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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
VBRVanguard Index Fds
Recent Activity
Decreased -0.1%
0.35%
$1.673M
8,331 shares@ $200.77 avg price
IBMInternational Business Machs
Recent Activity
Decreased -0.01%
0.35%
$1.657M
7,497 shares@ $221.08 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -2.27%
0.32%
$1.53M
28,973 shares@ $52.81 avg price
DFICDimensional Etf Trust
Recent Activity
Decreased -85.25%
0.32%
$1.517M
53,908 shares@ $28.14 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -27.16%
0.3%
$1.434M
2,939 shares@ $488.01 avg price
DFIPDimensional Etf Trust
Recent Activity
Decreased -2.17%
0.29%
$1.355M
32,053 shares@ $42.29 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -1.82%
0.28%
$1.325M
26,656 shares@ $49.7 avg price
BXBlackstone Inc
Recent Activity
Decreased -0.12%
0.27%
$1.262M
8,243 shares@ $153.14 avg price
DFSDDimensional Etf Trust
Recent Activity
Decreased -2.97%
0.27%
$1.247M
26,122 shares@ $47.74 avg price
IJRIshares Tr
Recent Activity
Decreased -10.11%
0.25%
$1.194M
10,205 shares@ $116.96 avg price