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, BSV, and represent 21.99% of Pines Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VGUS (+$7.2M), KLAC, VGT, FDXF, MRVL, QQQ, Nvidia Corp option, Roundhill Memory Etf, MUB, ADI.
- Started 18 new stock positions in MRVL, FDXF, DYNF, Roundhill Memory Etf, ADI, INTC, CIBR, DELL, HONA, GLW. VRTX, NXPI, Nvidia Corp option, MNST, QQQ, IVW, RCL, HON.
- Reduced shares in these 10 stocks: , WDC, COMT, AMD, Honeywell International, MU, SMH, IXN, SDY, XLE.
- Sold out of its positions in T, APD, AMT, BP, BMY, CMCSA, XOM, Honeywell International, IXC, SLV. LHX, PFE, TTE, SPOT.
- Pines Wealth Management was a net buyer of stock by $7.6M.
- Pines Wealth Management has $348M in assets under management (AUM), dropping by 12.57%.
- Central Index Key (CIK): 0002037426
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Portfolio Holdings for Pines Wealth Management
Pines Wealth Management holds 219 positions in its portfolio as reported in the June 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) | 5.9 | $20M | +54% | 269k | 75.66 |
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| Ishares Tr Core S&p500 Etf (IVV) | 5.8 | $20M | 27k | 748.89 |
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| NVIDIA Corporation (NVDA) | 3.6 | $13M | 63k | 200.09 |
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| Apple (AAPL) | 3.3 | $12M | 40k | 289.36 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.3 | $12M | 148k | 77.91 |
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| Amazon (AMZN) | 2.7 | $9.3M | +2% | 39k | 238.34 |
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| Broadcom (AVGO) | 2.4 | $8.3M | -3% | 22k | 377.75 |
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| Microsoft Corporation (MSFT) | 2.4 | $8.3M | 22k | 373.03 |
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| Ishares Tr National Mun Etf (MUB) | 2.4 | $8.2M | +4% | 76k | 107.62 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.7 | $5.9M | -2% | 8.0k | 746.77 |
|
| Eli Lilly & Co. (LLY) | 1.6 | $5.7M | 4.8k | 1199.49 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $5.7M | -2% | 16k | 353.32 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $5.6M | 17k | 327.33 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.5 | $5.3M | +2% | 49k | 109.07 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.5 | $5.1M | +6% | 97k | 52.41 |
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| Wal-Mart Stores (WMT) | 1.3 | $4.5M | 40k | 113.26 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $4.2M | 12k | 357.36 |
|
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.2 | $4.2M | 18k | 227.06 |
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| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 1.2 | $4.1M | 54k | 75.68 |
|
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| Ishares Tr Core Univrsl Usd (IUSB) | 1.1 | $3.9M | +2% | 84k | 46.15 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $3.8M | +3% | 13k | 300.45 |
|
| Micron Technology (MU) | 1.1 | $3.7M | -10% | 3.2k | 1154.29 |
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| Advanced Micro Devices (AMD) | 0.9 | $3.2M | -15% | 5.5k | 580.91 |
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| International Business Machines (IBM) | 0.9 | $3.2M | +2% | 11k | 281.21 |
|
| Kla Corp Com New (KLAC) | 0.9 | $3.1M | +879% | 10k | 301.71 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $3.0M | 20k | 148.31 |
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| FedEx Corporation (FDX) | 0.8 | $2.9M | +2% | 9.2k | 313.11 |
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| Procter & Gamble Company (PG) | 0.8 | $2.7M | +3% | 18k | 146.64 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.7 | $2.6M | +6% | 24k | 106.47 |
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| Capital Group Core Equity Et Shs Creat Unit (CGUS) | 0.7 | $2.5M | -2% | 55k | 44.48 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.6 | $2.2M | +641% | 19k | 119.52 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.6 | $2.2M | -12% | 41k | 53.11 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.6 | $2.2M | +4% | 89k | 24.14 |
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.6 | $2.1M | 43k | 49.28 |
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| Visa Com Cl A (V) | 0.6 | $2.1M | +4% | 6.0k | 343.07 |
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| Caterpillar (CAT) | 0.6 | $2.0M | -2% | 1.9k | 1064.90 |
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| Goldman Sachs (GS) | 0.6 | $2.0M | -3% | 2.0k | 1011.26 |
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| Abbvie (ABBV) | 0.6 | $2.0M | +2% | 7.8k | 251.64 |
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| Capital Group Conservative E SHS (CGCV) | 0.6 | $1.9M | 59k | 32.82 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.6 | $1.9M | +7% | 44k | 43.28 |
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| Home Depot (HD) | 0.6 | $1.9M | +8% | 5.4k | 352.66 |
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| Costco Wholesale Corporation (COST) | 0.5 | $1.9M | +3% | 2.0k | 935.47 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.5 | $1.9M | -15% | 12k | 152.18 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $1.9M | +5% | 6.2k | 303.11 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $1.9M | -17% | 2.8k | 655.91 |
|
| Amgen (AMGN) | 0.5 | $1.8M | 5.0k | 362.12 |
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| Meta Platforms Cl A (META) | 0.5 | $1.8M | 3.2k | 563.32 |
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| Nextera Energy (NEE) | 0.5 | $1.8M | 21k | 87.77 |
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| Cisco Systems (CSCO) | 0.5 | $1.8M | -12% | 15k | 117.46 |
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| Qualcomm (QCOM) | 0.5 | $1.8M | 9.6k | 184.79 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $1.8M | 2.3k | 763.14 |
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| Lowe's Companies (LOW) | 0.5 | $1.8M | 8.0k | 220.50 |
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| Tesla Motors (TSLA) | 0.5 | $1.8M | 4.2k | 420.60 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.5 | $1.7M | -5% | 2.7k | 640.76 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $1.7M | +2% | 3.3k | 501.38 |
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| Capital Group New Geography SHS (CGNG) | 0.5 | $1.7M | 44k | 37.46 |
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| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 0.5 | $1.6M | +10% | 46k | 34.62 |
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| General Dynamics Corporation (GD) | 0.5 | $1.6M | -4% | 4.5k | 354.21 |
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| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.5 | $1.6M | 33k | 47.20 |
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| Palo Alto Networks (PANW) | 0.5 | $1.6M | -2% | 4.6k | 341.02 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $1.5M | +4% | 26k | 58.98 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $1.5M | -16% | 23k | 68.41 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $1.5M | -2% | 3.1k | 477.57 |
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| Prologis (PLD) | 0.4 | $1.5M | 11k | 135.46 |
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| Hewlett Packard Enterprise (HPE) | 0.4 | $1.5M | -9% | 33k | 45.11 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $1.4M | 2.8k | 509.52 |
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| Oracle Corporation (ORCL) | 0.4 | $1.4M | -2% | 9.6k | 146.55 |
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| Chevron Corporation (CVX) | 0.4 | $1.4M | +2% | 8.3k | 165.76 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.4 | $1.3M | +3% | 11k | 117.28 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $1.3M | +3% | 5.9k | 219.43 |
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| Eaton Corp SHS (ETN) | 0.4 | $1.3M | -2% | 3.1k | 426.12 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $1.3M | +5% | 16k | 82.65 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.4 | $1.3M | 6.7k | 190.52 |
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| Trane Technologies SHS (TT) | 0.4 | $1.3M | -2% | 2.6k | 491.16 |
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| PNC Financial Services (PNC) | 0.4 | $1.2M | 5.0k | 246.22 |
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| McDonald's Corporation (MCD) | 0.3 | $1.2M | +5% | 4.5k | 270.30 |
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| McKesson Corporation (MCK) | 0.3 | $1.2M | +3% | 1.6k | 755.60 |
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| Merck & Co (MRK) | 0.3 | $1.2M | +2% | 9.4k | 128.50 |
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| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.3 | $1.2M | 46k | 26.18 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $1.2M | 9.4k | 126.58 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.2M | -3% | 6.2k | 189.72 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $1.2M | 5.7k | 205.02 |
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| TJX Companies (TJX) | 0.3 | $1.2M | -2% | 7.7k | 151.50 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.3 | $1.1M | +16% | 22k | 51.29 |
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| Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM) | 0.3 | $1.1M | 33k | 32.97 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $1.1M | +3% | 13k | 82.84 |
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| Fidelity Covington Trust Fun Sma Mid Etf (FFSM) | 0.3 | $1.1M | +40% | 28k | 38.21 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $1.1M | +18% | 46k | 22.78 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.3 | $993k | +6% | 6.3k | 158.65 |
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.3 | $983k | 38k | 25.73 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.3 | $959k | 35k | 27.33 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $954k | +6% | 12k | 79.03 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.3 | $937k | +4% | 87k | 10.84 |
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| ConocoPhillips (COP) | 0.3 | $926k | 8.9k | 103.96 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.3 | $919k | +3% | 5.1k | 181.15 |
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| Western Digital (WDC) | 0.3 | $906k | -40% | 1.4k | 638.72 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.3 | $879k | +2% | 8.2k | 107.14 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $861k | -13% | 2.0k | 433.33 |
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| Amphenol Corp Cl A (APH) | 0.2 | $842k | -14% | 4.8k | 176.32 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $836k | -4% | 1.6k | 513.60 |
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| Ishares Tr Global Tech Etf (IXN) | 0.2 | $813k | -30% | 5.6k | 144.48 |
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| Union Pacific Corporation (UNP) | 0.2 | $787k | 2.9k | 272.00 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.2 | $787k | +4% | 15k | 53.61 |
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| Capital Group Core Balanced SHS (CGBL) | 0.2 | $771k | 20k | 37.96 |
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| Johnson & Johnson (JNJ) | 0.2 | $764k | +12% | 3.0k | 253.99 |
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| Digital Realty Trust (DLR) | 0.2 | $755k | 4.2k | 179.58 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $736k | +4% | 12k | 63.04 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $731k | 6.0k | 121.42 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $721k | +6% | 3.8k | 190.19 |
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| Wells Fargo & Company (WFC) | 0.2 | $715k | 8.7k | 82.64 |
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| Servicenow (NOW) | 0.2 | $707k | +12% | 7.1k | 99.28 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $686k | -10% | 3.1k | 217.93 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $682k | 1.9k | 368.38 |
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| Truist Financial Corp equities (TFC) | 0.2 | $674k | 14k | 49.82 |
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| Citigroup Com New (C) | 0.2 | $672k | 4.8k | 139.96 |
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| Shell Spon Ads (SHEL) | 0.2 | $657k | -8% | 8.5k | 77.54 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.2 | $636k | NEW | 4.2k | 151.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $634k | 1.3k | 500.39 |
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| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.2 | $619k | +5% | 14k | 44.03 |
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| Linde SHS (LIN) | 0.2 | $617k | +34% | 1.2k | 518.94 |
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| Marvell Technology (MRVL) | 0.2 | $615k | NEW | 2.1k | 297.89 |
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| Ishares Tr Broad Usd High (USHY) | 0.2 | $594k | +13% | 16k | 37.02 |
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| Kinder Morgan (KMI) | 0.2 | $583k | 18k | 31.97 |
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| British Amern Tob Sponsored Adr (BTI) | 0.2 | $571k | 9.2k | 61.76 |
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| Ford Motor Company (F) | 0.2 | $569k | +2% | 41k | 13.90 |
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| Philip Morris International (PM) | 0.2 | $566k | -2% | 3.1k | 180.91 |
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| Applied Materials (AMAT) | 0.2 | $542k | -26% | 749.00 | 723.00 |
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| UnitedHealth (UNH) | 0.2 | $538k | +41% | 1.3k | 415.63 |
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| MetLife (MET) | 0.2 | $536k | -6% | 6.3k | 84.61 |
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| CSX Corporation (CSX) | 0.2 | $535k | -6% | 11k | 47.53 |
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| Deere & Company (DE) | 0.2 | $534k | +3% | 841.00 | 634.33 |
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| Netflix (NFLX) | 0.2 | $528k | -6% | 7.4k | 71.40 |
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| Vanguard World Industrial Etf (VIS) | 0.2 | $524k | +6% | 1.5k | 360.38 |
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| United Rentals (URI) | 0.1 | $514k | 454.00 | 1132.89 |
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| Pepsi (PEP) | 0.1 | $513k | 3.8k | 135.40 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $512k | -8% | 3.3k | 156.30 |
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| CVS Caremark Corporation (CVS) | 0.1 | $508k | +10% | 4.9k | 103.46 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $500k | NEW | 678.00 | 736.88 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $494k | -4% | 505.00 | 978.12 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $486k | 4.7k | 102.30 |
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| Ge Vernova (GEV) | 0.1 | $472k | -3% | 402.00 | 1174.89 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $469k | +2% | 3.8k | 124.42 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $467k | 6.1k | 76.55 |
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| Coca-Cola Company (KO) | 0.1 | $458k | 5.6k | 81.27 |
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| American Express Company (AXP) | 0.1 | $458k | -11% | 1.4k | 338.20 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $451k | +7% | 2.0k | 225.49 |
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| American Electric Power Company (AEP) | 0.1 | $440k | +16% | 3.2k | 136.83 |
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| Abbott Laboratories (ABT) | 0.1 | $438k | +6% | 4.8k | 90.74 |
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| Morgan Stanley Com New (MS) | 0.1 | $434k | -2% | 2.1k | 209.04 |
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| Boston Scientific Corporation (BSX) | 0.1 | $429k | +27% | 10k | 42.68 |
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| Walt Disney Company (DIS) | 0.1 | $426k | -7% | 4.4k | 96.25 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $422k | -30% | 1.4k | 298.07 |
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| Danaher Corporation (DHR) | 0.1 | $416k | +14% | 2.2k | 190.48 |
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| Astrazeneca Ord (AZN) | 0.1 | $413k | -12% | 2.2k | 189.62 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $410k | +7% | 4.2k | 96.58 |
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| Ge Aerospace Com New (GE) | 0.1 | $407k | -37% | 1.1k | 373.78 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $405k | 590.00 | 687.05 |
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| Nvidia Corporation Call Call Option (Principal) | 0.1 | $400k | NEW | 2.0k | 200.09 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $400k | -6% | 201.00 | 1989.44 |
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| Equinix (EQIX) | 0.1 | $385k | +7% | 369.00 | 1042.39 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $381k | 748.00 | 509.59 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $377k | 1.3k | 299.01 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $372k | -2% | 3.6k | 103.88 |
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| First Tr Exchange-traded Cloud Computing (SKYY) | 0.1 | $370k | +6% | 2.8k | 134.56 |
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| Roundhill Etf Trust Memory Etf | 0.1 | $369k | NEW | 5.0k | 73.85 |
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| Analog Devices (ADI) | 0.1 | $352k | NEW | 885.00 | 397.17 |
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| Uber Technologies (UBER) | 0.1 | $351k | +19% | 4.9k | 72.16 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $347k | -23% | 2.9k | 121.43 |
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| salesforce (CRM) | 0.1 | $346k | -2% | 2.2k | 156.66 |
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| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.1 | $346k | +3% | 21k | 16.28 |
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| Carrier Global Corporation (CARR) | 0.1 | $346k | -2% | 4.7k | 73.35 |
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| Williams Companies (WMB) | 0.1 | $346k | +40% | 4.7k | 74.34 |
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| Bank of America Corporation (BAC) | 0.1 | $343k | 6.0k | 56.98 |
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| Honeywell Aerospace (HONA) | 0.1 | $337k | NEW | 1.5k | 221.08 |
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| Honeywell International (HON) | 0.1 | $332k | NEW | 1.5k | 223.90 |
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| Gabelli Utility Trust (GUT) | 0.1 | $330k | 50k | 6.59 |
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| Rbc Cad (RY) | 0.1 | $327k | 1.6k | 206.97 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $318k | -37% | 329.00 | 965.00 |
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| Nasdaq Omx (NDAQ) | 0.1 | $303k | +2% | 3.8k | 78.82 |
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| Arista Networks Com Shs (ANET) | 0.1 | $303k | 1.8k | 169.88 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $303k | +13% | 3.1k | 98.98 |
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| Starbucks Corporation (SBUX) | 0.1 | $303k | -12% | 3.0k | 102.19 |
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| Howmet Aerospace (HWM) | 0.1 | $302k | -22% | 1.1k | 268.86 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $300k | +18% | 2.5k | 117.67 |
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| Chubb (CB) | 0.1 | $291k | +33% | 853.00 | 340.74 |
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| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.1 | $288k | -67% | 9.5k | 30.37 |
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| Verizon Communications (VZ) | 0.1 | $287k | -4% | 6.8k | 42.34 |
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| Boeing Company (BA) | 0.1 | $283k | +20% | 1.3k | 216.47 |
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| Dell Technologies CL C (DELL) | 0.1 | $280k | NEW | 649.00 | 431.46 |
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| Medtronic SHS (MDT) | 0.1 | $275k | -31% | 3.5k | 78.23 |
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| Gilead Sciences (GILD) | 0.1 | $274k | -14% | 2.2k | 126.34 |
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| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.1 | $272k | 5.1k | 53.34 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $266k | -4% | 2.9k | 92.27 |
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| Anthem (ELV) | 0.1 | $264k | -34% | 682.00 | 386.73 |
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| Dominion Resources (D) | 0.1 | $263k | -33% | 3.8k | 68.29 |
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| Capital One Financial (COF) | 0.1 | $262k | -7% | 1.3k | 200.62 |
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| Zoetis Cl A (ZTS) | 0.1 | $262k | +36% | 3.6k | 71.86 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $258k | -2% | 1.1k | 242.43 |
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| Nike CL B (NKE) | 0.1 | $257k | +8% | 6.3k | 41.05 |
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| Cigna Corp (CI) | 0.1 | $255k | +8% | 925.00 | 275.68 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $253k | 1.4k | 185.23 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $251k | +408% | 9.1k | 27.41 |
|
| Martin Marietta Materials (MLM) | 0.1 | $249k | +9% | 432.00 | 576.70 |
|
| Monster Beverage Corp (MNST) | 0.1 | $246k | NEW | 2.6k | 96.12 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $244k | NEW | 1.8k | 137.53 |
|
| Progressive Corporation (PGR) | 0.1 | $244k | -17% | 1.1k | 218.45 |
|
| Intel Corporation (INTC) | 0.1 | $239k | NEW | 1.7k | 139.63 |
|
| EOG Resources (EOG) | 0.1 | $238k | -6% | 1.8k | 129.73 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.1 | $238k | NEW | 2.6k | 89.85 |
|
| Corning Incorporated (GLW) | 0.1 | $235k | NEW | 920.00 | 255.43 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $235k | NEW | 740.00 | 317.53 |
|
| AmerisourceBergen (COR) | 0.1 | $233k | -4% | 824.00 | 282.98 |
|
| Kkr & Co (KKR) | 0.1 | $230k | -33% | 2.5k | 91.78 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $225k | NEW | 3.3k | 68.01 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $224k | -4% | 3.6k | 62.89 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $213k | -22% | 892.00 | 239.01 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $203k | NEW | 408.00 | 496.73 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $202k | NEW | 717.00 | 281.03 |
|
| Putnam Etf Trust Frank Ohio Etf (FTOH) | 0.0 | $96k | 11k | 8.48 |
|
Past Filings by Pines Wealth Management
SEC 13F filings are viewable for Pines Wealth Management going back to 2024
- 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