PBMares Wealth Management LLC Last Quarter Change: USA Stocks, New

PBMares Wealth Management LLC quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, PBMares Wealth Management LLC opened 8 positions, added to 37, reduced 22, sold out of 2 and left 36 unchanged. The largest increase in value was AAPL (+$1,711,084); the largest decrease was OPOF (-$1,180,601).

BE: Country of operation United States; Class COM CL A; Shares 2025-06-30 0; Shares 2025-09-30 10,780.
PLTR: Country of operation United States; Class CL A; Shares 2025-06-30 0; Shares 2025-09-30 1,520.
LOW: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 1,076.
NSC: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 812.

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.

Stock	Country of operation	Class	Shares 2025-09-30	Share change	Value 2025-06-30	Value 2025-09-30	Value change
BE BLOOM ENERGY CORP	United States	COM CL A	10,780	+10,780	$0	$911,697	+$911,697
PLTR PALANTIR TECHNOLOGIES INC	United States	CL A	1,520	+1,520	$0	$277,194	+$277,194
LOW LOWES COS INC	United States	COM	1,076	+1,076	$0	$270,284	+$270,284
NSC NORFOLK SOUTHN CORP	United States	COM	812	+812	$0	$243,802	+$243,802
INTC INTEL CORP	United States	COM	6,537	+6,537	$0	$219,303	+$219,303
GEV GE VERNOVA INC	United States	COM	349	+349	$0	$214,332	+$214,332
MA MASTERCARD INCORPORATED	United States	CL A	355	+355	$0	$201,918	+$201,918
EOSE EOS ENERGY ENTERPRISES INC	United States	COM CL A	10,000	+10,000	$0	$113,900	+$113,900

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