| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 19 | Q2 2024 | 6.5% |
| APPLE INC | 19 | Q2 2024 | 4.3% |
| WISDOMTREE TR | 19 | Q2 2024 | 6.1% |
| STEEL DYNAMICS INC | 19 | Q2 2024 | 2.4% |
| MICROSOFT CORP | 19 | Q2 2024 | 2.1% |
| NORTHROP GRUMMAN CORP | 19 | Q2 2024 | 2.6% |
| LOCKHEED MARTIN CORP | 19 | Q2 2024 | 2.0% |
| MERCK & CO. INC | 19 | Q2 2024 | 1.7% |
| JOHNSON & JOHNSON | 19 | Q2 2024 | 1.6% |
| VANGUARD BD INDEX FDS | 19 | Q2 2024 | 2.6% |
View PBMares Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-06 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-21 |
View PBMares Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.