Pb Mares Wealth Management LLC Incresed Positions in Q4 2024

Pb Mares Wealth Management LLC

  • $483 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
60.8K
+ 8.85%
$61.52 - $66.5 $3.74M - $4.04M
748K $47.7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
132K
+ 27.39%
$41.17 - $43.34 $5.43M - $5.72M
613K $25.4M
DFAU
Dimensional ETF Tr

ETFs
33.7K
+ 3.95%
$39.27 - $42.38 $1.32M - $1.43M
888K $36M
AAPL
Apple Inc.

Technology
497
+ 1.18%
$221.69 - $259.02 $110K - $129K
42.8K $10.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
28.4K
+ 5.84%
$33.62 - $35.69 $955K - $1.01M
515K $17.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13.2K
+ 1.25%
$33.92 - $36.6 $447K - $483K
1.07M $37.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.17K
+ 39.78%
$481.22 - $538.17 $563K - $629K
4.11K $2.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
30K
+ 55.63%
$25.61 - $28.0 $768K - $840K
83.9K $2.17M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.33K
+ 4.14%
$63.58 - $71.15 $530K - $593K
210K $13.6M
DFIS
Dimensional ETF Tr Dimensional

ETFs
27.7K
+ 51.18%
$24.25 - $26.7 $673K - $740K
81.9K $2.01M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.27K
+ 28.14%
$71.75 - $75.11 $593K - $621K
37.7K $2.71M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
14.8K
+ 3.68%
$47.65 - $48.6 $705K - $719K
417K $19.9M
TSLA
Tesla, Inc.

Consumer Cyclical
19
+ 0.74%
$213.65 - $479.86 $4.06K - $9.12K
2.6K $1.05M
NVDA
Nvidia Corp

Technology
1.25K
+ 7.75%
$117.0 - $148.88 $146K - $186K
17.3K $2.33M
DFAT
Dimensional ETF Tr U S Target

ETFs
6.13K
+ 1.48%
$54.54 - $61.04 $334K - $374K
421K $23.5M
WMT
Walmart Inc.

Consumer Defensive
170
+ 0.56%
$79.1 - $95.7 $13.4K - $16.3K
30.7K $2.78M
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.49K
+ 4.04%
$30.18 - $33.87 $226K - $254K
193K $5.94M
AVUV
American Centy ETF Tr Avantis

ETFs
2.24K
+ 51.72%
$94.37 - $106.41 $211K - $238K
6.57K $633K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.01%
$205.18 - $250.29 $205 - $250
7.26K $1.74M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.91K
+ 18.78%
$46.75 - $47.8 $229K - $234K
31K $1.45M
GOOG
Alphabet Inc.

Communication Services
17
+ 0.24%
$163.08 - $198.16 $2.77K - $3.37K
7.02K $1.34M
GOOGL
Alphabet Inc.

Communication Services
112
+ 2.18%
$161.86 - $196.66 $18.1K - $22K
5.25K $992K
ENVX
Enovix Corp

Industrials
2K
+ 2.56%
$8.03 - $12.81 $16.1K - $25.6K
80K $869K
V
Visa Inc.

Financial Services
1
+ 0.03%
$273.87 - $320.91 $274 - $321
3.19K $1.01M
BOTZ
Global X Fds

ETFs
3.45K
+ 49.36%
$31.11 - $34.18 $107K - $118K
10.4K $333K
IVV
Ishares Core S&P 500 ETF

ETFs
116
+ 3.66%
$570.51 - $610.59 $66.2K - $70.8K
3.29K $1.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
76
+ 1.56%
$567.81 - $607.81 $43.2K - $46.2K
4.96K $2.91M
TOWN
Towne Bank (Va)

Financial Services
2.12K
+ 9.62%
$31.98 - $37.62 $67.9K - $79.9K
24.2K $824K
VUG
Vanguard Growth ETF

ETFs
101
+ 11.03%
$378.79 - $428.11 $38.3K - $43.2K
1.02K $417K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
46
+ 1.48%
$521.84 - $558.82 $24K - $25.7K
3.16K $1.7M
HON
Honeywell International Inc

Industrials
11
+ 0.39%
$202.84 - $236.0 $2.23K - $2.6K
2.83K $638K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
167
+ 4.49%
$442.29 - $483.08 $73.9K - $80.7K
3.88K $1.76M
CSCO
Cisco Systems, Inc.

Technology
5
+ 0.06%
$52.45 - $60.02 $262 - $300
7.88K $466K
SHV
Ishares Tr

ETFs
430
+ 21.62%
$109.92 - $110.57 $47.3K - $47.5K
2.42K $266K
MSFT
Microsoft Corp

Technology
377
+ 2.9%
$406.35 - $454.46 $153K - $171K
13.4K $5.64M
DFAE
Dimensional ETF Tr

ETFs
32.5K
+ 8.5%
$25.36 - $28.15 $823K - $914K
414K $10.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
125
+ 1.67%
$124.26 - $134.12 $15.5K - $16.8K
7.63K $981K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.17%
$873.59 - $994.69 $1.75K - $1.99K
1.2K $1.09M
VTV
Vanguard Value ETF

ETFs
437
+ 5.31%
$168.32 - $181.87 $73.6K - $79.5K
8.67K $1.47M
PANW
Palo Alto Networks Inc

Technology
851
+ 109.95%
$181.96 - $405.9 $155K - $345K
1.63K $295K
TFC
Truist Financial Corp

Financial Services
224
+ 0.77%
$41.51 - $48.1 $9.3K - $10.8K
29.3K $1.27M
LLY
Eli Lilly & CO

Healthcare
107
+ 21.7%
$727.2 - $932.06 $77.8K - $99.7K
600 $463K
ENB
Enbridge Inc

Energy
356
+ 7.2%
$40.4 - $43.92 $14.4K - $15.6K
5.3K $225K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
133
+ 3.94%
$126.68 - $134.74 $16.8K - $17.9K
3.51K $447K
VIG
Vanguard Dividend Appreciation

ETFs
71
+ 2.55%
N/A
2.85K $519K
IEFA
Ishares Tr

ETFs
594
+ 14.64%
$70.06 - $77.43 $41.6K - $46K
4.65K $326K
DISV
Dimensional ETF Tr Dimensional

ETFs
15.7K
+ 9.58%
$26.18 - $28.77 $411K - $452K
180K $4.78M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
149
+ 0.74%
$61.68 - $67.87 $9.19K - $10.1K
20.2K $1.26M
OPK
Opko Health, Inc.

Healthcare
6.12K
+ 29.25%
$1.4 - $1.64 $8.56K - $10K
27K $39K
Activity Summary
Buys All Purchases 108 New Holdings 7 Increased Positions 101 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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