High Pines Wealth Management, LLC Portfolio Holdings

High Pines Wealth Management, LLC

  • $65.6 Million
  • Q4 2023

High Pines Wealth Management, LLC has filed its 13F form on January 12, 2024 for Q4 2023 where it was disclosed a total value porftolio of $65.6 Million distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $10.5M, Vanguard Ftse Developed Market with a value of $9.35M, Vanguard Index Fds S&P 500 ETF with a value of $8.73M, Vanguard Value ETF with a value of $8.24M, and Vanguard Mid Cap ETF with a value of $5.74M.

Examining the 13F form we can see an increase of $4.81M in the current position value, from $60.8M to 65.6M.

High Pines Wealth Management, LLC is based out at Duxbury, MA

Below you can find more details about High Pines Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $65.6 Million
ETFs: $53.4 Million
Technology: $3.79 Million
Consumer Cyclical: $2.95 Million
Financial Services: $2.1 Million
Communication Services: $1.76 Million
Healthcare: $1.33 Million
Real Estate: $270,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.5 Million 16.04% of portfolio
134,841
Q4 2023 Reduced 1.09%
$0
$9.35 Million 14.25% of portfolio
195,121
Q4 2023 Reduced 1.03%
$0
$8.73 Million 13.31% of portfolio
19,978
Q4 2023 Reduced 0.04%
$0
$8.24 Million 12.56% of portfolio
55,113
Q4 2023 Reduced 0.03%
$0
$5.74 Million 8.75% of portfolio
24,671
Q4 2023 Added 4.22%
$0
$3.89 Million 5.92% of portfolio
50,222
Q4 2023 Reduced 4.27%
$0
$3.4 Million 5.19% of portfolio
46,257
Q4 2023 Reduced 8.24%
$0
$2.11 Million 3.22% of portfolio
41,325
Q4 2023 Reduced 27.1%
$0
$1.42 Million 2.16% of portfolio
13,080
Q4 2023 Reduced 9.92%

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $65.6 Million
  • Prior Value $60.8 Million
  • Filing
  • Period Q4 2023
  • Filing Date January 12, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 0 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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