Pb Mares Wealth Management LLC Portfolio Holdings

Pb Mares Wealth Management LLC

  • $492 Million
  • Q1 2025

Pb Mares Wealth Management LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $492 Million distributed in 191 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 $49.4M, Dimensional ETF Tr Core Fxd In with a value of $36.5M, Dimensional ETF Tr with a value of $36M, Dimensional ETF Tr U S Core Eq with a value of $32.9M, and Dimensional ETF Tr with a value of $23.9M.

Examining the 13F form we can see an increase of $8.83M in the current position value, from $483M to 492M.

Below you can find more details about Pb Mares Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $492 Million
ETFs: $393 Million
Technology: $19.4 Million
Energy: $14.1 Million
Consumer Cyclical: $12.1 Million
Consumer Defensive: $10.5 Million
Industrials: $10.3 Million
Financial Services: $8.88 Million
Healthcare: $6 Million
Other: $10.5 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.51B
$828,000 0.17% of portfolio
24,233
Q1 2025 Added 0.12%
$2.33B
$334,000 0.07% of portfolio
31,302
Q1 2023 New
$4.71B
$234,000 0.05% of portfolio
6,270
Q2 2023 Reduced 39.24%
$2.43B
$45,000 0.01% of portfolio
12,000
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $492 Million
  • Prior Value $483 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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