PBMares Wealth Management LLC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, PBMares Wealth Management LLC opened 6 positions, added to 47, reduced 28, sold out of 2 and left 11 unchanged. The largest increase in value was DFCF (+$9,591,940); the largest decrease was VV (-$253,344).
- ETHE: Country of operation United States; Class SHS; Shares 2025-06-30 0; Shares 2025-09-30 8,069.
- QYLD: Country of operation —; Class NASDAQ 100 COVER; Shares 2025-06-30 0; Shares 2025-09-30 14,980.
- XYLD: Country of operation —; Class S&P 500 COVERED; Shares 2025-06-30 0; Shares 2025-09-30 6,436.
- XLC: Country of operation —; Class COMMUNICATION; Shares 2025-06-30 0; Shares 2025-09-30 1,992.
Two Form 13F-HR filings compared (SEC CIK 1801682): 2025-06-30 (filed 2025-07-18) and 2025-09-30 (filed 2025-10-27). 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; share change is the position change.
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