Pines Wealth Management, LLC Portfolio Holdings
Pines Wealth Management, LLC
- $230 Billion
- Q4 2024
Pines Wealth Management, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $230 Billion distributed in 205 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.45B, Ishares Core S&P 500 ETF with a value of $8.42B, Microsoft Corp with a value of $8.16B, Nvidia Corp with a value of $7.86B, and Amazon Com Inc with a value of $7.82B.
Examining the 13F form we can see an increase of $230B in the current position value.
Pines Wealth Management, LLC is based out at Southern Pines, NC
Below you can find more details about Pines Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$230 Billion
ETFs: $88 Billion
Technology: $44 Billion
Financial Services: $17.5 Billion
Consumer Cyclical: $16.4 Billion
Healthcare: $14.2 Billion
Consumer Defensive: $11.1 Billion
Industrials: $10.5 Billion
Communication Services: $10 Billion
Other: $10.4 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 205
- Current Value $230 Billion
- Filing
- Period Q4 2024
- Filing Date January 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 205 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks