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PINES WEALTH MANAGEMENT, LLC
PINES WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30
PINES WEALTH MANAGEMENT, LLC runs PINES WEALTH MANAGEMENT, LLC and currently holds 219 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $347.77M. Their top holdings are VGUS, IVV, NVDA, AAPL, BSV. The top five represent 22.0% of reported portfolio weight. PINES WEALTH MANAGEMENT, LLC ranks #793 out of 1000 investors tracked by Alpha Score. They added to 55 existing positions. They trimmed 45 positions. Their current best-performing preview position is MU with returns of +241.67%.
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219 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VGUS VANGUARD INSTL INDEX FD | 5.86% | $75.66 | $75.64 | -0.03% | Added +54.71% |
 IVV ISHARES TR | 5.84% | $577.63 | $769.30 | +33.18% | Added +0.62% |
 NVDA NVIDIA CORPORATION | 3.63% | $136.47 | $214.76 | +57.37% | Trimmed -1.04% |
 AAPL APPLE INC | 3.35% | $248.09 | $309.35 | +24.69% | Added +0.57% |
 BSV VANGUARD BD INDEX FDS | 3.31% | $78.10 | $77.58 | -0.67% | Added +1.26% |
 AMZN AMAZON COM INC | 2.68% | $219.58 | $258.63 | +17.78% | Added +2.52% |
 AVGO BROADCOM INC | 2.40% | $232.65 | $368.45 | +58.37% | Trimmed -3.41% |
 MSFT MICROSOFT CORP | 2.37% | $423.03 | $483.24 | +14.23% | Trimmed -0.87% |
 MUB ISHARES TR | 2.36% | $106.46 | $105.35 | -1.04% | Added +4.53% |
 SPY STATE STR SPDR S&P 500 ETF T | 1.71% | $590.83 | $765.62 | +29.58% | Trimmed -2.10% |
Showing 1-10 of 219