Five Pine Wealth Management Portfolio Holdings by Sector
Five Pine Wealth Management
- $119 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BND VEU VUG VOO VTV VB RDVY VGIT 32 stocks |
$112 Million
95.17% of portfolio
|
  32  
|
- |
  32  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4.14 Million
3.51% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
SMMT 1 stocks |
$530,817
0.45% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$451,279
0.38% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$364,548
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$206,696
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|