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
TOWN
Towne Bank (Va)

Financial Services
33
+ 0.15%
$26.78 - $34.85 $884 - $1.15K
22.1K $729K
META
Meta Platforms, Inc.

Communication Services
18
+ 1.06%
$453.41 - $572.44 $8.16K - $10.3K
1.72K $983K
RTX
Raytheon Technologies Corp

Industrials
47
+ 0.98%
$99.55 - $123.34 $4.68K - $5.8K
4.85K $586K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
400
+ 2.04%
$57.32 - $62.65 $22.9K - $25.1K
20K $1.25M
PG
Procter & Gamble CO

Consumer Defensive
288
+ 4.75%
$160.76 - $177.82 $46.3K - $51.2K
6.35K $1.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
360
+ 18.34%
$173.36 - $189.8 $62.4K - $68.3K
2.32K $440K
IWF
Ishares Russell 1000 Gr ETF

ETFs
186
+ 8.63%
$332.02 - $382.76 $61.8K - $71.2K
2.34K $879K
LOW
Lowes Companies Inc

Consumer Cyclical
164
+ 17.56%
$213.3 - $270.78 $35K - $44.4K
1.1K $297K
DUK
Duke Energy Corp

Utilities
86
+ 1.79%
$99.35 - $117.71 $8.54K - $10.1K
4.89K $563K
VIG
Vanguard Dividend Appreciation

ETFs
431
+ 18.33%
$182.15 - $182.15 $78.5K - $78.5K
2.78K $506K
VUG
Vanguard Growth ETF

ETFs
171
+ 22.95%
$341.08 - $391.94 $58.3K - $67K
916 $351K
MO
Altria Group, Inc.

Consumer Defensive
209
+ 1.88%
$45.95 - $54.71 $9.6K - $11.4K
11.3K $579K
WM
Waste Management Inc

Industrials
364
+ 30.28%
$196.96 - $223.45 $71.7K - $81.3K
1.57K $325K
CSCO
Cisco Systems, Inc.

Technology
461
+ 6.22%
$44.74 - $53.22 $20.6K - $24.5K
7.88K $419K
SO
Southern CO

Utilities
273
+ 9.1%
$77.0 - $90.52 $21K - $24.7K
3.27K $295K
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 1.79%
$801.83 - $917.05 $16.8K - $19.3K
1.19K $1.06M
NEE
Nextera Energy Inc

Utilities
95
+ 2.66%
$69.9 - $84.97 $6.64K - $8.07K
3.67K $310K
ORGN
Origin Materials, Inc.

Basic Materials
8K
+ 14.04%
$0.78 - $1.88 $6.24K - $15K
65K $100K
LHX
L3 Harris Technologies, Inc.

Industrials
2
+ 0.06%
$221.96 - $243.27 $444 - $487
3.33K $791K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
54
+ 0.51%
$74.26 - $78.84 $4.01K - $4.26K
10.7K $842K
RPV
Invesco Exchange Traded Fd Tr

ETFs
105
+ 1.82%
$82.04 - $89.49 $8.61K - $9.4K
5.89K $523K
IEFA
Ishares Tr

ETFs
206
+ 5.35%
$70.09 - $78.74 $14.4K - $16.2K
4.06K $316K
KO
Coca Cola CO

Consumer Defensive
2
+ 0.05%
$62.69 - $73.01 $125 - $146
4.4K $315K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.03%
$117.9 - $128.2 $118 - $128
3.38K $432K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6
+ 0.08%
$58.03 - $65.37 $348 - $392
7.31K $472K
TXN
Texas Instruments Inc

Technology
157
+ 7.93%
$194.6 - $194.6 $30.6K - $30.6K
2.14K $416K
LLY
Eli Lilly & CO

Healthcare
43
+ 9.56%
$772.14 - $960.02 $33.2K - $41.3K
493 $436K
VGT
Vanguard Information Technolog

ETFs
14
+ 0.72%
$514.43 - $606.85 $7.2K - $8.5K
1.97K $1.15M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
6
+ 0.23%
$111.9 - $124.28 $671 - $746
2.65K $327K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3
+ 0.1%
$112.99 - $126.45 $339 - $379
2.86K $360K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.06%
$236.92 - $263.4 $237 - $263
1.79K $470K
TFLO
Ishares Treasury Floating Rate

ETFs
500
+ 6.54%
$50.42 - $50.66 $25.2K - $25.3K
8.15K $412K
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.13%
$181.06 - $197.17 $362 - $394
1.48K $292K
VGSH
Vanguard

ETFs
88
+ 1.99%
$57.74 - $59.13 $5.08K - $5.2K
4.52K $266K
BOTZ
Global X Fds

ETFs
3
+ 0.04%
$27.68 - $32.27 $83 - $96.8
6.99K $224K
PANW
Palo Alto Networks Inc

Technology
20
+ 2.65%
$294.18 - $368.01 $5.88K - $7.36K
774 $264K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
30
+ 0.41%
$40.48 - $45.39 $1.21K - $1.36K
7.34K $323K
EMR
Emerson Electric CO

Industrials
51
+ 2.35%
$98.19 - $118.87 $5.01K - $6.06K
2.22K $242K
XLE
Energy Sector Spdr

ETFs
146
+ 4.83%
$84.35 - $93.39 $12.3K - $13.6K
3.17K $278K
BAC
Bank Of America Corp

Financial Services
49
+ 0.29%
$36.65 - $44.13 $1.8K - $2.16K
16.9K $670K
Nuvasive Inc
13K
New
N/A
13K $0
Shopify Inc
13K
New
N/A
13K $0
Dimensional ETF Trust
967
+ 12.78%
N/A
8.53K $0
Dimensional ETF Trust
3.66K
New
N/A
3.66K $0
CRH.L
Crh PLC

Basic Materials
2.2K
New
N/A
2.2K $0
Okta Inc
13K
New
N/A
13K $0
F
Ford Motor CO

Consumer Cyclical
991
+ 9.02%
$9.71 - $14.55 $9.62K - $14.4K
12K $126K
CVX
Chevron Corp

Energy
22
+ 0.39%
$137.88 - $161.97 $3.03K - $3.56K
5.73K $844K
GOOGL
Alphabet Inc.

Communication Services
146
+ 2.93%
$148.65 - $191.18 $21.7K - $27.9K
5.13K $851K
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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