Pb Mares Wealth Management LLC Reduced Holdings in Q2 2025

Pb Mares Wealth Management LLC

  • $539 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.02K
- 10.52%
$172.42 - $223.89 $693K - $899K
34.2K $7.01M
XOM
Exxon Mobil Corp

Energy
-971
- 1.0%
$99.93 - $119.04 $97K - $116K
96.4K $10.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-363
- 9.62%
$483.48 - $539.8 $176K - $196K
3.41K $1.66M
VTHR
Vanguard Russell 3000 ETF

ETFs
-2.17K
- 21.99%
$218.71 - $272.75 $475K - $593K
7.71K $2.1M
ENVX
Enovix Corp

Industrials
-47.5K
- 61.29%
$5.46 - $10.53 $259K - $500K
30K $310K
EPD
Enterprise Products Partners L.P.

Energy
-5.5K
- 31.41%
$28.95 - $34.22 $159K - $188K
12K $372K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-5.21K
- 2.6%
$20.99 - $23.93 $109K - $125K
195K $4.58M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.42K
- 21.67%
$75.05 - $77.34 $182K - $187K
8.75K $676K
UNH
Unitedhealth Group Inc

Healthcare
-1
- 0.12%
$274.35 - $599.47 $274 - $599
800 $249K
D
Dominion Energy, Inc

Utilities
-2.46K
- 13.52%
$49.66 - $58.0 $122K - $143K
15.7K $889K
ADBE
Adobe Inc.

Technology
-347
- 24.4%
$340.0 - $420.68 $118K - $146K
1.08K $415K
PG
Procter & Gamble CO

Consumer Defensive
-196
- 3.2%
$157.66 - $172.39 $30.9K - $33.8K
5.94K $945K
VTV
Vanguard Value ETF

ETFs
-669
- 7.23%
$153.67 - $176.74 $103K - $118K
8.59K $1.52M
VEA
Vanguard Ftse Developed Market

ETFs
-4.84K
- 15.23%
$45.65 - $57.01 $221K - $276K
26.9K $1.54M
NOC
Northrop Grumman Corp

Industrials
-47
- 1.06%
$456.3 - $540.39 $21.4K - $25.4K
4.37K $2.19M
TFLO
Ishares Treasury Floating Rate

ETFs
-1.38K
- 12.35%
$50.47 - $50.66 $69.6K - $69.9K
9.79K $495K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1
- 0.14%
$390.26 - $489.06 $390 - $489
690 $279K
ABBV
Abb Vie Inc.

Healthcare
-13
- 0.55%
$170.16 - $206.27 $2.21K - $2.68K
2.37K $439K
MCD
Mcdonalds Corp

Consumer Cyclical
-15
- 0.6%
$285.55 - $321.23 $4.28K - $4.82K
2.51K $731K
SBUX
Starbucks Corp

Consumer Cyclical
-405
- 15.54%
$79.69 - $99.41 $32.3K - $40.3K
2.2K $201K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-350
- 7.11%
$102.02 - $103.5 $35.7K - $36.2K
4.57K $470K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-636
- 2.06%
$41.11 - $42.42 $26.1K - $27K
30.3K $1.27M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.16K
- 17.76%
$55.54 - $69.09 $64.5K - $80.2K
5.38K $371K
SHV
Ishares Tr

ETFs
-279
- 11.27%
$110.06 - $110.46 $30.7K - $30.8K
2.2K $242K
VUG
Vanguard Growth ETF

ETFs
-246
- 21.21%
$329.49 - $438.4 $81.1K - $108K
914 $400K
HDV
Ishares Core High Dividend ETF

ETFs
-155
- 8.16%
$108.41 - $120.51 $16.8K - $18.7K
1.75K $204K
CMCSA
Comcast Corp

Communication Services
-168
- 1.37%
$32.84 - $36.72 $5.52K - $6.17K
12.1K $430K
PFE
Pfizer Inc

Healthcare
-118
- 1.05%
$21.59 - $24.84 $2.55K - $2.93K
11.1K $268K
VONG
Vanguard Russell 1000 Growth E

ETFs
-995
- 16.66%
$82.51 - $109.2 $82.1K - $109K
4.98K $543K
VNQ
Vanguard Specialized Funds Van

ETFs
-77
- 2.56%
$79.79 - $91.42 $6.14K - $7.04K
2.94K $261K
IEMG
Ishares Inc

ETFs
-150
- 1.71%
N/A
8.62K $462K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-20
- 0.17%
$63.54 - $68.5 $1.27K - $1.37K
11.8K $798K
EMLP
First Tr Exchange Traded Iv

ETFs
-188
- 1.13%
$33.62 - $37.89 $6.32K - $7.12K
16.4K $616K
ADP
Automatic Data Processing Inc

Industrials
-35
- 1.54%
$276.76 - $326.81 $9.69K - $11.4K
2.24K $692K
Ferguson Enterprises Inc
-2
- 0.06%
N/A
3.43K $0
Dimensional ETF Trust
-24.2K
- 54.08%
N/A
20.6K $0
Linde PLC
-26
- 5.56%
N/A
442 $0
IVE
Ishares S&P 500 Value ETF

ETFs
-32
- 2.12%
$168.34 - $195.42 $5.39K - $6.25K
1.48K $289K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.28K
- 12.16%
$57.14 - $72.68 $73.1K - $93K
9.24K $671K
IWM
Ishares Russell 2000 ETF

ETFs
-64
- 6.01%
$174.82 - $215.79 $11.2K - $13.8K
1K $216K
VOE
Vanguard Mid Cap Value Index F

ETFs
-6
- 0.46%
$141.87 - $164.49 $851 - $987
1.29K $211K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.69K
- 8.08%
$39.89 - $49.46 $67.6K - $83.8K
19.3K $952K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-69
- 4.28%
$149.76 - $186.42 $10.3K - $12.9K
1.55K $288K
VLO
Valero Energy Corp

Energy
-18
- 0.47%
$104.69 - $141.77 $1.88K - $2.55K
3.81K $512K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-57
- 4.0%
$152.42 - $182.82 $8.69K - $10.4K
1.37K $250K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-16
- 0.6%
$103.88 - $123.68 $1.66K - $1.98K
2.66K $329K
IAU
Ishares Gold Trust

ETFs
-1.17K
- 4.81%
$56.1 - $64.74 $65.5K - $75.6K
23.1K $1.44M
EFV
Msci Eafe Value ETF

ETFs
-374
- 5.28%
$52.4 - $64.65 $19.6K - $24.2K
6.72K $426K
IEFA
Ishares Tr

ETFs
-185
- 4.01%
$67.83 - $84.09 $12.5K - $15.6K
4.43K $369K
Activity Summary
Buys All Purchases 70 New Holdings 8 Increased Positions 62 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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