Pb Mares Wealth Management LLC Reduced Holdings in Q3 2025

Pb Mares Wealth Management LLC

  • $609 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-2.6K
- 11.88%
$259.44 - $278.65 $675K - $724K
19.3K $5M
PM
Philip Morris International Inc.

Consumer Defensive
-59
- 0.4%
$157.77 - $183.27 $9.31K - $10.8K
14.6K $2.36M
VV
Vanguard Large Cap ETF

ETFs
-997
- 42.01%
$285.05 - $309.14 $284K - $308K
1.38K $423K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-483
- 4.08%
$60.9 - $70.75 $29.4K - $34.2K
11.4K $709K
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.25%
$915.95 - $994.57 $2.75K - $2.98K
1.17K $1.09M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-686
- 20.78%
$132.9 - $142.03 $91.2K - $97.4K
2.62K $368K
DHR
Danaher Corp

Healthcare
-352
- 25.43%
$181.46 - $212.2 $63.9K - $74.7K
1.03K $204K
ADP
Automatic Data Processing Inc

Industrials
-97
- 4.32%
$288.69 - $310.94 $28K - $30.2K
2.15K $630K
V
Visa Inc.

Financial Services
-18
- 0.59%
$332.09 - $358.86 $5.98K - $6.46K
3.02K $1.03M
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
-650
- 2.11%
$12.77 - $14.42 $8.3K - $9.37K
30.2K $385K
BA
Boeing CO

Industrials
-205
- 11.9%
$209.79 - $237.38 $43K - $48.7K
1.52K $327K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-5.25K
- 6.43%
$30.76 - $33.01 $162K - $173K
76.5K $2.51M
NFLX
Netflix Inc

Communication Services
-2
- 1.12%
$1147.87 - $1297.18 $2.3K - $2.59K
176 $211K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.4K
- 6.51%
$62.09 - $66.51 $86.7K - $92.8K
20K $1.31M
WM
Waste Management Inc

Industrials
-38
- 2.42%
$213.88 - $237.1 $8.13K - $9.01K
1.53K $337K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-646
- 6.99%
$72.04 - $77.35 $46.5K - $50K
8.59K $659K
CB
Chubb LTD

Financial Services
-18
- 2.16%
$265.99 - $289.59 $4.79K - $5.21K
815 $230K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-285
- 4.97%
$45.07 - $47.56 $12.8K - $13.6K
5.44K $250K
META
Meta Platforms, Inc.

Communication Services
-4
- 0.67%
$695.21 - $791.73 $2.78K - $3.17K
592 $434K
IEMG
Ishares Inc

ETFs
-79
- 0.92%
N/A
8.54K $458K
VIG
Vanguard Dividend Appreciation

ETFs
-5
- 0.19%
N/A
2.57K $468K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-200
- 0.66%
$41.6 - $42.66 $8.32K - $8.53K
30.1K $1.27M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-334
- 4.37%
$82.96 - $95.7 $27.7K - $32K
7.32K $656K
EEM
Ishares Msci Emerging Markets

ETFs
-300
- 5.84%
$48.07 - $53.4 $14.4K - $16K
4.84K $258K
IEFA
Ishares Tr

ETFs
-67
- 1.51%
$81.7 - $87.53 $5.47K - $5.86K
4.36K $380K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-18
- 1.32%
$182.33 - $194.5 $3.28K - $3.5K
1.35K $262K
EFV
Msci Eafe Value ETF

ETFs
-46
- 0.68%
$62.79 - $68.42 $2.89K - $3.15K
6.67K $452K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-16
- 0.22%
$87.29 - $93.61 $1.4K - $1.5K
7.37K $688K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-51
- 0.87%
$90.97 - $99.42 $4.64K - $5.07K
5.8K $576K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-919
- 4.77%
$49.43 - $54.52 $45.4K - $50.1K
18.3K $994K
VEA
Vanguard Ftse Developed Market

ETFs
-502
- 1.86%
$56.02 - $60.3 $28.1K - $30.3K
26.4K $1.58M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1
- 0.02%
$108.08 - $121.73 $108 - $122
4.98K $599K
D
Dominion Energy, Inc

Utilities
-249
- 1.58%
$56.32 - $62.1 $14K - $15.5K
15.5K $947K
VTV
Vanguard Value ETF

ETFs
-69
- 0.8%
$175.51 - $186.57 $12.1K - $12.9K
8.52K $1.59M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-33
- 0.46%
$135.0 - $146.02 $4.46K - $4.82K
7.16K $1.04M
VTHR
Vanguard Russell 3000 ETF

ETFs
-318
- 4.12%
$272.54 - $295.85 $86.7K - $94.1K
7.39K $2.18M
ABBV
Abb Vie Inc.

Healthcare
-80
- 3.38%
$184.85 - $231.54 $14.8K - $18.5K
2.29K $529K
LMT
Lockheed Martin Corp

Industrials
-59
- 1.58%
$410.74 - $499.21 $24.2K - $29.5K
3.66K $1.83M
VGT
Vanguard Information Technolog

ETFs
-23
- 1.49%
$656.44 - $753.15 $15.1K - $17.3K
1.52K $1.14M
LHX
L3 Harris Technologies, Inc.

Industrials
-183
- 5.5%
$252.18 - $305.41 $46.1K - $55.9K
3.15K $960K
DHS
Wisdomtree Tr U.S

ETFs
-348
- 1.0%
$96.42 - $101.82 $33.6K - $35.4K
34.6K $3.48M
MSFT
Microsoft Corp

Technology
-125
- 0.99%
$491.09 - $535.64 $61.4K - $67K
12.6K $6.5M
IAU
Ishares Gold Trust

ETFs
-441
- 1.91%
$61.62 - $72.77 $27.2K - $32.1K
22.6K $1.65M
NVDA
Nvidia Corp

Technology
-78
- 0.69%
$153.3 - $186.58 $12K - $14.6K
11.2K $2.08M
GOOGL
Alphabet Inc.

Communication Services
-10
- 0.19%
$174.36 - $254.72 $1.74K - $2.55K
5.28K $1.28M
GOOG
Alphabet Inc.

Communication Services
-81
- 1.4%
$175.16 - $255.24 $14.2K - $20.7K
5.7K $1.39M
DFAX
Dimensional ETF Tr
-1.45K
- 0.55%
$29.25 - $31.56 $42.5K - $45.9K
263K $8.26M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-6.03K
- 1.66%
$41.91 - $44.87 $253K - $271K
358K $16M
DFAT
Dimensional ETF Tr U S Target

ETFs
-358
- 0.08%
$53.36 - $59.69 $19.1K - $21.4K
452K $26.3M
Activity Summary
Buys All Purchases 98 New Holdings 14 Increased Positions 84 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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