13F Filings History of High Pines Wealth Management, LLC

Latest 13F report
Q4 2023 - 12 Jan 2024
Value $
$65,593,929
Signature - Title
James Gibbons - Chief Compliance Officer
Location
Duxbury, MA
Summary
This page shows a list of all the recent 13F filings made by High Pines Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. High Pines Wealth Management, LLC reported 30 stock holdings with total value $65,593,929 as of Q4 2023. Top holdings included VONG, VEA, VOO, VTV, and VO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2023 30 $65,593,929 +$969,017 -$2,317,116 -$1,348,099 VONG, VEA, VOO, VTV, VO 13F-HR 12 Jan 2024, 17:08
Q3 2023 32 $60,786,032 +$3,669,906 -$6,181,890 -$2,511,984 VONG, VEA, VOO, VTV, VO 13F-HR 09 Nov 2023, 08:57
Q2 2023 31 $65,629,668 +$2,915,850 -$1,183,137 +$1,732,713 VONG, VEA, VOO, VTV, BND 13F-HR 08 Aug 2023, 17:19
Q1 2023 31 $60,228,533 +$544,871 -$710,940 -$166,069 VONG, VEA, VOO, VTV, BND 13F-HR 11 May 2023, 17:50
Q4 2022 32 $57,026,402 +$1,082,779 -$504,298 +$578,481 VEA, VONG, VTV, VOO, BND 13F-HR 13 Feb 2023, 18:00
Q3 2022 32 $52,369,000 +$2,120,599 -$536,184 +$1,584,415 VONG, VEA, VTV, VOO, BND 13F-HR 14 Nov 2022, 09:58
Q2 2022 28 $54,186,000 +$2,294,463 -$61,395,762 -$59,101,299 VONG, VEA, VTV, VOO, BND 13F-HR 15 Aug 2022, 09:59
Q1 2022 37 $135,971,000 +$6,029,095 -$3,957,355 +$2,071,740 VOO, VEA, VONG, VTV, MSFT 13F-HR 11 May 2022, 15:47
Q4 2021 36 $143,492,000 +$5,991,184 -$18,094,655 -$12,103,471 VOO, VEA, VONG, VTV, MSFT 13F-HR 14 Feb 2022, 20:37
Q3 2021 41 $145,651,000 +$18,315,262 -$1,359,877 +$16,955,385 VOO, VEA, VONG, VTV, META 13F-HR 13 Oct 2021, 09:40
Q2 2021 40 $132,557,000 +$23,926,713 -$9,933,326 +$13,993,387 VOO, VEA, VONG, VTV, META 13F-HR 13 Aug 2021, 16:12
Q1 2021 39 $113,187,000 +$6,209,745 -$4,851,969 +$1,357,776 VOO, VEA, VONG, VTV, MSFT 13F-HR 09 Apr 2021, 14:46
Q4 2020 40 $108,133,000 $0 $0 $0 VOO, AAPL, VEA, VONG, VTV 13F-HR 09 Apr 2021, 14:41