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  Name: PBMares Wealth Management LLC
  City: WILLIAMSBURG
  State: VA
  Zip: 23185
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $384,063,000
  Total Value Change : $50,827,000
  Securities Held Change : 5
   
All Securities Held : 178
  New Positions : 16
  Closed Positions : 11
  Increased Positions : 79
  Unchanged Positions : 25
  Decreased Positions : 58

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 16     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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)1 Year Chart         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)1 Year Chart         GBTC Grayscale Bitcoin 96 New $0.00 $578,000 9,147 0.15% 578,000 9,147 0.002    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 143 New $161.28 $296,000 1,624 0.08% 296,000 1,624 0.005    Drug Manufacturers - ...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 148 New $150.56 $279,000 1,547 0.07% 279,000 1,547 0    Semiconductor- Broad...
   (NEE)1 Year Chart         NEE NextEra Energy 154 New $74.58 $260,000 4,067 0.07% 260,000 4,067 0    Electric Utilities
   (TPR)1 Year Chart         TPR Tapestry Inc 160 New $41.35 $232,000 4,883 0.06% 232,000 4,883 0.002    Textile - Apparel Foo...
   (PTNQ)1 Year Chart         PTNQ Pacer Trendpilot 100 Etf 161 New $0.00 $226,000 3,292 0.06% 226,000 3,292 0.021    N/A
   (BOTZ)1 Year Chart         BOTZ Global X Robotics & Artific... 164 New $31.32 $222,000 6,987 0.06% 222,000 6,987 0.011    N/A
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 165 New $74.77 $221,000 2,907 0.06% 221,000 2,907 0.002    Closed - End Fund - Debt
   (GE)1 Year Chart         GE General Electric Co 166 New $159.50 $221,000 1,260 0.06% 221,000 1,260 0    Conglomerates
   (DFLV)1 Year Chart         DFLV Dfa Dimensional Us Large Ca... 167 New $0.00 $220,000 7,345 0.06% 220,000 7,345 0.008    N/A
   (LIN)1 Year Chart         LIN Linde Plc 170 New $434.78 $214,000 460 0.06% 214,000 460 0    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 172 New $216.26 $207,000 1,004 0.05% 207,000 1,004 0    Closed - End Fund - E...
   (KO)1 Year Chart         KO Coca-Cola Co 173 New $63.58 $205,000 3,344 0.05% 205,000 3,344 0    Beverage Soft Drinks...
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 174 New $154.02 $202,000 1,295 0.05% 202,000 1,295 0.001    Closed - End Fund - E...
   (OPK)1 Year Chart         OPK Opko Health Inc 178 New $1.26 $13,000 10,453 0% 13,000 10,453 0.002    Drug Manufacturers - ...
      16 Records Found
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