Pines Wealth Management, LLC
CIK: 0002037426SEC EDGAR →
Portfolio Value
$309.6M
Holdings
225
As of
Q4 2025
New Positions
225
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 31,952 | $21.9M | 7.07% |
| 2 | NVIDIA CORPORATION | 65,142 | $12.1M | 3.92% |
| 3 | MICROSOFT CORP | 21,843 | $10.6M | 3.41% |
| 4 | APPLE INC | 38,554 | $10.5M | 3.38% |
| 5 | ABRDN PRECIOUS METALS BASKET | 45,110 | $9.3M | 3.00% |
| 6 | AMAZON COM INC | 37,583 | $8.7M | 2.80% |
| 7 | ISHARES TR | 76,425 | $8.2M | 2.64% |
| 8 | BROADCOM INC | 22,660 | $7.8M | 2.53% |
| 9 | VANGUARD BD INDEX FDS | 85,956 | $6.8M | 2.19% |
| 10 | JPMORGAN CHASE & CO. | 19,165 | $6.2M | 1.99% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (225)
$21.9M · 32K shares
$12.1M · 65K shares
$10.6M · 22K shares
$10.5M · 39K shares
$9.3M · 45K shares
$8.7M · 38K shares
$8.2M · 76K shares
$7.8M · 23K shares
$6.8M · 86K shares
$6.2M · 19K shares
$5.9M · 53K shares
$5.7M · 18K shares
$5.4M · 8K shares
$5.4M · 49K shares
$5.1M · 5K shares
$4.7M · 88K shares
$4.2M · 13K shares
$4.0M · 19K shares
$3.3M · 71K shares
$3.1M · 26K shares
$3.1M · 11K shares
$2.9M · 12K shares
$2.7M · 22K shares
$2.6M · 9K shares
$2.5M · 63K shares
$2.5M · 17K shares
$2.3M · 3K shares
$2.2M · 20K shares
$2.1M · 48K shares
$2.1M · 6K shares
$2.0M · 47K shares
$2.0M · 14K shares
$1.9M · 4K shares
$1.9M · 3K shares
$1.8M · 3K shares
$1.8M · 59K shares
$1.8M · 7K shares
$1.8M · 10K shares
$1.7M · 31K shares
$1.7M · 2K shares
$1.7M · 21K shares
$1.7M · 1K shares
$1.7M · 2K shares
$1.7M · 5K shares
$1.6M · 40K shares
$1.6M · 5K shares
$1.6M · 7K shares
$1.5M · 5K shares
$1.5M · 34K shares
$1.5M · 2K shares
$1.5M · 46K shares
$1.5M · 4K shares
$1.5M · 60K shares
$1.4M · 12K shares
$1.4M · 4K shares
$1.3M · 3K shares
$1.3M · 17K shares
$1.3M · 10K shares
$1.3M · 6K shares
$1.3M · 4K shares
$1.3M · 5K shares
$1.3M · 43K shares
$1.3M · 4K shares
$1.3M · 3K shares
$1.2M · 8K shares
$1.2M · 8K shares
$1.2M · 6K shares
$1.2M · 2K shares
$1.2M · 10K shares
$1.2M · 6K shares
$1.1M · 4K shares
$1.1M · 2K shares
$1.1M · 5K shares
$1.1M · 3K shares
$1.1M · 2K shares
$1.1M · 18K shares
$1.1M · 7K shares
$1.1M · 10K shares
$1.0M · 39K shares
$989K · 34K shares
$976K · 8K shares
$958K · 3K shares
$945K · 18K shares
$934K · 7K shares
$927K · 11K shares
$891K · 39K shares
$862K · 12K shares
$851K · 35K shares
$847K · 31K shares
$834K · 9K shares
$825K · 4K shares
$822K · 12K shares
$807K · 31K shares
$804K · 8K shares
$776K · 14K shares
$763K · 12K shares
$754K · 7K shares
$753K · 15K shares
$745K · 5K shares
$740K · 66K shares
$723K · 29K shares
$721K · 20K shares
$718K · 8K shares
$679K · 4K shares
$672K · 2K shares
$672K · 8K shares
$664K · 4K shares
$656K · 2K shares
$652K · 6K shares
$651K · 1K shares
$650K · 3K shares
$645K · 7K shares
$629K · 6K shares
$610K · 27K shares
$604K · 20K shares
$602K · 5K shares
$598K · 4K shares
$580K · 2K shares
$569K · 4K shares
$567K · 3K shares
$563K · 3K shares
$555K · 4K shares
$549K · 7K shares
$536K · 6K shares
$528K · 14K shares
$527K · 3K shares
$525K · 40K shares
$522K · 19K shares
$520K · 10K shares
$514K · 5K shares
$508K · 579 shares
$506K · 888 shares
$505K · 7K shares
$504K · 4K shares
$499K · 3K shares
$491K · 3K shares
$463K · 2K shares
$462K · 5K shares
$459K · 8K shares
$449K · 6K shares
$449K · 4K shares
$448K · 715 shares
$432K · 2K shares
$431K · 2K shares
$430K · 12K shares
$427K · 6K shares
$415K · 8K shares
$383K · 823 shares
$382K · 4K shares
$381K · 2K shares
$380K · 5K shares
$376K · 2K shares
$374K · 2K shares
$373K · 2K shares
$370K · 4K shares
$370K · 6K shares
$370K · 3K shares
$368K · 1K shares
$368K · 9K shares
$365K · 452 shares
$365K · 2K shares
$355K · 1K shares
$352K · 6K shares
$350K · 823 shares
$341K · 1K shares
$338K · 20K shares
$318K · 1K shares
$317K · 1K shares
$314K · 2K shares
$305K · 905 shares
$301K · 50K shares
$301K · 1K shares
$300K · 3K shares
$296K · 277 shares
$296K · 387 shares
$294K · 2K shares
$290K · 1K shares
$288K · 1K shares
$284K · 3K shares
$283K · 3K shares
$282K · 5K shares
$275K · 5K shares
$275K · 2K shares
$272K · 2K shares
$271K · 3K shares
$269K · 2K shares
$267K · 3K shares
$267K · 811 shares
$265K · 9K shares
$264K · 405 shares
$264K · 2K shares
$262K · 6K shares
$261K · 1K shares
$253K · 8K shares
$253K · 1K shares
$249K · 1K shares
$248K · 2K shares
$245K · 5K shares
$244K · 421 shares
$242K · 2K shares
$239K · 384 shares
$235K · 1K shares
$234K · 9K shares
$233K · 4K shares
$232K · 1K shares
$231K · 863 shares
$229K · 3K shares
$229K · 3K shares
$229K · 2K shares
$228K · 4K shares
$228K · 2K shares
$228K · 2K shares
$227K · 4K shares
$223K · 5K shares
$214K · 5K shares
$213K · 5K shares
$212K · 773 shares
$211K · 3K shares
$211K · 1K shares
$210K · 6K shares
$208K · 97 shares
$206K · 704 shares
$205K · 4K shares
$203K · 429 shares
$94K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 92 | $139.7M | 45.1% |
| Technology | 34 | $72.5M | 23.4% |
| Healthcare | 22 | $18.7M | 6.0% |
| Consumer Cyclical | 11 | $18.2M | 5.9% |
| Industrials | 20 | $15.0M | 4.8% |
| Communication Services | 7 | $13.4M | 4.3% |
| Consumer Defensive | 6 | $11.2M | 3.6% |
| Energy | 8 | $7.3M | 2.3% |
| Unknown | 12 | $6.8M | 2.2% |
| Utilities | 7 | $4.2M | 1.4% |
| Real Estate | 3 | $1.9M | 0.6% |
| Basic Materials | 3 | $816K | 0.3% |