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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 11 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLI SELECT SECTOR SPDR TR 1,363.0 $252K 0.07% $185.23 -4.4%
202 HDV ISHARES TR 9,142.0 $251K 0.07% +7K +387.3% $27.41 +7.4%
203 MLM MARTIN MARIETTA MATLS INC Basic Materials 432.0 $249K 0.07% +48.0 +12.5% $576.70 -7.9%
204 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,554.0 $245K 0.07% NEW $96.12 -51.2%
205 IVW ISHARES TR 1,772.0 $244K 0.07% NEW $137.53 +1.8%
206 PGR PROGRESSIVE CORP Financial Services 1,115.0 $244K 0.07% -284.0 -20.3% $218.45 +0.1%
207 INTC INTEL CORP Technology 1,711.0 $239K 0.07% NEW $139.63 -35.9%
208 EOG EOG RES INC Energy 1,833.0 $238K 0.07% NEW $129.73 +10.5%
209 CIBR FIRST TR EXCHANGE-TRADED FD 2,645.0 $238K 0.07% NEW $89.85 +9.7%
210 GLW CORNING INC Technology 920.0 $235K 0.07% NEW $255.43 -41.7%
211 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 740.0 $235K 0.07% NEW $317.53 -12.0%
212 CENCORA INC 824.0 $233K 0.07% -81.0 -8.9% $282.98
213 KKR KKR & CO INC 2,509.0 $230K 0.07% -2K -43.9% $91.78
214 DYNF BLACKROCK ETF TRUST 3,303.0 $225K 0.07% NEW $68.01 +2.3%
215 FCX FREEPORT MCMORAN INC Basic Materials 3,557.0 $224K 0.06% -927.0 -20.7% $62.89 +21.6%
216 LNG CHENIERE ENERGY INC Energy 892.0 $213K 0.06% -305.0 -25.5% $239.01 +18.1%
217 VRTX VERTEX PHARMACEUTICALS INC Healthcare 408.0 $203K 0.06% NEW $496.73 +9.1%
218 NXPI NXP SEMICONDUCTORS N V Technology 717.0 $201K 0.06% NEW $281.03 -20.4%
219 PUTNAM ETF TRUST 11,310.0 $96K 0.03% $8.48
Page 11 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%