Mbl Wealth, LLC Purchases in Q2 2025

Mbl Wealth, LLC

  • $945 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
2.48K
+ 8.84%
$33.82 - $37.61 $83.7K - $93.1K
30.5K $1.15M
CAT
Caterpillar Inc

Industrials
92
+ 4.65%
$273.94 - $388.21 $25.2K - $35.7K
2.07K $803K
HYG
Ishares Tr

ETFs
1.78K
+ 59.66%
$75.75 - $80.65 $134K - $143K
4.75K $383K
BAC
Bank Of America Corp

Financial Services
366
+ 1.57%
$34.39 - $47.46 $12.6K - $17.4K
23.7K $1.12M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
41
+ 0.01%
$17.5 - $18.46 $718 - $757
352K $6.49M
DNUT
Krispy Kreme, Inc.

Consumer Defensive
46K
New
$2.57 - $4.95 $118K - $228K
46K $133K
PANW
Palo Alto Networks Inc

Technology
291
+ 18.51%
$152.44 - $204.64 $44.4K - $59.6K
1.86K $381K
PM
Philip Morris International Inc.

Consumer Defensive
365
+ 21.35%
$149.23 - $184.95 $54.5K - $67.5K
2.08K $377K
VNQ
Vanguard Specialized Funds Van

ETFs
2.03K
+ 3.87%
$79.79 - $91.42 $162K - $186K
54.6K $4.86M
RUN
Sunrun Inc.

Technology
12.4K
New
$5.67 - $12.85 $70.1K - $159K
12.4K $101K
FCNCA
First Citizens Bancshares Inc

Financial Services
15
+ 2.49%
$1561.69 - $1966.55 $23.4K - $29.5K
617 $1.21M
HON
Honeywell International Inc

Industrials
32
+ 0.81%
$182.86 - $232.88 $5.85K - $7.45K
3.99K $929K
UBER
Uber Technologies, Inc

Technology
213
+ 6.34%
$64.62 - $93.3 $13.8K - $19.9K
3.57K $333K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
700
+ 3.41%
$36.26 - $40.45 $25.4K - $28.3K
21.2K $858K
GE
General Electric CO

Industrials
12
+ 0.97%
$166.81 - $257.39 $2K - $3.09K
1.25K $320K
C
Citigroup Inc

Financial Services
238
+ 6.84%
$58.13 - $85.12 $13.8K - $20.3K
3.72K $316K
SYK
Stryker Corp

Healthcare
103
+ 9.63%
$337.37 - $395.63 $34.7K - $40.7K
1.17K $464K
VOT
Vanguard Mid Cap Growth Index

ETFs
80
+ 7.44%
$216.28 - $284.39 $17.3K - $22.8K
1.16K $328K
DE
Deere & CO

Industrials
65
+ 9.0%
$412.99 - $531.48 $26.8K - $34.5K
787 $400K
PFE
Pfizer Inc

Healthcare
3.09K
+ 24.42%
$21.59 - $24.84 $66.8K - $76.9K
15.8K $382K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
350
+ 3.7%
$32.66 - $40.75 $11.4K - $14.3K
9.8K $396K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.9K
+ 14.05%
$14.97 - $16.79 $43.5K - $48.8K
23.6K $394K
MA
Mastercard Inc

Financial Services
56
+ 4.27%
$479.92 - $590.74 $26.9K - $33.1K
1.37K $768K
IXUS
Ishares Tr

ETFs
279
+ 7.49%
$62.37 - $77.63 $17.4K - $21.7K
4.01K $309K
MKL
Markel Corp

Financial Services
12
+ 8.51%
$1678.5 - $1997.36 $20.1K - $24K
153 $305K
LMT
Lockheed Martin Corp

Industrials
50
+ 9.51%
$430.82 - $486.45 $21.5K - $24.3K
576 $266K
SO
Southern CO

Utilities
315
+ 6.22%
$84.91 - $92.56 $26.7K - $29.2K
5.38K $493K
T
At&T Inc.

Communication Services
740
+ 7.08%
$26.33 - $28.94 $19.5K - $21.4K
11.2K $323K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
472
+ 2.15%
$49.18 - $50.17 $23.2K - $23.7K
22.4K $1.12M
DUK
Duke Energy Corp

Utilities
477
+ 5.24%
$112.46 - $124.05 $53.6K - $59.2K
9.58K $1.13M
VZ
Verizon Communications Inc

Communication Services
789
+ 7.54%
$41.67 - $45.62 $32.9K - $36K
11.3K $486K
SBUX
Starbucks Corp

Consumer Cyclical
251
+ 11.05%
$79.69 - $99.41 $20K - $25K
2.52K $231K
ABT
Abbott Laboratories

Healthcare
3
+ 0.13%
$123.95 - $138.08 $372 - $414
2.37K $322K
Blackrock Inc
44
+ 8.45%
N/A
565 $0
Strategic Trust
28.9K
+ 16.41%
N/A
205K $0
Tidal Tr Ii
18K
+ 63.38%
N/A
46.4K $0
Arm Holdings PLC
33
+ 1.39%
N/A
2.41K $0
PSEP
Innovator U.S. Equity Power Bu
197
+ 0.1%
N/A
205K $0
PDEC
Innovator U.S. Equity Power Bu
13K
+ 12.59%
N/A
116K $0
Thor Finl Technologies Tr
21.9K
New
N/A
21.9K $0
MODL
Victory Portfolios Ii Victorys
82K
+ 60.47%
N/A
218K $0
Calamos ETF Tr
275K
New
N/A
275K $0
Peakstone Realty Trust
10.6K
New
N/A
10.6K $0
Liberty Media Corp Del
2.6K
New
N/A
2.6K $0
CARY
Angel Oak Fds Tr Income Etf(De
1.36K
+ 0.29%
N/A
470K $0
J P Morgan Exchange Traded F
31.6K
+ 80.94%
N/A
70.6K $0
J P Morgan Exchange Traded F
2.01K
+ 7.02%
N/A
30.6K $0
Flyexclusive Inc
19.2K
New
N/A
19.2K $0
Neos ETF Trust
119K
New
N/A
119K $0
Activity Summary
Buys All Purchases 117 New Holdings 31 Increased Positions 86 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 1 Puts 1
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