test

Colleen O'Donnell

@Pines Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$229.805MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SUBIshares Tr
Recent Activity
New Position
0.78%
$1.784M
16,930 shares@ $105.36 avg price
CGUSCapital Group Core Equity Et
Recent Activity
New Position
0.78%
$1.783M
51,444 shares@ $34.66 avg price
EEMIshares Tr
Recent Activity
New Position
0.76%
$1.725M
41,975 shares@ $41.1 avg price
LOWLowes Cos Inc
Recent Activity
New Position
0.73%
$1.657M
6,683 shares@ $247.91 avg price
GSGoldman Sachs Group Inc
Recent Activity
New Position
0.67%
$1.526M
2,725 shares@ $560.05 avg price
CGDVCapital Group Dividend Value
Recent Activity
New Position
0.66%
$1.507M
43,118 shares@ $34.96 avg price
CGCVCapital Group Conservative E
Recent Activity
New Position
0.63%
$1.429M
54,366 shares@ $26.3 avg price
IJRIshares Tr
Recent Activity
New Position
0.61%
$1.4M
12,378 shares@ $113.09 avg price
HDHome Depot Inc
Recent Activity
New Position
0.61%
$1.396M
3,581 shares@ $389.9 avg price
QCOMQualcomm Inc
Recent Activity
New Position
0.61%
$1.392M
8,865 shares@ $156.99 avg price