Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PBMARES WEALTH MANAGEMENT LLC 07-22-2024 06-30-2024 183 407,467,903
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR MSCI EAFE ETF 101 $579,393 7,397 0.00 0.00 1 0.01 06-30-2024
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 102 $549,270 18,033 0.00 0.00 -191 -1.05 06-30-2024
AUTOMATIC DATA PROCESSING IN COM 103 $547,077 2,292 0.00 0.00 -107 -4.46 06-30-2024
AT&T INC COM 104 $517,302 27,070 0.00 0.00 2,235 9.00 06-30-2024
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