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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
DFASDimensional Etf Trust
Recent Activity
Increased 51.1%
2.73%
$13.063M
201,405 shares@ $64.86 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased 0%
2.32%
$11.075M
94,484 shares@ $117.22 avg price
DFAEDimensional Etf Trust
Recent Activity
Increased 11.07%
2.19%
$10.461M
381,657 shares@ $27.41 avg price
AAPLApple Inc
Recent Activity
Increased 0.51%
2.06%
$9.855M
42,296 shares@ $233.01 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -3.17%
1.56%
$7.436M
275,287 shares@ $27.02 avg price
DIHPDimensional Etf Trust
Recent Activity
Increased 15.62%
1.4%
$6.703M
241,979 shares@ $27.71 avg price
HLTHilton Worldwide Hldgs Inc
Recent Activity
Increased 0.09%
1.31%
$6.237M
27,060 shares@ $230.5 avg price
DFSVDimensional Etf Trust
Recent Activity
Increased 31.16%
1.2%
$5.717M
185,606 shares@ $30.8 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.89%
1.17%
$5.593M
12,998 shares@ $430.3 avg price
DFARDimensional Etf Trust
Recent Activity
Increased 16.49%
1.17%
$5.589M
217,984 shares@ $25.65 avg price