Pb Mares Wealth Management LLC Reduced Holdings in Q3 2024

Pb Mares Wealth Management LLC

  • $474 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
-312K
- 85.26%
$25.36 - $28.37 $7.91M - $8.85M
53.9K $1.52M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-307K
- 22.51%
$31.05 - $34.29 $9.54M - $10.5M
1.06M $36.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.73K
- 35.35%
$161.02 - $200.0 $1.08M - $1.35M
12.3K $2.29M
ENVX
Enovix Corp

Industrials
-42K
- 35.0%
$7.61 - $18.31 $320K - $769K
78K $728K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.1K
- 27.16%
$434.77 - $502.96 $477K - $551K
2.94K $1.43M
MSFT
Microsoft Corp

Technology
-527
- 3.9%
$395.15 - $467.56 $208K - $246K
13K $5.59M
CSX
Csx Corp

Industrials
-12.2K
- 33.53%
$32.48 - $35.45 $397K - $433K
24.2K $835K
HON
Honeywell International Inc

Industrials
-1.11K
- 28.23%
$196.73 - $220.21 $218K - $244K
2.82K $581K
NVDA
Nvidia Corp

Technology
-1.09K
- 6.36%
$98.91 - $134.91 $108K - $147K
16.1K $1.96M
HDV
Ishares Core High Dividend ETF

ETFs
-1.63K
- 41.43%
$107.62 - $118.76 $175K - $193K
2.3K $270K
VLO
Valero Energy Corp

Energy
-70
- 1.67%
$132.81 - $163.48 $9.3K - $11.4K
4.12K $556K
IVV
Ishares Core S&P 500 ETF

ETFs
-319
- 9.14%
$520.18 - $576.82 $166K - $184K
3.17K $1.83M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.44K
- 31.45%
$82.97 - $98.97 $119K - $143K
3.14K $305K
SPY
Spdr S&P 500 ETF Trust

ETFs
-391
- 7.41%
$517.38 - $573.86 $202K - $224K
4.88K $2.8M
QCOM
Qualcomm Inc

Technology
-6
- 0.27%
$156.12 - $209.64 $937 - $1.26K
2.26K $383K
ADBE
Adobe Inc.

Technology
-2
- 0.14%
$508.13 - $586.55 $1.02K - $1.17K
1.42K $733K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-332
- 3.81%
$42.59 - $60.56 $14.1K - $20.1K
8.38K $423K
OEF
Ishares S&P 100 ETF

ETFs
-172
- 4.94%
$266.03 - $266.03 $45.8K - $45.8K
3.31K $880K
DIS
Walt Disney CO

Communication Services
-115
- 1.82%
$85.6 - $98.61 $9.84K - $11.3K
6.19K $595K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-675
- 10.75%
$48.06 - $49.39 $32.4K - $33.3K
5.61K $276K
SHV
Ishares Tr

ETFs
-192
- 8.8%
$110.05 - $110.63 $21.1K - $21.2K
1.99K $220K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-790
- 3.7%
$49.93 - $51.15 $39.4K - $40.4K
20.6K $1.05M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.15K
- 10.12%
$105.53 - $118.34 $121K - $136K
10.2K $1.19M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-800
- 2.97%
$47.0 - $47.84 $37.6K - $38.3K
26.1K $1.25M
XLK
Technology Sector Spdr

ETFs
-49
- 1.85%
$197.34 - $237.68 $9.67K - $11.6K
2.61K $588K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-211
- 3.62%
$98.99 - $101.51 $20.9K - $21.4K
5.62K $569K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-103
- 7.94%
$283.28 - $314.39 $29.2K - $32.4K
1.19K $375K
PFE
Pfizer Inc

Healthcare
-646
- 4.8%
$27.7 - $31.39 $17.9K - $20.3K
12.8K $371K
IEMG
Ishares Inc

ETFs
-64
- 0.73%
$53.64 - $53.64 $3.43K - $3.43K
8.64K $463K
Old Point Finl Corp
-469
- 1.54%
N/A
30.1K $0
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-363
- 5.56%
$49.13 - $54.55 $17.8K - $19.8K
6.17K $332K
AMD
Advanced Micro Devices Inc

Technology
-6
- 0.47%
$128.67 - $183.96 $772 - $1.1K
1.26K $206K
VZ
Verizon Communications Inc

Communication Services
-1.16K
- 7.88%
$38.89 - $45.0 $45K - $52.1K
13.5K $607K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-712
- 2.17%
$40.69 - $42.46 $29K - $30.2K
32.1K $1.36M
MA
Mastercard Inc

Financial Services
-45
- 5.53%
$429.6 - $500.99 $19.3K - $22.5K
769 $379K
V
Visa Inc.

Financial Services
-48
- 1.48%
$253.74 - $291.56 $12.2K - $14K
3.19K $876K
EFV
Msci Eafe Value ETF

ETFs
-43
- 0.62%
$51.72 - $57.96 $2.22K - $2.49K
6.92K $398K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-398
- 5.58%
$64.35 - $75.71 $25.6K - $30.1K
6.74K $496K
CARR
Carrier Global Corp

Industrials
-361
- 10.7%
$61.9 - $80.88 $22.3K - $29.2K
3.01K $242K
UNP
Union Pacific Corp

Industrials
-5
- 0.29%
$221.78 - $256.09 $1.11K - $1.28K
1.74K $428K
DHR
Danaher Corp

Healthcare
-4
- 0.29%
$239.25 - $280.76 $957 - $1.12K
1.37K $381K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-111
- 1.46%
$113.41 - $125.62 $12.6K - $13.9K
7.5K $942K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2
- 0.24%
$531.86 - $624.21 $1.06K - $1.25K
840 $519K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-151
- 1.41%
$60.13 - $68.17 $9.08K - $10.3K
10.5K $713K
EMLP
First Tr Exchange Traded Iv

ETFs
-32
- 0.18%
$30.38 - $34.0 $972 - $1.09K
18K $604K
T
At&T Inc.

Communication Services
-701
- 2.59%
$18.21 - $22.28 $12.8K - $15.6K
26.4K $580K
VEA
Vanguard Ftse Developed Market

ETFs
-674
- 2.27%
$47.6 - $53.31 $32.1K - $35.9K
29K $1.53M
MCD
Mcdonalds Corp

Consumer Cyclical
-322
- 9.58%
$245.82 - $304.51 $79.2K - $98.1K
3.04K $925K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-120
- 0.61%
$41.9 - $48.26 $5.03K - $5.79K
19.6K $937K
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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