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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
CSXCsx Corp
Recent Activity
Decreased -33.53%
0.18%
$835,661
24,201 shares@ $34.54 avg price
ADBEAdobe Inc
Recent Activity
Decreased -0.14%
0.16%
$733,176
1,416 shares@ $517.78 avg price
ENVXEnovix Corporation
Recent Activity
Decreased -35%
0.16%
$728,520
78,000 shares@ $9.34 avg price
SCZIshares Tr
Recent Activity
Decreased -1.41%
0.15%
$713,038
10,532 shares@ $67.71 avg price
TSLATesla Inc
Recent Activity
Decreased -0.61%
0.15%
$675,106
2,580 shares@ $261.67 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -7.88%
0.13%
$607,601
13,529 shares@ $44.92 avg price
EMLPFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.17%
0.13%
$604,817
18,001 shares@ $33.6 avg price
DISDisney Walt Co
Recent Activity
Decreased -1.82%
0.13%
$595,390
6,190 shares@ $96.19 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -1.84%
0.13%
$588,331
2,606 shares@ $225.77 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -28.22%
0.13%
$581,889
2,815 shares@ $206.72 avg price