Pines Wealth Management
Latest statistics and disclosures from Pines Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VGUS, BSV, NVDA, AAPL, and represent 20.56% of Pines Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VGUS (+$13M), BSV, VBIL, ORCL, ADBE, SCHO, AZN, IUSB, NOW, VGIT.
- Started 10 new stock positions in T, STX, APD, VGUS, EOG, CB, AZN, TTE, VBIL, ASML.
- Reduced shares in these 10 stocks: GLTR (-$8.8M), IVV, WMT, LIT, MU, DBB, GLD, JPM, AstraZeneca, GOOGL.
- Sold out of its positions in ADI, AstraZeneca, ADSK, BDX, BLK, CAH, EMR, FIS, FITB, FCNCA. LIT, DBB, IWF, PFF, MDLZ, Nvidia Corp option, OGE, ORLY, PEG, ACN.
- Pines Wealth Management was a net buyer of stock by $4.1M.
- Pines Wealth Management has $309M in assets under management (AUM), dropping by -0.22%.
- Central Index Key (CIK): 0002037426
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Portfolio Holdings for Pines Wealth Management
Pines Wealth Management holds 215 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.7 | $18M | -15% | 27k | 653.21 |
|
| Vanguard Instl Index Ultra-short Trea (VGUS) | 4.3 | $13M | NEW | 174k | 75.66 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.7 | $12M | +69% | 146k | 78.41 |
|
| NVIDIA Corporation (NVDA) | 3.6 | $11M | -2% | 64k | 174.40 |
|
| Apple (AAPL) | 3.3 | $10M | +3% | 40k | 253.79 |
|
| Microsoft Corporation (MSFT) | 2.7 | $8.3M | +2% | 22k | 370.17 |
|
| Amazon (AMZN) | 2.6 | $8.0M | 38k | 208.27 |
|
|
| Ishares Tr National Mun Etf (MUB) | 2.5 | $7.7M | -4% | 73k | 106.15 |
|
| Broadcom (AVGO) | 2.3 | $7.1M | 23k | 309.51 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.7 | $5.3M | +2% | 8.1k | 650.34 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.7 | $5.2M | -2% | 47k | 108.99 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $5.1M | -9% | 17k | 294.16 |
|
| Wal-Mart Stores (WMT) | 1.6 | $5.0M | -23% | 40k | 124.28 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.6 | $4.8M | +3% | 91k | 52.56 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $4.7M | -9% | 16k | 286.85 |
|
| Eli Lilly & Co. (LLY) | 1.4 | $4.4M | 4.8k | 919.73 |
|
|
| Exxon Mobil Corporation (XOM) | 1.4 | $4.3M | 26k | 169.66 |
|
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 1.3 | $4.1M | NEW | 55k | 75.65 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.3 | $3.9M | -2% | 18k | 211.15 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 1.2 | $3.8M | +14% | 81k | 46.19 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $3.3M | -13% | 12k | 287.55 |
|
| FedEx Corporation (FDX) | 1.0 | $3.2M | 9.0k | 356.19 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $3.0M | 12k | 248.00 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.9 | $2.9M | -2% | 47k | 61.26 |
|
| International Business Machines (IBM) | 0.9 | $2.6M | +3% | 11k | 242.39 |
|
| Procter & Gamble Company (PG) | 0.8 | $2.6M | +4% | 18k | 144.44 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $2.5M | -9% | 20k | 124.31 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.8 | $2.4M | +10% | 22k | 106.50 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.7 | $2.2M | -10% | 56k | 38.42 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.7 | $2.1M | +2% | 15k | 145.94 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.7 | $2.1M | +41% | 85k | 24.27 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $1.9M | 1.9k | 996.43 |
|
|
| Nextera Energy (NEE) | 0.6 | $1.9M | -2% | 21k | 92.88 |
|
| Lowe's Companies (LOW) | 0.6 | $1.9M | +7% | 7.9k | 236.29 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.6 | $1.9M | -6% | 44k | 42.54 |
|
| Meta Platforms Cl A (META) | 0.6 | $1.8M | +15% | 3.2k | 572.16 |
|
| Amgen (AMGN) | 0.6 | $1.8M | 5.0k | 351.85 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.6 | $1.8M | +11% | 2.5k | 697.75 |
|
| Capital Group Conservative E SHS (CGCV) | 0.6 | $1.7M | 59k | 29.81 |
|
|
| Goldman Sachs (GS) | 0.6 | $1.7M | -20% | 2.0k | 845.87 |
|
| Visa Com Cl A (V) | 0.6 | $1.7M | -3% | 5.7k | 302.22 |
|
| Lockheed Martin Corporation (LMT) | 0.5 | $1.7M | 2.8k | 604.44 |
|
|
| Chevron Corporation (CVX) | 0.5 | $1.7M | 8.1k | 206.90 |
|
|
| Abbvie (ABBV) | 0.5 | $1.7M | +8% | 7.6k | 217.49 |
|
| Home Depot (HD) | 0.5 | $1.6M | +7% | 5.0k | 328.89 |
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.5 | $1.6M | 41k | 38.98 |
|
|
| General Dynamics Corporation (GD) | 0.5 | $1.6M | +6% | 4.7k | 343.21 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $1.6M | 3.2k | 491.54 |
|
|
| Tesla Motors (TSLA) | 0.5 | $1.6M | 4.3k | 371.75 |
|
|
| Kla Corp Com New (KLAC) | 0.5 | $1.5M | -24% | 1.1k | 1472.53 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $1.5M | +17% | 5.8k | 261.93 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $1.5M | -13% | 27k | 56.79 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $1.5M | +41% | 25k | 59.55 |
|
| Prologis (PLD) | 0.5 | $1.5M | +6% | 11k | 132.17 |
|
| Oracle Corporation (ORCL) | 0.5 | $1.4M | +401% | 9.8k | 147.11 |
|
| Capital Group New Geography SHS (CGNG) | 0.5 | $1.4M | -3% | 45k | 31.57 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $1.4M | +208% | 5.8k | 243.08 |
|
| Caterpillar (CAT) | 0.5 | $1.4M | -4% | 2.0k | 708.46 |
|
| Cisco Systems (CSCO) | 0.4 | $1.3M | 17k | 77.59 |
|
|
| McKesson Corporation (MCK) | 0.4 | $1.3M | -15% | 1.5k | 865.36 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.4 | $1.3M | -2% | 33k | 40.19 |
|
| Advanced Micro Devices (AMD) | 0.4 | $1.3M | +5% | 6.5k | 203.43 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $1.3M | -8% | 3.4k | 383.41 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.3M | 4.2k | 310.78 |
|
|
| TJX Companies (TJX) | 0.4 | $1.3M | -2% | 7.9k | 159.70 |
|
| Qualcomm (QCOM) | 0.4 | $1.3M | -6% | 9.8k | 128.78 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $1.2M | +2% | 6.4k | 192.90 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.4 | $1.2M | -2% | 42k | 29.49 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $1.2M | +35% | 15k | 82.75 |
|
| Duke Energy Corp Com New (DUK) | 0.4 | $1.2M | -4% | 9.4k | 130.94 |
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.4 | $1.2M | +16% | 46k | 26.26 |
|
| Micron Technology (MU) | 0.4 | $1.2M | -34% | 3.5k | 337.84 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.4 | $1.2M | -8% | 11k | 108.98 |
|
| ConocoPhillips (COP) | 0.4 | $1.2M | 8.8k | 132.00 |
|
|
| Eaton Corp SHS (ETN) | 0.4 | $1.1M | +4% | 3.1k | 357.67 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $1.1M | -5% | 5.8k | 191.81 |
|
| Merck & Co (MRK) | 0.4 | $1.1M | +28% | 9.2k | 120.29 |
|
| Trane Technologies SHS (TT) | 0.4 | $1.1M | -7% | 2.6k | 416.74 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $1.1M | -13% | 3.2k | 337.95 |
|
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.3 | $1.1M | -89% | 4.9k | 218.72 |
|
| PNC Financial Services (PNC) | 0.3 | $1.1M | -4% | 5.1k | 208.09 |
|
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.3 | $984k | 29k | 33.81 |
|
|
| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.3 | $982k | +22% | 38k | 25.79 |
|
| Capital Group Equity Etf Tr Us Small And Mid (CGMM) | 0.3 | $964k | -4% | 33k | 29.36 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.3 | $953k | +14% | 35k | 27.23 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.3 | $941k | 18k | 51.23 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $928k | -32% | 2.8k | 328.66 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $904k | -7% | 6.8k | 132.90 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.3 | $898k | +25% | 83k | 10.88 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $897k | +34% | 11k | 79.27 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $894k | 2.3k | 390.41 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $893k | 39k | 22.91 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.3 | $885k | -3% | 8.0k | 110.87 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.3 | $864k | +22% | 5.9k | 146.60 |
|
| Shell Spon Ads (SHEL) | 0.3 | $862k | -21% | 9.3k | 93.00 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $861k | 12k | 69.75 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.3 | $856k | 36k | 23.81 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $852k | -13% | 1.7k | 499.66 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.3 | $813k | -18% | 8.1k | 99.97 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $797k | -41% | 1.9k | 430.29 |
|
| Netflix (NFLX) | 0.2 | $763k | +15% | 7.9k | 96.15 |
|
| Digital Realty Trust (DLR) | 0.2 | $760k | 4.2k | 180.21 |
|
|
| Palo Alto Networks (PANW) | 0.2 | $754k | +4% | 4.7k | 160.32 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $707k | -19% | 5.6k | 126.35 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.2 | $703k | 20k | 34.41 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $700k | +2% | 2.9k | 242.62 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $691k | 14k | 49.37 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $689k | 3.5k | 196.20 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $679k | +10% | 8.5k | 79.61 |
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| Servicenow (NOW) | 0.2 | $664k | +209% | 6.3k | 104.55 |
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| Johnson & Johnson (JNJ) | 0.2 | $655k | -2% | 2.7k | 244.46 |
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| Western Digital (WDC) | 0.2 | $641k | -22% | 2.4k | 270.49 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $637k | +12% | 11k | 57.20 |
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| Fidelity Covington Trust Fundamental Smal (FFSM) | 0.2 | $629k | 20k | 31.95 |
|
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| Truist Financial Corp equities (TFC) | 0.2 | $622k | -11% | 14k | 45.97 |
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| Kinder Morgan (KMI) | 0.2 | $613k | -3% | 18k | 33.53 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $607k | -2% | 1.3k | 479.20 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $603k | -4% | 6.0k | 100.17 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $602k | +6% | 3.6k | 168.85 |
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| Pepsi (PEP) | 0.2 | $594k | 3.8k | 155.29 |
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| Citigroup Com New (C) | 0.2 | $544k | -14% | 4.8k | 113.41 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.2 | $543k | +45% | 13k | 40.83 |
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| Honeywell International (HON) | 0.2 | $543k | -6% | 2.4k | 226.03 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $541k | 3.6k | 151.41 |
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| British Amern Tob Sponsored Adr (BTI) | 0.2 | $533k | +12% | 9.1k | 58.47 |
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| Philip Morris International (PM) | 0.2 | $529k | -14% | 3.2k | 165.34 |
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| Ishares Tr Broad Usd High (USHY) | 0.2 | $522k | 14k | 36.84 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $511k | -15% | 749.00 | 682.59 |
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| Boston Scientific Corporation (BSX) | 0.2 | $496k | -6% | 7.9k | 62.75 |
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| Astrazeneca Ord (AZN) | 0.2 | $493k | NEW | 2.5k | 197.22 |
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| Ge Aerospace Com New (GE) | 0.2 | $493k | -7% | 1.7k | 283.79 |
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| CSX Corporation (CSX) | 0.2 | $492k | 12k | 41.05 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $490k | -20% | 2.3k | 213.66 |
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| MetLife (MET) | 0.2 | $478k | -3% | 6.8k | 70.72 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $472k | -8% | 527.00 | 895.24 |
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| American Express Company (AXP) | 0.2 | $466k | -15% | 1.5k | 302.49 |
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| Abbott Laboratories (ABT) | 0.2 | $465k | -5% | 4.5k | 102.67 |
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| Ford Motor Company (F) | 0.1 | $463k | 40k | 11.54 |
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| Walt Disney Company (DIS) | 0.1 | $461k | +5% | 4.8k | 96.38 |
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| Deere & Company (DE) | 0.1 | $457k | 812.00 | 563.30 |
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| Medtronic SHS (MDT) | 0.1 | $448k | +7% | 5.2k | 86.65 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $446k | -4% | 6.0k | 74.35 |
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| Linde SHS (LIN) | 0.1 | $439k | +7% | 886.00 | 495.76 |
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| Coca-Cola Company (KO) | 0.1 | $436k | -6% | 5.7k | 76.05 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $427k | +19% | 1.4k | 312.22 |
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| salesforce (CRM) | 0.1 | $422k | +29% | 2.3k | 186.67 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $418k | +30% | 1.9k | 224.59 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $409k | -6% | 3.7k | 111.37 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $396k | +29% | 2.0k | 194.14 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $369k | -32% | 4.7k | 78.66 |
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| Ge Vernova (GEV) | 0.1 | $364k | +2% | 417.00 | 872.92 |
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| Danaher Corporation (DHR) | 0.1 | $363k | 1.9k | 189.60 |
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| American Electric Power Company (AEP) | 0.1 | $361k | -14% | 2.8k | 131.10 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $359k | -16% | 600.00 | 597.57 |
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| Verizon Communications (VZ) | 0.1 | $357k | +10% | 7.1k | 50.20 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $356k | +23% | 3.9k | 90.53 |
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| Dominion Resources (D) | 0.1 | $355k | +19% | 5.7k | 61.82 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $355k | -8% | 3.7k | 97.13 |
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| Gilead Sciences (GILD) | 0.1 | $354k | +6% | 2.5k | 139.37 |
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| Morgan Stanley Com New (MS) | 0.1 | $352k | -11% | 2.1k | 164.57 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $351k | -4% | 3.8k | 93.31 |
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| Kkr & Co (KKR) | 0.1 | $351k | -15% | 3.8k | 92.50 |
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| Applied Materials (AMAT) | 0.1 | $346k | -9% | 1.0k | 341.79 |
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| Equinix (EQIX) | 0.1 | $337k | -11% | 344.00 | 980.24 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $336k | 1.2k | 272.33 |
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| Howmet Aerospace (HWM) | 0.1 | $335k | -18% | 1.5k | 230.46 |
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| United Rentals (URI) | 0.1 | $333k | 457.00 | 728.56 |
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| Cheniere Energy Com New (LNG) | 0.1 | $328k | -3% | 1.2k | 283.76 |
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| CVS Caremark Corporation (CVS) | 0.1 | $318k | -7% | 4.4k | 71.82 |
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| Nasdaq Omx (NDAQ) | 0.1 | $318k | +21% | 3.7k | 84.89 |
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| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.1 | $317k | 21k | 15.49 |
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| Zoetis Cl A (ZTS) | 0.1 | $315k | +21% | 2.7k | 118.21 |
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| Nike CL B (NKE) | 0.1 | $306k | +4% | 5.8k | 52.82 |
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| Anthem (ELV) | 0.1 | $305k | 1.0k | 292.75 |
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| Gabelli Utility Trust (GUT) | 0.1 | $303k | 50k | 6.05 |
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| Starbucks Corporation (SBUX) | 0.1 | $302k | +4% | 3.4k | 89.58 |
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| Bank of America Corporation (BAC) | 0.1 | $296k | -19% | 6.1k | 48.75 |
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| Ishares Tr Global Energ Etf (IXC) | 0.1 | $295k | -3% | 5.1k | 57.61 |
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| Uber Technologies (UBER) | 0.1 | $293k | +17% | 4.1k | 71.93 |
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| American Tower Reit (AMT) | 0.1 | $289k | +11% | 1.7k | 172.58 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $284k | +24% | 3.0k | 93.98 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $284k | NEW | 215.00 | 1320.83 |
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| First Tr Exchange-traded Cloud Computing (SKYY) | 0.1 | $284k | +35% | 2.6k | 109.36 |
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| EOG Resources (EOG) | 0.1 | $283k | NEW | 2.0k | 144.57 |
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| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.1 | $278k | 5.1k | 54.11 |
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| Carrier Global Corporation (CARR) | 0.1 | $272k | +3% | 4.8k | 56.31 |
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| AmerisourceBergen (COR) | 0.1 | $271k | -4% | 862.00 | 314.14 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $267k | +9% | 9.3k | 28.71 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $267k | 2.7k | 99.27 |
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| Progressive Corporation (PGR) | 0.1 | $266k | -3% | 1.3k | 198.24 |
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| Capital One Financial (COF) | 0.1 | $259k | -8% | 1.4k | 182.43 |
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| Rbc Cad (RY) | 0.1 | $256k | 1.6k | 161.78 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $248k | -11% | 2.2k | 114.99 |
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| UnitedHealth (UNH) | 0.1 | $247k | +12% | 913.00 | 270.59 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $244k | -4% | 1.8k | 135.72 |
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| Williams Companies (WMB) | 0.1 | $241k | -14% | 3.3k | 72.78 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $239k | -39% | 3.5k | 68.14 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $234k | -9% | 1.1k | 213.67 |
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| Martin Marietta Materials (MLM) | 0.1 | $231k | +2% | 393.00 | 588.68 |
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| Cigna Corp (CI) | 0.1 | $228k | +10% | 856.00 | 266.75 |
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| Air Products & Chemicals (APD) | 0.1 | $225k | NEW | 773.00 | 290.49 |
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| Arista Networks Com Shs (ANET) | 0.1 | $223k | +3% | 1.8k | 122.78 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $220k | 1.4k | 161.73 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $219k | -16% | 3.7k | 58.78 |
|
| Boeing Company (BA) | 0.1 | $217k | -9% | 1.1k | 199.03 |
|
| BP Sponsored Adr (BP) | 0.1 | $216k | -24% | 4.6k | 47.00 |
|
| Totalenergies Se Act (TTE) | 0.1 | $212k | NEW | 2.3k | 90.98 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $211k | +3% | 435.00 | 484.91 |
|
| At&t (T) | 0.1 | $209k | NEW | 7.2k | 28.99 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $208k | -19% | 3.4k | 60.65 |
|
| Pfizer (PFE) | 0.1 | $208k | -21% | 7.4k | 28.08 |
|
| Chubb (CB) | 0.1 | $208k | NEW | 638.00 | 325.93 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $208k | NEW | 530.00 | 391.76 |
|
| L3harris Technologies (LHX) | 0.1 | $204k | -16% | 590.00 | 345.15 |
|
| Putnam Etf Trust Franklin Ohio Mu (FTOH) | 0.0 | $94k | 11k | 8.32 |
|
Past Filings by Pines Wealth Management
SEC 13F filings are viewable for Pines Wealth Management going back to 2024
- Pines Wealth Management 2026 Q1 filed April 8, 2026
- 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