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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
AVUVAmerican Centy Etf Tr
Recent Activity
New Position
0.09%
$415,194
4,327 shares@ $95.96 avg price
MMM3m Co
Recent Activity
New Position
0.06%
$259,250
1,896 shares@ $136.74 avg price
IJTIshares Tr
Recent Activity
New Position
0.05%
$235,634
1,689 shares@ $139.52 avg price
GEGe Aerospace
Recent Activity
New Position
0.05%
$234,335
1,243 shares@ $188.53 avg price
QUALIshares Tr
Recent Activity
New Position
0.05%
$232,672
1,298 shares@ $179.26 avg price
DFAWDimensional Etf Trust
Recent Activity
New Position
0.05%
$232,102
3,657 shares@ $63.47 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
0.05%
$231,112
2,861 shares@ $80.79 avg price
HCAHca Healthcare Inc
Recent Activity
New Position
0.05%
$221,911
546 shares@ $406.44 avg price
VOEVanguard Index Fds
Recent Activity
New Position
0.05%
$217,133
1,295 shares@ $167.68 avg price
CBChubb Limited
Recent Activity
New Position
0.05%
$212,832
738 shares@ $288.4 avg price