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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
ATRIAtrion Corp
Recent Activity
Exited
0%
$610,781
1,350 shares@ $452.44 avg price
SUBIshares Tr
Recent Activity
Exited
0%
$294,154
2,814 shares@ $104.54 avg price
PXHInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$201,204
9,936 shares@ $20.25 avg price
AQSTAquestive Therapeutics Inc
Recent Activity
Exited
0%
$73,857
28,407 shares@ $2.6 avg price