PBMares Wealth Management LLC Buys SSGA SPDR S&P 500, VanEck Vectors ETF Trust High Yield Muni, Enphase Energy Inc, Sells iShares Core 1-5 Year USD Bond ETF, iShares 1-3 Year Treasury Bond ETF, Vanguard Short-Term Inflation-Protected Securities

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Investment company PBMares Wealth Management LLC (Current Portfolio) buys SSGA SPDR S&P 500, VanEck Vectors ETF Trust High Yield Muni, Enphase Energy Inc, Tesla Inc, ISHARES GOLD TRUST, sells iShares Core 1-5 Year USD Bond ETF, iShares 1-3 Year Treasury Bond ETF, Vanguard Short-Term Inflation-Protected Securities, VANGUARD BD IDX FD, Vanguard Total Bond Market ETF during the 3-months ended 2020Q3, according to the most recent filings of the investment company, PBMares Wealth Management LLC. As of 2020Q3, PBMares Wealth Management LLC owns 105 stocks with a total value of $68 million. These are the details of the buys and sells.

For the details of PBMares Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/pbmares+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of PBMares Wealth Management LLC
  1. Exxon Mobil Corp (XOM) - 97,389 shares, 4.95% of the total portfolio. Shares added by 0.61%
  2. Apple Inc (AAPL) - 25,384 shares, 4.35% of the total portfolio. Shares added by 7.00%
  3. WISDOMTREE TRUST (DHS) - 42,280 shares, 3.91% of the total portfolio. Shares reduced by 15.03%
  4. SSGA SPDR S&P 500 (SPY) - 5,836 shares, 2.89% of the total portfolio. Shares added by 254.13%
  5. Northrop Grumman Corp (NOC) - 5,287 shares, 2.47% of the total portfolio. Shares reduced by 1.56%
New Purchase: VanEck Vectors ETF Trust High Yield Muni (HYD)

PBMares Wealth Management LLC initiated holding in VanEck Vectors ETF Trust High Yield Muni. The purchase prices were between $58.41 and $60.22, with an estimated average price of $59.47. The stock is now traded at around $59.66. The impact to a portfolio due to this purchase was 1.57%. The holding were 17,762 shares as of .

New Purchase: Enphase Energy Inc (ENPH)

PBMares Wealth Management LLC initiated holding in Enphase Energy Inc. The purchase prices were between $48.86 and $82.59, with an estimated average price of $66.68. The stock is now traded at around $101.53. The impact to a portfolio due to this purchase was 0.49%. The holding were 4,000 shares as of .

New Purchase: Tesla Inc (TSLA)

PBMares Wealth Management LLC initiated holding in Tesla Inc. The purchase prices were between $223.93 and $498.32, with an estimated average price of $353.47. The stock is now traded at around $422.64. The impact to a portfolio due to this purchase was 0.44%. The holding were 700 shares as of .

New Purchase: ISHARES TRUST (IUSV)

PBMares Wealth Management LLC initiated holding in ISHARES TRUST. The purchase prices were between $51.09 and $56.67, with an estimated average price of $54.3. The stock is now traded at around $55.67. The impact to a portfolio due to this purchase was 0.37%. The holding were 4,554 shares as of .

New Purchase: Qualcomm Inc (QCOM)

PBMares Wealth Management LLC initiated holding in Qualcomm Inc. The purchase prices were between $88.89 and $123.18, with an estimated average price of $106.72. The stock is now traded at around $128.55. The impact to a portfolio due to this purchase was 0.34%. The holding were 1,979 shares as of .

New Purchase: Nike Inc (NKE)

PBMares Wealth Management LLC initiated holding in Nike Inc. The purchase prices were between $95.65 and $127.11, with an estimated average price of $107.3. The stock is now traded at around $129.43. The impact to a portfolio due to this purchase was 0.33%. The holding were 1,760 shares as of .

Added: SSGA SPDR S&P 500 (SPY)

PBMares Wealth Management LLC added to a holding in SSGA SPDR S&P 500 by 254.13%. The purchase prices were between $310.52 and $357.7, with an estimated average price of $331.29. The stock is now traded at around $342.73. The impact to a portfolio due to this purchase was 2.07%. The holding were 5,836 shares as of .

Added: ISHARES GOLD TRUST (IAU)

PBMares Wealth Management LLC added to a holding in ISHARES GOLD TRUST by 38.53%. The purchase prices were between $16.92 and $19.71, with an estimated average price of $18.26. The stock is now traded at around $18.37. The impact to a portfolio due to this purchase was 0.38%. The holding were 51,055 shares as of .

Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)

PBMares Wealth Management LLC sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $86.46 and $86.63, with an estimated average price of $86.53.

Sold Out: Vanguard Short-Term Inflation-Protected Securities (VTIP)

PBMares Wealth Management LLC sold out a holding in Vanguard Short-Term Inflation-Protected Securities. The sale prices were between $50.18 and $51.11, with an estimated average price of $50.72.

Sold Out: Vanguard Total Bond Market ETF (BND)

PBMares Wealth Management LLC sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $87.74 and $89.17, with an estimated average price of $88.35.

Sold Out: INDEXIQ ETF TRUST (QAI)

PBMares Wealth Management LLC sold out a holding in INDEXIQ ETF TRUST. The sale prices were between $30.22 and $31.35, with an estimated average price of $30.94.

Sold Out: Vanguard Total International Bond ETF (BNDX)

PBMares Wealth Management LLC sold out a holding in Vanguard Total International Bond ETF. The sale prices were between $57.55 and $58.32, with an estimated average price of $57.99.

Sold Out: Citigroup Inc (C)

PBMares Wealth Management LLC sold out a holding in Citigroup Inc. The sale prices were between $41.85 and $53.76, with an estimated average price of $49.87.



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