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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 9 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EFA ISHARES TR 3,988.0 $372K 0.12% NEW $93.37 +11.6%
162 COF CAPITAL ONE FINL CORP Financial Services 1,735.0 $369K 0.12% NEW $212.58 -12.2%
163 CMCSA COMCAST CORP NEW Communication Services 11,642.0 $366K 0.12% NEW $31.42 -20.2%
164 XLRE SELECT SECTOR SPDR TR 8,651.0 $364K 0.12% NEW $42.13 +5.6%
165 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,860.0 $364K 0.12% NEW $53.08 +23.8%
166 AEP AMERICAN ELEC PWR CO INC Utilities 3,213.0 $362K 0.12% NEW $112.52 +15.2%
167 GEV GE VERNOVA INC Utilities 587.0 $361K 0.12% NEW $614.91 +69.8%
168 BLK BLACKROCK INC Financial Services 290.0 $338K 0.11% NEW $1167.02 -8.8%
169 DHR DANAHER CORPORATION Healthcare 1,705.0 $338K 0.11% NEW $198.26 -12.6%
170 PGR PROGRESSIVE CORP Financial Services 1,347.0 $333K 0.11% NEW $246.95 -18.0%
171 NVO NOVO-NORDISK A S Healthcare 5,906.0 $328K 0.11% NEW $55.49 -20.0%
172 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,011.0 $327K 0.11% NEW $323.12 +20.6%
173 VIS VANGUARD WORLD FD 1,083.0 $321K 0.11% NEW $296.29 +12.5%
174 ADI ANALOG DEVICES INC Technology 1,281.0 $315K 0.11% NEW $245.70 +56.4%
175 TXN TEXAS INSTRS INC Technology 1,694.0 $311K 0.10% NEW $183.73 +65.9%
176 GUT GABELLI UTIL TR Financial Services 50,000.0 $304K 0.10% NEW $6.07 +4.1%
177 BA BOEING CO Industrials 1,398.0 $302K 0.10% NEW $215.83 +1.8%
178 EQIX EQUINIX INC Real Estate 385.0 $302K 0.10% NEW $783.24 +37.7%
179 LNG CHENIERE ENERGY INC Energy 1,280.0 $301K 0.10% NEW $234.98 +2.3%
180 SBUX STARBUCKS CORP Consumer Cyclical 3,472.0 $294K 0.10% NEW $84.60 +25.9%
Page 9 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%