2.2k | 187.15 |
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| CVS Caremark Corporation (CVS) | 0.1 | $415k | -13% | 5.5k | 75.39 |
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| CSX Corporation (CSX) | 0.1 | $410k | +5% | 12k | 35.51 |
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| salesforce (CRM) | 0.1 | $409k | -3% | 1.7k | 237.00 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $407k | -3% | 6.0k | 67.83 |
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| Coca-Cola Company (KO) | 0.1 | $405k | +2% | 6.1k | 66.32 |
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| Bank of America Corporation (BAC) | 0.1 | $404k | +68% | 7.8k | 51.59 |
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| Servicenow (NOW) | 0.1 | $403k | -23% | 438.00 | 920.28 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $400k | -7% | 5.0k | 79.95 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $397k | -8% | 3.0k | 133.90 |
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| Howmet Aerospace (HWM) | 0.1 | $393k | -8% | 2.0k | 196.23 |
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| Linde SHS (LIN) | 0.1 | $392k | -27% | 826.00 | 475.00 |
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| Zoetis Cl A (ZTS) | 0.1 | $389k | 2.7k | 146.32 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $383k | -39% | 548.00 | 698.00 |
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| Deere & Company (DE) | 0.1 | $380k | +4% | 832.00 | 457.26 |
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| Nvidia Corporation Call Call Option (Principal) | 0.1 | $373k | NEW | 2.0k | 186.58 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $372k | -10% | 4.0k | 93.37 |
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| Capital One Financial (COF) | 0.1 | $369k | -8% | 1.7k | 212.58 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $366k | -8% | 12k | 31.42 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $364k | +12% | 8.7k | 42.13 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $364k | -10% | 6.9k | 53.08 |
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| American Electric Power Company (AEP) | 0.1 | $362k | -2% | 3.2k | 112.52 |
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| Ge Vernova (GEV) | 0.1 | $361k | -25% | 587.00 | 614.91 |
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| Blackrock (BLK) | 0.1 | $338k | +24% | 290.00 | 1167.02 |
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| Danaher Corporation (DHR) | 0.1 | $338k | +50% | 1.7k | 198.26 |
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| Progressive Corporation (PGR) | 0.1 | $333k | +9% | 1.3k | 246.95 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $328k | -25% | 5.9k | 55.49 |
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| Anthem (ELV) | 0.1 | $327k | +45% | 1.0k | 323.12 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $321k | +8% | 1.1k | 296.29 |
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| Analog Devices (ADI) | 0.1 | $315k | -3% | 1.3k | 245.70 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $311k | -9% | 1.7k | 183.73 |
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| Gabelli Utility Trust (GUT) | 0.1 | $304k | NEW | 50k | 6.07 |
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| Boeing Company (BA) | 0.1 | $302k | -8% | 1.4k | 215.83 |
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| Equinix (EQIX) | 0.1 | $302k | +7% | 385.00 | 783.24 |
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| Cheniere Energy Com New (LNG) | 0.1 | $301k | -29% | 1.3k | 234.98 |
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| Starbucks Corporation (SBUX) | 0.1 | $294k | +8% | 3.5k | 84.60 |
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| Arista Networks Com Shs (ANET) | 0.1 | $292k | NEW | 2.0k | 145.71 |
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| Autodesk (ADSK) | 0.1 | $292k | +41% | 919.00 | 317.67 |
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| O'reilly Automotive (ORLY) | 0.1 | $291k | -3% | 2.7k | 107.81 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $288k | +12% | 1.3k | 213.73 |
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| American Tower Reit (AMT) | 0.1 | $286k | +4% | 1.5k | 192.32 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $282k | +7% | 4.5k | 62.47 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $282k | -28% | 291.00 | 968.09 |
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| Dominion Resources (D) | 0.1 | $281k | +16% | 4.6k | 61.17 |
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| EOG Resources (EOG) | 0.1 | $280k | +10% | 2.5k | 112.12 |
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| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.1 | $278k | -10% | 5.1k | 54.18 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $268k | 2.7k | 100.25 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $261k | 3.0k | 87.30 |
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| Williams Companies (WMB) | 0.1 | $257k | +6% | 4.1k | 63.35 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $253k | -9% | 1.0k | 246.60 |
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| AmerisourceBergen (COR) | 0.1 | $251k | 804.00 | 312.53 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $248k | +4% | 1.8k | 134.42 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $245k | 1.2k | 203.59 |
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| Uber Technologies (UBER) | 0.1 | $244k | +14% | 2.5k | 97.97 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $244k | NEW | 5.8k | 42.37 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $241k | -11% | 2.5k | 95.47 |
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| Hp (HPQ) | 0.1 | $238k | 8.7k | 27.23 |
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| Verizon Communications (VZ) | 0.1 | $236k | 5.4k | 43.95 |
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| Cigna Corp (CI) | 0.1 | $235k | -32% | 816.00 | 288.25 |
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| Carrier Global Corporation (CARR) | 0.1 | $235k | +23% | 3.9k | 59.70 |
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| Oge Energy Corp (OGE) | 0.1 | $233k | 5.0k | 46.27 |
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| Rbc Cad (RY) | 0.1 | $233k | 1.6k | 147.32 |
|
|
| Pfizer (PFE) | 0.1 | $230k | -9% | 9.0k | 25.48 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $225k | 7.1k | 31.62 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $223k | -3% | 1.8k | 122.45 |
|
| Emerson Electric (EMR) | 0.1 | $223k | 1.7k | 131.18 |
|
|
| Dupont De Nemours (DD) | 0.1 | $220k | -4% | 2.8k | 77.90 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $219k | -13% | 677.00 | 323.58 |
|
| Air Products & Chemicals (APD) | 0.1 | $219k | NEW | 802.00 | 272.72 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $212k | -5% | 1.1k | 201.53 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $211k | -2% | 926.00 | 227.73 |
|
| L3harris Technologies (LHX) | 0.1 | $211k | -43% | 690.00 | 305.41 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $210k | 1.4k | 154.23 |
|
|
| Ishares Tr Global Energ Etf (IXC) | 0.1 | $210k | NEW | 5.0k | 41.75 |
|
| BP Sponsored Adr (BP) | 0.1 | $209k | -14% | 6.1k | 34.46 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $204k | NEW | 4.5k | 45.10 |
|
| Marvell Technology (MRVL) | 0.1 | $203k | NEW | 2.4k | 84.07 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $201k | 2.6k | 76.01 |
|
|
| Fifth Third Ban (FITB) | 0.1 | $201k | -16% | 4.5k | 44.55 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $200k | NEW | 1.1k | 178.14 |
|
| Public Service Enterprise (PEG) | 0.1 | $200k | NEW | 2.4k | 83.46 |
|
| PG&E Corporation (PCG) | 0.1 | $170k | -17% | 11k | 15.08 |
|
Past Filings by Pines Wealth Management
SEC 13F filings are viewable for Pines Wealth Management going back to 2024
- 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