Pines Wealth Management, LLC Portfolio Holdings by Sector

Pines Wealth Management, LLC

$230 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV GLTR MUB IGSB BSV LQD SPY IVE 64 stocks	$86.3 Million 38.84% of portfolio	64	-	64	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM TSM AMD MU TXN MRVL 9 stocks	$16.9 Million 7.6% of portfolio	9	-	9	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE PANW CRWD ORCL 5 stocks	$10.6 Million 4.76% of portfolio	5	-	5	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$9.45 Million 4.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL META SPOT 4 stocks	$8.14 Million 3.66% of portfolio	4	-	4	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$7.82 Million 3.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY AMGN ABBV MRK JNJ AZN PFE SNY 9 stocks	$7.4 Million 3.33% of portfolio	9	-	9	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST TGT 3 stocks	$7.06 Million 3.18% of portfolio	3	-	3	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC C TD BAC 5 stocks	$6.21 Million 2.79% of portfolio	5	-	5	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX SHEL 3 stocks	$4.46 Million 2.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP COF 4 stocks	$3.87 Million 1.74% of portfolio	4	-	4	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD LMT RTX NOC HWM 5 stocks	$3.25 Million 1.46% of portfolio	5	-	5	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$3.05 Million 1.37% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE DUK AEP 3 stocks	$2.53 Million 1.14% of portfolio	3	-	3	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$2.49 Million 1.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$2.49 Million 1.12% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$2.39 Million 1.08% of portfolio	2	-	2	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX UPS 2 stocks	$2.26 Million 1.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC TFC FITB 3 stocks	$2.19 Million 0.98% of portfolio	3	-	3	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS 2 stocks	$1.92 Million 0.87% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN PH GE EMR 4 stocks	$1.84 Million 0.83% of portfolio	4	-	4	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$1.72 Million 0.78% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX ABT MDT 3 stocks	$1.69 Million 0.76% of portfolio	3	-	3	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO HPE 2 stocks	$1.57 Million 0.71% of portfolio	2	-	2	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR 2 stocks	$1.55 Million 0.7% of portfolio	2	-	2	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX 2 stocks	$1.5 Million 0.68% of portfolio	2	-	2	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CI ELV 3 stocks	$1.39 Million 0.63% of portfolio	3	-	3	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$1.36 Million 0.61% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI LNG WMB 3 stocks	$1.18 Million 0.53% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Application \| Technology CRM NOW 2 stocks	$1.18 Million 0.53% of portfolio	2	-	2	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR BX FFC 3 stocks	$1.13 Million 0.51% of portfolio	3	-	3	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$1.07 Million 0.48% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC ASML 2 stocks	$1.07 Million 0.48% of portfolio	2	-	2	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$1.02 Million 0.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX 2 stocks	$898,128 0.4% of portfolio	2	-	2	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$828,894 0.37% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B AIG 2 stocks	$805,484 0.36% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$772,554 0.35% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate DLR AMT 2 stocks	$743,433 0.33% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$740,911 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM BTI 2 stocks	$734,620 0.33% of portfolio	2	-	2	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT CARR 2 stocks	$680,254 0.31% of portfolio	2	-	2	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$656,869 0.3% of portfolio	2	-	2	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$645,188 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MET 1 stocks	$598,344 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$552,685 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA VZ 2 stocks	$525,246 0.24% of portfolio	2	-	2	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$384,129 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO 1 stocks	$330,635 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$294,513 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$275,577 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$257,833 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$254,958 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology HPQ 1 stocks	$246,178 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$238,947 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$236,883 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$205,068 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL 1 stocks	$200,624 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare AGL 1 stocks	$65,003 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts

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Pines Wealth Management, LLC Portfolio Holdings by Sector

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