Pines Wealth Management, LLC
Top Portfolio Positions
142 positions ·
$169,578,326 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
63,785 | $11,124,104 | 6.56% | |
| AAPL |
Apple Inc.
Technology
|
40,014 | $10,155,153 | 5.99% | |
| MSFT |
Microsoft Corp
Technology
|
22,332 | $8,266,636 | 4.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,181 | $7,951,956 | 4.69% | |
| AVGO |
Broadcom Inc.
Technology
|
22,843 | $7,070,136 | 4.17% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,127 | $5,285,313 | 3.12% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
17,309 | $5,091,615 | 3.00% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
40,150 | $4,989,842 | 2.94% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,815 | $4,428,692 | 2.61% | |
| XOM |
Exxon Mobil Corp
Energy
|
25,486 | $4,323,954 | 2.55% |
Portfolio Trend
6 quarters · across all stocks
Holdings in DBB
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $610,983 | 26,634 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $546,610 | 26,612 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $580,499 | 29,969 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $967,751 | 50,430 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $938,315 | 49,778 | Shares | Sole | 2025-01-14 | |
| No 13F history on record for this holder in this stock. | ||||||