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Name: |
PBMares Wealth Management LLC |
City: |
WILLIAMSBURG |
State: |
VA |
Zip: |
23185 |
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Holdings
Found :
16 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
BBT |
Truist Financial Corp |
60 |
New |
$35.64 |
$1,026,000 |
26,333 |
0.27% |
1,026,000 |
26,333 |
0.002 |
Domestic Regional Banks |
|
GBTC |
Grayscale Bitcoin |
96 |
New |
$0.00 |
$578,000 |
9,147 |
0.15% |
578,000 |
9,147 |
0.002 |
N/A |
|
ABBV |
Abbvie Inc. |
143 |
New |
$157.06 |
$296,000 |
1,624 |
0.08% |
296,000 |
1,624 |
0.005 |
Drug Manufacturers - ... |
|
AMD |
Advanced Micro Devices Inc |
148 |
New |
$166.36 |
$279,000 |
1,547 |
0.07% |
279,000 |
1,547 |
0 |
Semiconductor- Broad... |
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NEE |
NextEra Energy |
154 |
New |
$76.61 |
$260,000 |
4,067 |
0.07% |
260,000 |
4,067 |
0 |
Electric Utilities |
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TPR |
Tapestry Inc |
160 |
New |
$42.30 |
$232,000 |
4,883 |
0.06% |
232,000 |
4,883 |
0.002 |
Textile - Apparel Foo... |
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PTNQ |
Pacer Trendpilot 100 Etf |
161 |
New |
$0.00 |
$226,000 |
3,292 |
0.06% |
226,000 |
3,292 |
0.021 |
N/A |
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BOTZ |
Global X Robotics & Artific... |
164 |
New |
$31.53 |
$222,000 |
6,987 |
0.06% |
222,000 |
6,987 |
0.011 |
N/A |
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GE |
General Electric Co |
166 |
New |
$167.33 |
$221,000 |
1,260 |
0.06% |
221,000 |
1,260 |
0 |
Conglomerates |
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SCHV |
Schwab Strategic Trust |
165 |
New |
$74.62 |
$221,000 |
2,907 |
0.06% |
221,000 |
2,907 |
0.002 |
Closed - End Fund - Debt |
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DFLV |
Dfa Dimensional Us Large Ca... |
167 |
New |
$0.00 |
$220,000 |
7,345 |
0.06% |
220,000 |
7,345 |
0.008 |
N/A |
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LIN |
Linde Plc |
170 |
New |
$435.57 |
$214,000 |
460 |
0.06% |
214,000 |
460 |
0 |
N/A |
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GLD |
streetTRACKS Gold Trust |
172 |
New |
$215.92 |
$207,000 |
1,004 |
0.05% |
207,000 |
1,004 |
0 |
Closed - End Fund - E... |
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KO |
Coca-Cola Co |
173 |
New |
$62.00 |
$205,000 |
3,344 |
0.05% |
205,000 |
3,344 |
0 |
Beverage Soft Drinks... |
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VOE |
Vanguard Mid-Cap Value ETF |
174 |
New |
$153.20 |
$202,000 |
1,295 |
0.05% |
202,000 |
1,295 |
0.001 |
Closed - End Fund - E... |
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OPK |
Opko Health Inc |
178 |
New |
$1.36 |
$13,000 |
10,453 |
0% |
13,000 |
10,453 |
0.002 |
Drug Manufacturers - ... |
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