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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 8 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GEV GE VERNOVA INC Utilities 402.0 $472K 0.14% -3.0 -0.7% $1174.89 -22.4%
142 EFG ISHARES TR 3,773.0 $469K 0.14% -172.0 -4.4% $124.42 +0.5%
143 EFV ISHARES TR 6,099.0 $467K 0.13% -196.0 -3.1% $76.55 +6.8%
144 KO COCA COLA CO Consumer Defensive 5,640.0 $458K 0.13% -471.0 -7.7% $81.27 +10.3%
145 AXP AMERICAN EXPRESS CO Financial Services 1,355.0 $458K 0.13% -464.0 -25.5% $338.20 -1.5%
146 VDC VANGUARD WORLD FD 2,002.0 $451K 0.13% +574.0 +40.2% $225.49 +2.2%
147 AEP AMERICAN ELEC PWR CO INC Utilities 3,215.0 $440K 0.13% $136.83 -10.6%
148 ABT ABBOTT LABORATORIES Healthcare 4,829.0 $438K 0.13% $90.74 +23.9%
149 MS MORGAN STANLEY Financial Services 2,078.0 $434K 0.12% -350.0 -14.4% $209.04 +2.7%
150 BSX BOSTON SCIENTIFIC CORP Healthcare 10,043.0 $429K 0.12% +2K +19.0% $42.68 +9.7%
151 DIS DISNEY WALT CO Communication Services 4,424.0 $426K 0.12% -99.0 -2.2% $96.25 +12.3%
152 TXN TEXAS INSTRS INC Technology 1,414.0 $421K 0.12% -159.0 -10.1% $298.07 -13.2%
153 DHR DANAHER CORP DEL Healthcare 2,186.0 $416K 0.12% +296.0 +15.7% $190.48 +13.4%
154 AZN ASTRAZENECA PLC Healthcare 2,176.0 $413K 0.12% NEW $189.62 -14.2%
155 IEFA ISHARES TR 4,246.0 $410K 0.12% +1K +33.6% $96.58 +4.0%
156 GE GE AEROSPACE Industrials 1,089.0 $407K 0.12% -796.0 -42.2% $373.78 -8.3%
157 VOO VANGUARD INDEX FDS 590.0 $405K 0.12% -125.0 -17.5% $687.05 +2.9%
158 CALL NVIDIA CORPORATION 2,000.0 $400K 0.12% $200.09
159 ASML ASML HLDG NV Technology 201.0 $400K 0.12% NEW $1989.44 -14.7%
160 EQIX EQUINIX INC Real Estate 369.0 $385K 0.11% -18.0 -4.7% $1042.39 +0.2%
Page 8 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%