PBMares Wealth Management LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Christine Gravelle - Director, Wealth Operations
Location
Williamsburg, VA
Holdings as of
31 Dec 2024
Value $
$489M
Num holdings
194
Filing time
24 Jan 2025, 11:10:11
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included DFUS, DFAC, DFAU, DFCF, and DFAT.
Previous filing
Q3 2024 - 25 Oct 2024
Next filing
Q1 2025 - 23 Apr 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q4 compared to 2024 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Christine Gravelle Director, Wealth Operations Williamsburg, Virginia 24 Jan 2025