Pines-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MU",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  null,
  "AIG",
  "GLTR",
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  "BSX",
  null,
  null,
  null,
  null,
  null,
  "CCI",
  "COF",
  "DUK",
  null,
  "GD",
  "AGL",
  "HON",
  "HD",
  null,
  "AZN",
  "MCD",
  "FFC",
  "UNP",
  "QCOM",
  "ISRG",
  null,
  "EMXC",
  "HWM",
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "LHX",
  "LIN",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  "BX",
  "IJR",
  "EFG",
  "KKR",
  "KLAC",
  "IWD",
  "NOC",
  "VGIT",
  "EEM",
  null,
  "PANW",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "HPE",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "KVUE",
  "IEFA",
  null,
  "NOW",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  "AMT",
  "IBM",
  "SBUX",
  "CI",
  "TXN",
  "TD",
  "TMO",
  "TJX",
  "TFC",
  "UPS",
  "MET",
  "OGE",
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  "TSM",
  null,
  null,
  "VRTX",
  null,
  null,
  "TT",
  null,
  "APH",
  "AMD",
  "SDY",
  "FI",
  "F",
  "CAH",
  "AEP",
  null,
  "NVO",
  "AMZN",
  "IVE",
  null,
  "VGT",
  null,
  "VTWO",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WMB",
  null,
  null,
  "DVY",
  "CRM",
  "SPOT",
  null,
  null,
  null,
  "MCK",
  "FDX",
  "BRK-B",
  "BDX",
  "BA",
  "BMY",
  "BTI",
  "CVX",
  "LNG",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "CRWD",
  "CVS",
  "CSX",
  "DE",
  "DLR",
  null,
  "EFA",
  "ADI",
  "NEE",
  "NKE",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "XLK",
  "URI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 198
Total Value: 216232627
Accession Number: 0001951757-25-000336
Form Type: 13F-HR
CIK: pines-wealth-management
Manager Name: Pines-Wealth-Management

Data Enrichment

78% identified

154 identified44 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

198 positions • $216.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:5.5K

Value:$230.6K

% of Portfolio:0.1% ($230.6K/$216.2M)

92204A207

Shares:1.1K

Value:$224.2K

% of Portfolio:0.1% ($224.2K/$216.2M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:473

Value:$216.5K

% of Portfolio:0.1% ($216.5K/$216.2M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.3K

Value:$215.4K

% of Portfolio:0.1% ($215.4K/$216.2M)

OGE ENERGY CORP.

OGE|670837103

Shares:5.0K

Value:$212.3K

% of Portfolio:0.1% ($212.3K/$216.2M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:3.9K

Value:$212.1K

% of Portfolio:0.1% ($212.1K/$216.2M)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:2.7K

Value:$211.3K

% of Portfolio:0.1% ($211.3K/$216.2M)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:1.7K

Value:$210.0K

% of Portfolio:0.1% ($210.0K/$216.2M)

ANALOG DEVICES INC

ADI|032654105

Shares:1.3K

Value:$209.1K

% of Portfolio:0.1% ($209.1K/$216.2M)

46432F842

IEFA|46432F842

Shares:3.1K

Value:$207.7K

% of Portfolio:0.1% ($207.7K/$216.2M)

464288687

Shares:7.1K

Value:$206.2K

% of Portfolio:0.1% ($206.2K/$216.2M)

CROWN CASTLE INC.

CCI|22822V101

Shares:2.2K

Value:$206.2K

% of Portfolio:0.1% ($206.2K/$216.2M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:435

Value:$205.5K

% of Portfolio:0.1% ($205.5K/$216.2M)

Howmet Aerospace Inc.

HWM|443201108

Shares:1.8K

Value:$204.1K

% of Portfolio:0.1% ($204.1K/$216.2M)

BOEING CO

BA|097023105

Shares:1.5K

Value:$203.1K

% of Portfolio:0.1% ($203.1K/$216.2M)

92204A603

Shares:918

Value:$202.0K

% of Portfolio:0.1% ($202.0K/$216.2M)

464287598

IWD|464287598

Shares:1.2K

Value:$201.0K

% of Portfolio:0.1% ($201.0K/$216.2M)

agilon health, inc.

AGL|00857U107

Shares:26.8K

Value:$143.4K

% of Portfolio:0.1% ($143.4K/$216.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	5.5K	QoQ -1.19% (-66) YoY-	All Managers (Combined)	$230.6K	0.1% ($230.6K/$216.2M)	QoQ +10.20% (-$21.3K) YoY-
(cusip92204A207)✕	1.1K	QoQ +8.20% (+83) YoY-	All Managers (Combined)	$224.2K	0.1% ($224.2K/$216.2M)	QoQ +7.27% (+$15.2K) YoY-
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	473	QoQ NEW(+473) YoY-	All Managers (Combined)	$216.5K	0.1% ($216.5K/$216.2M)	QoQ NEW(+$216.5K) YoY-
GENERAL ELECTRIC CO(GEcusip369604301)	1.3K	QoQ -40.22% (-856) YoY-	All Managers (Combined)	$215.4K	0.1% ($215.4K/$216.2M)	QoQ -41.03% (-$149.9K) YoY-
OGE ENERGY CORP.(OGEcusip670837103)	5.0K	QoQ NEW(+5.0K) YoY-	All Managers (Combined)	$212.3K	0.1% ($212.3K/$216.2M)	QoQ NEW(+$212.3K) YoY-
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	3.9K	QoQ -23.91% (-1.2K) YoY-	All Managers (Combined)	$212.1K	0.1% ($212.1K/$216.2M)	QoQ -25.54% (-$72.8K) YoY-
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	2.7K	QoQ -7.13% (-209) YoY-	All Managers (Combined)	$211.3K	0.1% ($211.3K/$216.2M)	QoQ +2.31% (-$4.8K) YoY-
CARDINAL HEALTH INC(CAHcusip14149Y108)	1.7K	QoQ NEW(+1.7K) YoY-	All Managers (Combined)	$210.0K	0.1% ($210.0K/$216.2M)	QoQ NEW(+$210.0K) YoY-
ANALOG DEVICES INC(ADIcusip032654105)	1.3K	QoQ -4.83% (-64) YoY-	All Managers (Combined)	$209.1K	0.1% ($209.1K/$216.2M)	QoQ -25.57% (-$71.9K) YoY-
(IEFAcusip46432F842)	3.1K	QoQ -16.52% (-606) YoY-	All Managers (Combined)	$207.7K	0.1% ($207.7K/$216.2M)	QoQ -18.82% (-$48.1K) YoY-
(cusip464288687)✕	7.1K	QoQ NEW(+7.1K) YoY-	All Managers (Combined)	$206.2K	0.1% ($206.2K/$216.2M)	QoQ NEW(+$206.2K) YoY-
CROWN CASTLE INC.(CCIcusip22822V101)	2.2K	QoQ NEW(+2.2K) YoY-	All Managers (Combined)	$206.2K	0.1% ($206.2K/$216.2M)	QoQ NEW(+$206.2K) YoY-
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	435	QoQ NEW(+435) YoY-	All Managers (Combined)	$205.5K	0.1% ($205.5K/$216.2M)	QoQ NEW(+$205.5K) YoY-
Howmet Aerospace Inc.(HWMcusip443201108)	1.8K	QoQ -21.57% (-490) YoY-	All Managers (Combined)	$204.1K	0.1% ($204.1K/$216.2M)	QoQ -20.19% (-$51.7K) YoY-
BOEING CO(BAcusip097023105)	1.5K	QoQ NEW(+1.5K) YoY-	All Managers (Combined)	$203.1K	0.1% ($203.1K/$216.2M)	QoQ NEW(+$203.1K) YoY-
(cusip92204A603)✕	918	QoQ +15.18% (-121) YoY-	All Managers (Combined)	$202.0K	0.1% ($202.0K/$216.2M)	QoQ -0.21% (-$441) YoY-
(IWDcusip464287598)	1.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$201.0K	0.1% ($201.0K/$216.2M)	QoQ -9.12% (-$20.2K) YoY-
agilon health, inc.(AGLcusip00857U107)	26.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$143.4K	0.1% ($143.4K/$216.2M)	QoQ +120.57% (+$78.4K) YoY-