Stock Taper 
PBMARES WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 L3Harris Technologies, Inc. | LHX | 3.15K | $960.39K |
 The Walt Disney Company | DIS | 3.27K | $375K |
 The Southern Company | SO | 3.28K | $310.96K |
 Ferguson plc | FERG | 3.43K | $770.98K |
 Berkshire Hathaway Inc. | BRK-B | 3.53K | $1.77M |
 Lockheed Martin Corporation | LMT | 3.66K | $1.83M |
 Valero Energy Corporation | VLO | 3.81K | $649.42K |
 NextEra Energy, Inc. | NEE | 4.03K | $304.38K |
 Marriott International, Inc. | MAR | 4.26K | $1.11M |
 Northrop Grumman Corporation | NOC | 4.37K | $2.66M |
 The Home Depot, Inc. | HD | 4.41K | $1.79M |
 The Coca-Cola Company | KO | 4.51K | $299K |
 RTX Corporation | RTX | 4.54K | $760.16K |
 Community Trust Bancorp, Inc. | CTBI | 4.59K | $256.98K |
 Tapestry, Inc. | TPR | 4.89K | $553.2K |
 Enbridge Inc. | ENB | 5.18K | $261.66K |
 Duke Energy Corporation | DUK | 5.27K | $652.15K |
 Alphabet Inc. | GOOGL | 5.28K | $1.28M |
 Chevron Corporation | CVX | 5.37K | $833.72K |
 Blackstone Inc. | BX | 5.6K | $956.09K |