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.

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.