Five Pine Wealth Management Portfolio Holdings

Five Pine Wealth Management

  • $119 Billion
  • Q4 2024

Five Pine Wealth Management has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $119 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $17.4B, Vanguard Ftse All World Ex Us with a value of $13.7B, Vanguard Growth ETF with a value of $13B, Vanguard Index Fds S&P 500 ETF with a value of $11.2B, and Vanguard Value ETF with a value of $8.9B.

Examining the 13F form we can see an increase of $119B in the current position value.

Five Pine Wealth Management is based out at Coeur D Alene, ID

Below you can find more details about Five Pine Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $119 Billion
ETFs: $116 Billion
Healthcare: $531 Million
Consumer Defensive: $451 Million
Technology: $365 Million
Financial Services: $207 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $119 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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