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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INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:9.9K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$216.2M)

VISA INC.

V|92826C839

Shares:6.7K

Value:$2.1M

% of Portfolio:1.0% ($2.1M/$216.2M)

464287655

IWM|464287655

Shares:11.8K

Value:$2.1M

% of Portfolio:1.0% ($2.1M/$216.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:13.4K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$216.2M)

78464A763

SDY|78464A763

Shares:15.5K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$216.2M)

464287804

IJR|464287804

Shares:20.3K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$216.2M)

14020V108

Shares:60.2K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$216.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.9K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$216.2M)

Meta Platforms, Inc.

META|30303M102

Shares:3.2K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$216.2M)

464287234

EEM|464287234

Shares:42.5K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$216.2M)

81369Y506

Shares:21.4K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$216.2M)

464288158

Shares:15.6K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$216.2M)

FEDEX CORP

FDX|31428X106

Shares:7.8K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$216.2M)

14020W106

Shares:45.8K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$216.2M)

LOWES COMPANIES INC

LOW|548661107

Shares:6.7K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$216.2M)

AMGEN INC

AMGN|031162100

Shares:5.0K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$216.2M)

14020U100

Shares:55.6K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$216.2M)

HOME DEPOT, INC.

HD|437076102

Shares:3.9K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$216.2M)

464288620

Shares:25.6K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$216.2M)

QUALCOMM INC/DE

QCOM|747525103

Shares:9.9K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$216.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	9.9K	QoQ +3.48% (+335) YoY-	All Managers (Combined)	$2.2M	1.0% ($2.2M/$216.2M)	QoQ +4.09% (+$86.3K) YoY-
VISA INC.(Vcusip92826C839)	6.7K	QoQ +1.03% (+69) YoY-	All Managers (Combined)	$2.1M	1.0% ($2.1M/$216.2M)	QoQ +1.22% (+$25.0K) YoY-
(IWMcusip464287655)	11.8K	QoQ -8.73% (-1.1K) YoY-	All Managers (Combined)	$2.1M	1.0% ($2.1M/$216.2M)	QoQ -26.42% (-$739.4K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	13.4K	QoQ -1.35% (-184) YoY-	All Managers (Combined)	$1.9M	0.9% ($1.9M/$216.2M)	QoQ -25.67% (-$668.1K) YoY-
(SDYcusip78464A763)	15.5K	QoQ -0.62% (-97) YoY-	All Managers (Combined)	$1.9M	0.9% ($1.9M/$216.2M)	QoQ -6.14% (-$123.8K) YoY-
(IJRcusip464287804)	20.3K	QoQ +64.21% (+7.9K) YoY-	All Managers (Combined)	$1.8M	0.9% ($1.8M/$216.2M)	QoQ +31.51% (+$441.1K) YoY-
(cusip14020V108)✕	60.2K	QoQ +17.10% (+8.8K) YoY-	All Managers (Combined)	$1.8M	0.8% ($1.8M/$216.2M)	QoQ +1.15% (+$20.6K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.9K	QoQ +0.72% (-14) YoY-	All Managers (Combined)	$1.8M	0.8% ($1.8M/$216.2M)	QoQ -2.30% (-$41.3K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	3.2K	QoQ -1.67% (-55) YoY-	All Managers (Combined)	$1.6M	0.8% ($1.6M/$216.2M)	QoQ -18.50% (-$374.6K) YoY-
(EEMcusip464287234)	42.5K	QoQ +1.23% (-520) YoY-	All Managers (Combined)	$1.6M	0.8% ($1.6M/$216.2M)	QoQ -5.09% (-$87.8K) YoY-
(cusip81369Y506)✕	21.4K	QoQ +5.49% (-1.1K) YoY-	All Managers (Combined)	$1.6M	0.8% ($1.6M/$216.2M)	QoQ -8.76% (-$157.1K) YoY-
(cusip464288158)✕	15.6K	QoQ -7.77% (-1.3K) YoY-	All Managers (Combined)	$1.6M	0.8% ($1.6M/$216.2M)	QoQ -8.28% (-$147.7K) YoY-
FEDEX CORP(FDXcusip31428X106)	7.8K	QoQ +10.13% (-714) YoY-	All Managers (Combined)	$1.5M	0.7% ($1.5M/$216.2M)	QoQ -19.41% (-$370.1K) YoY-
(cusip14020W106)✕	45.8K	QoQ +6.21% (-2.7K) YoY-	All Managers (Combined)	$1.5M	0.7% ($1.5M/$216.2M)	QoQ -2.96% (-$44.7K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	6.7K	QoQ -0.49% (-33) YoY-	All Managers (Combined)	$1.4M	0.7% ($1.4M/$216.2M)	QoQ -15.02% (-$249.0K) YoY-
AMGEN INC(AMGNcusip031162100)	5.0K	QoQ +4.00% (+191) YoY-	All Managers (Combined)	$1.4M	0.6% ($1.4M/$216.2M)	QoQ +11.15% (+$139.6K) YoY-
(cusip14020U100)✕	55.6K	QoQ +2.34% (-1.3K) YoY-	All Managers (Combined)	$1.4M	0.6% ($1.4M/$216.2M)	QoQ -4.81% (-$68.9K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	3.9K	QoQ +9.96% (-357) YoY-	All Managers (Combined)	$1.3M	0.6% ($1.3M/$216.2M)	QoQ -5.44% (-$76.0K) YoY-
(cusip464288620)✕	25.6K	QoQ +1.94% (+489) YoY-	All Managers (Combined)	$1.3M	0.6% ($1.3M/$216.2M)	QoQ +1.94% (+$24.3K) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	9.9K	QoQ +12.18% (-1.1K) YoY-	All Managers (Combined)	$1.2M	0.6% ($1.2M/$216.2M)	QoQ -10.91% (-$151.9K) YoY-