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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 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADSK AUTODESK INC Technology 1,072.0 $317K 0.10% +153.0 +16.6% $296.01 -18.9%
82 NOW SERVICENOW INC Technology 2,050.0 $314K 0.10% +2K +368.0% $153.19 -34.9%
83 CENCORA INC 905.0 $306K 0.10% +101.0 +12.6% $337.75
84 VDC VANGUARD WORLD FD 1,428.0 $302K 0.10% +81.0 +6.0% $211.24 +8.8%
85 EQIX EQUINIX INC Real Estate 387.0 $297K 0.10% +2.0 +0.5% $766.16 +40.8%
86 IEFA ISHARES TR 3,177.0 $284K 0.09% +190.0 +6.4% $89.46 +8.8%
87 UBER UBER TECHNOLOGIES INC Technology 3,474.0 $284K 0.09% +982.0 +39.4% $81.71 -8.7%
88 D DOMINION ENERGY INC Utilities 4,814.0 $282K 0.09% +221.0 +4.8% $58.59 +16.6%
89 PFF ISHARES TR 8,566.0 $265K 0.09% +1K +20.5% $30.96 +0.5%
90 AMT AMERICAN TOWER CORP NEW Real Estate 1,509.0 $265K 0.09% +21.0 +1.4% $175.57 +4.7%
91 VZ VERIZON COMMUNICATIONS INC Communication Services 6,437.0 $262K 0.09% +1K +20.1% $40.73 +17.4%
92 SKYY FIRST TR EXCHANGE TRADED FD 1,913.0 $249K 0.08% +69.0 +3.7% $130.08 -0.2%
93 CARR CARRIER GLOBAL CORPORATION Industrials 4,650.0 $246K 0.08% +716.0 +18.2% $52.84 +17.7%
94 PFE PFIZER INC Healthcare 9,430.0 $235K 0.08% +400.0 +4.4% $24.90 +4.2%
95 EMR EMERSON ELEC CO Industrials 1,720.0 $228K 0.07% +18.0 +1.1% $132.72 +1.6%
96 HDV ISHARES TR 1,876.0 $228K 0.07% +52.0 +2.9% $121.61 -77.3%
97 IXC ISHARES TR 5,322.0 $223K 0.07% +291.0 +5.8% $41.93 +33.7%
98 FITB FIFTH THIRD BANCORP Financial Services 4,561.0 $214K 0.07% +59.0 +1.3% $46.81 +5.0%
99 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 2,632.0 $211K 0.07% +234.0 +9.8% $80.30 -2.3%
100 LHX L3HARRIS TECHNOLOGIES INC Industrials 704.0 $207K 0.07% +14.0 +2.0% $293.57 +4.3%
Page 5 of 5  ·  100 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%