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Portfolio (Quarterly) Guide ↗

Pines Wealth Management, LLC

· CIK 0002037426
13F Portfolio $310M AUM 225 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 100 Added 72 Reduced 13 Exited
Page 10 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 D DOMINION ENERGY INC Utilities 4,814.0 $282K 0.09% +221.0 +4.8% $58.59 +16.6%
182 ZTS ZOETIS INC Healthcare 2,190.0 $276K 0.09% -470.0 -17.7% $125.82 -36.6%
183 STPZ PIMCO ETF TR 5,134.0 $275K 0.09% $53.66 +0.5%
184 TXN TEXAS INSTRS INC Technology 1,573.0 $273K 0.09% -121.0 -7.1% $173.49 +75.7%
185 SBUX STARBUCKS CORP Consumer Cyclical 3,221.0 $271K 0.09% -251.0 -7.2% $84.22 +26.5%
186 RY ROYAL BK CDA Financial Services 1,579.0 $269K 0.09% $170.49 +9.8%
187 UNH UNITEDHEALTH GROUP INC Healthcare 811.0 $268K 0.09% -975.0 -54.6% $330.25 +16.1%
188 AGG ISHARES TR 2,676.0 $267K 0.09% $99.88 -1.5%
189 PFF ISHARES TR 8,566.0 $265K 0.09% +1K +20.5% $30.96 +0.5%
190 AMT AMERICAN TOWER CORP NEW Real Estate 1,509.0 $265K 0.09% +21.0 +1.4% $175.57 +4.7%
191 GEV GE VERNOVA INC Utilities 405.0 $265K 0.09% -182.0 -31.0% $653.58 +59.7%
192 VZ VERIZON COMMUNICATIONS INC Communication Services 6,437.0 $262K 0.09% +1K +20.1% $40.73 +17.4%
193 BA BOEING CO Industrials 1,206.0 $262K 0.09% -192.0 -13.7% $217.12 +1.1%
194 CMCSA COMCAST CORP NEW Communication Services 8,497.0 $254K 0.08% -3K -27.0% $29.89 -16.1%
195 IWD ISHARES TR 1,205.0 $253K 0.08% $210.34 +11.6%
196 CAH CARDINAL HEALTH INC Healthcare 1,214.0 $249K 0.08% NEW $205.50 -2.4%
197 SKYY FIRST TR EXCHANGE TRADED FD 1,913.0 $249K 0.08% +69.0 +3.7% $130.08 -0.2%
198 CARR CARRIER GLOBAL CORPORATION Industrials 4,650.0 $246K 0.08% +716.0 +18.2% $52.84 +17.7%
199 SPOT SPOTIFY TECHNOLOGY S A Communication Services 421.0 $244K 0.08% -127.0 -23.2% $580.71 -25.4%
200 SCHW SCHWAB CHARLES CORP Financial Services 2,428.0 $243K 0.08% -96.0 -3.8% $99.91 -9.8%
Page 10 of 12  ·  225 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 32.2%
Financial Services 19.9%
Healthcare 9.5%
Consumer Cyclical 9.3%
Industrials 7.8%
Communication Services 7.1%
Consumer Defensive 6.4%
Energy 3.8%
Utilities 2.2%
Real Estate 1.3%