Pines Wealth Management, LLC
CIK
2037426
City
SOUTHERN PINES
State / Country
NC
Top Portfolio Positions
141 positions ·
$168,971,180 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
63,785 | $11,124,104 | 6.58% |
| AAPL |
Apple Inc.
Technology
|
40,014 | $10,155,153 | 6.01% |
| MSFT |
Microsoft Corp
Technology
|
22,332 | $8,266,636 | 4.89% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,181 | $7,951,956 | 4.71% |
| AVGO |
Broadcom Inc.
Technology
|
22,843 | $7,070,136 | 4.18% |
| SPY |
Spdr S&P 500 Etf Trust
|
8,127 | $5,285,313 | 3.13% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
17,309 | $5,091,615 | 3.01% |
| WMT |
Walmart Inc.
Consumer Defensive
|
40,150 | $4,989,842 | 2.95% |
| LLY |
ELI LILLY & Co
Healthcare
|
4,815 | $4,428,692 | 2.62% |
| XOM |
Exxon Mobil Corp
Energy
|
25,486 | $4,323,954 | 2.56% |
Holdings in FFC
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $317,126 | 20,473 | Shares | Sole | 2026-04-08 | |
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