Colleen O'Donnell

@Pines Wealth Management, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$229.805M

Total holdings205

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pines Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 205 positions.

Assets under management

The assets under management (AUM) of Pines Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 229.805M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Colleen O'Donnell, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AAPLApple Inc Recent Activity New Position	4.12%	$9.455M 39,920 shares@ $236.85 avg price	New Position
IVVIshares Tr Recent Activity New Position	3.67%	$8.423M 14,439 shares@ $583.34 avg price	New Position
MSFTMicrosoft Corp Recent Activity New Position	3.55%	$8.156M 19,468 shares@ $418.96 avg price	New Position
NVDANvidia Corporation Recent Activity New Position	3.43%	$7.865M 57,866 shares@ $135.92 avg price	New Position
AMZNAmazon Com Inc Recent Activity New Position	3.41%	$7.823M 35,732 shares@ $218.95 avg price	New Position
GLTRAbrdn Precious Metals Basket Recent Activity New Position	3%	$6.873M 60,538 shares@ $113.54 avg price	New Position
MUBIshares Tr Recent Activity New Position	2.92%	$6.689M 63,314 shares@ $105.66 avg price	New Position
WMTWalmart Inc Recent Activity New Position	2.16%	$4.945M 53,171 shares@ $93.0 avg price	New Position
AVGOBroadcom Inc Recent Activity New Position	2.12%	$4.854M 21,640 shares@ $224.32 avg price	New Position
JPMJpmorgan Chase & Co. Recent Activity New Position	2.09%	$4.795M 19,992 shares@ $239.87 avg price	New Position