High Pines Wealth Management, LLC current holdings: USA Stocks
High Pines Wealth Management, LLC reported $0.01 billion in share positions in stocks (listed in the US), 21 positions, in its Form 13F for the quarter ended 2023-12-31; the largest are AAPL, TJX, MSFT.
- AAPL: Country of operation United States; Class COM; Shares 8,506; Value $1,637,663.
- TJX: Country of operation United States; Class COM; Shares 9,699; Value $909,844.
- MSFT: Country of operation United States; Class COM; Shares 2,249; Value $845,757.
- NVDA: Country of operation United States; Class COM; Shares 1,629; Value $806,524.
Form 13F-HR as filed (SEC CIK 1855571): quarter ended 2023-12-31, filed 2024-01-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
AAPL
APPLE INC | United States | COM | 8,506 | $1,637,663 | 13.41% | 2023-12-31 | 2024-01-12 | |
|---|
TJX
TJX COS INC NEW | United States | COM | 9,699 | $909,844 | 7.45% | 2023-12-31 | 2024-01-12 | +42.63% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 2,249 | $845,757 | 6.93% | 2023-12-31 | 2024-01-12 | +35.35% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 1,629 | $806,524 | 6.61% | 2023-12-31 | 2024-01-12 | +358.82% |
|---|
AMZN
AMAZON COM INC | United States | COM | 5,248 | $797,435 | 6.53% | 2023-12-31 | 2024-01-12 | +62.35% |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 4,240 | $721,306 | 5.91% | 2023-12-31 | 2024-01-12 | +96.93% |
|---|
META
META PLATFORMS INC | United States | CL A | 1,904 | $674,097 | 5.52% | 2023-12-31 | 2024-01-12 | +108.72% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 4,619 | $650,950 | 5.33% | 2023-12-31 | 2024-01-12 | +139.35% |
|---|
V
VISA INC | United States | COM CL A | 2,206 | $574,394 | 4.70% | 2023-12-31 | 2024-01-12 | +40.53% |
|---|
ADBE
ADOBE INC | United States | COM | 844 | $503,242 | 4.12% | 2023-12-31 | 2024-01-12 | -60.92% |
|---|
SBUX
STARBUCKS CORP | United States | COM | 4,923 | $472,626 | 3.87% | 2023-12-31 | 2024-01-12 | -0.60% |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 897 | $472,491 | 3.87% | 2023-12-31 | 2024-01-12 | -28.78% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,295 | $461,697 | 3.78% | 2023-12-31 | 2024-01-12 | |
|---|
HD
HOME DEPOT INC | United States | COM | 1,305 | $452,090 | 3.70% | 2023-12-31 | 2024-01-12 | -16.88% |
|---|
DIS
DISNEY WALT CO | United States | COM | 4,849 | $437,816 | 3.59% | 2023-12-31 | 2024-01-12 | +16.75% |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 1,122 | $378,611 | 3.10% | 2023-12-31 | 2024-01-12 | +22.18% |
|---|
ALL
ALLSTATE CORP | United States | COM | 2,432 | $340,467 | 2.79% | 2023-12-31 | 2024-01-12 | +61.04% |
|---|
TSLA
TESLA INC | United States | COM | 1,271 | $315,720 | 2.59% | 2023-12-31 | 2024-01-12 | +42.00% |
|---|
CSGP
COSTAR GROUP INC | United States | COM | 3,101 | $271,015 | 2.22% | 2023-12-31 | 2024-01-12 | -69.16% |
|---|
SYK
STRYKER CORPORATION | United States | COM | 874 | $261,854 | 2.14% | 2023-12-31 | 2024-01-12 | -6.91% |
|---|
AMGN
AMGEN INC | United States | COM | 775 | $223,226 | 1.83% | 2023-12-31 | 2024-01-12 | +47.09% |
|---|
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