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PWM
Pines Wealth Management Portfolio holdings
AUM
$348M
1-Year Est. Return
33.61%
This Fund
S&P 500
This Quarter
Est. Return
+1.96%
1 Year Est. Return
+33.61%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$230M
AUM Growth
–
Cap. Flow
+$233M
Cap. Flow
% of AUM
101.32%
Top 10 Holdings %
Top 10 Hldgs %
30.41%
Holding
205
New
205
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$9.41M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$8.55M |
| 3 |
Microsoft
MSFT
|
+$8.29M |
| 4 |
NVIDIA
NVDA
|
+$7.98M |
| 5 |
Amazon
AMZN
|
+$7.31M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 19.16% |
| 2 | Financials | 7.63% |
| 3 | Consumer Discretionary | 7.15% |
| 4 | Healthcare | 6.17% |
| 5 | Consumer Staples | 4.94% |
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Pines Wealth Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Pines Wealth Management, which disclosed 205 positions worth $230M. Its ten largest holdings account for 30% of the portfolio.
Its largest position is Apple: 39,920 shares worth $9.45M.
By sector, the portfolio is most concentrated in Technology at 19% of assets, followed by Financials and Consumer Discretionary.
- Pines Wealth Management's largest Q4 2024 buy was Apple: 39,920 shares worth $9.45M.
- Pines Wealth Management's ten largest holdings make up 30% of its $230M portfolio in Q4 2024.
- Pines Wealth Management disclosed 205 positions in Q4 2024, its first 13F filing on record.
Based on Pines Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.