PBMares Wealth Management LLC historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, PBMares Wealth Management LLC opened 47 positions, added to 230, reduced 244 and sold out of 30.
- Q3 2025: Stock BE; Country of operation United States; Class COM CL A; Shares before 0.
- Q3 2025: Stock PLTR; Country of operation United States; Class CL A; Shares before 0.
- Q3 2025: Stock LOW; Country of operation United States; Class COM; Shares before 0.
- Q3 2025: Stock NSC; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1801682), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q3 2025 | BE BLOOM ENERGY CORP | United States | COM CL A | 0 | 10,780 | +10,780 | $0 | $911,697 | +$911,697 | 2025-10-27 |
| Q3 2025 | PLTR PALANTIR TECHNOLOGIES INC | United States | CL A | 0 | 1,520 | +1,520 | $0 | $277,194 | +$277,194 | 2025-10-27 |
| Q3 2025 | LOW LOWES COS INC | United States | COM | 0 | 1,076 | +1,076 | $0 | $270,284 | +$270,284 | 2025-10-27 |
| Q3 2025 | NSC NORFOLK SOUTHN CORP | United States | COM | 0 | 812 | +812 | $0 | $243,802 | +$243,802 | 2025-10-27 |
| Q3 2025 | INTC INTEL CORP | United States | COM | 0 | 6,537 | +6,537 | $0 | $219,303 | +$219,303 | 2025-10-27 |
| Q3 2025 | GEV GE VERNOVA INC | United States | COM | 0 | 349 | +349 | $0 | $214,332 | +$214,332 | 2025-10-27 |
| Q3 2025 | MA MASTERCARD INCORPORATED | United States | CL A | 0 | 355 | +355 | $0 | $201,918 | +$201,918 | 2025-10-27 |
| Q3 2025 | EOSE EOS ENERGY ENTERPRISES INC | United States | COM CL A | 0 | 10,000 | +10,000 | $0 | $113,900 | +$113,900 | 2025-10-27 |
| Q2 2025 | NFLX NETFLIX INC | United States | COM | 0 | 178 | +178 | $0 | $238,204 | +$238,204 | 2025-07-18 |
| Q2 2025 | ETN EATON CORP PLC | SHS | 0 | 614 | +614 | $0 | $219,345 | +$219,345 | 2025-07-18 | |
| Q2 2025 | GS GOLDMAN SACHS GROUP INC | United States | COM | 0 | 300 | +300 | $0 | $212,091 | +$212,091 | 2025-07-18 |
| Q2 2025 | HCA HCA HEALTHCARE INC | United States | COM | 0 | 546 | +546 | $0 | $209,173 | +$209,173 | 2025-07-18 |
| Q2 2025 | CRH CRH PLC | ORD | 0 | 2,202 | +2,202 | $0 | $202,148 | +$202,148 | 2025-07-18 | |
| Q1 2025 | FERG FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 0 | 3,435 | +3,435 | $0 | $550,371 | +$550,371 | 2025-04-23 | |
| Q1 2025 | PNC PNC FINL SVCS GROUP INC | United States | COM | 0 | 1,614 | +1,614 | $0 | $283,634 | +$283,634 | 2025-04-23 |
| Q1 2025 | SBUX STARBUCKS CORP | United States | COM | 0 | 2,607 | +2,607 | $0 | $255,686 | +$255,686 | 2025-04-23 |
| Q1 2025 | BMY BRISTOL-MYERS SQUIBB CO | United States | COM | 0 | 4,008 | +4,008 | $0 | $244,442 | +$244,442 | 2025-04-23 |
| Q1 2025 | YUM YUM BRANDS INC | United States | COM | 0 | 1,427 | +1,427 | $0 | $224,553 | +$224,553 | 2025-04-23 |
| Q1 2025 | ED CONSOLIDATED EDISON INC | United States | COM | 0 | 2,000 | +2,000 | $0 | $221,180 | +$221,180 | 2025-04-23 |
| Q1 2025 | LIN LINDE PLC | United Kingdom | SHS | 0 | 468 | +468 | $0 | $217,896 | +$217,896 | 2025-04-23 |
| Q4 2024 | EPD ENTERPRISE PRODS PARTNERS L | United States | COM | 0 | 20,013 | +20,013 | $0 | $627,608 | +$627,608 | 2025-01-24 |
| Q3 2024 | MMM 3M CO | United States | COM | 0 | 1,896 | +1,896 | $0 | $259,250 | +$259,250 | 2024-10-25 |
| Q3 2024 | GE GE AEROSPACE | United States | COM NEW | 0 | 1,243 | +1,243 | $0 | $234,335 | +$234,335 | 2024-10-25 |
| Q3 2024 | HCA HCA HEALTHCARE INC | United States | COM | 0 | 546 | +546 | $0 | $221,911 | +$221,911 | 2024-10-25 |
| Q3 2024 | CB CHUBB LIMITED | COM | 0 | 738 | +738 | $0 | $212,832 | +$212,832 | 2024-10-25 | |
| Q3 2024 | ED CONSOLIDATED EDISON INC | United States | COM | 0 | 2,000 | +2,000 | $0 | $208,260 | +$208,260 | 2024-10-25 |
| Q3 2024 | SBUX STARBUCKS CORP | United States | COM | 0 | 2,133 | +2,133 | $0 | $207,920 | +$207,920 | 2024-10-25 |
| Q3 2024 | NSC NORFOLK SOUTHN CORP | United States | COM | 0 | 832 | +832 | $0 | $206,752 | +$206,752 | 2024-10-25 |
| Q3 2024 | CRH CRH PLC | ORD | 0 | 2,198 | +2,198 | $0 | $203,843 | +$203,843 | 2024-10-25 | |
| Q3 2024 | ETN EATON CORP PLC | SHS | 0 | 614 | +614 | $0 | $203,572 | +$203,572 | 2024-10-25 | |
| Q3 2024 | ENB ENBRIDGE INC | COM | 0 | 4,947 | +4,947 | $0 | $200,902 | +$200,902 | 2024-10-25 | |
| Q3 2024 | EOSE EOS ENERGY ENTERPRISES INC | United States | COM CL A | 0 | 56,000 | +56,000 | $0 | $166,320 | +$166,320 | 2024-10-25 |
| Q2 2024 | EMR EMERSON ELEC CO | United States | COM | 0 | 2,169 | +2,169 | $0 | $238,937 | +$238,937 | 2024-07-22 |
| Q2 2024 | CARR CARRIER GLOBAL CORPORATION | United States | COM | 0 | 3,375 | +3,375 | $0 | $212,898 | +$212,898 | 2024-07-22 |
| Q2 2024 | CTBI COMMUNITY TR BANCORP INC | United States | COM | 0 | 4,593 | +4,593 | $0 | $200,530 | +$200,530 | 2024-07-22 |
| Q2 2024 | F FORD MTR CO DEL | United States | COM | 0 | 10,985 | +10,985 | $0 | $137,758 | +$137,758 | 2024-07-22 |
| Q2 2024 | AQST AQUESTIVE THERAPEUTICS INC | United States | COM | 0 | 28,407 | +28,407 | $0 | $73,857 | +$73,857 | 2024-07-22 |
| Q1 2024 | TFC TRUIST FINL CORP | United States | COM | 0 | 26,333 | +26,333 | $0 | $1,026,460 | +$1,026,460 | 2024-04-29 |
| Q1 2024 | ABBV ABBVIE INC | United States | COM | 0 | 1,624 | +1,624 | $0 | $295,730 | +$295,730 | 2024-04-29 |
| Q1 2024 | AMD ADVANCED MICRO DEVICES INC | United States | COM | 0 | 1,547 | +1,547 | $0 | $279,218 | +$279,218 | 2024-04-29 |
| Q1 2024 | NEE NEXTERA ENERGY INC | United States | COM | 0 | 4,067 | +4,067 | $0 | $259,922 | +$259,922 | 2024-04-29 |
| Q1 2024 | TPR TAPESTRY INC | United States | COM | 0 | 4,883 | +4,883 | $0 | $231,845 | +$231,845 | 2024-04-29 |
| Q1 2024 | GE GENERAL ELECTRIC CO | United States | COM NEW | 0 | 1,260 | +1,260 | $0 | $221,203 | +$221,203 | 2024-04-29 |
| Q1 2024 | LIN LINDE PLC | United Kingdom | SHS | 0 | 460 | +460 | $0 | $213,587 | +$213,587 | 2024-04-29 |
| Q1 2024 | GLD SPDR GOLD TR | United States | GOLD SHS | 0 | 1,004 | +1,004 | $0 | $206,543 | +$206,543 | 2024-04-29 |
| Q1 2024 | KO COCA COLA CO | United States | COM | 0 | 3,344 | +3,344 | $0 | $204,586 | +$204,586 | 2024-04-29 |
| Q1 2024 | OPK OPKO HEALTH INC | United States | COM | 0 | 10,453 | +10,453 | $0 | $12,544 | +$12,544 | 2024-04-29 |
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