Pines Wealth Management LLC

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Assets, Funds, Holdings

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Pines Wealth Management LLC
CRD #130487
SEC #801-69252
CIK #0002037426
AUM
Employees
Phone314-576-6767
Address11475 Olde Cabin Road
Stlouis, MO 63141-7129
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
604836241202007201220182024
CIK Period
0002037426
Sector Form 13F Holdings Value ($M)
Microsoft Corp 11.2
Nvidia Corp 10.5
Apple Inc 8.9
Amazon Com Inc 8.7
ETFS Precious Metals Basket Trust 6.8
Broadcom Inc 6.5
J P Morgan Chase & Co 6.1
Wal Mart Stores Inc 5.3
Lilly Eli & Co 3.4
Alphabet Inc 3.2
International Business Machines Corp 3.1
Exxon Mobil Corp 2.9
Procter & Gamble Co 2.7
Alphabet Inc 2.7
Facebook Inc 2.6
VISA Inc 2.5
Fedex Corp 2.2
Costco Wholesale Corp /NEW 2.0
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 100 30.6
By Discretionary
Discretionary 65 9.1
Non-Discretionary 35 21.5
Total 100 30.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 30.6
Total 100 30.6
EDGAR Form CIK 2011 - 2025
13F-HR [0002037426]
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