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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 3 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEE NEXTERA ENERGY INC Utilities 21,163.0 $1.7M 0.55% $80.28 +11.7%
42 KLAC KLA CORP Technology 1,393.0 $1.7M 0.55% $1215.15 +51.6%
43 COST COSTCO WHSL CORP NEW Consumer Defensive 1,936.0 $1.7M 0.54% -26.0 -1.3% $862.34 +21.8%
44 AMGN AMGEN INC Healthcare 5,090.0 $1.7M 0.54% $327.31 +3.1%
45 RECS COLUMBIA ETF TR I 40,377.0 $1.6M 0.53% +3K +8.2% $40.84 +5.4%
46 HD HOME DEPOT INC Consumer Cyclical 4,675.0 $1.6M 0.52% +94.0 +2.0% $344.12 -8.8%
47 ABBV ABBVIE INC Healthcare 7,013.0 $1.6M 0.52% +445.0 +6.8% $228.49 -6.1%
48 MU MICRON TECHNOLOGY INC Technology 5,404.0 $1.5M 0.50% -139.0 -2.5% $285.41 +167.0%
49 CGGR CAPITAL GROUP GROWTH ETF 34,003.0 $1.5M 0.49% $44.47 +3.6%
50 MCK MCKESSON CORP Healthcare 1,840.0 $1.5M 0.49% -41.0 -2.2% $820.29 -6.6%
51 CGNG CAPITAL GROUP NEW GEOGRAPHY 46,406.0 $1.5M 0.48% +32K +227.1% $31.93 +12.0%
52 GD GENERAL DYNAMICS CORP Industrials 4,372.0 $1.5M 0.47% $336.68 +0.6%
53 SCHO SCHWAB STRATEGIC TR 60,196.0 $1.5M 0.47% +6K +10.9% $24.37 -0.9%
54 XLY SELECT SECTOR SPDR TR 11,829.0 $1.4M 0.46% +6K +97.0% $119.41 -0.6%
55 SMH VANECK ETF TRUST 3,763.0 $1.4M 0.44% $360.14 +57.6%
56 LMT LOCKHEED MARTIN CORP Industrials 2,781.0 $1.3M 0.43% -18.0 -0.6% $483.70 +8.1%
57 CSCO CISCO SYS INC Technology 17,271.0 $1.3M 0.43% $77.03 +53.4%
58 PLD PROLOGIS INC. Real Estate 10,316.0 $1.3M 0.42% -135.0 -1.3% $127.65 +13.3%
59 AMD ADVANCED MICRO DEVICES INC Technology 6,141.0 $1.3M 0.42% -123.0 -2.0% $214.16 +109.9%
60 MCD MCDONALDS CORP Consumer Cyclical 4,264.0 $1.3M 0.42% +158.0 +3.9% $305.62 -7.0%
Page 3 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%