Portfolio (Quarterly)
Guide ↗
Pines Wealth Management, LLC
· CIK 0002037426| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IXC | ISHARES TR | — | 5,322 | $223K | 0.07% | SOLD |
| 22 | OGE | OGE ENERGY CORP | Utilities | 5,028 | $215K | 0.07% | SOLD |
| 23 | FITB | FIFTH THIRD BANCORP | Financial Services | 4,561 | $214K | 0.07% | SOLD |
| 24 | PEG | PUBLIC SVC ENTERPRISE GRP IN | Utilities | 2,632 | $211K | 0.07% | SOLD |
| 25 | BP | BP PLC | Energy | 6,055 | $210K | 0.07% | SOLD |
| 26 | FCNCA | FIRST CTZNS BANCSHARES INC D | Financial Services | 97 | $208K | 0.07% | SOLD |
| 27 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 704 | $207K | 0.07% | SOLD |
| 28 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 3,811 | $205K | 0.07% | SOLD |
| 29 | IWF | ISHARES TR | — | 429 | $203K | 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%