Pb Mares Wealth Management LLC Reduced Holdings in Q1 2025

Pb Mares Wealth Management LLC

  • $492 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
-102
- 8.54%
$302.31 - $337.54 $30.8K - $34.4K
1.09K $334K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-6
- 0.44%
$254.58 - $302.92 $1.53K - $1.82K
1.36K $346K
PG
Procter & Gamble CO

Consumer Defensive
-312
- 4.84%
$158.56 - $176.26 $49.5K - $55K
6.13K $1.05M
EPD
Enterprise Products Partners L.P.

Energy
-2.5K
- 12.51%
$31.75 - $34.14 $79.5K - $85.5K
17.5K $597K
EEM
Ishares Msci Emerging Markets

ETFs
-939
- 15.45%
$40.81 - $45.34 $38.3K - $42.6K
5.14K $224K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-792
- 10.81%
$58.01 - $64.46 $45.9K - $51.1K
6.54K $405K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-786
- 12.49%
$39.65 - $43.35 $31.2K - $34.1K
5.51K $231K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-209
- 5.96%
$126.11 - $135.06 $26.4K - $28.2K
3.3K $425K
PANW
Palo Alto Networks Inc

Technology
-20
- 1.23%
$167.82 - $208.28 $3.36K - $4.17K
1.61K $273K
NEE
Nextera Energy Inc

Utilities
-63
- 1.73%
$66.96 - $76.16 $4.22K - $4.8K
3.58K $253K
VNQ
Vanguard Specialized Funds Van

ETFs
-103
- 3.31%
$85.55 - $94.34 $8.81K - $9.72K
3.01K $272K
VOE
Vanguard Mid Cap Value Index F

ETFs
-21
- 1.6%
$156.61 - $168.02 $3.29K - $3.53K
1.3K $207K
TXN
Texas Instruments Inc

Technology
-19
- 0.89%
N/A
2.12K $412K
EMLP
First Tr Exchange Traded Iv

ETFs
-922
- 5.26%
$35.79 - $38.28 $33K - $35.3K
16.6K $622K
XLV
Select Sector Spdr Fund Health

ETFs
-130
- 5.99%
$137.61 - $149.68 $17.9K - $19.5K
2.04K $298K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-6
- 0.21%
$110.75 - $119.78 $665 - $719
2.87K $332K
ENB
Enbridge Inc

Energy
-124
- 2.34%
$41.54 - $45.45 $5.15K - $5.64K
5.18K $229K
KO
Coca Cola CO

Consumer Defensive
-524
- 11.56%
$60.81 - $72.32 $31.9K - $37.9K
4.01K $286K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-30
- 0.51%
$89.33 - $95.17 $2.68K - $2.86K
5.83K $538K
D
Dominion Energy, Inc

Utilities
-424
- 2.28%
$52.85 - $57.43 $22.4K - $24.4K
18.2K $1.02M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-42
- 0.37%
$73.78 - $76.59 $3.1K - $3.22K
11.2K $854K
COST
Costco Wholesale Corp

Consumer Defensive
-18
- 1.51%
$890.62 - $1076.86 $16K - $19.4K
1.18K $1.11M
IEFA
Ishares Tr

ETFs
-36
- 0.77%
$69.57 - $78.65 $2.5K - $2.83K
4.62K $349K
ADP
Automatic Data Processing Inc

Industrials
-13
- 0.57%
$286.85 - $318.64 $3.73K - $4.14K
2.28K $696K
MMM
3 M CO

Industrials
-28
- 1.48%
$129.7 - $155.12 $3.63K - $4.34K
1.87K $274K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-344
- 1.1%
$40.27 - $42.11 $13.9K - $14.5K
30.9K $1.3M
VZ
Verizon Communications Inc

Communication Services
-790
- 5.84%
$37.81 - $46.49 $29.9K - $36.7K
12.7K $578K
V
Visa Inc.

Financial Services
-203
- 6.37%
$306.92 - $362.71 $62.3K - $73.6K
2.99K $1.05M
RTX
Raytheon Technologies Corp

Industrials
-269
- 5.73%
$114.1 - $135.66 $30.7K - $36.5K
4.42K $585K
CVX
Chevron Corp

Energy
-404
- 7.16%
$146.71 - $167.97 $59.3K - $67.9K
5.24K $876K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-2.16K
- 2.57%
$25.54 - $28.79 $55.2K - $62.2K
81.7K $2.27M
JNJ
Johnson & Johnson

Healthcare
-452
- 5.14%
$142.06 - $167.7 $64.2K - $75.8K
8.33K $1.38M
IAU
Ishares Gold Trust

ETFs
-1.51K
- 5.86%
$49.74 - $58.96 $75.1K - $89K
24.2K $1.43M
NOC
Northrop Grumman Corp

Industrials
-2
- 0.05%
$433.45 - $513.82 $867 - $1.03K
4.42K $2.26M
DHS
Wisdomtree Tr U.S

ETFs
-5
- 0.01%
$91.55 - $99.74 $458 - $499
34.4K $3.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-110
- 2.83%
$442.66 - $534.52 $48.7K - $58.8K
3.77K $2.01M
XOM
Exxon Mobil Corp

Energy
-173
- 0.18%
$105.44 - $118.93 $18.2K - $20.6K
97.4K $11.6M
DFIV
Dimensional ETF Tr

ETFs
-12.2K
- 2.72%
$35.33 - $40.77 $431K - $497K
437K $17.2M
Activity Summary
Buys All Purchases 72 New Holdings 8 Increased Positions 64 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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