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Home > Institutional Investor > Pines Wealth Management, Llc > Profile

Instuitional Investor - Pines Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Pines Wealth Management, Llc
Portfolio Value $229,804,770
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 39,920 $9,454,992 4.11%
2.
Ishares Trust
 IEF 14,439 $8,422,702 3.66%
3.
Microsoft Corp
 MSFT 19,468 $8,156,220 3.54%
4.
Nvidia Corp
 NVDA 57,866 $7,864,588 3.42%
5.
Amazon Com Inc
 AMZN 35,732 $7,823,165 3.4%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)