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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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