Pines Wealth Management
Latest statistics and disclosures from Pines Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGUS, IVV, NVDA, AAPL, MSFT, and represent 23.04% of Pines Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: XOM, CRWD, VGUS, APH, MUB, DEVICES INC Advanced Micro call, BLK, PFE, SNOW, AJG.
- Started 9 new stock positions in BLK, SNOW, DEVICES INC Advanced Micro call, PFE, IR, PFG, VLO, XOM, AJG.
- Reduced shares in these 10 stocks: AAPL, XLE, Roundhill Memory Etf, QQQ, MNST, GLW, , JPM, , .
- Sold out of its positions in LNG, GLW, MNST, Roundhill Memory Etf, NXPI, RCL.
- Pines Wealth Management was a net buyer of stock by $5.3M.
- Pines Wealth Management has $352M in assets under management (AUM), dropping by 1.17%.
- Central Index Key (CIK): 0002037426
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Portfolio Holdings for Pines Wealth Management
Pines Wealth Management holds 222 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Instl Index Ultr Shor Tr Etf (VGUS) | 6.2 | $22M | +6% | 288k | 75.62 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 5.9 | $21M | 27k | 765.85 |
|
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| NVIDIA Corporation (NVDA) | 4.1 | $14M | 63k | 228.38 |
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| Apple (AAPL) | 3.7 | $13M | -3% | 39k | 333.02 |
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| Microsoft Corporation (MSFT) | 3.3 | $12M | 22k | 512.89 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.2 | $11M | 146k | 76.40 |
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| Amazon (AMZN) | 2.7 | $9.6M | 38k | 249.15 |
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| Ishares Tr National Mun Etf (MUB) | 2.3 | $8.1M | +5% | 80k | 101.10 |
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| Broadcom (AVGO) | 2.2 | $7.8M | 22k | 351.19 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.7 | $6.0M | 7.9k | 762.63 |
|
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| JPMorgan Chase & Co. (JPM) | 1.6 | $5.5M | -3% | 17k | 330.83 |
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| Eli Lilly & Co. (LLY) | 1.6 | $5.5M | 4.7k | 1157.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $5.4M | 16k | 340.73 |
|
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.4 | $5.1M | 99k | 51.23 |
|
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.4 | $5.0M | 49k | 102.18 |
|
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| Wal-Mart Stores (WMT) | 1.2 | $4.2M | +2% | 41k | 103.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $4.2M | +5% | 12k | 344.07 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.2 | $4.2M | 18k | 228.28 |
|
|
| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 1.2 | $4.1M | 54k | 75.72 |
|
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| Ishares Tr Core Univrsl Usd (IUSB) | 1.1 | $3.9M | +5% | 88k | 44.09 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 1.1 | $3.8M | NEW | 23k | 162.75 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $3.4M | -2% | 12k | 277.89 |
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| Micron Technology (MU) | 1.0 | $3.4M | 3.2k | 1065.11 |
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| Advanced Micro Devices (AMD) | 0.9 | $3.3M | 5.4k | 611.76 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $2.7M | 20k | 136.04 |
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| Procter & Gamble Company (PG) | 0.8 | $2.7M | 19k | 145.28 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.8 | $2.7M | +6% | 26k | 104.54 |
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| FedEx Corporation (FDX) | 0.7 | $2.6M | 9.2k | 285.08 |
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| Vanguard World Inf Tech Etf (VGT) | 0.7 | $2.5M | +5% | 20k | 125.67 |
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| International Business Machines (IBM) | 0.7 | $2.5M | 11k | 219.93 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $2.4M | +286% | 9.0k | 264.75 |
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| Meta Platforms Cl A (META) | 0.7 | $2.3M | 3.2k | 725.22 |
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| Thermo Fisher Scientific (TMO) | 0.7 | $2.3M | +2% | 3.4k | 675.08 |
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| Capital Group Core Equity Et Shs Creat Unit (CGUS) | 0.6 | $2.3M | -8% | 51k | 44.50 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.6 | $2.3M | +5% | 95k | 23.86 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.6 | $2.1M | +5% | 47k | 45.09 |
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| Amgen (AMGN) | 0.6 | $2.1M | 5.0k | 421.51 |
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| Visa Com Cl A (V) | 0.6 | $2.1M | -2% | 5.8k | 359.31 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.6 | $2.1M | -17% | 34k | 61.50 |
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| Abbvie (ABBV) | 0.6 | $2.0M | -3% | 7.5k | 261.59 |
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| Kla Corp Com New (KLAC) | 0.6 | $2.0M | -2% | 10k | 194.93 |
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| Hewlett Packard Enterprise (HPE) | 0.6 | $1.9M | -6% | 30k | 63.89 |
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.5 | $1.9M | -9% | 39k | 48.85 |
|
| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.5 | $1.9M | +6% | 6.6k | 284.50 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $1.8M | 2.0k | 910.34 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $1.8M | +4% | 3.0k | 609.02 |
|
| Qualcomm (QCOM) | 0.5 | $1.8M | 9.7k | 184.04 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.5 | $1.8M | 12k | 146.48 |
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| Capital Group Conservative E SHS (CGCV) | 0.5 | $1.7M | -8% | 54k | 32.08 |
|
| Palo Alto Networks (PANW) | 0.5 | $1.7M | -9% | 4.2k | 397.31 |
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| Goldman Sachs (GS) | 0.5 | $1.6M | -8% | 1.8k | 900.31 |
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| Cisco Systems (CSCO) | 0.5 | $1.6M | 15k | 107.63 |
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| Home Depot (HD) | 0.5 | $1.6M | +3% | 5.6k | 284.47 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $1.6M | +7% | 28k | 56.66 |
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| Capital Group New Geography SHS (CGNG) | 0.4 | $1.6M | -2% | 43k | 36.45 |
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| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 0.4 | $1.6M | 46k | 34.29 |
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| Chevron Corporation (CVX) | 0.4 | $1.6M | -7% | 7.7k | 204.21 |
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| Lowe's Companies (LOW) | 0.4 | $1.6M | +5% | 8.4k | 184.30 |
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| Nextera Energy (NEE) | 0.4 | $1.6M | 21k | 75.74 |
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| Caterpillar (CAT) | 0.4 | $1.5M | -2% | 1.9k | 810.79 |
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| Tesla Motors (TSLA) | 0.4 | $1.5M | 4.2k | 354.81 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $1.5M | 22k | 66.79 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.4 | $1.5M | 2.6k | 568.64 |
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| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.4 | $1.5M | -6% | 31k | 47.43 |
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| General Dynamics Corporation (GD) | 0.4 | $1.5M | 4.4k | 331.85 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $1.4M | 2.8k | 509.33 |
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| Oracle Corporation (ORCL) | 0.4 | $1.4M | +6% | 10k | 137.30 |
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| Prologis (PLD) | 0.4 | $1.4M | 11k | 129.83 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $1.4M | +2% | 6.1k | 222.24 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $1.4M | 5.7k | 239.94 |
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| Eaton Corp SHS (ETN) | 0.4 | $1.3M | +2% | 3.1k | 429.71 |
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| Merck & Co (MRK) | 0.4 | $1.3M | 9.2k | 145.31 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $1.3M | -6% | 2.9k | 456.19 |
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| McKesson Corporation (MCK) | 0.4 | $1.3M | -3% | 1.5k | 853.81 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $1.3M | +6% | 17k | 78.31 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.4 | $1.3M | 6.7k | 195.75 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.4 | $1.3M | +5% | 12k | 108.84 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $1.2M | 6.3k | 185.64 |
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| Trane Technologies SHS (TT) | 0.3 | $1.2M | 2.6k | 451.98 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.3 | $1.1M | +5% | 6.6k | 168.41 |
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| PNC Financial Services (PNC) | 0.3 | $1.1M | 5.0k | 222.26 |
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| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.3 | $1.1M | -4% | 44k | 24.98 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $1.1M | +4% | 13k | 81.16 |
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| McDonald's Corporation (MCD) | 0.3 | $1.1M | +4% | 4.7k | 230.93 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $1.1M | 9.4k | 114.02 |
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| TJX Companies (TJX) | 0.3 | $1.0M | 7.8k | 132.31 |
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| Servicenow (NOW) | 0.3 | $1.0M | +6% | 7.6k | 134.01 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.3 | $1.0M | -3% | 21k | 48.71 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $986k | +5% | 13k | 77.25 |
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| ConocoPhillips (COP) | 0.3 | $986k | -11% | 7.9k | 125.15 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $983k | -2% | 45k | 21.87 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.3 | $978k | +7% | 8.8k | 110.98 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.3 | $932k | 5.0k | 186.30 |
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| Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM) | 0.3 | $926k | -8% | 30k | 30.96 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.3 | $924k | +6% | 92k | 10.07 |
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| Fidelity Covington Trust Fun Sma Mid Etf (FFSM) | 0.3 | $907k | -3% | 27k | 33.83 |
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.3 | $885k | -8% | 35k | 25.25 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.2 | $863k | -6% | 33k | 26.23 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $840k | -6% | 1.5k | 551.47 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $831k | +4% | 3.9k | 210.53 |
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| Ishares Tr Global Tech Etf (IXN) | 0.2 | $826k | 5.6k | 148.22 |
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| Johnson & Johnson (JNJ) | 0.2 | $825k | +3% | 3.1k | 264.76 |
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| Amphenol Corp Cl A (APH) | 0.2 | $806k | +100% | 9.6k | 84.30 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.2 | $786k | 15k | 53.40 |
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| Union Pacific Corporation (UNP) | 0.2 | $754k | -4% | 2.8k | 272.13 |
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| Digital Realty Trust (DLR) | 0.2 | $725k | 4.1k | 175.53 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $705k | 1.9k | 380.84 |
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| Philip Morris International (PM) | 0.2 | $703k | +17% | 3.7k | 190.82 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $678k | +5% | 12k | 55.03 |
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| Shell Spon Ads (SHEL) | 0.2 | $667k | -17% | 7.0k | 95.05 |
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| Capital Group Core Balanced SHS (CGBL) | 0.2 | $666k | -10% | 18k | 36.75 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $654k | -3% | 5.8k | 112.24 |
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| Wells Fargo & Company (WFC) | 0.2 | $650k | -6% | 8.1k | 80.05 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $646k | 2.0k | 328.51 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $631k | 1.3k | 497.95 |
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| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.2 | $619k | +7% | 15k | 40.91 |
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| Truist Financial Corp equities (TFC) | 0.2 | $617k | 13k | 46.30 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.2 | $611k | -10% | 2.8k | 216.08 |
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| Linde SHS (LIN) | 0.2 | $588k | +4% | 1.2k | 474.65 |
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| MetLife (MET) | 0.2 | $571k | -4% | 6.1k | 94.16 |
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| Ishares Tr Broad Usd High (USHY) | 0.2 | $553k | -3% | 16k | 35.72 |
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| Netflix (NFLX) | 0.2 | $538k | +4% | 7.7k | 69.58 |
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| Deere & Company (DE) | 0.2 | $537k | -4% | 799.00 | 671.55 |
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| Kinder Morgan (KMI) | 0.2 | $533k | -2% | 18k | 30.15 |
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| Abbott Laboratories (ABT) | 0.2 | $531k | +11% | 5.4k | 98.83 |
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| Pepsi (PEP) | 0.2 | $528k | +10% | 4.2k | 126.72 |
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| Applied Materials (AMAT) | 0.1 | $513k | +33% | 1.0k | 511.38 |
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| Boston Scientific Corporation (BSX) | 0.1 | $512k | +16% | 12k | 43.65 |
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| Western Digital (WDC) | 0.1 | $512k | -20% | 1.1k | 454.46 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $511k | +16% | 2.3k | 218.21 |
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| CSX Corporation (CSX) | 0.1 | $505k | -3% | 11k | 46.51 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $504k | +8% | 1.6k | 320.51 |
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| Ford Motor Company (F) | 0.1 | $494k | 41k | 12.06 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $491k | 6.2k | 79.14 |
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| Danaher Corporation (DHR) | 0.1 | $490k | 2.2k | 221.55 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $486k | -2% | 3.2k | 152.07 |
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| Coca-Cola Company (KO) | 0.1 | $479k | 5.6k | 86.08 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $473k | 4.8k | 99.08 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $468k | -7% | 8.6k | 54.40 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $462k | -4% | 484.00 | 955.42 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $461k | 3.8k | 119.83 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $460k | 4.2k | 109.38 |
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| First Tr Exchange-traded Cloud Computing (SKYY) | 0.1 | $458k | 2.8k | 163.99 |
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| Nvidia Corporation Call Call Option (Principal) | 0.1 | $457k | 2.0k | 228.38 |
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| UnitedHealth (UNH) | 0.1 | $450k | -5% | 1.2k | 367.08 |
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| Walt Disney Company (DIS) | 0.1 | $447k | -3% | 4.3k | 104.90 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $446k | +8% | 4.6k | 96.88 |
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| salesforce (CRM) | 0.1 | $445k | -12% | 1.9k | 229.57 |
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| Citigroup Com New (C) | 0.1 | $431k | -30% | 3.3k | 129.48 |
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| United Rentals (URI) | 0.1 | $427k | -5% | 427.00 | 1000.78 |
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| Marvell Technology (MRVL) | 0.1 | $403k | -26% | 1.5k | 264.21 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $401k | -3% | 572.00 | 701.31 |
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| Bank of America Corporation (BAC) | 0.1 | $398k | +21% | 7.3k | 54.43 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $397k | 1.3k | 316.08 |
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| American Express Company (AXP) | 0.1 | $380k | -7% | 1.2k | 304.21 |
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| American Electric Power Company (AEP) | 0.1 | $375k | 3.2k | 118.66 |
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| Equinix (EQIX) | 0.1 | $373k | 369.00 | 1011.58 |
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| Astrazeneca Ord (AZN) | 0.1 | $369k | +5% | 2.3k | 161.47 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $368k | 3.5k | 103.89 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $366k | 757.00 | 483.77 |
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| Arista Networks Com Shs (ANET) | 0.1 | $365k | 1.8k | 203.59 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $364k | 201.00 | 1811.67 |
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| Morgan Stanley Com New (MS) | 0.1 | $363k | -7% | 1.9k | 188.08 |
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| Ge Vernova (GEV) | 0.1 | $359k | -5% | 378.00 | 950.52 |
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| Gabelli Utility Trust (GUT) | 0.1 | $341k | +20% | 60k | 5.69 |
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| Gilead Sciences (GILD) | 0.1 | $338k | +4% | 2.3k | 149.05 |
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| Uber Technologies (UBER) | 0.1 | $337k | 4.9k | 68.51 |
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| Dell Technologies CL C (DELL) | 0.1 | $336k | -3% | 624.00 | 537.95 |
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| CVS Caremark Corporation (CVS) | 0.1 | $336k | -20% | 3.9k | 85.70 |
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| Intel Corporation (INTC) | 0.1 | $335k | +63% | 2.8k | 120.23 |
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| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.1 | $320k | -8% | 8.7k | 36.86 |
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| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.1 | $318k | 21k | 14.94 |
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| Ge Aerospace Com New (GE) | 0.1 | $312k | -8% | 1.0k | 312.35 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $312k | -7% | 2.7k | 117.53 |
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| Rbc Cad (RY) | 0.1 | $310k | 1.6k | 196.59 |
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| Advanced Micro Devices Call Call Option (Principal) | 0.1 | $306k | NEW | 500.00 | 611.76 |
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| Starbucks Corporation (SBUX) | 0.1 | $304k | +9% | 3.2k | 93.97 |
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| Verizon Communications (VZ) | 0.1 | $304k | -2% | 6.6k | 45.87 |
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| Williams Companies (WMB) | 0.1 | $299k | -5% | 4.4k | 67.97 |
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| Blackrock (BLK) | 0.1 | $296k | NEW | 280.00 | 1056.51 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $293k | +17% | 4.2k | 70.00 |
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| Medtronic SHS (MDT) | 0.1 | $291k | -4% | 3.4k | 86.29 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $290k | 3.1k | 94.54 |
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| Analog Devices (ADI) | 0.1 | $288k | -17% | 726.00 | 396.71 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $288k | -5% | 312.00 | 922.34 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $288k | +12% | 10k | 27.96 |
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| Anthem (ELV) | 0.1 | $285k | +7% | 734.00 | 388.82 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $284k | 2.5k | 112.09 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $282k | 2.9k | 97.74 |
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| Nasdaq Omx (NDAQ) | 0.1 | $278k | -21% | 3.0k | 92.01 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.1 | $272k | 2.6k | 103.09 |
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| Honeywell Aerospace (HONA) | 0.1 | $264k | +11% | 1.7k | 154.97 |
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| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.1 | $262k | 5.0k | 51.87 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $260k | 1.1k | 247.93 |
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| Carrier Global Corporation (CARR) | 0.1 | $260k | 4.7k | 54.86 |
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| Pfizer (PFE) | 0.1 | $259k | NEW | 9.1k | 28.52 |
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| Zoetis Cl A (ZTS) | 0.1 | $257k | 3.7k | 69.83 |
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| Cigna Corp (CI) | 0.1 | $255k | 939.00 | 271.83 |
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| Snowflake Com Shs (SNOW) | 0.1 | $253k | NEW | 745.00 | 339.56 |
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| EOG Resources (EOG) | 0.1 | $252k | 1.8k | 137.76 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $248k | 1.7k | 142.26 |
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| AmerisourceBergen (COR) | 0.1 | $246k | 820.00 | 300.25 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $245k | NEW | 1.1k | 228.11 |
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| Honeywell International (HON) | 0.1 | $244k | -22% | 1.2k | 210.94 |
|
| Ingersoll Rand (IR) | 0.1 | $243k | NEW | 3.2k | 75.11 |
|
| Progressive Corporation (PGR) | 0.1 | $238k | +2% | 1.1k | 207.31 |
|
| Chubb (CB) | 0.1 | $233k | -15% | 717.00 | 325.25 |
|
| Capital One Financial (COF) | 0.1 | $231k | -8% | 1.2k | 193.07 |
|
| Boeing Company (BA) | 0.1 | $231k | -5% | 1.2k | 186.05 |
|
| Nike CL B (NKE) | 0.1 | $228k | +3% | 6.4k | 35.40 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $228k | 3.3k | 69.26 |
|
|
| Kkr & Co (KKR) | 0.1 | $228k | 2.5k | 91.30 |
|
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $228k | 1.4k | 166.98 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $227k | -42% | 812.00 | 280.09 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $227k | -54% | 307.00 | 739.77 |
|
| Martin Marietta Materials (MLM) | 0.1 | $227k | +9% | 472.00 | 479.81 |
|
| Valero Energy Corporation (VLO) | 0.1 | $219k | NEW | 565.00 | 387.46 |
|
| Dominion Resources (D) | 0.1 | $216k | -7% | 3.6k | 60.52 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $209k | 400.00 | 522.81 |
|
|
| Howmet Aerospace (HWM) | 0.1 | $201k | -20% | 889.00 | 226.18 |
|
| Principal Financial (PFG) | 0.1 | $201k | NEW | 1.8k | 111.96 |
|
| Putnam Etf Trust Frank Ohio Etf (FTOH) | 0.0 | $89k | 11k | 7.87 |
|
Past Filings by Pines Wealth Management
SEC 13F filings are viewable for Pines Wealth Management going back to 2024
- Pines Wealth Management 2026 Q3 filed Oct. 21, 2026
- Pines Wealth Management 2026 Q2 filed July 22, 2026
- 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