$253 Million is the total value of PBMares Wealth Management LLC's 159 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 16.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $16,890,000 | +33.5% | 535,859 | +39.8% | 10.40% | +94.6% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $10,383,000 | +20.3% | 368,832 | +26.3% | 6.39% | +75.2% |
| XOM | Sell | EXXON MOBIL CORP | $8,161,000 | +33.8% | 98,816 | -0.8% | 5.02% | +95.0% |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $6,879,000 | -6.1% | 133,451 | 0.0% | 4.24% | +36.8% | |
| AAPL | Buy | APPLE INC | $6,522,000 | +9.4% | 37,351 | +11.2% | 4.02% | +59.4% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $5,190,000 | +154.7% | 197,803 | +165.5% | 3.20% | +271.2% |
| STLD | STEEL DYNAMICS INC | $3,910,000 | +34.4% | 46,862 | 0.0% | 2.41% | +95.9% | |
| ENPH | Buy | ENPHASE ENERGY INC | $3,460,000 | +39.6% | 17,148 | +26.6% | 2.13% | +103.5% |
| DHS | Buy | WISDOMTREE TRus high dividend | $3,308,000 | +7.0% | 37,554 | +0.3% | 2.04% | +56.0% |
| MSFT | Buy | MICROSOFT CORP | $3,273,000 | -0.4% | 10,616 | +8.6% | 2.02% | +45.1% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,277,000 | +8.2% | 15,407 | +7.7% | 1.40% | +57.5% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $2,258,000 | -1.6% | 12,833 | +0.0% | 1.39% | +43.3% |
| IAU | New | ISHARES GOLD TRishares | $2,074,000 | – | 56,317 | +100.0% | 1.28% | – |
| NOC | NORTHROP GRUMMAN CORP | $1,941,000 | +15.5% | 4,341 | 0.0% | 1.20% | +68.3% | |
| AMZN | Buy | AMAZON COM INC | $1,917,000 | +37.2% | 588 | +40.3% | 1.18% | +100.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,779,000 | +4.0% | 3,921 | +9.3% | 1.10% | +51.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,653,000 | +6.0% | 9,325 | +2.3% | 1.02% | +54.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,589,000 | +23.4% | 3,600 | -0.7% | 0.98% | +79.8% |
| ORCL | Sell | ORACLE CORP | $1,585,000 | -5.4% | 19,160 | -0.3% | 0.98% | +37.9% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $1,517,000 | -5.0% | 14,820 | -3.0% | 0.93% | +38.4% |
| TOWN | Buy | TOWNEBANK PORTSMOUTH VA | $1,424,000 | -5.2% | 47,560 | +0.0% | 0.88% | +38.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,412,000 | +72.0% | 4,001 | +45.7% | 0.87% | +150.4% |
| MRK | Sell | MERCK & CO. INC | $1,358,000 | +5.0% | 16,549 | -1.9% | 0.84% | +53.1% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,335,000 | -5.6% | 3,683 | +3.6% | 0.82% | +37.5% |
| SCZ | ISHARES TReafe sml cp etf | $1,318,000 | -9.2% | 19,872 | 0.0% | 0.81% | +32.2% | |
| HD | Buy | HOME DEPOT INC | $1,303,000 | -27.0% | 4,352 | +1.2% | 0.80% | +6.4% |
| D | Sell | DOMINION ENERGY INC | $1,297,000 | +6.9% | 15,267 | -1.1% | 0.80% | +55.8% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $1,280,000 | -4.5% | 12,196 | -3.7% | 0.79% | +39.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,248,000 | -26.1% | 13,286 | -25.2% | 0.77% | +7.7% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,238,000 | -11.5% | 15,568 | -5.7% | 0.76% | +28.9% |
| UNH | UNITEDHEALTH GROUP INC | $1,219,000 | +1.6% | 2,390 | 0.0% | 0.75% | +48.1% | |
| PFE | Buy | PFIZER INC | $1,210,000 | -10.2% | 23,378 | +2.4% | 0.74% | +30.7% |
| WMT | Buy | WALMART INC | $1,192,000 | +4.5% | 8,003 | +1.5% | 0.73% | +52.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,162,000 | -4.9% | 7,608 | +1.9% | 0.72% | +38.8% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $1,157,000 | -4.3% | 14,133 | +2.4% | 0.71% | +39.3% |
| CSX | Buy | CSX CORP | $1,134,000 | -0.4% | 30,268 | +0.0% | 0.70% | +45.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,128,000 | -6.0% | 2,498 | -1.1% | 0.70% | +37.1% |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,114,000 | +16.5% | 4,483 | 0.0% | 0.69% | +69.8% | |
| DIS | Sell | DISNEY WALT CO | $1,003,000 | -16.0% | 7,312 | -5.1% | 0.62% | +22.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $990,000 | -2.8% | 7,617 | -0.1% | 0.61% | +41.5% |
| OPOF | OLD POINT FINL CORP | $964,000 | +7.6% | 39,348 | 0.0% | 0.59% | +56.7% | |
| ATRI | ATRION CORP | $963,000 | +1.2% | 1,350 | 0.0% | 0.59% | +47.5% | |
| AKAM | AKAMAI TECHNOLOGIES INC | $913,000 | +2.0% | 7,646 | 0.0% | 0.56% | +48.7% | |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $865,000 | -8.3% | 6,981 | -0.9% | 0.53% | +33.9% |
| V | Buy | VISA INC | $855,000 | +10.2% | 3,857 | +7.7% | 0.53% | +60.4% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $853,000 | -12.2% | 3,745 | -6.9% | 0.52% | +28.0% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $831,000 | +25.9% | 4,729 | +18.3% | 0.51% | +83.5% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $831,000 | -6.5% | 17,758 | +0.6% | 0.51% | +36.2% |
| BAC | Sell | BK OF AMERICA CORP | $806,000 | -30.5% | 19,553 | -25.0% | 0.50% | +1.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $793,000 | +4.5% | 285 | +8.8% | 0.49% | +52.0% |
| HYD | Buy | VANECK VECTORS ETF TRhigh yld mun etf | $786,000 | -4.4% | 13,699 | +4.0% | 0.48% | +39.5% |
| JPM | Sell | JPMORGAN CHASE & CO | $782,000 | -18.5% | 5,736 | -5.4% | 0.48% | +18.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $771,000 | -3.7% | 13,888 | +3.8% | 0.48% | +40.5% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $763,000 | -23.3% | 1,674 | -4.6% | 0.47% | +11.9% |
| CVX | Sell | CHEVRON CORP NEW | $734,000 | +25.3% | 4,509 | -9.6% | 0.45% | +82.3% |
| TSLA | TESLA INC | $732,000 | +1.9% | 679 | 0.0% | 0.45% | +48.8% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $732,000 | -12.4% | 14,366 | -10.7% | 0.45% | +27.8% |
| HON | HONEYWELL INTL INC | $731,000 | -6.6% | 3,756 | 0.0% | 0.45% | +36.0% | |
| OEF | ISHARES TRs&p 100 etf | $726,000 | -4.7% | 3,480 | 0.0% | 0.45% | +38.8% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $723,000 | -13.3% | 11,514 | -8.4% | 0.44% | +26.4% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $715,000 | +39.6% | 256 | +44.6% | 0.44% | +103.7% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $704,000 | -6.3% | 6,494 | +0.3% | 0.43% | +36.6% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $678,000 | -16.2% | 14,000 | -12.8% | 0.42% | +21.9% |
| MO | Sell | ALTRIA GROUP INC | $678,000 | -2.2% | 12,967 | -11.3% | 0.42% | +42.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $673,000 | +31.7% | 1,168 | +29.8% | 0.41% | +91.7% |
| RPV | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $651,000 | +43.4% | 7,602 | +35.3% | 0.40% | +108.9% |
| COF | CAPITAL ONE FINL CORP | $646,000 | -9.5% | 4,920 | 0.0% | 0.40% | +31.8% | |
| PEP | Buy | PEPSICO INC | $643,000 | -3.6% | 3,842 | +0.1% | 0.40% | +40.4% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $641,000 | +53.3% | 13,339 | +63.0% | 0.40% | +123.2% |
| MKC | MCCORMICK & CO INC | $639,000 | +3.4% | 6,400 | 0.0% | 0.39% | +50.6% | |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $614,000 | -9.8% | 6,079 | -4.6% | 0.38% | +31.2% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $611,000 | +24.9% | 22,065 | +12.6% | 0.38% | +81.6% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $610,000 | +4.3% | 1,465 | +14.7% | 0.38% | +52.2% |
| DVY | Buy | ISHARES TRselect divid etf | $611,000 | +5.5% | 4,771 | +1.0% | 0.38% | +53.5% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $596,000 | -11.7% | 2,146 | -2.8% | 0.37% | +28.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $585,000 | +1.0% | 5,420 | +7.2% | 0.36% | +46.9% |
| MCD | MCDONALDS CORP | $580,000 | -7.8% | 2,347 | 0.0% | 0.36% | +34.2% | |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $571,000 | -14.1% | 2,738 | -9.1% | 0.35% | +25.3% |
| DE | Sell | DEERE & CO | $570,000 | -9.2% | 1,372 | -25.1% | 0.35% | +32.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $557,000 | -4.8% | 2,446 | +3.2% | 0.34% | +38.9% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $535,000 | -13.6% | 2,091 | -0.9% | 0.33% | +25.6% |
| BX | Buy | BLACKSTONE GROUP INC | $534,000 | +3.1% | 4,204 | +5.0% | 0.33% | +50.2% |
| FB | Sell | FACEBOOK INCcl a | $532,000 | -34.6% | 2,392 | -1.0% | 0.33% | -4.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $529,000 | -9.0% | 895 | +2.9% | 0.33% | +32.5% |
| LLY | Sell | LILLY ELI & CO | $525,000 | +0.6% | 1,834 | -2.9% | 0.32% | +46.2% |
| EFA | Sell | ISHARES TRmsci eafe etf | $486,000 | -14.0% | 6,602 | -8.1% | 0.30% | +25.1% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $473,000 | -6.0% | 4,517 | -3.5% | 0.29% | +36.6% |
| TXN | TEXAS INSTRS INC | $464,000 | -2.7% | 2,529 | 0.0% | 0.29% | +41.6% | |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $461,000 | +21.3% | 1,602 | +35.3% | 0.28% | +76.4% |
| ANTM | ANTHEM INC | $458,000 | +6.0% | 932 | 0.0% | 0.28% | +54.1% | |
| UNP | Buy | UNION PAC CORP | $451,000 | +14.8% | 1,650 | +5.8% | 0.28% | +67.5% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $449,000 | -8.0% | 2,768 | -2.5% | 0.28% | +34.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $442,000 | -6.4% | 6,359 | +0.6% | 0.27% | +36.7% |
| CSCO | Buy | CISCO SYS INC | $436,000 | -8.8% | 7,822 | +3.7% | 0.27% | +32.7% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $422,000 | -8.3% | 2,656 | +0.3% | 0.26% | +34.0% |
| EFV | Sell | ISHARES TReafe value etf | $417,000 | -50.1% | 8,304 | -50.0% | 0.26% | -27.2% |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $413,000 | – | 6,963 | +100.0% | 0.25% | – |
| RTX | RAYTHEON TECHNOLOGIES CORP | $407,000 | +15.0% | 4,111 | 0.0% | 0.25% | +67.3% | |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $404,000 | – | 5,425 | +100.0% | 0.25% | – |
| NSC | Sell | NORFOLK SOUTHN CORP | $392,000 | -19.5% | 1,375 | -15.9% | 0.24% | +17.0% |
| DUK | Sell | DUKE ENERGY CORP NEW | $389,000 | +2.6% | 3,487 | -3.6% | 0.24% | +50.0% |
| SO | Buy | SOUTHERN CO | $386,000 | +6.9% | 5,326 | +1.2% | 0.24% | +55.6% |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $378,000 | -3.3% | 6,221 | 0.0% | 0.23% | +41.2% | |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $362,000 | – | 9,439 | +100.0% | 0.22% | – |
| IWR | ISHARES TRrus mid cap etf | $355,000 | -6.1% | 4,553 | 0.0% | 0.22% | +36.9% | |
| GSSC | GOLDMAN SACHS ETF TRactivebeta us | $343,000 | -7.0% | 5,543 | 0.0% | 0.21% | +35.3% | |
| INTC | Buy | INTEL CORP | $333,000 | -2.1% | 6,720 | +1.9% | 0.20% | +42.4% |
| WFC | Buy | WELLS FARGO CO NEW | $327,000 | +4.5% | 6,739 | +3.5% | 0.20% | +52.3% |
| CAT | Buy | CATERPILLAR INC | $326,000 | +14.0% | 1,461 | +5.8% | 0.20% | +66.1% |
| IWB | ISHARES TRrus 1000 etf | $325,000 | -5.2% | 1,298 | 0.0% | 0.20% | +37.9% | |
| NEE | NEXTERA ENERGY INC | $323,000 | -9.3% | 3,809 | 0.0% | 0.20% | +32.7% | |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $316,000 | +9.3% | 1,486 | +16.4% | 0.20% | +59.8% |
| QCOM | Buy | QUALCOMM INC | $309,000 | -14.4% | 2,023 | +2.5% | 0.19% | +24.2% |
| TFC | TRUIST FINL CORP | $308,000 | -3.1% | 5,426 | 0.0% | 0.19% | +41.8% | |
| LOW | Buy | LOWES COS INC | $303,000 | -21.1% | 1,497 | +0.7% | 0.19% | +15.4% |
| DHR | Buy | DANAHER CORPORATION | $300,000 | -3.8% | 1,024 | +7.9% | 0.18% | +40.2% |
| IWM | ISHARES TRrussell 2000 etf | $300,000 | -7.7% | 1,460 | 0.0% | 0.18% | +35.0% | |
| BA | Buy | BOEING CO | $299,000 | +3.5% | 1,563 | +8.8% | 0.18% | +50.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $296,000 | -23.5% | 827 | -23.2% | 0.18% | +11.0% |
| SBUX | Sell | STARBUCKS CORP | $289,000 | -26.1% | 3,177 | -5.0% | 0.18% | +7.9% |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $287,000 | – | 2,097 | +100.0% | 0.18% | – |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $286,000 | -0.7% | 2,606 | +0.1% | 0.18% | +44.3% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $285,000 | -11.8% | 6,303 | -4.8% | 0.18% | +28.7% |
| XLE | SELECT SECTOR SPDR TRenergy | $280,000 | +37.9% | 3,657 | 0.0% | 0.17% | +100.0% | |
| HDV | ISHARES TRcore high dv etf | $265,000 | +6.0% | 2,475 | 0.0% | 0.16% | +53.8% | |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $260,000 | -2.6% | 5,245 | 0.0% | 0.16% | +41.6% | |
| IQLT | ISHARES TRmsci intl qualty | $258,000 | -6.5% | 7,010 | 0.0% | 0.16% | +35.9% | |
| IWD | Sell | ISHARES TRrus 1000 val etf | $254,000 | -18.8% | 1,531 | -17.9% | 0.16% | +18.2% |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $253,000 | +23.4% | 5,774 | +22.2% | 0.16% | +79.3% |
| CWB | SPDR SER TRblmbrg brc cnvrt | $250,000 | -7.4% | 3,254 | 0.0% | 0.15% | +35.1% | |
| ENB | Sell | ENBRIDGE INC | $240,000 | -0.8% | 5,209 | -15.8% | 0.15% | +45.1% |
| IJH | New | ISHARES TRcore s&p mcp etf | $238,000 | – | 886 | +100.0% | 0.15% | – |
| NKE | NIKE INCcl b | $237,000 | -19.1% | 1,760 | 0.0% | 0.15% | +17.7% | |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $237,000 | – | 5,137 | +100.0% | 0.15% | – |
| KO | Sell | COCA COLA CO | $235,000 | -2.5% | 3,788 | -6.7% | 0.14% | +42.2% |
| BCPC | BALCHEM CORP | $233,000 | -18.8% | 1,701 | 0.0% | 0.14% | +18.2% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $229,000 | -6.9% | 4,742 | 0.0% | 0.14% | +35.6% | |
| CVS | Buy | CVS HEALTH CORP | $217,000 | -1.8% | 2,141 | +0.0% | 0.13% | +44.1% |
| DOL | Sell | WISDOMTREE TRintl lrgcap dv | $218,000 | -15.2% | 4,478 | -14.0% | 0.13% | +22.9% |
| MDT | MEDTRONIC PLC | $218,000 | +7.4% | 1,962 | 0.0% | 0.13% | +55.8% | |
| AVGO | BROADCOM INC | $216,000 | -5.3% | 343 | 0.0% | 0.13% | +38.5% | |
| MUB | Sell | ISHARES TRnational mun etf | $214,000 | -18.0% | 1,956 | -12.8% | 0.13% | +20.0% |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $211,000 | – | 2,890 | +100.0% | 0.13% | – |
| ABBV | New | ABBVIE INC | $210,000 | – | 1,295 | +100.0% | 0.13% | – |
| TGT | Buy | TARGET CORP | $210,000 | -5.4% | 990 | +3.1% | 0.13% | +37.2% |
| WM | Buy | WASTE MGMT INC DEL | $206,000 | -4.6% | 1,301 | +0.6% | 0.13% | +39.6% |
| SYK | STRYKER CORPORATION | $202,000 | 0.0% | 754 | 0.0% | 0.12% | +45.9% | |
| LIN | LINDE PLC | $201,000 | -7.8% | 628 | 0.0% | 0.12% | +34.8% | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $138,000 | +15.0% | 12,800 | 0.0% | 0.08% | +66.7% | |
| CTBI | Exit | COMMUNITY TR BANCORP INC | $0 | – | -4,593 | -100.0% | -0.08% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -1,207 | -100.0% | -0.09% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -1,349 | -100.0% | -0.09% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,329 | -100.0% | -0.09% | – |
| RWR | Exit | SPDR SER TRdj reit etf | $0 | – | -2,147 | -100.0% | -0.11% | – |
| MMM | Exit | 3M CO | $0 | – | -1,626 | -100.0% | -0.12% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -4,209 | -100.0% | -0.14% | – |
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -2,400 | -100.0% | -0.44% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -33,400 | -100.0% | -0.49% | – |
| Exit | DIMENSIONAL ETF TRUSTshort duration f | $0 | – | -110,664 | -100.0% | -2.34% | – | |
| DFAS | Exit | DIMENSIONAL ETF TRUSTus small cap etf | $0 | – | -109,299 | -100.0% | -2.77% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -293,158 | -100.0% | -3.23% | – | |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -187,768 | -100.0% | -4.10% | – |
| Exit | DIMENSIONAL ETF TRUSTinternatnal val | $0 | – | -374,463 | -100.0% | -5.19% | – | |
| DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -374,204 | -100.0% | -7.51% | – |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -927,018 | -100.0% | -11.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 16 | Q3 2023 | 6.5% |
| APPLE INC | 16 | Q3 2023 | 4.3% |
| WISDOMTREE TR | 16 | Q3 2023 | 6.1% |
| STEEL DYNAMICS INC | 16 | Q3 2023 | 2.4% |
| MICROSOFT CORP | 16 | Q3 2023 | 2.1% |
| NORTHROP GRUMMAN CORP | 16 | Q3 2023 | 2.6% |
| LOCKHEED MARTIN CORP | 16 | Q3 2023 | 2.0% |
| JOHNSON & JOHNSON | 16 | Q3 2023 | 1.6% |
| MERCK & CO. INC | 16 | Q3 2023 | 1.7% |
| VANGUARD BD INDEX FDS | 16 | Q3 2023 | 2.6% |
View PBMares Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-02-02 |
| 13F-HR | 2021-11-02 |
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.