Pb Mares Wealth Management LLC Incresed Positions in Q1 2025

Pb Mares Wealth Management LLC

  • $492 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
255K
+ 41.61%
$40.79 - $42.32 $10.4M - $10.8M
869K $36.5M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
72K
+ 17.26%
$47.35 - $48.24 $3.41M - $3.47M
489K $23.3M
DFAI
Dimensional ETF Tr

ETFs
52K
+ 7.3%
$28.88 - $32.4 $1.5M - $1.69M
765K $23.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
69.2K
+ 9.26%
$59.61 - $66.71 $4.12M - $4.62M
817K $49.4M
PM
Philip Morris International Inc.

Consumer Defensive
7.3K
+ 100.62%
$117.15 - $158.79 $855K - $1.16M
14.5K $2.31M
DIHP
Dimensional ETF Tr Dimensional

ETFs
32.7K
+ 13.02%
$25.1 - $27.85 $820K - $910K
284K $7.64M
DUHP
Dimensional ETF Tr Dimensional

ETFs
46.3K
+ 9.0%
$32.57 - $35.82 $1.51M - $1.66M
561K $18.6M
DISV
Dimensional ETF Tr Dimensional

ETFs
17.9K
+ 9.98%
$26.09 - $30.21 $468K - $542K
198K $5.76M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
24.6K
+ 15.31%
$25.35 - $27.46 $624K - $676K
186K $4.91M
DFIS
Dimensional ETF Tr Dimensional

ETFs
21.3K
+ 26.05%
$23.92 - $26.89 $510K - $574K
103K $2.67M
MO
Altria Group, Inc.

Consumer Defensive
7.91K
+ 70.51%
$50.81 - $60.02 $402K - $475K
19.1K $1.15M
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.49K
+ 86.26%
$56.12 - $68.15 $308K - $374K
11.9K $804K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.54K
+ 12.04%
$71.17 - $73.66 $323K - $334K
42.2K $3.1M
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.54K
+ 17.84%
$46.74 - $47.55 $259K - $263K
36.6K $1.74M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
4.85K
+ 2.83%
$25.44 - $27.95 $123K - $136K
176K $4.76M
TFLO
Ishares Treasury Floating Rate

ETFs
4.73K
+ 73.29%
$50.48 - $50.68 $239K - $239K
11.2K $565K
VEA
Vanguard Ftse Developed Market

ETFs
2.32K
+ 7.87%
$47.4 - $52.99 $110K - $123K
31.8K $1.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
531
+ 16.83%
$507.05 - $563.67 $269K - $299K
3.69K $1.89M
GLD
Spdr Gold Trust

ETFs
416
+ 41.43%
$243.19 - $288.14 $101K - $120K
1.42K $409K
T
At&T Inc.

Communication Services
298
+ 1.14%
$21.56 - $28.28 $6.42K - $8.43K
26.4K $747K
VTV
Vanguard Value ETF

ETFs
590
+ 6.81%
$167.73 - $179.21 $99K - $106K
9.26K $1.6M
VV
Vanguard Large Cap ETF

ETFs
586
+ 32.79%
$253.32 - $282.66 $148K - $166K
2.37K $609K
DUK
Duke Energy Corp

Utilities
333
+ 6.82%
$105.87 - $121.97 $35.3K - $40.6K
5.22K $636K
CSX
Csx Corp

Industrials
5.63K
+ 23.28%
$29.11 - $33.67 $164K - $190K
29.8K $878K
GE
General Electric CO

Industrials
200
+ 16.09%
$168.59 - $212.13 $33.7K - $42.4K
1.44K $288K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.04%
$169.2 - $216.66 $169 - $217
2.38K $499K
AVUV
American Centy ETF Tr Avantis

ETFs
1.52K
+ 23.12%
$84.95 - $100.62 $129K - $153K
8.08K $704K
PAA
Plains All American Pipeline LP

Energy
1.08K
+ 6.39%
$17.32 - $20.96 $18.7K - $22.6K
18K $359K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
833
+ 4.14%
$42.5 - $46.71 $35.4K - $38.9K
21K $948K
VTI
Vanguard Total Stock Market Et

ETFs
731
+ 6.94%
$271.18 - $303.12 $198K - $222K
11.3K $3.1M
LLY
Eli Lilly & CO

Healthcare
14
+ 2.33%
$725.72 - $929.72 $10.2K - $13K
614 $507K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
230
+ 2.24%
$59.28 - $66.1 $13.6K - $15.2K
10.5K $668K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
18
+ 0.29%
$49.06 - $56.82 $883 - $1.02K
6.21K $342K
SO
Southern CO

Utilities
5
+ 0.15%
$80.96 - $92.96 $405 - $465
3.28K $301K
AVIV
American Centy ETF Tr Avantis
4
+ 0.07%
$51.51 - $58.54 $206 - $234
5.9K $334K
TPR
Tapestry, Inc.

Consumer Cyclical
3
+ 0.06%
$65.63 - $89.21 $197 - $268
4.89K $344K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.71K
+ 8.46%
$57.21 - $65.8 $97.7K - $112K
21.9K $1.28M
VONG
Vanguard Russell 1000 Growth E

ETFs
794
+ 15.33%
$92.71 - $107.38 $73.6K - $85.3K
5.97K $554K
VUG
Vanguard Growth ETF

ETFs
143
+ 14.06%
$369.1 - $427.61 $52.8K - $61.1K
1.16K $430K
QUAL
Ishares Msci Usa Quality Facto

ETFs
114
+ 8.7%
$168.16 - $186.21 $19.2K - $21.2K
1.43K $243K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
30
+ 0.54%
$48.43 - $49.9 $1.45K - $1.5K
5.64K $281K
SHV
Ishares Tr

ETFs
56
+ 2.32%
$110.11 - $110.51 $6.17K - $6.19K
2.48K $273K
TOWN
Towne Bank (Va)

Financial Services
30
+ 0.12%
$32.13 - $37.51 $964 - $1.13K
24.2K $828K
VGSH
Vanguard

ETFs
30
+ 0.66%
$58.07 - $58.69 $1.74K - $1.76K
4.55K $266K
TFC
Truist Financial Corp

Financial Services
1.64K
+ 5.61%
$39.48 - $48.15 $64.8K - $79.1K
30.9K $1.27M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
93
+ 0.78%
$54.25 - $57.64 $5.05K - $5.36K
12.1K $664K
IEMG
Ishares Inc

ETFs
17
+ 0.19%
N/A
8.77K $470K
Dimensional ETF Trust
2K
+ 49.44%
N/A
6.05K $0
Dimensional ETF Trust
199
+ 2.33%
N/A
8.73K $0
Activity Summary
Buys All Purchases 72 New Holdings 8 Increased Positions 64 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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