Pb Mares Wealth Management LLC Reduced Holdings in Q4 2024

Pb Mares Wealth Management LLC

  • $483 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
-139K
- 16.37%
$29.0 - $31.6 $4.04M - $4.41M
713K $20.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.2K
- 0.57%
$40.38 - $44.35 $88.8K - $97.6K
382K $15.6M
MRK
Merck & Co., Inc.

Healthcare
-230
- 1.4%
$96.31 - $114.76 $22.2K - $26.4K
16.2K $1.61M
ELV
Elevance Health, Inc.

Healthcare
-149
- 16.36%
$365.96 - $514.62 $54.5K - $76.7K
762 $281K
PEP
Pepsico Inc

Consumer Defensive
-79
- 1.0%
$151.29 - $176.1 $12K - $13.9K
7.83K $1.19M
UNH
Unitedhealth Group Inc

Healthcare
-5
- 0.27%
$485.52 - $625.25 $2.43K - $3.13K
1.88K $948K
CAT
Caterpillar Inc

Industrials
-249
- 12.69%
$360.37 - $416.88 $89.7K - $104K
1.71K $621K
HD
Home Depot, Inc.

Consumer Cyclical
-164
- 3.55%
$385.02 - $431.37 $63.1K - $70.7K
4.45K $1.73M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-368
- 5.46%
$59.25 - $72.99 $21.8K - $26.9K
6.37K $380K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-783
- 2.44%
$40.31 - $42.43 $31.6K - $33.2K
31.3K $1.27M
VLO
Valero Energy Corp

Energy
-290
- 7.04%
$118.59 - $144.02 $34.4K - $41.8K
3.83K $469K
TFLO
Ishares Treasury Floating Rate

ETFs
-1.7K
- 20.87%
$50.37 - $50.63 $85.6K - $86.1K
6.45K $325K
PM
Philip Morris International Inc.

Consumer Defensive
-596
- 7.6%
$118.38 - $133.06 $70.6K - $79.3K
7.25K $872K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-1.05K
- 14.3%
$40.41 - $45.12 $42.4K - $47.4K
6.29K $254K
IAU
Ishares Gold Trust

ETFs
-904
- 3.39%
$48.37 - $52.65 $43.7K - $47.6K
25.8K $1.27M
NEE
Nextera Energy Inc

Utilities
-24
- 0.65%
$69.77 - $85.43 $1.67K - $2.05K
3.65K $261K
VGT
Vanguard Information Technolog

ETFs
-191
- 9.72%
$571.78 - $647.97 $109K - $124K
1.77K $1.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-8
- 0.26%
$288.47 - $316.54 $2.31K - $2.53K
3.03K $878K
RTX
Raytheon Technologies Corp

Industrials
-154
- 3.18%
$114.45 - $127.21 $17.6K - $19.6K
4.69K $542K
PFE
Pfizer Inc

Healthcare
-124
- 0.97%
$24.8 - $30.19 $3.08K - $3.74K
12.7K $336K
HDV
Ishares Core High Dividend ETF

ETFs
-179
- 7.79%
$110.82 - $121.28 $19.8K - $21.7K
2.12K $237K
VNQ
Vanguard Specialized Funds Van

ETFs
-22
- 0.7%
$87.85 - $98.6 $1.93K - $2.17K
3.12K $277K
CVX
Chevron Corp

Energy
-90
- 1.57%
$141.15 - $162.53 $12.7K - $14.6K
5.64K $817K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-50
- 0.89%
$100.24 - $101.35 $5.01K - $5.07K
5.57K $560K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-5
- 0.3%
$134.53 - $150.65 $673 - $753
1.68K $227K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-26
- 0.44%
$87.41 - $97.21 $2.27K - $2.53K
5.86K $528K
MO
Altria Group, Inc.

Consumer Defensive
-133
- 1.17%
$49.06 - $57.74 $6.52K - $7.68K
11.2K $586K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-4
- 0.04%
$104.59 - $118.05 $418 - $472
10.1K $1.09M
META
Meta Platforms, Inc.

Communication Services
-31
- 1.8%
$554.08 - $632.68 $17.2K - $19.6K
1.69K $995K
T
At&T Inc.

Communication Services
-227
- 0.86%
$21.22 - $23.88 $4.82K - $5.42K
26.1K $595K
EMLP
First Tr Exchange Traded Iv

ETFs
-465
- 2.58%
$33.69 - $38.24 $15.7K - $17.8K
17.5K $625K
VTI
Vanguard Total Stock Market Et

ETFs
-8
- 0.08%
$280.04 - $302.45 $2.24K - $2.42K
10.5K $3.05M
DIS
Walt Disney CO

Communication Services
-229
- 3.7%
$92.39 - $117.6 $21.2K - $26.9K
5.96K $663K
BAC
Bank Of America Corp

Financial Services
-43
- 0.25%
$39.22 - $47.77 $1.69K - $2.05K
16.8K $740K
BX
Blackstone Inc.

Financial Services
-278
- 3.37%
$148.45 - $199.05 $41.3K - $55.3K
7.97K $1.37M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-60
- 0.72%
$47.29 - $84.74 $2.84K - $5.08K
8.32K $620K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-200
- 0.74%
$229.83 - $258.46 $46K - $51.7K
26.9K $6.64M
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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