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
HON
Honeywell International Inc

Industrials
-30
- 2.1%
$182.86 - $232.88 $5.49K - $6.99K
1.4K $325K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-210
- 7.31%
$104.23 - $134.39 $21.9K - $28.2K
2.66K $357K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-295
- 8.0%
$456.74 - $568.03 $135K - $168K
3.39K $1.93M
BX
Blackstone Inc.

Financial Services
-61
- 1.08%
$120.07 - $151.11 $7.32K - $9.22K
5.6K $837K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-446
- 2.04%
$51.16 - $62.02 $22.8K - $27.7K
21.4K $1.33M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-12
- 0.16%
$72.96 - $90.39 $876 - $1.08K
7.39K $660K
ORCL
Oracle Corp

Technology
-3.65K
- 33.62%
$122.82 - $218.63 $449K - $799K
7.22K $1.58M
AMAT
Applied Materials Inc

Technology
-1
- 0.06%
$126.95 - $183.52 $127 - $184
1.56K $285K
BAC
Bank Of America Corp

Financial Services
-466
- 2.99%
$34.39 - $47.46 $16K - $22.1K
15.1K $715K
CAT
Caterpillar Inc

Industrials
-65
- 4.2%
$273.94 - $388.21 $17.8K - $25.2K
1.48K $575K
GE
General Electric CO

Industrials
-48
- 3.33%
$166.81 - $257.39 $8.01K - $12.4K
1.4K $359K
VBR
Vanguard Small Cap Value ETF

ETFs
-8
- 0.09%
$162.76 - $195.77 $1.3K - $1.57K
8.49K $1.65M
DIS
Walt Disney CO

Communication Services
-59
- 1.77%
$81.72 - $124.01 $4.82K - $7.32K
3.28K $406K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-70
- 0.58%
$50.08 - $63.14 $3.51K - $4.42K
12K $756K
CSX
Csx Corp

Industrials
-1
- -0.0%
$26.69 - $32.91 $26.7 - $32.9
29.8K $973K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-331
- 4.15%
$60.61 - $87.72 $20.1K - $29K
7.65K $648K
MAR
Marriott International Inc

Consumer Cyclical
-40
- 0.93%
$211.12 - $274.14 $8.44K - $11K
4.26K $1.16M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-372
- 8.81%
$416.06 - $551.64 $155K - $205K
3.85K $2.12M
VGT
Vanguard Information Technolog

ETFs
-63
- 3.92%
$470.37 - $663.28 $29.6K - $41.8K
1.55K $1.03M
AMZN
Amazon Com Inc

Consumer Cyclical
-632
- 5.84%
$167.32 - $223.3 $106K - $141K
10.2K $2.23M
WMT
Walmart Inc.

Consumer Defensive
-50
- 0.2%
$81.79 - $99.98 $4.09K - $5K
24.6K $2.41M
IBM
International Business Machines Corp

Technology
-108
- 1.79%
$221.03 - $294.78 $23.9K - $31.8K
5.94K $1.75M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-7.72K
- 4.39%
$23.66 - $29.99 $183K - $232K
168K $5.05M
NVDA
Nvidia Corp

Technology
-249
- 2.17%
$94.31 - $157.99 $23.5K - $39.3K
11.2K $1.78M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.91K
- 1.22%
$52.31 - $63.72 $152K - $185K
235K $15M
DFAX
Dimensional ETF Tr
-792
- 0.3%
$23.37 - $29.39 $18.5K - $23.3K
265K $7.77M
DFAE
Dimensional ETF Tr

ETFs
-11.9K
- 3.12%
$22.87 - $28.95 $273K - $346K
371K $10.7M
DFAI
Dimensional ETF Tr

ETFs
-35.5K
- 4.64%
$28.02 - $34.71 $994K - $1.23M
729K $25.2M
MSFT
Microsoft Corp

Technology
-118
- 0.92%
$354.56 - $497.45 $41.8K - $58.7K
12.7K $6.31M
DFAU
Dimensional ETF Tr

ETFs
-26.1K
- 2.79%
$34.04 - $42.36 $890K - $1.11M
909K $38.5M
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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