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
XOMExxon Mobil Corp Recent Activity New Position	1.13%	$2.587M 24,277 shares@ $106.55 avg price	New Position
PGProcter And Gamble Co Recent Activity New Position	1.09%	$2.493M 15,724 shares@ $158.57 avg price	New Position
IBMInternational Business Machs Recent Activity New Position	0.92%	$2.109M 9,599 shares@ $219.76 avg price	New Position
TSLATesla Inc Recent Activity New Position	0.9%	$2.067M 5,236 shares@ $394.75 avg price	New Position
VVisa Inc Recent Activity New Position	0.9%	$2.049M 6,658 shares@ $307.72 avg price	New Position
METAMeta Platforms Inc Recent Activity New Position	0.89%	$2.024M 3,287 shares@ $615.87 avg price	New Position
SDYSpdr Ser Tr Recent Activity New Position	0.88%	$2.013M 15,639 shares@ $128.75 avg price	New Position
FDXFedex Corp Recent Activity New Position	0.83%	$1.906M 7,042 shares@ $270.73 avg price	New Position
COSTCostco Whsl Corp New Recent Activity New Position	0.79%	$1.797M 1,918 shares@ $936.95 avg price	New Position
XLESelect Sector Spdr Tr Recent Activity New Position	0.79%	$1.794M 20,293 shares@ $88.39 avg price	New Position