PINES WEALTH MANAGEMENT, LLC
PINES WEALTH MANAGEMENT, LLC runs PINES WEALTH MANAGEMENT, LLC and currently holds 214 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $308.95M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PINES WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PINES WEALTH MANAGEMENT, LLC's portfolio at PINES WEALTH MANAGEMENT, LLC has delivered returns of +18.33%. Their 3-year annualized return is +15.29%. Looking at the 5-year horizon, PINES WEALTH MANAGEMENT, LLC has achieved +15.29% annualized returns at PINES WEALTH MANAGEMENT, LLC.
Portfolio Value
$308.95M
Alpha Score
14.2
#0 of 1000
Holdings
214
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|