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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 10 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AGG ISHARES TR 3,063.0 $303K 0.09% +387.0 +14.5% $98.98 -1.5%
182 SBUX STARBUCKS CORP Consumer Cyclical 2,962.0 $303K 0.09% -259.0 -8.0% $102.19 +5.5%
183 HWM HOWMET AEROSPACE INC Industrials 1,123.0 $302K 0.09% -658.0 -37.0% $268.86 -1.5%
184 BX BLACKSTONE INC Financial Services 2,547.0 $300K 0.09% +103.0 +4.2% $117.67 +21.0%
185 CB CHUBB LIMITED Financial Services 853.0 $291K 0.08% NEW $340.74 -0.2%
186 COMT ISHARES U S ETF TR 9,473.0 $288K 0.08% -20K -67.4% $30.37 +13.5%
187 VZ VERIZON COMMUNICATIONS INC Communication Services 6,779.0 $287K 0.08% +342.0 +5.3% $42.34 +18.3%
188 BA BOEING CO Industrials 1,308.0 $283K 0.08% +102.0 +8.5% $216.47 -3.1%
189 DELL DELL TECHNOLOGIES INC Technology 649.0 $280K 0.08% NEW $431.46 +5.7%
190 MDT MEDTRONIC PLC Healthcare 3,519.0 $275K 0.08% -1K -27.0% $78.23 +16.6%
191 GILD GILEAD SCIENCES INC Healthcare 2,171.0 $274K 0.08% -228.0 -9.5% $126.34 +15.3%
192 STPZ PIMCO ETF TR 5,093.0 $272K 0.08% -41.0 -0.8% $53.34 -1.5%
193 SCHW SCHWAB CHARLES CORP Financial Services 2,881.0 $266K 0.08% +453.0 +18.7% $92.27 +19.4%
194 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 682.0 $264K 0.08% -370.0 -35.2% $386.73 +2.0%
195 D DOMINION ENERGY INC Utilities 3,844.0 $263K 0.07% -970.0 -20.1% $68.29 -4.1%
196 COF CAPITAL ONE FINL CORP Financial Services 1,305.0 $262K 0.07% -239.0 -15.5% $200.62 +7.5%
197 ZTS ZOETIS INC Healthcare 3,640.0 $262K 0.07% +1K +66.2% $71.86 +7.6%
198 IWD ISHARES TR 1,065.0 $258K 0.07% -140.0 -11.6% $242.43 +6.6%
199 NKE NIKE INC Consumer Cyclical 6,259.0 $257K 0.07% +720.0 +13.0% $41.05 -3.5%
200 CI THE CIGNA GROUP Healthcare 925.0 $255K 0.07% +152.0 +19.7% $275.68 +1.2%
Page 10 of 11  ·  219 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%