Mbl Wealth, LLC Purchases and Sells in Q1 2025

Mbl Wealth, LLC

$923 Million
Q1 2025

Top Buys

Incresed Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GBIL	25K + 31.2%	$99.85 - $100.19 $2.49M - $2.5M	105K $10.5M
UITB	31.9K + 5.76%	$45.41 - $47.18 $1.45M - $1.51M	587K $27.6M
IDEV	13.1K + 5.23%	$63.77 - $71.36 $835K - $934K	263K $18.1M
IEMG	36.7K + 6.45%	N/A	606K $32.5M
IEFA	1.41K + 0.48%	$69.57 - $78.65 $98.4K - $111K	295K $22.3M
HGER	35.8K + 48.87%	$22.23 - $24.05 $795K - $860K	109K $2.62M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798K
SO	5.06K New	$80.96 - $92.96 $410K - $470K	5.06K $465K
CRWD	1.1K New	$308.86 - $455.36 $340K - $501K	1.1K $387K
QYLD	20.7K New	$16.57 - $18.85 $342K - $389K	20.7K $343K
PFE	12.7K New	$25.01 - $27.13 $317K - $344K	12.7K $321K
ABT	2.37K New	$111.1 - $140.22 $263K - $332K	2.37K $313K

Top Sells

Reduced Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-8.68K - 4.1%	$551.42 - $612.93 $4.78M - $5.32M	203K $114M
BIL	-68.5K - 5.75%	$91.45 - $91.75 $6.26M - $6.28M	1.12M $103M
VTWO	-34.6K - 73.75%	$80.08 - $92.93 $2.77M - $3.22M	12.3K $993K
EMXC	-29.4K - 23.35%	$54.25 - $57.64 $1.59M - $1.69M	96.4K $5.31M
EWJ	-13.8K - 60.98%	$65.24 - $71.7 $898K - $987K	8.81K $604K
EYLD	-24.5K - 52.58%	$30.59 - $33.02 $749K - $808K	22.1K $700K

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	4.8K New	$551.42 - $612.93 $2.65M - $2.94M	4.8K $2.69M

Activity Summary All Purchases 118 New Holdings 20 Increased Positions 98 All Sells 76 Reductions 76 Sold out 0 Calls 0 Puts 1

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