Pb Mares Wealth Management LLC Purchases in Q3 2024

Pb Mares Wealth Management LLC

  • $474 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
443K
+ 182.09%
$56.04 - $62.2 $24.8M - $27.6M
687K $42.7M
DFAI
Dimensional ETF Tr

ETFs
377K
+ 79.5%
$28.69 - $32.06 $10.8M - $12.1M
852K $27.1M
DFAU
Dimensional ETF Tr

ETFs
96.7K
+ 12.77%
$35.8 - $39.69 $3.46M - $3.84M
854K $33.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
68.1K
+ 51.09%
$59.25 - $65.33 $4.04M - $4.45M
201K $13.1M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
95.8K
+ 24.85%
$41.34 - $43.55 $3.96M - $4.17M
481K $20.8M
DUHP
Dimensional ETF Tr Dimensional

ETFs
113K
+ 30.1%
$30.74 - $34.07 $3.46M - $3.84M
487K $16.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
24.2K
+ 6.19%
$51.0 - $57.07 $1.23M - $1.38M
415K $23.1M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
46.1K
+ 12.95%
$47.7 - $48.54 $2.2M - $2.24M
402K $19.5M
DISV
Dimensional ETF Tr Dimensional

ETFs
51.1K
+ 45.22%
$26.06 - $29.18 $1.33M - $1.49M
164K $4.77M
DFSV
Dimensional ETF Tr Dimensional

ETFs
44.1K
+ 31.15%
$28.25 - $31.7 $1.25M - $1.4M
186K $5.72M
DFAR
Dimensional ETF Tr Dimensional

ETFs
30.8K
+ 16.48%
$21.91 - $26.03 $676K - $803K
218K $5.59M
DIHP
Dimensional ETF Tr Dimensional

ETFs
32.7K
+ 15.62%
$25.23 - $27.94 $825K - $913K
242K $6.7M
DFIV
Dimensional ETF Tr

ETFs
3.73K
+ 0.84%
$34.66 - $38.38 $129K - $143K
447K $17M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.77K
+ 0.46%
$38.51 - $41.69 $68.1K - $73.7K
384K $16M
AAPL
Apple Inc.

Technology
214
+ 0.51%
$207.23 - $234.82 $44.3K - $50.3K
42.3K $9.85M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.17K
+ 45.37%
$71.45 - $75.64 $655K - $694K
29.4K $2.21M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.8K
+ 8.8%
$25.21 - $28.46 $322K - $364K
158K $4.45M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
7.71K
+ 184.39%
$56.04 - $62.99 $432K - $486K
11.9K $726K
LMT
Lockheed Martin Corp

Industrials
10
+ 0.27%
$460.3 - $584.56 $4.6K - $5.85K
3.72K $2.18M
WMT
Walmart Inc.

Consumer Defensive
465
+ 1.54%
$66.91 - $81.4 $31.1K - $37.9K
30.6K $2.47M
NOC
Northrop Grumman Corp

Industrials
20
+ 0.45%
$423.73 - $533.14 $8.47K - $10.7K
4.42K $2.33M
AVUV
American Centy ETF Tr Avantis

ETFs
4.33K
New
$88.24 - $99.7 $382K - $431K
4.33K $415K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
8.39K
+ 5.57%
$25.73 - $28.81 $216K - $242K
159K $4.53M
VTI
Vanguard Total Stock Market Et

ETFs
727
+ 7.41%
$255.18 - $283.2 $186K - $206K
10.5K $2.99M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
23
+ 0.09%
$201.82 - $234.36 $4.64K - $5.39K
27.1K $6.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
472
+ 17.9%
$475.2 - $527.7 $224K - $249K
3.11K $1.64M
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.62K
+ 16.37%
$24.06 - $26.97 $183K - $206K
54.2K $1.45M
HD
Home Depot, Inc.

Consumer Cyclical
19
+ 0.41%
$333.64 - $405.2 $6.34K - $7.7K
4.62K $1.87M
MMM
3 M CO

Industrials
1.9K
New
$99.69 - $139.42 $189K - $264K
1.9K $259K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.69K
New
$127.29 - $141.5 $215K - $239K
1.69K $235K
GE
General Electric CO

Industrials
1.24K
New
$156.66 - $189.66 $195K - $236K
1.24K $234K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.3K
New
$162.64 - $179.3 $211K - $233K
1.3K $232K
XLU
Utilities Sector Spdr

ETFs
2.86K
New
$67.67 - $80.78 $194K - $231K
2.86K $231K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
63
+ 1.72%
$405.19 - $478.57 $25.5K - $30.1K
3.72K $1.71M
HCA
Hca Healthcare, Inc.

Healthcare
546
New
$315.12 - $406.43 $172K - $222K
546 $221K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.3K
New
$149.02 - $167.67 $193K - $217K
1.3K $217K
CB
Chubb LTD

Financial Services
738
New
$252.51 - $292.2 $186K - $216K
738 $212K
ED
Consolidated Edison Inc

Utilities
2K
New
$88.42 - $104.97 $177K - $210K
2K $208K
SBUX
Starbucks Corp

Consumer Cyclical
2.13K
New
$72.51 - $98.6 $155K - $210K
2.13K $207K
NSC
Norfolk Southern Corp

Industrials
832
New
$213.75 - $259.69 $178K - $216K
832 $206K
ETN
Eaton Corp PLC

Industrials
614
New
$272.52 - $333.02 $167K - $204K
614 $203K
ENB
Enbridge Inc

Energy
4.95K
New
$35.27 - $41.18 $174K - $204K
4.95K $200K
TFC
Truist Financial Corp

Financial Services
2.01K
+ 7.45%
$38.22 - $44.94 $76.9K - $90.5K
29K $1.24M
CAT
Caterpillar Inc

Industrials
200
+ 11.35%
$316.8 - $391.12 $63.4K - $78.2K
1.96K $767K
VTV
Vanguard Value ETF

ETFs
377
+ 4.8%
$159.75 - $174.57 $60.2K - $65.8K
8.23K $1.44M
EOSE
Eos Energy Enterprises, Inc.

Industrials
56K
New
$1.41 - $2.97 $79K - $166K
56K $166K
JPM
Jpmorgan Chase & CO

Financial Services
502
+ 7.43%
$194.9 - $224.8 $97.8K - $113K
7.26K $1.53M
JNJ
Johnson & Johnson

Healthcare
94
+ 1.08%
$145.48 - $167.38 $13.7K - $15.7K
8.77K $1.42M
ABBV
Abb Vie Inc.

Healthcare
501
+ 26.66%
$163.84 - $199.33 $82.1K - $99.9K
2.38K $470K
Activity Summary
Buys All Purchases 102 New Holdings 20 Increased Positions 82 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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