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
IGSBIshares Tr Recent Activity New Position	2.08%	$4.768M 92,512 shares@ $51.55 avg price	New Position
BSVVanguard Bd Index Fds Recent Activity New Position	1.97%	$4.522M 58,749 shares@ $76.99 avg price	New Position
LQDIshares Tr Recent Activity New Position	1.83%	$4.205M 39,899 shares@ $105.41 avg price	New Position
SPYSpdr S&p 500 Etf Tr Recent Activity New Position	1.69%	$3.883M 6,690 shares@ $580.5 avg price	New Position
IVEIshares Tr Recent Activity New Position	1.48%	$3.391M 18,018 shares@ $188.18 avg price	New Position
GOOGAlphabet Inc Recent Activity New Position	1.41%	$3.225M 16,697 shares@ $193.18 avg price	New Position
IUSBIshares Tr Recent Activity New Position	1.28%	$2.933M 65,518 shares@ $44.78 avg price	New Position
LLYEli Lilly & Co Recent Activity New Position	1.24%	$2.839M 3,549 shares@ $799.94 avg price	New Position
IWMIshares Tr Recent Activity New Position	1.22%	$2.799M 12,907 shares@ $216.84 avg price	New Position
GOOGLAlphabet Inc Recent Activity New Position	1.14%	$2.602M 13,551 shares@ $192.05 avg price	New Position