Pines Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Southern Pines, NC
CIK
0002037426
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
198
216,232
IVV, MSFT, MUB, GLTR
13F-HR
4/11/2025
000195175725000336
Q4 2024
205
229,804
AAPL, IVV, MSFT, NVDA
13F-HR
1/14/2025
000195175725000022