PINES WEALTH MANAGEMENT, LLC 13F Portfolio
PINES WEALTH MANAGEMENT, LLC runs PINES WEALTH MANAGEMENT, LLC and currently holds 219 stock positions, which is fewer than the average of 231 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 #794 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%.
Portfolio Value
$347.77M
Alpha Score
27.6
#794 of 1000
Holdings
219
PINES WEALTH MANAGEMENT, LLC Current 13F Holdings
Reported holdings from PINES WEALTH MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
219 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VGUS VANGUARD INSTL INDEX FD | 5.86% | $75.66 | $75.51 | -0.20% | Added +54.71% |
 IVV ISHARES TR | 5.84% | $577.63 | $781.99 | +35.38% | Added +0.62% |
 NVDA NVIDIA CORPORATION | 3.63% | $136.47 | $229.28 | +68.01% | Trimmed -1.04% |
 AAPL APPLE INC | 3.35% | $248.09 | $336.68 | +35.71% | Added +0.57% |
 BSV VANGUARD BD INDEX FDS | 3.31% | $78.10 | $76.38 | -2.20% | Added +1.26% |
 AMZN AMAZON COM INC | 2.68% | $219.58 | $262.43 | +19.51% | Added +2.52% |
 AVGO BROADCOM INC | 2.40% | $232.65 | $361.54 | +55.40% | Trimmed -3.41% |
 MSFT MICROSOFT CORP | 2.37% | $423.03 | $535.07 | +26.49% | Trimmed -0.87% |
 MUB ISHARES TR | 2.36% | $106.46 | $101.07 | -5.06% | Added +4.53% |
 SPY STATE STR SPDR S&P 500 ETF T | 1.71% | $590.83 | $778.54 | +31.77% | Trimmed -2.10% |
Showing 1-10 of 219