Portfolio (Quarterly)
Guide ↗
Pines Wealth Management, LLC
· CIK 0002037426| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NVO | NOVO-NORDISK A S | Healthcare | 5,906 | $328K | 0.11% | SOLD |
| 2 | ASML | ASML HOLDING N V | Technology | 291 | $282K | 0.10% | SOLD |
| 3 | EOG | EOG RES INC | Energy | 2,498 | $280K | 0.09% | SOLD |
| 4 | HPQ | HP INC | Technology | 8,744 | $238K | 0.08% | SOLD |
| 5 | DD | DUPONT DE NEMOURS INC | Basic Materials | 2,824 | $220K | 0.07% | SOLD |
| 6 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 677 | $219K | 0.07% | SOLD |
| 7 | APD | AIR PRODS & CHEMS INC | Basic Materials | 802 | $219K | 0.07% | SOLD |
| 8 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,051 | $212K | 0.07% | SOLD |
| 9 | NXPI | NXP SEMICONDUCTORS N V | Technology | 926 | $211K | 0.07% | SOLD |
| 10 | MRVL | MARVELL TECHNOLOGY INC | Technology | 2,420 | $203K | 0.07% | SOLD |
| 11 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 2,645 | $201K | 0.07% | SOLD |
| 12 | WELL | WELLTOWER INC | Real Estate | 1,124 | $200K | 0.07% | SOLD |
| 13 | PCG | PG&E CORP | Utilities | 11,245 | $170K | 0.06% | SOLD |
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%