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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 9 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NOC NORTHROP GRUMMAN CORP Industrials 748.0 $381K 0.11% -140.0 -15.8% $509.59 +7.1%
162 VHT VANGUARD WORLD FD 1,259.0 $376K 0.11% +24.0 +1.9% $299.01 +7.3%
163 EFA ISHARES TR 3,576.0 $371K 0.11% -412.0 -10.3% $103.88 +3.7%
164 SKYY FIRST TR EXCHANGE-TRADED FD 2,752.0 $370K 0.11% +839.0 +43.9% $134.56 +22.7%
165 DRAM ROUNDHILL ETF TRUST 5,000.0 $369K 0.11% NEW $73.85 -24.4%
166 ADI ANALOG DEVICES INC Technology 885.0 $351K 0.10% -187.0 -17.4% $397.17 -8.9%
167 UBER UBER TECHNOLOGIES INC Technology 4,865.0 $351K 0.10% +1K +40.0% $72.16 +9.2%
168 TD TORONTO DOMINION BK ONT Financial Services 2,860.0 $347K 0.10% -1K -27.3% $121.43 -0.1%
169 CRM SALESFORCE INC Technology 2,211.0 $346K 0.10% +461.0 +26.3% $156.66 +63.4%
170 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 21,274.0 $346K 0.10% +801.0 +3.9% $16.28 -2.1%
171 CARR CARRIER GLOBAL CORPORATION Industrials 4,720.0 $346K 0.10% +70.0 +1.5% $73.35 -19.9%
172 WMB WILLIAMS COS INC Energy 4,651.0 $346K 0.10% +764.0 +19.7% $74.34 -0.8%
173 BAC BANK OF AMER CORP Financial Services 6,025.0 $343K 0.10% -2K -20.2% $56.98 +9.4%
174 HONEYWELL AEROSPACE INC 1,522.0 $336K 0.10% NEW $221.08
175 HONEYWELL INTL INC 1,484.0 $332K 0.10% NEW $223.90
176 GUT GABELLI UTIL TR Financial Services 50,000.0 $330K 0.10% $6.59 -3.0%
177 RY ROYAL BK CDA Financial Services 1,579.0 $327K 0.09% $206.97 -1.3%
178 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 329.0 $317K 0.09% NEW $965.00 -14.0%
179 NDAQ NASDAQ INC Financial Services 3,849.0 $303K 0.09% +756.0 +24.4% $78.82 +26.0%
180 ANET ARISTA NETWORKS INC Technology 1,785.0 $303K 0.09% +33.0 +1.9% $169.88 +15.0%
Page 9 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%