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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 11 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HPQ HP INC Technology 8,744.0 $238K 0.08% NEW $27.23 -19.6%
202 VZ VERIZON COMMUNICATIONS INC Communication Services 5,358.0 $235K 0.08% NEW $43.95 +8.8%
203 CI THE CIGNA GROUP Healthcare 816.0 $235K 0.08% NEW $288.25 -2.2%
204 CARR CARRIER GLOBAL CORPORATION Industrials 3,934.0 $235K 0.08% NEW $59.70 +4.2%
205 OGE OGE ENERGY CORP Utilities 5,028.0 $233K 0.08% NEW $46.27 +4.0%
206 RY ROYAL BK CDA Financial Services 1,579.0 $233K 0.08% NEW $147.32 +27.1%
207 PFE PFIZER INC Healthcare 9,030.0 $230K 0.08% NEW $25.48 +1.8%
208 PFF ISHARES TR 7,110.0 $225K 0.08% NEW $31.62 -1.6%
209 HDV ISHARES TR 1,824.0 $223K 0.07% NEW $122.45 -77.4%
210 EMR EMERSON ELEC CO Industrials 1,702.0 $223K 0.07% NEW $131.18 +2.8%
211 DD DUPONT DE NEMOURS INC Basic Materials 2,824.0 $220K 0.07% NEW $77.90 -39.5%
212 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 677.0 $219K 0.07% NEW $323.58 -21.5%
213 APD AIR PRODS & CHEMS INC Basic Materials 802.0 $219K 0.07% NEW $272.72 +6.4%
214 MRSH MARSH & MCLENNAN COS INC Financial Services 1,051.0 $212K 0.07% NEW $201.53 -18.1%
215 NXPI NXP SEMICONDUCTORS N V Technology 926.0 $211K 0.07% NEW $227.73 +31.5%
216 LHX L3HARRIS TECHNOLOGIES INC Industrials 690.0 $211K 0.07% NEW $305.41 +0.3%
217 XLI SELECT SECTOR SPDR TR 1,363.0 $210K 0.07% NEW $154.23 +10.6%
218 IXC ISHARES TR 5,031.0 $210K 0.07% NEW $41.75 +34.3%
219 BP BP PLC Energy 6,055.0 $209K 0.07% NEW $34.46 +30.2%
220 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,518.0 $204K 0.07% NEW $45.10 +32.0%
Page 11 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%