Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Pines Wealth Management, Llc > Profile

Instuitional Investor - Pines Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Pines Wealth Management, Llc
Portfolio Value $282,676,098
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 31,677 $19,898,542 7.04%
2.
Microsoft Corp
 MSFT 22,403 $11,175,278 3.95%
3.
Nvidia Corp
 NVDA 65,830 $10,489,397 3.71%
4.
Apple Inc.
 AAPL 41,744 $8,914,327 3.15%
5.
Amazon Com Inc
 AMZN 38,756 $8,658,478 3.06%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)