Colleen O'Donnell

@Pines Wealth Management, Llc

Latest period2024 - Q4

Reported5d 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
GOVTIshares Tr Recent Activity New Position	0.48%	$1.087M 48,804 shares@ $22.28 avg price	New Position
MCKMckesson Corp Recent Activity New Position	0.47%	$1.072M 1,843 shares@ $581.75 avg price	New Position
VGTVanguard World Fd Recent Activity New Position	0.47%	$1.069M 1,743 shares@ $613.46 avg price	New Position
DUKDuke Energy Corp New Recent Activity New Position	0.45%	$1.032M 9,744 shares@ $105.87 avg price	New Position
VGITVanguard Scottsdale Fds Recent Activity New Position	0.45%	$1.024M 17,809 shares@ $57.51 avg price	New Position
TJXTjx Cos Inc New Recent Activity New Position	0.45%	$1.018M 8,483 shares@ $120.07 avg price	New Position
CSCOCisco Sys Inc Recent Activity New Position	0.44%	$992,648 16,899 shares@ $58.75 avg price	New Position
ABBVAbbvie Inc Recent Activity New Position	0.44%	$991,988 5,663 shares@ $175.18 avg price	New Position
QUALIshares Tr Recent Activity New Position	0.43%	$971,689 5,510 shares@ $176.36 avg price	New Position
CGXUCapital Group Intl Focus Eqt Recent Activity New Position	0.42%	$946,418 38,270 shares@ $24.74 avg price	New Position