Pines Wealth Management, LLC - Q12026 Holdings

Pines Wealth Management, LLC holds 215 stocks with a total portfolio value of $ 308.95M as of Q12026. In Q12026, Pines Wealth Management, LLC added 10 new positions, increased stakes in 93 stocks, reduced 103 holdings, and fully exited 19 positions. The largest holding is Ishares Tr (IVV), representing 5.70% of the total portfolio.