Pines Wealth Management, LLC - Q42025 Holdings

Pines Wealth Management, LLC holds 225 stocks with a total portfolio value of $ 309.65M as of Q42025. In Q42025, Pines Wealth Management, LLC added 225 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Ishares Tr (IVV), representing 7.07% of the total portfolio.