Pine Harbor Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$201M
Signature - Title
David Quinn - CEO/CCO
Location
Silver Spring, MD
Summary
This page shows a list of all the recent 13F filings made by Pine Harbor Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pine Harbor Wealth Management, LLC reported 101 stock holdings with total value $201M as of Q3 2024. Top holdings included DFUS, DFIC, VTI, QQQ, and SPGP.
Holdings Value