Pb Mares Wealth Management LLC Incresed Positions 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
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
63
+ 1.72%
$405.19 - $478.57 $25.5K - $30.1K
3.72K $1.71M
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
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
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
PEP
Pepsico Inc

Consumer Defensive
201
+ 2.61%
$161.9 - $179.3 $32.5K - $36K
7.91K $1.34M
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
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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