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Portfolio (Quarterly) Guide ↗

Pines Wealth Management, LLC

· CIK 0002037426
13F Portfolio $348M AUM 219 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 23 New 88 Added 94 Reduced 29 Exited
Page 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NEE NEXTERA ENERGY INC Utilities 20,579.0 $1.8M 0.52% -584.0 -2.8% $87.77 -6.8%
22 CSCO CISCO SYS INC Technology 15,203.0 $1.8M 0.51% -2K -12.0% $117.46 -6.4%
23 QCOM QUALCOMM INC Technology 9,616.0 $1.8M 0.51% -791.0 -7.6% $184.79 -11.1%
24 SOXX ISHARES TR 2,659.0 $1.7M 0.49% -2K -36.5% $640.76 -20.6%
25 CGNG CAPITAL GROUP NEW GEOGRAPHY 44,294.0 $1.7M 0.48% -2K -4.5% $37.46 -1.7%
26 CGGR CAPITAL GROUP GROWTH ETF 33,297.0 $1.6M 0.45% -706.0 -2.1% $47.20 -0.4%
27 EEM ISHARES TR 22,584.0 $1.5M 0.44% -9K -27.7% $68.41 -1.9%
28 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,103.0 $1.5M 0.43% -593.0 -16.0% $477.57 -12.6%
29 HPE HEWLETT PACKARD ENTERPRISE C Technology 32,549.0 $1.5M 0.42% -3K -8.2% $45.11 +15.9%
30 XLY SELECT SECTOR SPDR TR 11,220.0 $1.3M 0.38% -609.0 -5.2% $117.28 -0.1%
31 QUAL ISHARES TR 5,945.0 $1.3M 0.38% -188.0 -3.1% $219.43 +1.9%
32 XLK SELECT SECTOR SPDR TR 6,744.0 $1.3M 0.37% -580.0 -7.9% $190.52 -2.5%
33 TT TRANE TECHNOLOGIES PLC Industrials 2,550.0 $1.3M 0.36% -279.0 -9.9% $491.16 -8.6%
34 PNC PNC FINL SVCS GROUP INC Financial Services 5,046.0 $1.2M 0.36% -296.0 -5.5% $246.22 -1.6%
35 MCK MCKESSON CORP Healthcare 1,599.0 $1.2M 0.35% -241.0 -13.1% $755.60 +18.2%
36 DUK DUKE ENERGY CORP NEW Utilities 9,409.0 $1.2M 0.34% -437.0 -4.4% $126.58 -5.0%
37 RTX RTX CORPORATION Industrials 6,249.0 $1.2M 0.34% -41.0 -0.7% $189.72 +11.6%
38 TJX TJX COS INC NEW Consumer Cyclical 7,672.0 $1.2M 0.33% -400.0 -5.0% $151.50 -10.8%
39 CGMM CAPITAL GROUP EQUITY ETF TR 32,732.0 $1.1M 0.31% -2K -4.6% $32.97 -0.5%
40 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 5,074.0 $919K 0.26% -40K -88.8% $181.15 +11.8%
Page 2 of 5  ·  94 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 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%