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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
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.42%
0.23%
$1.099M
1,880 shares@ $584.74 avg price
IJSIshares Tr
Recent Activity
Decreased -2.59%
0.23%
$1.085M
10,078 shares@ $107.67 avg price
DDominion Energy Inc
Recent Activity
Decreased -3.68%
0.23%
$1.07M
18,515 shares@ $57.79 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -3.69%
0.22%
$1.052M
20,577 shares@ $51.12 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -1.44%
0.2%
$952,504
7,846 shares@ $121.4 avg price
ITOTIshares Tr
Recent Activity
Decreased -1.45%
0.2%
$942,670
7,504 shares@ $125.63 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -0.6%
0.2%
$937,139
19,585 shares@ $47.85 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -9.57%
0.2%
$925,701
3,040 shares@ $304.51 avg price
OEFIshares Tr
Recent Activity
Decreased -4.94%
0.2%
$915,532
3,308 shares@ $276.77 avg price
VVisa Inc
Recent Activity
Decreased -1.48%
0.19%
$876,398
3,187 shares@ $275.0 avg price