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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 8 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EFG ISHARES TR 3,945.0 $449K 0.14% +155.0 +4.1% $113.92 +6.6%
142 VOO VANGUARD INDEX FDS 715.0 $448K 0.14% -7.0 -1.0% $626.97 +8.9%
143 DHR DANAHER CORPORATION Healthcare 1,890.0 $433K 0.14% +185.0 +10.8% $228.92 -24.3%
144 MS MORGAN STANLEY Financial Services 2,428.0 $431K 0.14% -227.0 -8.6% $177.53 +12.9%
145 CSX CSX CORP Industrials 11,863.0 $430K 0.14% +328.0 +2.8% $36.25 +26.6%
146 KO COCA COLA CO Consumer Defensive 6,111.0 $427K 0.14% $69.91 +16.1%
147 BAC BANK AMERICA CORP Financial Services 7,555.0 $416K 0.13% -271.0 -3.5% $55.00 -6.4%
148 DE DEERE & CO Industrials 823.0 $383K 0.12% -9.0 -1.1% $465.57 +14.1%
149 EFA ISHARES TR 3,988.0 $383K 0.12% $96.03 +8.5%
150 ORCL ORACLE CORP Technology 1,955.0 $381K 0.12% +91.0 +4.9% $194.91 -2.6%
151 CVS CVS HEALTH CORP Healthcare 4,798.0 $381K 0.12% -709.0 -12.9% $79.36 +17.6%
152 BX BLACKSTONE INC Financial Services 2,444.0 $377K 0.12% -138.0 -5.3% $154.14 -23.1%
153 COF CAPITAL ONE FINL CORP Financial Services 1,544.0 $374K 0.12% -191.0 -11.0% $242.36 -23.0%
154 CALL NVIDIA CORPORATION 2,000.0 $373K 0.12% $186.50
155 TD TORONTO DOMINION BK ONT Financial Services 3,935.0 $371K 0.12% -1K -21.4% $94.20 +16.3%
156 AEP AMERICAN ELEC PWR CO INC Utilities 3,213.0 $371K 0.12% $115.33 +12.4%
157 SLV ISHARES SILVER TR Financial Services 5,750.0 $370K 0.12% $64.42 +7.8%
158 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,052.0 $369K 0.12% +41.0 +4.1% $350.55 +11.2%
159 XLRE SELECT SECTOR SPDR TR 9,133.0 $369K 0.12% +482.0 +5.6% $40.35 +10.3%
160 URI UNITED RENTALS INC Industrials 452.0 $366K 0.12% -32.0 -6.6% $809.32 +15.7%
Page 8 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%