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Christine Gravelle

@Pbmares Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$478.787MTotal holdings199
Assets growth rate17.51%Assets growth rate (2-Q avg)11.8%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pbmares Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 199 positions.

Assets under management

The assets under management (AUM) of Pbmares Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 478.787M in assets, with a quarterly growth rate of 17.51% and a 2-quarter average growth rate of 11.8%. The portfolio is managed by Christine Gravelle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFACDimensional Etf Trust
Recent Activity
Decreased -22.5%
7.58%
$36.279M
1.058M shares@ $34.29 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased 0%
2.32%
$11.075M
94,484 shares@ $117.22 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -3.17%
1.56%
$7.436M
275,287 shares@ $27.02 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.89%
1.17%
$5.593M
12,998 shares@ $430.3 avg price
DHSWisdomtree Tr
Recent Activity
Decreased -1.99%
0.68%
$3.217M
34,300 shares@ $93.81 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -7.41%
0.59%
$2.802M
4,883 shares@ $573.73 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -35.35%
0.48%
$2.293M
12,306 shares@ $186.33 avg price
ORCLOracle Corp
Recent Activity
Decreased -1.99%
0.45%
$2.117M
12,423 shares@ $170.41 avg price
NVDANvidia Corporation
Recent Activity
Decreased -6.35%
0.41%
$1.955M
16,101 shares@ $121.44 avg price
IVVIshares Tr
Recent Activity
Decreased -9.13%
0.39%
$1.83M
3,173 shares@ $576.88 avg price