Pb Mares Wealth Management LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $474 Million distributed in 199 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $42.7M, Dimensional ETF Tr U S Core Eq with a value of $36.3M, Dimensional ETF Tr with a value of $33.9M, Dimensional ETF Tr with a value of $27.1M, and Dimensional ETF Tr U S Target with a value of $23.1M.
Examining the 13F form we can see an increase of $70.5M in the current position value, from $404M to 474M.
Below you can find more details about Pb Mares Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$474 Million
ETFs: $366 Million
Technology: $23.9 Million
Consumer Cyclical: $14.2 Million
Energy: $13 Million
Industrials: $12.4 Million
Consumer Defensive: $9.07 Million
Financial Services: $8.84 Million
Healthcare: $7.56 Million
Other: $12.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
