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CIK: 0002037426
Total reported value
$347.8M
$347.8M
205 檔
12.0%
In Q4 2024, Pines Wealth Management, LLC's U.S. equity holdings reached a combined market value of $347.8M, distributed across 205 disclosed stock positions.
During Q4 2024, Pines Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 205 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.11% | +0.06% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.67% | +0.14% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.55% | -0.31% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.42% | +0.03% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.40% | +0.11% | — | |
| 6 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 2.99% | -0.09% | — | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 2.91% | -0.15% | — | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.15% | -0.32% | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.11% | +0.11% | — | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.09% | -0.03% | — | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.07% | -0.08% | — | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.97% | -0.40% | — | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.83% | -0.14% | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | — | — | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.48% | -0.05% | — | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.40% | +0.09% | — | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.28% | -0.11% | — | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.24% | +0.21% | — | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.22% | +0.12% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.12% | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.13% | -1.40% | EXIT | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.08% | -0.05% | — | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.92% | +0.05% | — | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | — | — | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | +0.03% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.07% | — | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.88% | -0.15% | — | |
| 28 | FDX | Fedex CORP | Stock-Industrials | 0.83% | -0.21% | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.09% | — | |
| 30 | XLE | Ss Energy Select Sector | ETF-Other | 0.78% | -0.31% | — | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.78% | -0.04% | — | |
| 32 | CGUS | Cap Group Core Equity | ETF-Other | 0.78% | +0.01% | — | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.75% | -0.05% | — | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.72% | -0.10% | — | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.66% | +0.01% | — | |
| 36 | CGDV | Cap Group Dividend Value | ETF-Other | 0.66% | +0.01% | — | |
| 37 | CGCV | Cap Group Conservative Eq | ETF-Other | 0.62% | -0.02% | — | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | +0.05% | — | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | +0.02% | — | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.61% | +0.10% | — | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.57% | -0.03% | — | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.57% | -0.05% | — | |
| 43 | PNC | Pnc Financial Services Group | Stock-Financials | 0.55% | +0.01% | — | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.54% | -0.05% | — | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.08% | — | |
| 46 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.54% | +0.02% | — | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.53% | — | — | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.52% | -0.10% | — | |
| 49 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 0.52% | -0.24% | — | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.14% | — |
According to official SEC Form 13F filings, Pines Wealth Management, LLC reported a total U.S. public equity portfolio value of $347.8M across 205 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, MSFT) accounted for 12.0% of total reported equity market value during Q4 2024.
During Q4 2024, Pines Wealth Management, LLC's top holdings by market value included AAPL (4.1%)、IVV (3.7%)、MSFT (3.5%). The largest single position, AAPL, represented 4.1% of total portfolio value.
In Q4 2024, Pines Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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