Pb Mares Wealth Management LLC Incresed Positions in Q2 2025

Pb Mares Wealth Management LLC

  • $539 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
95.3K
+ 11.66%
$53.65 - $67.02 $5.11M - $6.38M
912K $61.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
107K
+ 10.68%
$29.12 - $35.84 $3.1M - $3.82M
1.1M $39.6M
DFSD
Dimensional ETF Tr Short Durat

ETFs
94.6K
+ 258.84%
$47.09 - $48.01 $4.46M - $4.54M
131K $6.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
25.2K
+ 4.49%
$29.36 - $35.56 $739K - $895K
586K $20.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
21.3K
+ 4.94%
$44.8 - $53.97 $954K - $1.15M
452K $24.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
44.3K
+ 5.1%
$41.1 - $42.37 $1.82M - $1.88M
913K $38.6M
DFSV
Dimensional ETF Tr Dimensional

ETFs
52K
+ 25.55%
$24.21 - $29.47 $1.26M - $1.53M
255K $7.51M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
40.1K
+ 21.63%
$23.4 - $29.68 $939K - $1.19M
226K $6.7M
DFIV
Dimensional ETF Tr

ETFs
3.28K
+ 0.75%
$34.67 - $43.21 $114K - $142K
440K $18.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
17.8K
+ 9.01%
$25.93 - $32.91 $462K - $586K
215K $7.09M
DFIS
Dimensional ETF Tr Dimensional

ETFs
17.4K
+ 16.84%
$23.2 - $29.84 $403K - $519K
121K $3.6M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
20.2K
+ 4.13%
$46.77 - $47.89 $945K - $968K
509K $24.2M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.34K
+ 1.21%
$36.25 - $42.28 $157K - $184K
364K $15.4M
PM
Philip Morris International Inc.

Consumer Defensive
93
+ 0.64%
$149.23 - $184.95 $13.9K - $17.2K
14.6K $2.67M
JPM
Jpmorgan Chase & CO

Financial Services
360
+ 6.55%
$210.28 - $289.91 $75.7K - $104K
5.86K $1.7M
VTI
Vanguard Total Stock Market Et

ETFs
41
+ 0.36%
$243.75 - $303.93 $9.99K - $12.5K
11.3K $3.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.02%
$496.48 - $617.85 $496 - $618
4.96K $3.06M
DFIC
Dimensional ETF Tr Dimensional

ETFs
10
+ 0.01%
$24.94 - $31.15 $249 - $312
81.7K $2.54M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.11K
+ 7.38%
$72.02 - $73.82 $224K - $230K
45.3K $3.34M
TSLA
Tesla, Inc.

Consumer Cyclical
20
+ 0.78%
$221.86 - $362.89 $4.44K - $7.26K
2.59K $824K
GOOG
Alphabet Inc.

Communication Services
84
+ 1.47%
$146.58 - $180.01 $12.3K - $15.1K
5.78K $1.03M
GOOGL
Alphabet Inc.

Communication Services
69
+ 1.32%
$144.7 - $178.6 $9.98K - $12.3K
5.29K $931K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
380
+ 3.86%
$90.56 - $109.49 $34.4K - $41.6K
10.2K $1.12M
BA
Boeing CO

Industrials
70
+ 4.23%
$136.59 - $217.51 $9.56K - $15.2K
1.72K $361K
RTX
Raytheon Technologies Corp

Industrials
120
+ 2.71%
$113.75 - $148.48 $13.7K - $17.8K
4.54K $663K
GLD
Spdr Gold Trust

ETFs
154
+ 10.85%
$273.71 - $316.29 $42.2K - $48.7K
1.57K $479K
T
At&T Inc.

Communication Services
1.7K
+ 6.41%
$26.33 - $28.94 $44.7K - $49.1K
28.1K $814K
CSCO
Cisco Systems, Inc.

Technology
287
+ 4.76%
$53.19 - $69.38 $15.3K - $19.9K
6.31K $437K
TFC
Truist Financial Corp

Financial Services
28
+ 0.09%
$34.79 - $42.99 $974 - $1.2K
30.9K $1.33M
IJS
Ishares S&P Smallcap 600 Value

ETFs
150
+ 1.5%
$83.54 - $100.04 $12.5K - $15K
10.1K $1.01M
V
Visa Inc.

Financial Services
56
+ 1.88%
$308.27 - $373.31 $17.3K - $20.9K
3.04K $1.08M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
69
+ 1.11%
$49.55 - $60.46 $3.42K - $4.17K
6.28K $374K
LLY
Eli Lilly & CO

Healthcare
73
+ 11.89%
$713.71 - $898.95 $52.1K - $65.6K
687 $535K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
221
+ 4.01%
$37.51 - $45.52 $8.29K - $10.1K
5.73K $259K
NEE
Nextera Energy Inc

Utilities
449
+ 12.53%
$64.11 - $75.0 $28.8K - $33.7K
4.03K $279K
MMM
3 M CO

Industrials
100
+ 5.35%
$126.09 - $154.15 $12.6K - $15.4K
1.97K $299K
VIG
Vanguard Dividend Appreciation

ETFs
127
+ 5.19%
N/A
2.58K $469K
CB
Chubb LTD

Financial Services
95
+ 12.87%
$274.32 - $302.46 $26.1K - $28.7K
833 $241K
BB
Blackberry LTD

Technology
2K
+ 16.67%
$2.87 - $4.87 $5.74K - $9.74K
14K $64K
HD
Home Depot, Inc.

Consumer Cyclical
44
+ 1.2%
$335.24 - $380.78 $14.8K - $16.8K
3.72K $1.36M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
+ 0.06%
$114.78 - $133.31 $230 - $267
3.3K $440K
RPV
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.34%
$81.66 - $93.76 $1.63K - $1.88K
5.85K $548K
ENB
Enbridge Inc

Energy
3
+ 0.06%
$41.09 - $47.16 $123 - $141
5.18K $234K
ELV
Elevance Health, Inc.

Healthcare
96
+ 12.6%
$372.27 - $452.69 $35.7K - $43.5K
858 $333K
TOWN
Towne Bank (Va)

Financial Services
33
+ 0.14%
$30.4 - $35.29 $1K - $1.16K
24.3K $829K
Dimensional ETF Trust
3.04K
+ 34.76%
N/A
11.8K $0
TXN
Texas Instruments Inc

Technology
1
+ 0.05%
N/A
2.12K $412K
DVY
Ishares Tr

ETFs
34
+ 1.22%
$118.37 - $134.86 $4.02K - $4.59K
2.83K $375K
Dimensional ETF Trust
893
+ 14.77%
N/A
6.94K $0
Activity Summary
Buys All Purchases 70 New Holdings 8 Increased Positions 62 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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