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:
37.16%
Gain -0.29%
Monthly
1.48%
Yearly
19.29%
Drawdown
16.12%
$350.2M
Equity
Holdings
$350.2M
Investment
$283.45M
$82.28M
Profit -$874,829.7
Realized
$15.52M
Unrealized
$66.76M
Dividends
$8.81M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.29%
Profit
-$874,829.7
Win %
68%
This Week
Compared To Last Week
Gain
-0.87%
Profit
-$3.08M
Win %
68%
This Month
Compared to last month
Gain
0.75%
Profit
$2.59M
Win %
68%
This Year
Compared to last year
Gain
1.13%
Profit
$3.93M
Win %
70%
HONA Honeywell Aerospace Inc.
+3.48%
+$8,629.74 
F Ford Motor Company
+3.05%
+$15,358.12 
FDXF FedEx Freight Holding Company Inc.
+2.84%
+$13,219.4 
BTI British American Tobacco p.l.c. ADR
+2.65%
+$14,243.46 
PNC The PNC Financial Services Group, Inc.
+2.65%
+$28,711.74 
KMI Kinder Morgan, Inc.
+2.62%
+$15,669.2 
C Citigroup Inc.
+2.56%
+$15,180.64 
RTX RTX Corporation
+2.43%
+$28,432.95 
PM Philip Morris International Inc.
+2.37%
+$14,836.23 
NOC Northrop Grumman Corporation
+2.29%
+$8,542.16 
RCL Royal Caribbean Group
+2.27%
+$4,702.69 
JPM JPMorgan Chase & Co.
+2.2%
+$126,476.57 
LMT Lockheed Martin Corporation
+2.19%
+$33,046.92 
PEP PepsiCo, Inc.
+2.16%
+$10,503.37 
COF Capital One Financial Corporation
+2.02%
+$5,233.05 
TFC Truist Financial Corporation
+2%
+$12,585.69 
MLM Martin Marietta Materials, Inc.
+1.96%
+$4,168.8 
MET MetLife Inc.
+1.96%
+$12,424.44 
GE General Electric Company
+1.93%
+$6,555.78 
PGR Progressive Corporation
+1.9%
+$4,515.75 
HD The Home Depot, Inc.
+1.89%
+$31,627.8 
TJX The TJX Companies, Inc.
+1.88%
+$20,867.84 
SHEL Shell plc
+1.88%
+$16,478.04 
WFC Wells Fargo & Company
+1.87%
+$13,364.25 
AEP American Electric Power Company, Inc.
+1.84%
+$7,362.35 
LOW Lowe's Companies Inc.
+1.79%
+$28,153.71 
DIS The Walt Disney Company
+1.79%
+$8,759.52 
LNG Cheniere Energy Inc.
+1.69%
+$4,210.25 
DUK Duke Energy Corporation
+1.68%
+$18,818 
COP ConocoPhillips
+1.57%
+$19,780.2 
GD General Dynamics Corporation
+1.56%
+$23,383.5 
KO The Coca-Cola Company
+1.5%
+$7,783.2 
EOG EOG Resources, Inc.
+1.47%
+$4,115.09 
PG Procter & Gamble Co
+1.46%
+$42,312.88 
LIN Linde plc
+1.37%
+$8,048.7 
VZ Verizon Communications Inc.
+1.26%
+$3,796.24 
MRK Merck & Co., Inc.
+1.25%
+$17,086.16 
NXPI NXP Semiconductors N.V.
+1.25%
+$2,072.13 
D Dominion Energy, Inc.
+1.24%
+$2,998.32 
AXP American Express Company
+1.23%
+$5,243.85 
HDV iShares Core High Dividend ETF
+1.22%
+$3,291.12 
CI The Cigna Group
+1.19%
+$3,288.37 
NKE Nike, Inc. - Class B
+1.13%
+$2,628.78 
NEE NextEra Energy, Inc.
+1.11%
+$18,109.52 
JNJ Johnson & Johnson
+1.09%
+$8,296.56 
VDC VANGUARD CONSUMER STAPLES ETF
+1.09%
+$5,125.14 
TD The Toronto-Dominion Bank
+1.06%
+$3,646.5 
DVY iShares Select Dividend ETF
+1.06%
+$5,498.64 
LLY Eli Lilly and Company
+1.06%
+$62,993.35 
XLE Energy Select Sector SPDR Fund
+1.05%
+$28,592.2 
XLRE The Real Estate Select Sector SPDR Fund
+1.05%
+$6,185.96 
HWM Howmet Aerospace Inc.
+1.04%
+$2,577.28 
DLR Digital Realty Trust, Inc.
+1.04%
+$7,654.92 
CVX Chevron Corporation
+1.04%
+$18,868.77 
AAPL Apple Inc.
+1.03%
+$142,054.26 
RY Royal Bank of Canada
+1.03%
+$3,189.6 
BAC Bank of America Corporation
+1.01%
+$3,133 
CB Chubb Limited
+1%
+$3,011.08 
COST Costco Wholesale Corporation
+1%
+$19,640.9 
XLF Financial Select Sector SPDR Fund
+0.99%
+$7,995.15 
MNST Monster Beverage Corporation
+0.98%
+$2,273.06 
EFV iShares MSCI EAFE Value ETF
+0.9%
+$4,360.78 
V Visa Inc. Class A
+0.9%
+$21,490.91 
WMB The Williams Companies, Inc.
+0.87%
+$2,790.6 
TT Trane Technologies plc
+0.86%
+$10,072.53 
SDY SPDR S&P Dividend ETF
+0.81%
+$15,376.81 
TXN Texas Instruments Inc
+0.78%
+$3,068.38 
WMT Walmart Inc.
+0.77%
+$36,052.49 
BRK-B Berkshire Hathaway Inc.
+0.77%
+$5,093.34 
FCX Freeport-McMoRan Inc.
+0.73%
+$1,831.86 
ABBV AbbVie Inc.
+0.73%
+$16,162.64 
ZTS Zoetis Inc.
+0.73%
+$2,074.8 
IFRA iShares U.S. Infrastructure
+0.72%
+$4,784.7 
MCK McKesson Corporation
+0.68%
+$10,905.16 
IEFA iShares Core MSCI EAFE ETF
+0.68%
+$2,802.36 
CARR Carrier Global Corporation
+0.65%
+$1,675.6 
EFA iShares MSCI EAFE ETF
+0.62%
+$2,288.64 
AMGN Amgen Inc.
+0.6%
+$13,040.66 
MS Morgan Stanley
+0.57%
+$2,140.32 
BA Boeing Company
+0.54%
+$1,340.7 
VTV Vanguard Value ETF
+0.54%
+$3,760.66 
PLD Prologis Inc.
+0.51%
+$7,077.2 
CVS CVS Health Corporation
+0.51%
+$2,305.82 
ADI Analog Devices, Inc.
+0.5%
+$1,787.69 
MCD McDonald's Corporation
+0.48%
+$5,195.64 
SBUX Starbucks Corporation
+0.47%
+$1,347.71 
GS The Goldman Sachs Group, Inc.
+0.45%
+$7,937.24 
MA Mastercard Incorporated
+0.4%
+$3,972.3 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.37%
+$4,712.4 
KKR KKR & Co. Inc.
+0.36%
+$790.34 
IVE ISHARES S&P 500 VALUE ETF
+0.36%
+$15,462.72 
ELV Elevance Health, Inc.
+0.35%
+$1,016.19 
CGCV Capital Group Conservative Equity ETF
+0.35%
+$6,758.9 
COR Cencora, Inc.
+0.34%
+$955.84 
XLI Industrial Select Sector SPDR Fund
+0.34%
+$776.91 
CSX CSX Corporation
+0.3%
+$1,631.68 
NDAQ Nasdaq, Inc.
+0.29%
+$1,058.47 
EFG iShares MSCI EAFE Growth ETF
+0.29%
+$1,320.55 
VIS Vanguard Industrials ETF
+0.26%
+$1,191.46 
IWD iShares Russell 1000 Value ETF
+0.25%
+$692.25 
GEV GE Vernova Inc.
+0.17%
+$651.24 
PH Parker-Hannifin Corporation
+0.15%
+$742.35 
IUSB iShares Core Universal USD Bond ETF
+0.15%
+$5,427.05 
GOVT iShares U.S. Treasury Bond ETF
+0.14%
+$1,384.94 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
+0.13%
+$356.51 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.13%
+$1,574.5 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.12%
+$6,083.62 
CGSD Capital Group Short Duration Income ETF
+0.12%
+$1,145.58 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$306.3 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.1%
+$1,573.21 
CGCB Capital Group Core Bond ETF
+0.1%
+$1,142 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$10,371.3 
ASML ASML Holding N.V. New York Registry Shares
+0.09%
+$288.44 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$1,783.32 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$784.29 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.07%
+$3,477.36 
FTOH Franklin Ohio Municipal Income ETF
+0.06%
+$56.55 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.06%
+$641.47 
PGX Invesco Preferred ETF
+0.05%
+$432.32 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$1,353.95 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.03%
+$6,004.48 
GLD SPDR Gold Shares
+0.02%
+$129.59 
XLV Health Care Select Sector SPDR Fund
+0.02%
+$187.71 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-7.52%
-$171,340.89 
PANW Palo Alto Networks, Inc.
-6.98%
-$118,766.29 
STX Seagate Technology Holdings plc
-5.58%
-$12,682.95 
NOW ServiceNow, Inc.
-4.65%
-$49,233.82 
WDC Western Digital Corporation
-4.58%
-$23,186.47 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.5%
-$12,325.7 
HPE Hewlett Packard Enterprise Company
-4.25%
-$81,047.01 
SKYY First Trust Cloud Computing ETF
-4.2%
-$19,264 
INTC Intel Corporation
-3.67%
-$5,988.5 
DRAM Roundhill Memory ETF
-3.48%
-$8,575 
ORCL Oracle Corporation
-3.41%
-$44,018.38 
AMD Advanced Micro Devices, Inc.
-3.36%
-$103,613.44 
MU Micron Technology, Inc.
-3.31%
-$98,058.07 
LRCX Lam Research Corporation
-3.28%
-$18,061.81 
AMAT Applied Materials, Inc.
-3.22%
-$10,362.42 
CRM Salesforce Inc
-3.06%
-$16,715.18 
MRVL Marvell Technology, Inc.
-2.96%
-$14,736.98 
ANET Arista Networks, Inc.
-2.94%
-$9,728.25 
KLAC KLA Corporation
-2.83%
-$50,852.46 
GLW Corning Incorporated
-2.67%
-$3,403.99 
ADBE Adobe Inc.
-2.53%
-$36,061.2 
DELL Dell Technologies Inc.
-2.51%
-$7,723.11 
AVGO Broadcom Inc.
-2.46%
-$187,110.98 
NFLX Netflix, Inc.
-2.41%
-$12,934.25 
IBB iShares Biotechnology ETF
-2.25%
-$17,675.38 
META Meta Platforms Inc Class A
-2.24%
-$52,884.22 
SOXX iShares Semiconductor ETF
-1.96%
-$26,749.59 
XLK State Street Technology Select Sector SPDR ETF
-1.78%
-$22,727.28 
VGT Vanguard Information Technology ETF
-1.76%
-$40,430.75 
MSFT Microsoft Corp.
-1.67%
-$199,011.63 
IXN iShares Global Tech ETF
-1.65%
-$13,115.57 
SMH VanEck Semiconductor ETF
-1.63%
-$25,828.85 
CSCO Cisco Systems, Inc.
-1.55%
-$25,921.12 
GOOGL Alphabet Inc
-1.52%
-$62,291.8 
TMO Thermo Fisher Scientific Inc.
-1.48%
-$34,160.41 
UNH UnitedHealth Group Incorporated
-1.43%
-$7,536.91 
ETN Eaton Corporation plc
-1.41%
-$17,333.22 
GOOG Alphabet Inc
-1.41%
-$77,721.12 
SCHW Charles Schwab Corporation
-1.35%
-$3,658.87 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$6,637.62 
CGGR Capital Group Growth ETF
-1.31%
-$20,810.62 
QCOM QUALCOMM Incorporated
-1.19%
-$20,481.98 
APH Amphenol Corporation
-1.18%
-$18,336 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.14%
-$5,080.35 
TSLA Tesla, Inc.
-1.11%
-$16,805.91 
IBM International Business Machines Corporation
-1.08%
-$28,493.72 
DE Deere & Company
-1.06%
-$5,790.27 
IEMG iShares Core MSCI Emerging Markets ETF
-1.05%
-$10,511.53 
EEM iShares MSCI Emerging Markets ETF
-1.01%
-$14,566.68 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.98%
-$2,454.22 
VRTX Vertex Pharmaceuticals Incorporated
-0.92%
-$1,901.28 
DHR Danaher Corporation
-0.77%
-$3,891.08 
CGNG Capital Group New Geography Equity ETF
-0.76%
-$11,738 
GILD Gilead Sciences Inc.
-0.7%
-$2,377.24 
IWM iShares Russell 2000 ETF
-0.69%
-$23,840.46 
XLC Communication Services Select Sector SPDR Fund
-0.69%
-$6,315.54 
VTWO Vanguard Russell 2000 ETF
-0.68%
-$4,515.73 
VB Vanguard Small-Cap ETF
-0.59%
-$10,450.96 
CGXU Capital Group International Focus Equity ETF
-0.56%
-$8,556.07 
UBER Uber Technologies, Inc.
-0.54%
-$1,873.03 
GUT The Gabelli Utility Trust
-0.52%
-$1,500 
FFSM Fidelity Small-Mid Cap Opportunities ETF
-0.5%
-$4,702.54 
AMZN Amazon.com Inc
-0.49%
-$48,732.64 
URI United Rentals, Inc.
-0.48%
-$2,306.3 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.46%
-$4,746.14 
AZN AstraZeneca PLC American Depositary Shares
-0.46%
-$1,675.5 
MDT Medtronic plc
-0.45%
-$1,513.17 
BX Blackstone Inc.
-0.45%
-$1,248.03 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.42%
-$974.38 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$24,026.96 
CGUS Capital Group Core Equity ETF
-0.39%
-$9,654.86 
VOO Vanguard S&P 500 ETF
-0.39%
-$1,616.59 
IVV iShares Core S&P 500 ETF
-0.32%
-$67,826.69 
EQIX Equinix, Inc.
-0.3%
-$1,121.76 
QUAL iShares MSCI USA Quality Factor ETF
-0.3%
-$3,983.15 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.28%
-$850.96 
VHT Vanguard Health Care ETF
-0.27%
-$1,133.1 
CGDV Capital Group Dividend Value ETF
-0.26%
-$5,641.48 
BSX Boston Scientific Corporation
-0.25%
-$1,104.73 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.15%
-$537.12 
ABT Abbott Laboratories
-0.15%
-$744.15 
FDX FedEx Corporation
-0.11%
-$2,936.09 
RECS Columbia Research Enhanced Core ETF
-0.09%
-$1,773.08 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.08%
-$481.17 
CGBL Capital Group Core Balanced ETF
-0.07%
-$507.82 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.06%
-$526.56 
CAT Caterpillar Inc.
-0.05%
-$717.02 
NVDA NVIDIA Corporation
-0.05%
-$6,943.09 
UNP Union Pacific Corporation
-0.04%
-$347.01 
MUB iShares National Muni Bond ETF
-0.03%
-$2,669.62 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$912.47 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$239.56 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.01%
-$50.74 Events
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Dividends
Dividend Analysis
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| Trades 1458 | Longs Won 1023/1458 70% | Profit Factor 10.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $275,905.01 |
| Average Win $88,552.53 | Best Trade (Oct 15) $4.64M | Sharpe Ratio -9.86 |
| Average Loss -$19,112.6 | Worst Trade (Oct 15) -$393,422.19 | Z-Score 10.83 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 6d | Expectancy $56,430.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,242 | $10M | $13.9M | - | $3.91M | 39.1% | +1.032% |
| ABBV AbbVie Inc. | 7,808 | $1.45M | $2.23M | - | $780,931.18 | 53.93% | +0.73% |
| ABT Abbott Laboratories | 4,829 | $535,960.99 | $504,755.57 | - | -$31,205.42 | -5.82% | -0.147% |
| ADBE Adobe Inc. | 5,670 | $1.7M | $1.39M | - | -$310,034.88 | -18.23% | -2.527% |
| ADI Analog Devices, Inc. | 885 | $351,496 | $359,283.45 | - | $7,787.45 | 2.22% | +0.5% |
| AEP American Electric Power Company, Inc. | 3,215 | $321,354.23 | $406,954.7 | - | $85,600.47 | 26.64% | +1.842% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,063 | $295,091.66 | $292,547.13 | - | -$2,544.53 | -0.86% | +0.105% |
| AMAT Applied Materials, Inc. | 749 | $192,485.65 | $311,715.07 | - | $119,229.42 | 61.94% | -3.217% |
| AMD Advanced Micro Devices, Inc. | 5,488 | $656,485.69 | $2.98M | - | $2.33M | 354.22% | -3.358% |
| AMGN Amgen Inc. | 5,035 | $1.33M | $2.2M | - | $864,608.78 | 64.82% | +0.597% |
| AMZN Amazon.com Inc | 39,143 | $8.59M | $9.92M | - | $1.33M | 15.51% | -0.489% |
| ANET Arista Networks, Inc. | 1,785 | $258,556.07 | $321,532.05 | - | $62,975.98 | 24.36% | -2.937% |
| APH Amphenol Corporation | 19,100 | $371,136.28 | $1.54M | - | $1.17M | 314.44% | -1.178% |
| ASML ASML Holding N.V. New York Registry Shares | 201 | $265,487.34 | $333,433.87 | - | $67,946.53 | 25.59% | +0.087% |
| AVGO Broadcom Inc. | 22,065 | $4.99M | $7.41M | - | $2.43M | 48.65% | -2.463% |
| AXP American Express Company | 1,355 | $404,727.5 | $430,537.7 | - | $25,810.2 | 6.38% | +1.233% |
| AZN AstraZeneca PLC American Depositary Shares | 2,176 | $429,150.72 | $361,020.16 | - | -$68,130.56 | -15.88% | -0.462% |
| BA Boeing Company | 1,308 | $235,994.26 | $248,199.54 | - | $12,205.28 | 5.17% | +0.543% |
| BAC Bank of America Corporation | 6,025 | $303,264.4 | $314,625.5 | - | $11,361.1 | 3.75% | +1.006% |
| BRK-B Berkshire Hathaway Inc. | 1,267 | $560,850.24 | $671,129.9 | - | $110,279.66 | 19.66% | +0.765% |
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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 - $954,111.99, Western Digital Corporation - $759,463.72, and iShares Core S&P 500 ETF - $752,123.09. 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 - $279,212.69, Novo Nordisk A/S Sponsored ADR - $166,272.71, Marvell Technology, Inc - $147,414.91, 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 $8.81M earned over time. The largest contributors to dividend income include iShares National Muni Bond ETF - $432,214.02, Vanguard Short-Term Bond ETF - $406,307.8, iShares Core S&P 500 ETF - $393,417.13, iShares iBoxx $ Investment Grade Corporate Bond ETF - $379,407.57, and iShares 1-5 Year Investment Grade Corporate Bond ETF - $350,116.23. 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.
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