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Portfolio (Quarterly) Guide ↗

Pines Wealth Management, LLC

· CIK 0002037426
13F Portfolio $297M AUM Filed Nov 3, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 226 New
Page 7 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 USHY ISHARES TR 14,127.0 $534K 0.18% NEW $37.78 -2.1%
122 KMI KINDER MORGAN INC DEL Energy 18,556.0 $525K 0.18% NEW $28.31 +18.3%
123 ORCL ORACLE CORP Technology 1,864.0 $524K 0.18% NEW $281.24 -32.5%
124 HON HONEYWELL INTL INC Industrials 2,458.0 $517K 0.17% NEW $210.50 +6.3%
125 DVY ISHARES TR 3,572.0 $508K 0.17% NEW $142.10 +8.5%
126 IFRA ISHARES TR 9,440.0 $499K 0.17% NEW $52.82 +14.5%
127 NKE NIKE INC Consumer Cyclical 7,146.0 $498K 0.17% NEW $69.73 -36.3%
128 DIS DISNEY WALT CO Communication Services 4,312.0 $494K 0.17% NEW $114.51 -9.5%
129 JNJ JOHNSON & JOHNSON Healthcare 2,621.0 $486K 0.16% NEW $185.44 +25.0%
130 PGX INVESCO EXCH TRADED FD TR II 41,149.0 $477K 0.16% NEW $11.60 -5.6%
131 IBB ISHARES TR 3,257.0 $470K 0.16% NEW $144.37 +17.1%
132 URI UNITED RENTALS INC Industrials 484.0 $462K 0.16% NEW $954.66 -1.9%
133 F FORD MTR CO Consumer Cyclical 38,220.0 $457K 0.15% NEW $11.96 +14.3%
134 PH PARKER-HANNIFIN CORP Industrials 599.0 $454K 0.15% NEW $758.15 +13.4%
135 EMXC ISHARES INC 6,676.0 $451K 0.15% NEW $67.51 +41.6%
136 FFC FLAHERTY & CRUMRINE PFD SECS Financial Services 26,464.0 $447K 0.15% NEW $16.89 -6.5%
137 VOO VANGUARD INDEX FDS 722.0 $442K 0.15% NEW $612.62 +11.5%
138 BX BLACKSTONE INC Financial Services 2,582.0 $441K 0.15% NEW $170.85 -30.6%
139 CGNG CAPITAL GROUP NEW GEOGRAPHY 14,188.0 $438K 0.15% NEW $30.90 +15.8%
140 MDT MEDTRONIC PLC Healthcare 4,591.0 $437K 0.15% NEW $95.24 -17.9%
Page 7 of 12  ·  226 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.9%
Financial Services 19.2%
Consumer Cyclical 9.7%
Healthcare 8.5%
Industrials 8.0%
Communication Services 6.9%
Consumer Defensive 6.6%
Energy 3.9%
Utilities 2.4%
Real Estate 1.4%