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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
TMOThermo Fisher Scientific Inc
Recent Activity
New Position
0.57%
$1.309M
2,413 shares@ $542.32 avg price
SCHOSchwab Strategic Tr
Recent Activity
New Position
0.57%
$1.299M
53,905 shares@ $24.1 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
New Position
0.55%
$1.258M
6,655 shares@ $189.03 avg price
AMGNAmgen Inc
Recent Activity
New Position
0.55%
$1.252M
4,775 shares@ $262.24 avg price
MCDMcdonalds Corp
Recent Activity
New Position
0.55%
$1.252M
4,434 shares@ $282.34 avg price
USIGIshares Tr
Recent Activity
New Position
0.55%
$1.248M
25,085 shares@ $49.78 avg price
XLYSelect Sector Spdr Tr
Recent Activity
New Position
0.53%
$1.209M
5,475 shares@ $220.83 avg price
NEENextera Energy Inc
Recent Activity
New Position
0.53%
$1.197M
17,759 shares@ $67.39 avg price
COMTIshares U S Etf Tr
Recent Activity
New Position
0.52%
$1.185M
45,046 shares@ $26.32 avg price
CVXChevron Corp New
Recent Activity
New Position
0.51%
$1.157M
7,555 shares@ $153.15 avg price