Pines Wealth Management LLC Portfolio
Invests via Pines Wealth Management LLC | Managed by H. Evans Neville, Shelly Robinson, Paul Flannery
Invests via Pines Wealth Management LLC
Managed by H. Evans Neville, Shelly Robinson, Paul Flannery
Automatically Tracked
Company Profile
Serving high-net-worth families and trustees across the Northeast, Pines Wealth Management LLC provides integrated financial planning, investment management, and fiduciary services. The firm implements diversified portfolio construction combining equities, fixed income and alternative beta with tax-aware strategies and risk budgeting for multi-generational clients. Revenue is primarily advisory fees; client segmentation includes individuals, family offices and small institutional accounts. Operational emphasis includes customized reporting, compliance, and third-party custody relationships.
Serving high-net-worth families and trustees across the Northeast, Pines Wealth Management LLC provides integrated financial planning, investment management, and fiduciary services. The firm implements diversified portfolio construction combining equities, fixed income and alternative beta with tax-aware strategies and risk budgeting for multi-generational clients. Revenue is primarily advisory fees; client segmentation includes individuals, family offices and small institutional accounts. Operational emphasis includes customized reporting, compliance, and third-party custody relationships.
Investment Philosophy & Strategy
Adopts a fiduciary, multi-generational wealth management approach that blends diversified core equity and fixed‑income allocations with alternative beta for downside mitigation and tax-aware harvesting to maximize after‑tax returns. Portfolios are constructed using a risk‑budgeting framework and tailored glidepaths that balance growth and income needs for high‑net‑worth families, trustees and small institutions. Capital deployment favors liquid, low‑cost building blocks with selective tactical overlays and private market exposures to enhance diversification. Emphasis is on advisory fee alignment, robust custody partnerships, custom reporting and disciplined governance to preserve capital across market cycles.
Adopts a fiduciary, multi-generational wealth management approach that blends diversified core equity and fixed‑income allocations with alternative beta for downside mitigation and tax-aware harvesting to maximize after‑tax returns. Portfolios are constructed using a risk‑budgeting framework and tailored glidepaths that balance growth and income needs for high‑net‑worth families, trustees and small institutions. Capital deployment favors liquid, low‑cost building blocks with selective tactical overlays and private market exposures to enhance diversification. Emphasis is on advisory fee alignment, robust custody partnerships, custom reporting and disciplined governance to preserve capital across market cycles.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
37.84%
Gain -0.12%
Monthly
1.62%
Yearly
21.25%
Drawdown
16.12%
$351.64M
Equity
Holdings
$351.64M
Investment
$283.45M
$83.72M
Profit -$423,062.9
Realized
$15.52M
Unrealized
$68.2M
Dividends
$7.9M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$423,062.9
Win %
72%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$423,062.9
Win %
72%
This Month
Compared to last month
Gain
1.98%
Profit
$6.81M
Win %
72%
This Year
Compared to last year
Gain
1.55%
Profit
$5.37M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$1.41M 
ETN Eaton Corporation plc
+7.32%
+$86,543.67 
GOOG Alphabet Inc
+6.88%
+$367,336.24 
GOOGL Alphabet Inc
+6.73%
+$263,348.4 
ANET Arista Networks, Inc.
+5.46%
+$16,654.06 
TT Trane Technologies plc
+3.33%
+$37,408.53 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$41,513.96 
META Meta Platforms Inc Class A
+3.28%
+$56,735.09 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$52,519.68 
MSFT Microsoft Corp.
+3.02%
+$301,505.72 
NVDA NVIDIA Corporation
+2.93%
+$360,409.93 
CVX Chevron Corporation
+2.35%
+$37,488.88 
MRVL Marvell Technology, Inc.
+2.32%
+$8,792.64 
GLW Corning Incorporated
+2.24%
+$2,787.6 
WDC Western Digital Corporation
+2.21%
+$16,744.27 
EOG EOG Resources, Inc.
+2.19%
+$5,828.96 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$12,545.8 
CSCO Cisco Systems, Inc.
+2.14%
+$36,943.29 
LNG Cheniere Energy Inc.
+2.13%
+$4,914.93 
SKYY First Trust Cloud Computing ETF
+2.12%
+$8,173.44 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$4,787.46 
PANW Palo Alto Networks, Inc.
+1.89%
+$28,277.7 
CRM Salesforce Inc
+1.83%
+$7,318.4 
ORCL Oracle Corporation
+1.81%
+$22,201.41 
HWM Howmet Aerospace Inc.
+1.8%
+$5,592.55 
ZTS Zoetis Inc.
+1.66%
+$4,586.4 
KMI Kinder Morgan, Inc.
+1.64%
+$9,474.4 
SHEL Shell plc
+1.62%
+$12,453.84 
HPE Hewlett Packard Enterprise Company
+1.61%
+$24,737.24 
BSX Boston Scientific Corporation
+1.59%
+$7,331.39 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$13,615.32 
VZ Verizon Communications Inc.
+1.52%
+$4,745.3 
LMT Lockheed Martin Corporation
+1.5%
+$24,448.79 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,402.24 
NOC Northrop Grumman Corporation
+1.43%
+$5,707.24 
PH Parker-Hannifin Corporation
+1.43%
+$6,938.73 
GE General Electric Company
+1.42%
+$5,477.67 
KLAC KLA Corporation
+1.38%
+$25,632.16 
CGUS Capital Group Core Equity ETF
+1.29%
+$31,446.9 
COP ConocoPhillips
+1.22%
+$12,919.51 
WFC Wells Fargo & Company
+1.19%
+$8,823 
HONA Honeywell Aerospace Inc.
+1.18%
+$3,683.24 
AMAT Applied Materials, Inc.
+1.18%
+$4,419.11 
NOW ServiceNow, Inc.
+1.05%
+$8,265 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$4,463.12 
ADBE Adobe Inc.
+1.01%
+$14,231.76 
XLE Energy Select Sector SPDR Fund
+1%
+$24,099.14 
URI United Rentals, Inc.
+0.99%
+$4,826.02 
UNP Union Pacific Corporation
+0.92%
+$7,721.67 
WMB The Williams Companies, Inc.
+0.89%
+$2,930.13 
SCHW Charles Schwab Corporation
+0.87%
+$2,621.71 
IBM International Business Machines Corporation
+0.86%
+$21,426.16 
GEV GE Vernova Inc.
+0.85%
+$3,340.62 
MCD McDonald's Corporation
+0.82%
+$9,853.84 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,976.35 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$1,750.59 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$11,291.91 
TSLA Tesla, Inc.
+0.76%
+$9,890.68 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$7,178.6 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$42,485.27 
VIS Vanguard Industrials ETF
+0.72%
+$3,574.37 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,867.42 
CAT Caterpillar Inc.
+0.7%
+$10,841.02 
IVV iShares Core S&P 500 ETF
+0.69%
+$138,910.72 
CARR Carrier Global Corporation
+0.68%
+$1,982.4 
CGGR Capital Group Growth ETF
+0.65%
+$9,656.13 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,010.32 
CGDV Capital Group Dividend Value ETF
+0.63%
+$13,452.76 
APH Amphenol Corporation
+0.55%
+$4,201.95 
STX Seagate Technology Holdings plc
+0.52%
+$1,464.05 
FFSM Fidelity Small-Mid Cap Opportunities ETF
+0.52%
+$5,255.78 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$5,853.31 
KKR KKR & Co. Inc.
+0.45%
+$1,129.05 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,182.15 
CSX CSX Corporation
+0.42%
+$2,363.13 
RTX RTX Corporation
+0.39%
+$5,249.16 
AVGO Broadcom Inc.
+0.37%
+$31,773.6 
PG Procter & Gamble Co
+0.37%
+$9,771.61 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,356.62 
BAC Bank of America Corporation
+0.36%
+$1,325.5 
GD General Dynamics Corporation
+0.32%
+$5,433.88 
MRK Merck & Co., Inc.
+0.32%
+$3,849.17 
SMH VanEck Semiconductor ETF
+0.3%
+$4,611.3 
JPM JPMorgan Chase & Co.
+0.27%
+$16,131.34 
JNJ Johnson & Johnson
+0.21%
+$1,593.18 
ADI Analog Devices, Inc.
+0.2%
+$654.89 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$2,378.06 
MS Morgan Stanley
+0.17%
+$748.08 
CB Chubb Limited
+0.15%
+$452.09 
DELL Dell Technologies Inc.
+0.14%
+$363.44 
TD The Toronto-Dominion Bank
+0.13%
+$457.6 
C Citigroup Inc.
+0.1%
+$624.47 
WMT Walmart Inc.
+0.09%
+$3,983.78 
ABT Abbott Laboratories
+0.09%
+$434.61 
SOXX iShares Semiconductor ETF
+0.07%
+$957.27 
AEP American Electric Power Company, Inc.
+0.06%
+$225.05 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$1,624.74 
HDV iShares Core High Dividend ETF
+0.04%
+$91.42 
DIS The Walt Disney Company
+0.03%
+$132.72 
CGNG Capital Group New Geography Equity ETF
+0.03%
+$442.94 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.02%
+$4,038.89 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$239.56 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
0%
$0 
GUT The Gabelli Utility Trust
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$986,733.84 
NXPI NXP Semiconductors N.V.
-6.53%
-$11,472 
LIN Linde plc
-5.95%
-$35,948.89 
MU Micron Technology, Inc.
-5.9%
-$164,028.32 
DRAM Roundhill Memory ETF
-3.76%
-$9,850 
CI The Cigna Group
-2.99%
-$7,964.26 
MLM Martin Marietta Materials, Inc.
-2.75%
-$6,419.52 
EQIX Equinix, Inc.
-2.7%
-$10,424.25 
QCOM QUALCOMM Incorporated
-2.63%
-$38,367.94 
ABBV AbbVie Inc.
-2.51%
-$50,517.76 
DLR Digital Realty Trust, Inc.
-2.42%
-$19,642.02 
BA Boeing Company
-2.15%
-$6,226.07 
NFLX Netflix, Inc.
-2%
-$10,790.86 
AMD Advanced Micro Devices, Inc.
-1.9%
-$50,709.23 
IBB iShares Biotechnology ETF
-1.87%
-$13,465.19 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$9,618.96 
UNH UnitedHealth Group Incorporated
-1.68%
-$9,155.66 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.67%
-$15,627.92 
LRCX Lam Research Corporation
-1.58%
-$9,338.92 
GLD SPDR Gold Shares
-1.49%
-$10,402.6 
NKE Nike, Inc. - Class B
-1.37%
-$3,630.22 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$4,510.43 
MNST Monster Beverage Corporation
-1.3%
-$3,243.58 
FCX Freeport-McMoRan Inc.
-1.28%
-$2,881.17 
F Ford Motor Company
-1.21%
-$7,371.9 
TJX The TJX Companies, Inc.
-1.21%
-$14,730.16 
NEE NextEra Energy, Inc.
-1.15%
-$20,784.79 
DE Deere & Company
-1.13%
-$5,718.79 
RCL Royal Caribbean Group
-1.13%
-$2,693.61 
TXN Texas Instruments Inc
-1.08%
-$4,270.31 
LOW Lowe's Companies Inc.
-1.08%
-$18,207.69 
PLD Prologis Inc.
-1.08%
-$17,203.04 
MCK McKesson Corporation
-1.08%
-$14,902.7 
INTC Intel Corporation
-1.02%
-$1,591.23 
NDAQ Nasdaq, Inc.
-1.02%
-$3,733.53 
KO The Coca-Cola Company
-1.02%
-$5,076 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$3,699.2 
MET MetLife Inc.
-0.97%
-$5,958.66 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$1,876.8 
PGR Progressive Corporation
-0.87%
-$2,073.9 
GILD Gilead Sciences Inc.
-0.81%
-$2,322.95 
D Dominion Energy, Inc.
-0.8%
-$2,152.64 
VHT Vanguard Health Care ETF
-0.76%
-$2,946.05 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$3,508.89 
CVS CVS Health Corporation
-0.75%
-$3,875.74 
MA Mastercard Incorporated
-0.74%
-$6,919.01 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$6,669.76 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.68%
-$7,201.04 
DUK Duke Energy Corporation
-0.67%
-$7,903.56 
CGCB Capital Group Core Bond ETF
-0.66%
-$7,765.6 
AMGN Amgen Inc.
-0.64%
-$12,486.85 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,674.98 
GS The Goldman Sachs Group, Inc.
-0.63%
-$12,778.54 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,360.16 
PM Philip Morris International Inc.
-0.61%
-$3,693.37 
DHR Danaher Corporation
-0.61%
-$2,601.34 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$6,069.29 
SBUX Starbucks Corporation
-0.57%
-$1,777.2 
COF Capital One Financial Corporation
-0.54%
-$1,474.66 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$8,324.82 
LLY Eli Lilly and Company
-0.53%
-$29,209.45 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$2,622.57 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$3,233.57 
IWM iShares Russell 2000 ETF
-0.47%
-$17,349.86 
PEP PepsiCo, Inc.
-0.46%
-$2,422.4 
RECS Columbia Research Enhanced Core ETF
-0.46%
-$8,865.4 
DVY iShares Select Dividend ETF
-0.45%
-$2,356.49 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$8,207.91 
CGSD Capital Group Short Duration Income ETF
-0.43%
-$4,200.46 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$3,010.5 
HD The Home Depot, Inc.
-0.42%
-$7,540.86 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$1,881.9 
VGT Vanguard Information Technology ETF
-0.38%
-$8,086.15 
AXP American Express Company
-0.38%
-$1,720.84 
FDX FedEx Corporation
-0.37%
-$10,551.25 
MDT Medtronic plc
-0.37%
-$1,126.08 
TFC Truist Financial Corporation
-0.33%
-$2,300.59 
RY Royal Bank of Canada
-0.29%
-$963.21 
COR Cencora, Inc.
-0.28%
-$733.37 
SDY SPDR S&P Dividend ETF
-0.28%
-$5,427.4 
VTV Vanguard Value ETF
-0.27%
-$1,856.7 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$2,769.78 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$765.75 
BX Blackstone Inc.
-0.25%
-$815.06 
FTOH Franklin Ohio Municipal Income ETF
-0.24%
-$226.2 
COST Costco Wholesale Corporation
-0.24%
-$4,575.9 
VB Vanguard Small-Cap ETF
-0.22%
-$4,081.32 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$8,349.3 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,562.65 
IXN iShares Global Tech ETF
-0.21%
-$1,576.23 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$8,283.42 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$2,626.4 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$7,787.04 
ELV Elevance Health, Inc.
-0.15%
-$381.91 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$1,889.4 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.12%
-$425.48 
MUB iShares National Muni Bond ETF
-0.11%
-$9,153 
XLF Financial Select Sector SPDR Fund
-0.1%
-$880.2 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$1,072.7 
PGX Invesco Preferred ETF
-0.09%
-$864.65 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$8,877 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$603.3 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.06%
-$189.46 
CGCV Capital Group Conservative Equity ETF
-0.06%
-$1,175.46 
CGBL Capital Group Core Balanced ETF
-0.05%
-$406.26 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$891.66 
V Visa Inc. Class A
-0.04%
-$836.86 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$1,948.1 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$810.88 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$160.39 
UBER Uber Technologies, Inc.
-0.01%
-$48.65 Events
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Dividends
Dividend Analysis
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| Trades 1458 | Longs Won 1058/1458 72% | Profit Factor 12.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $271,709.76 |
| Average Win $85,724.54 | Best Trade (Aug 28) $5.01M | Sharpe Ratio -9.86 |
| Average Loss -$17,452.4 | Worst Trade (Aug 18) -$381,196.2 | Z-Score 15.07 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $57,418.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,242 | $10M | $12.43M | - | $2.43M | 24.36% | -7.354% |
| ABBV AbbVie Inc. | 7,808 | $1.45M | $1.96M | - | $511,320.94 | 35.31% | -2.513% |
| ABT Abbott Laboratories | 4,829 | $535,960.99 | $510,425.3 | - | -$25,535.69 | -4.76% | +0.085% |
| ADBE Adobe Inc. | 5,670 | $1.7M | $1.42M | - | -$281,117.88 | -16.53% | +1.013% |
| ADI Analog Devices, Inc. | 885 | $351,496 | $325,157.85 | - | -$26,338.15 | -7.49% | +0.202% |
| AEP American Electric Power Company, Inc. | 3,215 | $321,354.23 | $411,037.75 | - | $89,683.52 | 27.91% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,063 | $295,091.66 | $298,244.31 | - | $3,152.65 | 1.07% | -0.256% |
| AMAT Applied Materials, Inc. | 749 | $192,485.65 | $380,244.84 | - | $187,759.19 | 97.54% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 5,488 | $656,485.69 | $2.61M | - | $1.96M | 298.05% | -1.904% |
| AMGN Amgen Inc. | 5,035 | $1.33M | $1.94M | - | $605,507.68 | 45.4% | -0.64% |
| AMZN Amazon.com Inc | 39,143 | $8.59M | $10.63M | - | $2.04M | 23.74% | +15.321% |
| ANET Arista Networks, Inc. | 1,785 | $258,556.07 | $321,924.77 | - | $63,368.7 | 24.51% | +5.456% |
| APH Amphenol Corporation | 9,550 | $371,136.28 | $767,342.5 | - | $396,206.22 | 106.75% | +0.551% |
| ASML ASML Holding N.V. New York Registry Shares | 201 | $265,487.34 | $327,429 | - | $61,941.66 | 23.33% | -1.359% |
| AVGO Broadcom Inc. | 22,065 | $4.99M | $8.59M | - | $3.6M | 72.3% | +0.371% |
| AXP American Express Company | 1,355 | $404,727.5 | $455,618.75 | - | $50,891.25 | 12.57% | -0.376% |
| AZN AstraZeneca PLC American Depositary Shares | 2,176 | $429,150.72 | $369,136.64 | - | -$60,014.08 | -13.98% | -0.992% |
| BA Boeing Company | 1,308 | $235,994.26 | $282,711.12 | - | $46,716.86 | 19.8% | -2.155% |
| BAC Bank of America Corporation | 6,025 | $303,264.4 | $373,248.75 | - | $69,984.35 | 23.08% | +0.356% |
| BRK-B Berkshire Hathaway Inc. | 1,267 | $560,850.24 | $648,121.18 | - | $87,270.94 | 15.56% | +0.365% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Pines Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: abrdn Physical Precious Metals Basket Shares ETF - $4.75M, Exxon Mobil Corporation - $1.77M, Micron Technology, Inc - $953,635.44, Western Digital Corporation - $759,250.87, and iShares Core S&P 500 ETF - $692,364.08. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: UnitedHealth Group Incorporated - $282,217.09, Novo Nordisk A/S Sponsored ADR - $166,272.71, Marvell Technology, Inc - $147,538.75, Fidelity National Information Services, Inc - $109,766.56, and KKR & Co. Inc - $95,190.37. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Pines Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.9M earned over time. The largest contributors to dividend income include iShares National Muni Bond ETF - $388,802.11, Vanguard Short-Term Bond ETF - $366,598.02, iShares iBoxx $ Investment Grade Corporate Bond ETF - $357,835.52, iShares Core S&P 500 ETF - $333,658.12, and iShares 1-5 Year Investment Grade Corporate Bond ETF - $330,436.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Pines Wealth Management LLC's monthly returns?
Pines Wealth Management LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Pines Wealth Management LLC's strategy be considered aggressive or moderate?
Pines Wealth Management LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Pines Wealth Management LLC's strategy?
Pines Wealth Management LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
