Pb Mares Wealth Management LLC Reduced Holdings in Q1 2025

Pb Mares Wealth Management LLC

  • $492 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-73.2K
- 6.83%
$32.42 - $36.13 $2.37M - $2.64M
998K $32.9M
AAPL
Apple Inc.

Technology
-4.61K
- 10.78%
$209.68 - $247.1 $967K - $1.14M
38.2K $8.48M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-4.98K
- 18.52%
$221.78 - $273.45 $1.1M - $1.36M
21.9K $4.98M
NVDA
Nvidia Corp

Technology
-5.86K
- 33.78%
$106.98 - $149.43 $627K - $876K
11.5K $1.25M
MSFT
Microsoft Corp

Technology
-579
- 4.33%
$375.39 - $447.2 $217K - $259K
12.8K $4.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-21.9K
- 5.74%
$39.96 - $43.3 $876K - $949K
360K $14.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.94K
- 15.19%
$190.26 - $242.06 $369K - $469K
10.8K $2.06M
META
Meta Platforms, Inc.

Communication Services
-1.09K
- 64.67%
$576.36 - $736.67 $629K - $804K
596 $343K
WMT
Walmart Inc.

Consumer Defensive
-6.08K
- 19.79%
$84.5 - $105.05 $514K - $639K
24.7K $2.16M
DFAE
Dimensional ETF Tr

ETFs
-31.5K
- 7.61%
$24.64 - $26.86 $776K - $846K
383K $9.91M
ORCL
Oracle Corp

Technology
-1.55K
- 12.5%
$139.81 - $186.47 $217K - $290K
10.9K $1.52M
IVV
Ishares Core S&P 500 ETF

ETFs
-784
- 23.84%
$554.06 - $615.85 $434K - $483K
2.51K $1.41M
UNH
Unitedhealth Group Inc

Healthcare
-1.07K
- 57.28%
$461.52 - $548.18 $496K - $589K
801 $419K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-25.1K
- 11.12%
$22.35 - $24.52 $560K - $615K
200K $4.76M
GOOG
Alphabet Inc.

Communication Services
-1.32K
- 18.86%
$156.06 - $207.71 $207K - $275K
5.7K $889K
JPM
Jpmorgan Chase & CO

Financial Services
-1.76K
- 24.24%
$225.19 - $279.95 $396K - $493K
5.5K $1.35M
HD
Home Depot, Inc.

Consumer Cyclical
-779
- 17.49%
$347.25 - $424.87 $271K - $331K
3.68K $1.35M
TSLA
Tesla, Inc.

Consumer Cyclical
-25
- 0.96%
$222.15 - $428.22 $5.55K - $10.7K
2.57K $667K
HON
Honeywell International Inc

Industrials
-1.4K
- 49.47%
$202.75 - $226.52 $283K - $317K
1.43K $302K
DIS
Walt Disney CO

Communication Services
-2.63K
- 44.07%
$96.87 - $114.0 $254K - $299K
3.33K $329K
DFAX
Dimensional ETF Tr
-26.7K
- 9.15%
$24.45 - $27.2 $654K - $727K
265K $6.95M
ENVX
Enovix Corp

Industrials
-2.5K
- 3.13%
$7.21 - $14.33 $18K - $35.8K
77.5K $568K
VGT
Vanguard Information Technolog

ETFs
-165
- 9.3%
$542.38 - $646.34 $89.5K - $107K
1.61K $872K
MRK
Merck & Co., Inc.

Healthcare
-734
- 4.54%
$83.01 - $101.02 $60.9K - $74.1K
15.4K $1.38M
MAR
Marriott International Inc

Consumer Cyclical
-164
- 3.68%
$237.01 - $304.45 $38.9K - $49.9K
4.3K $1.02M
CMCSA
Comcast Corp

Communication Services
-5.63K
- 31.51%
$33.19 - $38.23 $187K - $215K
12.2K $451K
MA
Mastercard Inc

Financial Services
-398
- 51.76%
$504.67 - $576.31 $201K - $229K
371 $203K
GOOGL
Alphabet Inc.

Communication Services
-29
- 0.55%
$154.33 - $206.19 $4.48K - $5.98K
5.22K $806K
IBM
International Business Machines Corp

Technology
-1.52K
- 20.08%
$217.4 - $264.74 $330K - $402K
6.05K $1.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-468
- 4.54%
$102.49 - $119.96 $48K - $56.1K
9.85K $1.03M
LMT
Lockheed Martin Corp

Industrials
-22
- 0.59%
$423.19 - $506.29 $9.31K - $11.1K
3.72K $1.66M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3
- 0.06%
$551.42 - $612.93 $1.65K - $1.84K
4.96K $2.77M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-105
- 1.04%
$96.3 - $112.23 $10.1K - $11.8K
9.97K $971K
CAT
Caterpillar Inc

Industrials
-166
- 9.69%
$326.75 - $407.63 $54.2K - $67.7K
1.55K $510K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-343
- 4.12%
$62.43 - $84.12 $21.4K - $28.9K
7.98K $520K
CSCO
Cisco Systems, Inc.

Technology
-1.86K
- 23.56%
$58.74 - $64.87 $109K - $120K
6.03K $371K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-149
- 17.74%
$497.6 - $606.74 $74.1K - $90.4K
691 $343K
MCD
Mcdonalds Corp

Consumer Cyclical
-512
- 16.89%
$279.74 - $321.29 $143K - $165K
2.52K $787K
BAC
Bank Of America Corp

Financial Services
-1.25K
- 7.4%
$39.61 - $47.74 $49.4K - $59.5K
15.6K $650K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-240
- 3.15%
$120.29 - $134.6 $28.9K - $32.3K
7.39K $901K
DE
Deere & CO

Industrials
-257
- 26.8%
$408.57 - $509.27 $105K - $131K
702 $329K
VIG
Vanguard Dividend Appreciation

ETFs
-405
- 14.2%
N/A
2.45K $445K
UNP
Union Pacific Corp

Industrials
-357
- 20.49%
$225.21 - $254.42 $80.4K - $90.8K
1.39K $327K
PEP
Pepsico Inc

Consumer Defensive
-352
- 4.5%
$142.64 - $156.42 $50.2K - $55.1K
7.48K $1.12M
XLK
Technology Sector Spdr

ETFs
-3
- 0.12%
$206.38 - $242.18 $619 - $727
2.6K $537K
LOW
Lowes Companies Inc

Consumer Cyclical
-197
- 17.8%
$222.66 - $268.42 $43.9K - $52.9K
910 $212K
PFE
Pfizer Inc

Healthcare
-1.51K
- 11.87%
$25.01 - $27.13 $37.7K - $40.9K
11.2K $283K
BA
Boeing CO

Industrials
-226
- 12.03%
$148.15 - $186.25 $33.5K - $42.1K
1.65K $281K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-649
- 11.65%
$100.59 - $103.47 $65.3K - $67.2K
4.92K $509K
Activity Summary
Buys All Purchases 72 New Holdings 8 Increased Positions 64 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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