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Pines Wealth Management, LLC

All holdings · as of Dec 31, 2025

224 positions

CompanyClassValueShares% of portfolio
PUTNAM ETF TRUST—$94.8K11,3100.0%
ISHARES TR—$203.0K4290.1%
Mondelez International, Inc.—$205.1K3,8110.1%
L3HARRIS TECHNOLOGIES, INC. /DE—$206.7K7040.1%
FIRST CITIZENS BANCSHARES INC /DE—$208.2K970.1%
BP PLC—$210.3K6,0550.1%
PUBLIC SERVICE ENTERPRISE GROUP INC—$211.3K2,6320.1%
SELECT SECTOR SPDR TR—$211.4K1,3630.1%
Cigna Group—$212.8K7730.1%
FIFTH THIRD BANCORP—$213.5K4,5610.1%
OGE Energy Corp—$214.7K5,0280.1%
ISHARES TR—$223.2K5,3220.1%
FREEPORT-MCMORAN INC—$227.7K4,4840.1%
ISHARES TR—$228.1K1,8760.1%
EMERSON ELECTRIC CO—$228.3K1,7200.1%
BRISTOL MYERS SQUIBB CO—$228.9K4,2440.1%
O REILLY AUTOMOTIVE INC—$229.0K2,5110.1%
Fidelity National Information Services Inc—$229.3K3,4500.1%
Arista Networks, Inc.ANETCommon Stock$229.6K1,7520.1%
Accenture plc—$231.5K8630.1%
Cheniere Energy, Inc.—$232.7K1,1970.1%
Williams Cos Inc/The—$233.6K3,8870.1%
PFIZER INC—$234.8K9,4300.1%
Becton Dickinson & Co—$235.6K1,2140.1%
MARTIN MARIETTA MATERIALS INC—$239.1K3840.1%
SCHWAB CHARLES CORP—$242.6K2,4280.1%
SPOTIFY TECHNOLOGY S A—$244.5K4210.1%
CARRIER GLOBAL Corp—$245.7K4,6500.1%
FIRST TR EXCHANGE TRADED FD—$248.8K1,9130.1%
CARDINAL HEALTH INC—$249.5K1,2140.1%
ISHARES TR—$253.5K1,2050.1%
Comcast Corp.—$254.0K8,4970.1%
The Boeing Company—$261.8K1,2060.1%
VERIZON COMMUNICATIONS INC—$262.2K6,4370.1%
GE Vernova Inc.—$264.7K4050.1%
American Tower Corp—$264.9K1,5090.1%
ISHARES TR—$265.2K8,5660.1%
ISHARES TR—$267.3K2,6760.1%
UNITEDHEALTH GROUP INC—$267.8K8110.1%
ROYAL BK CDA—$269.2K1,5790.1%
STARBUCKS CORP—$271.3K3,2210.1%
TEXAS INSTRUMENTS INC—$272.9K1,5730.1%
PIMCO ETF TR—$275.5K5,1340.1%
Zoetis Inc.—$275.5K2,1900.1%
DOMINION ENERGY, INC—$282.1K4,8140.1%
Uber Technologies, Inc—$283.9K3,4740.1%
ISHARES TR—$284.2K3,1770.1%
APPLIED MATERIALS INC /DE—$288.1K1,1210.1%
ANALOG DEVICES INC—$290.7K1,0720.1%
GILEAD SCIENCES, INC.—$294.5K2,3990.1%
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