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Pines Wealth Management, LLC
Pines Wealth Management, LLC is an institution, managing $295.6M across 224 long positions as of Q3 2025 with 38% ETF concentration.
- Portfolio Value
- $295.6M
- Positions
- 224
- Top Holding
- IVV at 7.15%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pines Wealth Management, LLC's portfolio (33.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $21.1M | 7.15% | -$79.0K Sold | — 31.6K shares | |
Semiconductors Technology | $12.4M | 4.20% | +$145.2K Bought | 0.00% 66.6K shares | |
Software - Infrastructure Technology | $11.3M | 3.83% | -$270.4K Sold | 0.00% 21.9K shares | |
Consumer Electronics Technology | $9.8M | 3.32% | -$829.6K Sold | 0.00% 38.5K shares | |
Specialty Retail Consumer Cyclical | $8.3M | 2.79% | -$258.2K Sold | 0.00% 37.6K shares | |
ETF ETF | $8.0M | 2.70% | +$297.4K Bought | — 74.9K shares | |
Unknown Unknown | $7.6M | 2.58% | -$435.6K Sold | — 46.1K shares | |
Semiconductors Technology | $7.5M | 2.55% | -$316.4K Sold | 0.00% 22.8K shares | |
ETF ETF | $6.6M | 2.23% | +$107.4K Bought | — 83.5K shares | |
Banks - Diversified Financial Services | $6.2M | 2.10% | -$280.1K Sold | 0.00% 19.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pines Wealth Management, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Pines Wealth Management, LLC
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