Pb Mares Wealth Management LLC Incresed Positions in Q3 2024

Pb Mares Wealth Management LLC

  • $474 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
273
+ 9.1%
$77.0 - $90.52 $21K - $24.7K
3.27K $295K
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 1.79%
$801.83 - $917.05 $16.8K - $19.3K
1.19K $1.06M
NEE
Nextera Energy Inc

Utilities
95
+ 2.66%
$69.9 - $84.97 $6.64K - $8.07K
3.67K $310K
ORGN
Origin Materials, Inc.

Basic Materials
8K
+ 14.04%
$0.78 - $1.88 $6.24K - $15K
65K $100K
LHX
L3 Harris Technologies, Inc.

Industrials
2
+ 0.06%
$221.96 - $243.27 $444 - $487
3.33K $791K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
54
+ 0.51%
$74.26 - $78.84 $4.01K - $4.26K
10.7K $842K
RPV
Invesco Exchange Traded Fd Tr

ETFs
105
+ 1.82%
$82.04 - $89.49 $8.61K - $9.4K
5.89K $523K
IEFA
Ishares Tr

ETFs
206
+ 5.35%
$70.09 - $78.74 $14.4K - $16.2K
4.06K $316K
KO
Coca Cola CO

Consumer Defensive
2
+ 0.05%
$62.69 - $73.01 $125 - $146
4.4K $315K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6
+ 0.08%
$58.03 - $65.37 $348 - $392
7.31K $472K
TXN
Texas Instruments Inc

Technology
157
+ 7.93%
$194.6 - $194.6 $30.6K - $30.6K
2.14K $416K
LLY
Eli Lilly & CO

Healthcare
43
+ 9.56%
$772.14 - $960.02 $33.2K - $41.3K
493 $436K
VGT
Vanguard Information Technolog

ETFs
14
+ 0.72%
$514.43 - $606.85 $7.2K - $8.5K
1.97K $1.15M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
6
+ 0.23%
$111.9 - $124.28 $671 - $746
2.65K $327K
TFLO
Ishares Treasury Floating Rate

ETFs
500
+ 6.54%
$50.42 - $50.66 $25.2K - $25.3K
8.15K $412K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3
+ 0.1%
$112.99 - $126.45 $339 - $379
2.86K $360K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.06%
$236.92 - $263.4 $237 - $263
1.79K $470K
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.13%
$181.06 - $197.17 $362 - $394
1.48K $292K
VGSH
Vanguard

ETFs
88
+ 1.99%
$57.74 - $59.13 $5.08K - $5.2K
4.52K $266K
PANW
Palo Alto Networks Inc

Technology
20
+ 2.65%
$294.18 - $368.01 $5.88K - $7.36K
774 $264K
BOTZ
Global X Fds

ETFs
3
+ 0.04%
$27.68 - $32.27 $83 - $96.8
6.99K $224K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
30
+ 0.41%
$40.48 - $45.39 $1.21K - $1.36K
7.34K $323K
EMR
Emerson Electric CO

Industrials
51
+ 2.35%
$98.19 - $118.87 $5.01K - $6.06K
2.22K $242K
XLE
Energy Sector Spdr

ETFs
146
+ 4.83%
$84.35 - $93.39 $12.3K - $13.6K
3.17K $278K
BAC
Bank Of America Corp

Financial Services
49
+ 0.29%
$36.65 - $44.13 $1.8K - $2.16K
16.9K $670K
Dimensional ETF Trust
967
+ 12.78%
N/A
8.53K $0
F
Ford Motor CO

Consumer Cyclical
991
+ 9.02%
$9.71 - $14.55 $9.62K - $14.4K
12K $126K
CVX
Chevron Corp

Energy
22
+ 0.39%
$137.88 - $161.97 $3.03K - $3.56K
5.73K $844K
GOOGL
Alphabet Inc.

Communication Services
146
+ 2.93%
$148.65 - $191.18 $21.7K - $27.9K
5.13K $851K
GOOG
Alphabet Inc.

Communication Services
245
+ 3.63%
$149.54 - $192.66 $36.6K - $47.2K
7K $1.17M
MRK
Merck & Co., Inc.

Healthcare
200
+ 1.24%
$111.15 - $128.97 $22.2K - $25.8K
16.4K $1.86M
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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