HoldingsChannel.com
PBMares Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
EXXON MOBIL CORP 75,837 +75,837 $5,292
     XOM75,837+75,837$5,292
WISDOMTREE TR 66,483 +66,483 $5,107
     DHS66,483+66,483$5,107
ACCENTURE PLC IRELAND 17,284 +17,284 $3,639
     ACN17,284+17,284$3,639
ISHARES TR (ISTB) 41,545 +41,545 $2,094
     ISTB41,545+41,545$2,094
NORTHROP GRUMMAN CORP 5,371 +5,371 $1,847
     NOC5,371+5,371$1,847
APPLE INC 6,188 +6,188 $1,817
     AAPL6,188+6,188$1,817
ISHARES TR (IJS) 10,181 +10,181 $1,637
     IJS10,181+10,181$1,637
STEEL DYNAMICS INC 46,862 +46,862 $1,595
     STLD46,862+46,862$1,595
VANECK VECTORS ETF TR (HYD) 23,427 +23,427 $1,500
     HYD23,427+23,427$1,500
ISHARES TR (STIP) 14,115 +14,115 $1,422
     STIP14,115+14,115$1,422
LOCKHEED MARTIN CORP 3,600 +3,600 $1,402
     LMT3,600+3,600$1,402
VANGUARD BD INDEX FD INC (BIV) 16,019 +16,019 $1,397
     BIV16,019+16,019$1,397
WISDOMTREE TR 28,514 +28,514 $1,397
     DOL28,514+28,514$1,397
TOWNEBANK PORTSMOUTH VA 48,056 +48,056 $1,337
     TOWN48,056+48,056$1,337
ISHARES TR (MUB) 11,338 +11,338 $1,292
     MUB11,338+11,338$1,292
MERCK & CO INC 13,996 +13,996 $1,273
     MRK13,996+13,996$1,273
JOHNSON & JOHNSON 8,244 +8,244 $1,202
     JNJ8,244+8,244$1,202
DOMINION ENERGY INC 13,435 +13,435 $1,113
     D13,435+13,435$1,113
OLD POINT FINL CORP 39,348 +39,348 $1,082
     OPOF39,348+39,348$1,082
ORACLE CORP 20,134 +20,134 $1,067
     ORCL20,134+20,134$1,067
BANK AMER CORP 29,445 +29,445 $1,037
     BAC29,445+29,445$1,037
ATRION CORP 1,350 +1,350 $1,015
     ATRI1,350+1,350$1,015
HOME DEPOT INC 4,606 +4,606 $1,006
     HD4,606+4,606$1,006
MICROSOFT CORP 6,268 +6,268 $988
     MSFT6,268+6,268$988
INTERNATIONAL BUSINESS MACHS 7,367 +7,367 $987
     IBM7,367+7,367$987
ISHARES TR (SCZ) 15,588 +15,588 $971
     SCZ15,588+15,588$971
DISNEY WALT CO 6,127 +6,127 $886
     DIS6,127+6,127$886
ISHARES TR (OEF) 5,976 +5,976 $861
     OEF5,976+5,976$861
COMCAST CORP NEW 18,752 +18,752 $843
     CMCSA18,752+18,752$843
VERIZON COMMUNICATIONS INC 13,714 +13,714 $842
     VZ13,714+13,714$842
BERKSHIRE HATHAWAY INC DEL      $819
     BRK.B3,618+3,618$819
WALMART INC 6,797 +6,797 $808
     WMT6,797+6,797$808
JPMORGAN CHASE & CO 5,576 +5,576 $777
     JPM5,576+5,576$777
PFIZER INC 19,648 +19,648 $770
     PFE19,648+19,648$770
ISHARES INC (IEMG) 13,572 +13,572 $730
     IEMG13,572+13,572$730
JP MORGAN EXCHANGE TRADED FD (JPST) 14,350 +14,350 $724
     JPST14,350+14,350$724
UNITED TECHNOLOGIES CORP 4,765 +4,765 $714
     UTX4,765+4,765$714
ISHARES TR (DVY) 6,574 +6,574 $695
     DVY6,574+6,574$695
VISA INC 3,630 +3,630 $682
     V3,630+3,630$682
WISDOMTREE TR 13,807 +13,807 $632
     DEM13,807+13,807$632
CHEVRON CORP NEW 5,127 +5,127 $618
     CVX5,127+5,127$618
PROCTER & GAMBLE CO 4,817 +4,817 $602
     PG4,817+4,817$602
VANGUARD INDEX FDS (VOO) 2,034 +2,034 $602
     VOO2,034+2,034$602
ISHARES TR (ITOT) 8,055 +8,055 $585
     ITOT8,055+8,055$585
ISHARES TR (IVV) 1,784 +1,784 $577
     IVV1,784+1,784$577
SPDR S&P 500 ETF TR (SPY)      $571
     SPY1,794+1,794$578
     Put1,000+1,000$7
HONEYWELL INTL INC 3,205 +3,205 $567
     HON3,205+3,205$567
ADOBE INC 1,683 +1,683 $555
     ADBE1,683+1,683$555
UNITEDHEALTH GROUP INC 1,855 +1,855 $545
     UNH1,855+1,855$545
MCCORMICK & CO INC 3,200 +3,200 $543
     MKC3,200+3,200$543

See Full List: All Stocks Held By PBMares Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By PBMares Wealth Management LLC

Size ($ in 1000's)
At 12/31/2019: $84,004
At 09/30/2019: $0

PBMares Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from PBMares Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

PBMares Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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