Pb Mares Wealth Management LLC Reduced Holdings in Q3 2024

Pb Mares Wealth Management LLC

  • $474 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJS
Ishares S&P Smallcap 600 Value

ETFs
-269
- 2.6%
$95.81 - $109.03 $25.8K - $29.3K
10.1K $1.08M
D
Dominion Energy, Inc

Utilities
-709
- 3.69%
$48.01 - $58.53 $34K - $41.5K
18.5K $1.07M
IAU
Ishares Gold Trust

ETFs
-496
- 1.83%
$44.06 - $50.5 $21.9K - $25K
26.7K $1.32M
UNH
Unitedhealth Group Inc

Healthcare
-8
- 0.42%
$488.01 - $604.18 $3.9K - $4.83K
1.88K $1.1M
PM
Philip Morris International Inc.

Consumer Defensive
-115
- 1.44%
$101.25 - $127.45 $11.6K - $14.7K
7.85K $952K
VBR
Vanguard Small Cap Value ETF

ETFs
-9
- 0.11%
$179.99 - $201.6 $1.62K - $1.81K
8.33K $1.67M
TSLA
Tesla, Inc.

Consumer Cyclical
-16
- 0.62%
$191.76 - $263.26 $3.07K - $4.21K
2.58K $675K
XOM
Exxon Mobil Corp

Energy
-8
- 0.01%
$109.72 - $119.0 $878 - $952
94.5K $11.1M
DFAX
Dimensional ETF Tr
-9.03K
- 3.18%
$24.29 - $27.25 $219K - $246K
275K $7.44M
BX
Blackstone Inc.

Financial Services
-10
- 0.12%
$120.77 - $159.66 $1.21K - $1.6K
8.24K $1.26M
ORCL
Oracle Corp

Technology
-253
- 2.0%
$125.9 - $170.35 $31.9K - $43.1K
12.4K $2.12M
IBM
International Business Machines Corp

Technology
-1
- 0.01%
$175.1 - $223.38 $175 - $223
7.5K $1.66M
Activity Summary
Buys All Purchases 102 New Holdings 20 Increased Positions 82 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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