Long-term investor
Pines Wealth Management, LLC @pineswealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002037426).
Record
- Tracked since 2025-06-30 (477 days), 130 trades recorded
- Returns: week n/a · month n/a · 90 days -1.3% · 6 months -1.0% · 1 year -0.3% · all -0.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922040852 · 5.9% · long · since 2026-03-31
- 464287200 · 5.8% · long · since 2025-06-30
- NVDA · 3.6% · long · since 2025-06-30
- AAPL · 3.3% · long · since 2025-06-30
- 921937827 · 3.3% · long · since 2025-06-30
- AMZN · 2.7% · long · since 2025-06-30
- AVGO · 2.4% · long · since 2025-06-30
- MSFT · 2.4% · long · since 2025-06-30
- 464288414 · 2.4% · long · since 2025-06-30
- 78462F103 · 1.7% · long · since 2025-06-30
- LLY · 1.6% · long · since 2025-06-30
- 02079K107 · 1.6% · long · since 2025-06-30