Pb Mares Wealth Management LLC Portfolio Holdings

Pb Mares Wealth Management LLC

  • $474 Million
  • Q3 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $474 Million
  • Prior Value $404 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
Track This Portfolio

Track Pb Mares Wealth Management LLC Portfolio

Follow Pb Mares Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pb Mares Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pb Mares Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email