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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 $216,232,627
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 31,079 $15,502,206 7.17%
2.
Microsoft Corp
 MSFT 20,795 $7,373,213 3.41%
3.
Ishares Tr - NATIONAL MUN ETF
 69,944 $7,160,168 3.31%
4.
Abrdn Precious Metals Basket
 58,648 $7,078,228 3.27%
5.
Apple Inc.
 AAPL 39,128 $6,746,467 3.12%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)