Christine Gravelle

@Pbmares Wealth Management Llc

Latest period2024 - Q3

Reported2mo 25d ago

Managed Assets$478.787M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EDConsolidated Edison Inc Recent Activity New Position	0.05%	$208,260 2,000 shares@ $104.13 avg price	New Position
SBUXStarbucks Corp Recent Activity New Position	0.05%	$207,920 2,133 shares@ $97.48 avg price	New Position
NSCNorfolk Southn Corp Recent Activity New Position	0.05%	$206,752 832 shares@ $248.5 avg price	New Position
CRHCrh Plc Recent Activity New Position	0.05%	$203,843 2,198 shares@ $92.75 avg price	New Position
ETNEaton Corp Plc Recent Activity New Position	0.05%	$203,572 614 shares@ $331.56 avg price	New Position
ENBEnbridge Inc Recent Activity New Position	0.05%	$200,902 4,947 shares@ $40.62 avg price	New Position
EOSEEos Energy Enterprises Inc Recent Activity New Position	0.04%	$166,320 56,000 shares@ $2.97 avg price	New Position
6707⤦Nuvasive Inc Recent Activity New Position	0.01%	$12,684 13,000 shares@ $0.98 avg price	New Position
8250⤦Shopify Inc Recent Activity New Position	0.01%	$12,513 13,000 shares@ $0.97 avg price	New Position
6792⤦Okta Inc Recent Activity New Position	0.01%	$12,389 13,000 shares@ $0.96 avg price	New Position