Pb Mares Wealth Management LLC Portfolio Holdings
Pb Mares Wealth Management LLC
- $483 Million
- Q4 2024
Pb Mares Wealth Management LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $483 Million distributed in 194 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 $47.7M, Dimensional ETF Tr U S Core Eq with a value of $37.1M, Dimensional ETF Tr with a value of $36M, Dimensional ETF Tr Core Fxd In with a value of $25.4M, and Dimensional ETF Tr U S Target with a value of $23.5M.
Examining the 13F form we can see an increase of $9.21M in the current position value, from $474M to 483M.
Below you can find more details about Pb Mares Wealth Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 194
- Current Value $483 Million
- Prior Value $474 Million
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 7 stocks
- Additional Purchases 101 stocks
- Sold out of 0 stocks
- Reduced holdings in 38 stocks