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:
4.54%
Gain
Monthly
0.24%
Yearly
2.92%
Drawdown
23.99%
$342.53M
Equity
Holdings
$342.53M
Investment
$275.79M
$77.25M
Profit -$1.4M
Realized
$10.51M
Unrealized
$66.74M
Dividends
$7.48M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.4M
Win %
73%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$1.59M
Win %
73%
This Month
Compared to last month
Gain
-0.01%
Profit
-$24,320.62
Win %
73%
This Year
Compared to last year
Gain
11.46%
Profit
$35.22M
Win %
74%
ABT Abbott Laboratories
+10.62%
+$42,972.84 
BTI British American Tobacco p.l.c. ADR
+7.81%
+$41,769.35 
MCK McKesson Corporation
+5.33%
+$65,712.6 
ADBE Adobe Inc.
+4.52%
+$58,687.3 
PM Philip Morris International Inc.
+4.34%
+$25,112.15 
PLD Prologis Inc.
+4.33%
+$68,545.98 
COR Cencora, Inc.
+4.11%
+$10,512.1 
ABBV AbbVie Inc.
+4.01%
+$74,396.46 
NKE Nike, Inc. - Class B
+3.85%
+$9,526.19 
MDT Medtronic plc
+3.72%
+$15,467.27 
ZTS Zoetis Inc.
+3.66%
+$7,264.53 
UNP Union Pacific Corporation
+3.56%
+$29,637.24 
BSX Boston Scientific Corporation
+3.47%
+$11,820.97 
AMGN Amgen Inc.
+3.36%
+$60,728.61 
IBM International Business Machines Corporation
+3.28%
+$75,511.15 
GILD Gilead Sciences Inc.
+3.27%
+$10,960.36 
CRM Salesforce Inc
+3.19%
+$12,061.79 
SBUX Starbucks Corporation
+3.15%
+$11,154.7 
MRK Merck & Co., Inc.
+3.07%
+$34,841.47 
MCD McDonald's Corporation
+3.05%
+$34,234.58 
PEP PepsiCo, Inc.
+2.96%
+$15,330.23 
COST Costco Wholesale Corporation
+2.9%
+$51,829.14 
BMY Bristol-Myers Squibb Company
+2.89%
+$5,822.32 
NDAQ Nasdaq, Inc.
+2.87%
+$9,811.9 
KO The Coca-Cola Company
+2.83%
+$13,346.24 
T AT&T Inc.
+2.78%
+$4,282.81 
CSX CSX Corporation
+2.75%
+$16,311.84 
LOW Lowe's Companies Inc.
+2.73%
+$45,496.57 
MA Mastercard Incorporated
+2.58%
+$23,554.58 
VZ Verizon Communications Inc.
+2.54%
+$7,753.17 
CMCSA Comcast Corp
+2.49%
+$5,444.6 
VDC VANGUARD CONSUMER STAPLES ETF
+2.47%
+$10,416 
URI United Rentals, Inc.
+2.45%
+$11,731.19 
HDV iShares Core High Dividend ETF
+2.4%
+$5,981.68 
V Visa Inc. Class A
+2.37%
+$48,280.28 
TJX The TJX Companies, Inc.
+2.29%
+$27,323.62 
DIS The Walt Disney Company
+2.14%
+$9,948.64 
XLV Health Care Select Sector SPDR Fund
+2.13%
+$19,856.04 
WMT Walmart Inc.
+2.12%
+$95,958.5 
PG Procter & Gamble Co
+2.01%
+$53,079.76 
SDY SPDR S&P Dividend ETF
+1.88%
+$41,899.13 
XLRE The Real Estate Select Sector SPDR Fund
+1.82%
+$10,763.28 
VHT Vanguard Health Care ETF
+1.62%
+$5,977.4 
TFC Truist Financial Corporation
+1.61%
+$11,503.05 
FDX FedEx Corporation
+1.57%
+$44,150.72 
CB Chubb Limited
+1.56%
+$3,355.88 
DVY iShares Select Dividend ETF
+1.55%
+$8,858.92 
HD The Home Depot, Inc.
+1.49%
+$25,455.88 
KMI Kinder Morgan, Inc.
+1.48%
+$8,680.08 
UNH UnitedHealth Group Incorporated
+1.47%
+$5,624.08 
AAPL Apple Inc.
+1.46%
+$191,066.85 
UBER Uber Technologies, Inc.
+1.45%
+$4,290.69 
LLY Eli Lilly and Company
+1.4%
+$77,762.39 
LNG Cheniere Energy Inc.
+1.38%
+$4,095.78 
DHR Danaher Corporation
+1.37%
+$5,258 
MET MetLife Inc.
+1.33%
+$8,309.88 
HON Honeywell International Inc.
+1.21%
+$3,246 
MSFT Microsoft Corp.
+1.15%
+$101,387.5 
DUK Duke Energy Corporation
+1.12%
+$13,092.41 
JNJ Johnson & Johnson
+1.12%
+$7,399.56 
CVX Chevron Corporation
+1.11%
+$16,335.74 
KKR KKR & Co. Inc.
+1.08%
+$4,131.1 
LIN Linde plc
+1.08%
+$4,899.58 
COF Capital One Financial Corporation
+1.06%
+$3,145.74 
COP ConocoPhillips
+1.03%
+$10,090.1 
XOM Exxon Mobil Corporation
+1.02%
+$37,464.42 
PFE Pfizer Inc.
+0.99%
+$1,814.71 
TMO Thermo Fisher Scientific Inc.
+0.98%
+$16,968.06 
GD General Dynamics Corporation
+0.95%
+$16,194.49 
XLE Energy Select Sector SPDR Fund
+0.92%
+$24,386.96 
MLM Martin Marietta Materials, Inc.
+0.9%
+$2,021.98 
BX Blackstone Inc.
+0.9%
+$2,460.12 
APD Air Products and Chemicals, Inc.
+0.85%
+$1,940.23 
DE Deere & Company
+0.83%
+$3,962.56 
D Dominion Energy, Inc.
+0.75%
+$3,044.32 
WMB The Williams Companies, Inc.
+0.74%
+$1,824.35 
PH Parker-Hannifin Corporation
+0.7%
+$3,515.09 
IVE ISHARES S&P 500 VALUE ETF
+0.69%
+$29,272 
IWD iShares Russell 1000 Value ETF
+0.64%
+$1,733.99 
EOG EOG Resources, Inc.
+0.56%
+$1,508.43 
AXP American Express Company
+0.56%
+$3,062.59 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$3,319.54 
CARR Carrier Global Corporation
+0.49%
+$1,619.72 
IJR iShares Core S&P Small-Cap ETF
+0.49%
+$14,266.03 
SHEL Shell plc
+0.47%
+$3,708 
IXC iShares Global Energy ETF
+0.43%
+$1,150.42 
PNC The PNC Financial Services Group, Inc.
+0.39%
+$5,020.54 
AMT American Tower Corporation
+0.38%
+$1,063.62 
VTV Vanguard Value ETF
+0.38%
+$2,878.78 
CGCV Capital Group Conservative Equity ETF
+0.36%
+$7,043.76 
AEP American Electric Power Company, Inc.
+0.33%
+$1,182.93 
AZN AstraZeneca PLC American Depositary Shares
+0.26%
+$1,100 
NEE NextEra Energy, Inc.
+0.26%
+$4,765.83 
CVS CVS Health Corporation
+0.24%
+$1,151.54 
WFC Wells Fargo & Company
+0.22%
+$1,662.18 
PGR Progressive Corporation
+0.2%
+$564.48 
IFRA iShares U.S. Infrastructure
+0.18%
+$1,225.18 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.09%
+$1,192.07 
QUAL iShares MSCI USA Quality Factor ETF
+0.07%
+$865.65 
VB Vanguard Small-Cap ETF
+0.05%
+$818.66 
CGSD Capital Group Short Duration Income ETF
+0.02%
+$190.4 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$518.59 
XLF Financial Select Sector SPDR Fund
+0.01%
+$69.94 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.01%
+$870.18 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$56.57 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
STX Seagate Technology Holdings plc
-10.52%
-$46,162.99 
WDC Western Digital Corporation
-10.04%
-$122,315.7 
ORCL Oracle Corporation
-6.49%
-$84,366 
MU Micron Technology, Inc.
-6.23%
-$199,520.82 
AMD Advanced Micro Devices, Inc.
-6.07%
-$208,877.13 
AVGO Broadcom Inc.
-5.52%
-$497,520.54 
LRCX Lam Research Corporation
-5.44%
-$41,888.44 
GS The Goldman Sachs Group, Inc.
-5.32%
-$125,685.66 
SOXX iShares Semiconductor ETF
-5.18%
-$81,218.21 
GOOGL Alphabet Inc
-4.78%
-$204,798.44 
MS Morgan Stanley
-4.77%
-$23,325.58 
QCOM QUALCOMM Incorporated
-4.76%
-$82,732.95 
HPE Hewlett Packard Enterprise Company
-4.73%
-$80,559.36 
GOOG Alphabet Inc
-4.7%
-$286,290.04 
ELV Elevance Health, Inc.
-4.7%
-$19,099.86 
CI The Cigna Group
-4.65%
-$11,847.04 
CAT Caterpillar Inc.
-4.45%
-$80,038.56 
GE General Electric Company
-4.44%
-$27,792 
SMH VanEck Semiconductor ETF
-4.33%
-$87,968.65 
FCX Freeport-McMoRan Inc.
-4.3%
-$9,796.5 
SLV iShares Silver Trust
-3.93%
-$7,175 
ETN Eaton Corporation plc
-3.88%
-$50,223.37 
TXN Texas Instruments Inc
-3.85%
-$23,661.18 
GUT The Gabelli Utility Trust
-3.46%
-$12,000 
AMAT Applied Materials, Inc.
-3.46%
-$20,290.39 
HWM Howmet Aerospace Inc.
-3.25%
-$13,209.59 
NVDA NVIDIA Corporation
-2.98%
-$404,396.9 
ANET Arista Networks, Inc.
-2.94%
-$9,195.05 
META Meta Platforms Inc Class A
-2.91%
-$63,087.16 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.91%
-$12,994.07 
KLAC KLA Corporation
-2.9%
-$68,315 
IXN iShares Global Tech ETF
-2.85%
-$31,889.2 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-2.83%
-$25,166.71 
APH Amphenol Corporation
-2.7%
-$23,707.53 
XLK State Street Technology Select Sector SPDR ETF
-2.69%
-$33,203.52 
C Citigroup Inc.
-2.51%
-$16,200.34 
EEM iShares MSCI Emerging Markets ETF
-2.41%
-$42,529.97 
VGT Vanguard Information Technology ETF
-2.35%
-$55,589.12 
GEV GE Vernova Inc.
-2.29%
-$10,093.49 
IEMG iShares Core MSCI Emerging Markets ETF
-2.25%
-$22,095.76 
CRWD CrowdStrike Holdings, Inc.
-2.19%
-$41,403.2 
CGNG Capital Group New Geography Equity ETF
-2.1%
-$33,972.67 
GLD SPDR Gold Shares
-2.07%
-$14,271.21 
CSCO Cisco Systems, Inc.
-2.03%
-$39,414.01 
CGXU Capital Group International Focus Equity ETF
-1.93%
-$27,721.32 
TTE TotalEnergies SE
-1.87%
-$3,502.5 
AMZN Amazon.com Inc
-1.85%
-$180,023.42 
SPOT Spotify Technology S.A.
-1.83%
-$3,873.68 
CGGR Capital Group Growth ETF
-1.7%
-$26,415.47 
ASML ASML Holding N.V. New York Registry Shares
-1.6%
-$6,248.98 
BA Boeing Company
-1.54%
-$3,669.93 
DLR Digital Realty Trust, Inc.
-1.48%
-$10,959 
JPM JPMorgan Chase & Co.
-1.42%
-$85,161.84 
EQIX Equinix, Inc.
-1.31%
-$4,601 
EFG iShares MSCI EAFE Growth ETF
-1.29%
-$5,800.18 
TSLA Tesla, Inc.
-1.24%
-$20,878.9 
RTX RTX Corporation
-1.21%
-$15,242.55 
TD The Toronto-Dominion Bank
-1.2%
-$5,637 
NOC Northrop Grumman Corporation
-0.99%
-$3,887.31 
BP BP p.l.c. Sponsored ADR
-0.96%
-$1,817.39 
TT Trane Technologies plc
-0.94%
-$11,894.8 
EFA iShares MSCI EAFE ETF
-0.94%
-$3,597.22 
IEFA iShares Core MSCI EAFE ETF
-0.92%
-$3,520.93 
XLC Communication Services Select Sector SPDR Fund
-0.9%
-$8,177.45 
RY Royal Bank of Canada
-0.87%
-$3,007.99 
LHX L3Harris Technologies, Inc.
-0.86%
-$1,457.3 
SPY SPDR S&P 500 ETF Trust
-0.84%
-$51,443.91 
VOO Vanguard S&P 500 ETF
-0.84%
-$3,492 
IVV iShares Core S&P 500 ETF
-0.83%
-$170,682.12 
CGUS Capital Group Core Equity ETF
-0.82%
-$20,555.34 
PANW Palo Alto Networks, Inc.
-0.77%
-$12,784 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.71%
-$6,696.45 
CGBL Capital Group Core Balanced ETF
-0.68%
-$5,206.59 
SKYY First Trust Cloud Computing ETF
-0.61%
-$2,153.02 
EFV iShares MSCI EAFE Value ETF
-0.59%
-$2,818.12 
IBB iShares Biotechnology ETF
-0.53%
-$3,602.67 
VTWO Vanguard Russell 2000 ETF
-0.48%
-$3,431.97 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.47%
-$4,923.75 
CGDV Capital Group Dividend Value ETF
-0.44%
-$9,361.1 
VIS Vanguard Industrials ETF
-0.43%
-$2,028.51 
IWM iShares Russell 2000 ETF
-0.41%
-$14,419.08 
NOW ServiceNow, Inc.
-0.37%
-$2,474.94 
F Ford Motor Company
-0.35%
-$2,005.9 
FFSM Fidelity Small-Mid Cap Opportunities ETF
-0.3%
-$2,165.02 
BAC Bank of America Corporation
-0.23%
-$880.44 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.23%
-$780.02 
PGX Invesco Preferred ETF
-0.23%
-$2,063.75 
XLI Industrial Select Sector SPDR Fund
-0.22%
-$531.57 
NFLX Netflix, Inc.
-0.21%
-$1,258.33 
SCHW Charles Schwab Corporation
-0.21%
-$665.28 
RECS Columbia Research Enhanced Core ETF
-0.15%
-$2,675.4 
MUB iShares National Muni Bond ETF
-0.14%
-$11,310.04 
FTOH Franklin Ohio Municipal Income ETF
-0.12%
-$113.1 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.1%
-$5,208.72 
LMT Lockheed Martin Corporation
-0.1%
-$1,433.1 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.09%
-$256.7 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.08%
-$972.6 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.07%
-$672.38 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$584.79 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.06%
-$879.27 
CGCB Capital Group Core Bond ETF
-0.04%
-$455.82 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$1,220.1 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$141.67 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.02%
-$175.02 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$336.42 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$455.81 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$730.52 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$13.45 Events
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Dividends
Dividend Analysis
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| Trades 1248 | Longs Won 893/1248 71% | Profit Factor 13.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $285,422.78 |
| Average Win $93,601.02 | Best Trade (Mar 31) $4.23M | Sharpe Ratio -9.88 |
| Average Loss -$17,835.62 | Worst Trade (Jul 10) -$654,126.2 | Z-Score 15.27 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 4d | Expectancy $61,902.3 |
| 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 | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
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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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