High Pines Wealth Management, LLC Top Holdings and 13F Report (2024) About High Pines Wealth Management, LLCInvestment ActivityHigh Pines Wealth Management, LLC has $65.59 million in total holdings as of December 31, 2023.High Pines Wealth Management, LLC owns shares of 30 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 1.48% of the portfolio was purchased this quarter.About 3.53% of the portfolio was sold this quarter.This quarter, High Pines Wealth Management, LLC has purchased 32 new stocks and bought additional shares in 18 stocks.High Pines Wealth Management, LLC sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Russell 1000 Growth ETF $10,520,326Vanguard FTSE Developed Markets ETF $9,346,309Vanguard S&P 500 ETF $8,726,287Vanguard Value ETF $8,239,346Vanguard Mid-Cap ETF $5,739,392 Largest Purchases this Quarter Vanguard Mid-Cap ETF 1,000 shares (about $232.64K)Amazon.com 767 shares (about $116.55K)Meta Platforms 251 shares (about $88.86K)Visa 331 shares (about $86.19K)Walt Disney 936 shares (about $84.51K) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 15,362 shares (about $784.23K)Vanguard Total Bond Market ETF 4,155 shares (about $305.60K)Vanguard Short-Term Corporate Bond ETF 2,238 shares (about $173.15K)iShares Core S&P Small-Cap ETF 1,440 shares (about $155.88K)Vanguard Russell 1000 Growth ETF 1,492 shares (about $116.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHigh Pines Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVONGVanguard Russell 1000 Growth ETF$10,520,326$116,406 ▼-1.1%134,84116.0%ETFVEAVanguard FTSE Developed Markets ETF$9,346,309$97,620 ▼-1.0%195,12114.2%ETFVOOVanguard S&P 500 ETF$8,726,287$3,494 ▼0.0%19,97813.3%ETFVTVVanguard Value ETF$8,239,346$2,392 ▼0.0%55,11312.6%ETFVOVanguard Mid-Cap ETF$5,739,392$232,637 ▲4.2%24,6718.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,885,676$173,154 ▼-4.3%50,2225.9%ETFBNDVanguard Total Bond Market ETF$3,402,202$305,600 ▼-8.2%46,2575.2%ETFVTEBVanguard Tax-Exempt Bond ETF$2,109,641$784,230 ▼-27.1%41,3253.2%ETFAAPLApple$1,637,663$11,167 ▲0.7%8,5062.5%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,415,925$155,882 ▼-9.9%13,0802.2%ETFTJXTJX Companies$909,844$31,519 ▲3.6%9,6991.4%Retail/WholesaleMSFTMicrosoft$845,757$2,632 ▼-0.3%2,2491.3%Computer and TechnologyNVDANVIDIA$806,524$26,736 ▲3.4%1,6291.2%Computer and TechnologyAMZNAmazon.com$797,435$116,546 ▲17.1%5,2481.2%Retail/WholesaleJPMJPMorgan Chase & Co.$721,306$65,326 ▲10.0%4,2401.1%FinanceMETAMeta Platforms$674,097$88,865 ▲15.2%1,9041.0%Computer and TechnologyGOOGAlphabet$650,950$53,553 ▲9.0%4,6191.0%Computer and TechnologyVVisa$574,394$86,185 ▲17.7%2,2060.9%Business ServicesADBEAdobe$503,242$1,193 ▼-0.2%8440.8%Computer and TechnologySBUXStarbucks$472,626$42,530 ▲9.9%4,9230.7%Retail/WholesaleUNHUnitedHealth Group$472,491$18,436 ▲4.1%8970.7%MedicalBRK.BBerkshire Hathaway$461,697$26,383 ▲6.1%1,2950.7%FinanceHDHome Depot$452,090$20,786 ▲4.8%1,3050.7%Retail/WholesaleDISWalt Disney$437,816$84,511 ▲23.9%4,8490.7%Consumer DiscretionaryISRGIntuitive Surgical$378,611$5,737 ▲1.5%1,1220.6%MedicalALLAllstate$340,467$17,639 ▼-4.9%2,4320.5%FinanceTSLATesla$315,720$36,267 ▲13.0%1,2710.5%Auto/Tires/TrucksCSGPCoStar Group$271,015$6,555 ▲2.5%3,1010.4%Computer and TechnologySYKStryker$261,854$15,280 ▲6.2%8740.4%MedicalAMGNAmgen$223,226$28,803 ▼-11.4%7750.3%MedicalCCFChase$0$411,462 ▼-100.0%00.0%Basic MaterialsVOEVanguard Mid-Cap Value ETF$0$216,608 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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