Portfolio (Quarterly)
Guide ↗
Pines Wealth Management, LLC
· CIK 0002037426| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 26,003 | $3.1M | 1.01% | SOLD |
| 2 | LIT | GLOBAL X FDS | — | 11,769 | $763K | 0.25% | SOLD |
| 3 | DBB | INVESCO DB MULTI-SECTOR COMM | Financial Services | 26,634 | $611K | 0.20% | SOLD |
| 4 | — | ASTRAZENECA PLC | — | 5,834 | $536K | 0.17% | SOLD |
| 5 | HON | HONEYWELL INTL INC | Industrials | 2,558 | $499K | 0.16% | SOLD |
| 6 | SLV | ISHARES SILVER TR | Financial Services | 5,750 | $370K | 0.12% | SOLD |
| 7 | ADSK | AUTODESK INC | Technology | 1,072 | $317K | 0.10% | SOLD |
| 8 | BLK | BLACKROCK INC | Financial Services | 277 | $297K | 0.10% | SOLD |
| 9 | PFF | ISHARES TR | — | 8,566 | $265K | 0.09% | SOLD |
| 10 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 1,509 | $265K | 0.09% | SOLD |
| 11 | CMCSA | COMCAST CORP NEW | Communication Services | 8,497 | $254K | 0.08% | SOLD |
| 12 | CAH | CARDINAL HEALTH INC | Healthcare | 1,214 | $249K | 0.08% | SOLD |
| 13 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 421 | $244K | 0.08% | SOLD |
| 14 | BDX | BECTON DICKINSON & CO | Healthcare | 1,214 | $236K | 0.08% | SOLD |
| 15 | PFE | PFIZER INC | Healthcare | 9,430 | $235K | 0.08% | SOLD |
| 16 | ACN | ACCENTURE PLC IRELAND | Technology | 863 | $232K | 0.07% | SOLD |
| 17 | FIS | FIDELITY NATL INFORMATION SV | Technology | 3,450 | $229K | 0.07% | SOLD |
| 18 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2,511 | $229K | 0.07% | SOLD |
| 19 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 4,244 | $229K | 0.07% | SOLD |
| 20 | EMR | EMERSON ELEC CO | Industrials | 1,720 | $228K | 0.07% | SOLD |
Sector Allocation
Technology
40.1%
Financial Services
14.4%
Healthcare
10.1%
Consumer Cyclical
10.0%
Industrials
8.8%
Consumer Defensive
6.2%
Communication Services
3.9%
Utilities
2.3%
Energy
2.3%
Real Estate
1.4%