Pb Mares Wealth Management LLC Purchases in Q3 2025

Pb Mares Wealth Management LLC

  • $609 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
13
+ 0.15%
$195.41 - $212.37 $2.54K - $2.76K
8.5K $1.77M
VUG
Vanguard Growth ETF

ETFs
168
+ 18.38%
$433.97 - $484.08 $72.9K - $81.3K
1.08K $518K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
119
+ 3.49%
$459.11 - $506.91 $54.6K - $60.3K
3.53K $1.77M
TFLO
Ishares Treasury Floating Rate

ETFs
2.27K
+ 23.17%
$50.45 - $50.65 $114K - $115K
12.1K $610K
IJS
Ishares S&P Smallcap 600 Value

ETFs
11
+ 0.11%
$98.99 - $112.2 $1.09K - $1.23K
10.1K $1.12M
TFC
Truist Financial Corp

Financial Services
624
+ 2.02%
$42.83 - $47.07 $26.7K - $29.4K
31.6K $1.44M
HDV
Ishares Core High Dividend ETF

ETFs
841
+ 48.19%
$118.16 - $123.66 $99.4K - $104K
2.59K $316K
EOSE
Eos Energy Enterprises, Inc.

Industrials
10K
New
$4.63 - $11.17 $46.3K - $112K
10K $110K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.02%
$144.19 - $167.33 $144 - $167
4.54K $760K
VZ
Verizon Communications Inc

Communication Services
1.89K
+ 14.21%
$40.84 - $45.06 $77.2K - $85.2K
15.2K $667K
GE
General Electric CO

Industrials
38
+ 2.72%
$244.75 - $305.63 $9.3K - $11.6K
1.43K $431K
PEP
Pepsico Inc

Consumer Defensive
52
+ 0.7%
$133.81 - $152.16 $6.96K - $7.91K
7.53K $1.06M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
24
+ 1.77%
$284.45 - $324.95 $6.83K - $7.8K
1.38K $441K
UNH
Unitedhealth Group Inc

Healthcare
74
+ 9.25%
$237.77 - $353.61 $17.6K - $26.2K
874 $301K
MCD
Mcdonalds Corp

Consumer Cyclical
40
+ 1.6%
$291.67 - $316.99 $11.7K - $12.7K
2.55K $773K
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.24K
+ 14.17%
$26.84 - $28.32 $33.1K - $35K
9.95K $276K
DUK
Duke Energy Corp

Utilities
51
+ 0.98%
$116.31 - $125.93 $5.93K - $6.42K
5.27K $652K
T
At&T Inc.

Communication Services
2K
+ 7.11%
$26.94 - $29.62 $53.9K - $59.2K
30.1K $851K
EMLP
First Tr Exchange Traded Iv

ETFs
468
+ 2.85%
$36.99 - $38.38 $17.3K - $18K
16.9K $646K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
90
+ 3.38%
$122.57 - $132.57 $11K - $11.9K
2.75K $357K
DVY
Ishares Tr

ETFs
2
+ 0.07%
$133.88 - $142.57 $268 - $285
2.83K $402K
ENB
Enbridge Inc

Energy
3
+ 0.06%
$43.79 - $50.46 $131 - $151
5.19K $261K
PFE
Pfizer Inc

Healthcare
471
+ 4.25%
$23.29 - $25.88 $11K - $12.2K
11.5K $294K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7
+ 0.13%
$68.24 - $73.73 $478 - $516
5.38K $395K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3
+ 0.11%
$133.48 - $144.38 $400 - $433
2.67K $380K
VNQ
Vanguard Specialized Funds Van

ETFs
155
+ 5.28%
$88.47 - $93.24 $13.7K - $14.5K
3.09K $282K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
169
+ 3.7%
$102.4 - $103.88 $17.3K - $17.6K
4.74K $489K
MUB
Ishares National Muni Bond ETF

ETFs
25
+ 0.33%
$103.24 - $106.68 $2.58K - $2.67K
7.5K $798K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
18
+ 0.29%
$58.7 - $62.94 $1.06K - $1.13K
6.3K $392K
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.14%
$194.44 - $206.51 $389 - $413
1.48K $306K
YUM
Yum Brands Inc

Consumer Cyclical
64
+ 4.48%
$139.5 - $153.94 $8.93K - $9.85K
1.49K $226K
KO
Coca Cola CO

Consumer Defensive
500
+ 12.48%
$65.67 - $71.67 $32.8K - $35.8K
4.51K $298K
ETN
Eaton Corp PLC

Industrials
1
+ 0.16%
$342.99 - $392.76 $343 - $393
615 $230K
TOWN
Towne Bank (Va)

Financial Services
30
+ 0.12%
$34.49 - $37.64 $1.03K - $1.13K
24.3K $839K
SO
Southern CO

Utilities
1
+ 0.03%
$90.83 - $96.0 $90.8 - $96
3.28K $310K
AMZN
Amazon Com Inc

Consumer Cyclical
13
+ 0.13%
$211.65 - $238.24 $2.75K - $3.1K
10.2K $2.24M
Grayscale Ethereum Trust ETF
8.07K
New
N/A
8.07K $0
Dimensional ETF Trust
139
+ 0.68%
N/A
20.7K $0
TXN
Texas Instruments Inc

Technology
1
+ 0.05%
N/A
2.12K $412K
Dimensional ETF Trust
749
+ 10.79%
N/A
7.69K $0
DFSU
Dimensional ETF Tr Dimen Us Su
535
+ 9.33%
N/A
6.27K $0
Dimensional ETF Trust
4.83K
+ 41.08%
N/A
16.6K $0
Ge Vernova Inc
349
New
N/A
349 $0
CSCO
Cisco Systems, Inc.

Technology
7
+ 0.11%
$66.2 - $71.79 $463 - $503
6.32K $432K
PG
Procter & Gamble CO

Consumer Defensive
143
+ 2.41%
$150.47 - $161.22 $21.5K - $23.1K
6.08K $934K
PAA
Plains All American Pipeline LP

Energy
113
+ 0.63%
$16.88 - $18.93 $1.91K - $2.14K
18.2K $310K
IBM
International Business Machines Corp

Technology
18
+ 0.3%
$234.77 - $292.47 $4.23K - $5.26K
5.96K $1.68M
Activity Summary
Buys All Purchases 98 New Holdings 14 Increased Positions 84 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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