Mbl Wealth, LLC Incresed Positions in Q2 2025

Mbl Wealth, LLC

  • $945 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
9.81K
+ 4.83%
$496.48 - $617.85 $4.87M - $6.06M
213K $132M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
47.2K
+ 6.11%
$51.16 - $62.02 $2.42M - $2.93M
821K $50.9M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
36.6K
+ 4.25%
$37.18 - $42.55 $1.36M - $1.56M
898K $38.2M
IEFA
Ishares Tr

ETFs
6.04K
+ 2.05%
$67.83 - $84.09 $409K - $508K
301K $25.1M
TSLA
Tesla, Inc.

Consumer Cyclical
6.99K
+ 113.53%
$221.86 - $362.89 $1.55M - $2.54M
13.1K $4.18M
IDEV
Ishares Core Msci Intl Develop

ETFs
7.87K
+ 2.99%
$61.79 - $76.67 $486K - $603K
271K $20.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.36K
+ 3.02%
$90.56 - $109.49 $666K - $806K
251K $27.5M
META
Meta Platforms, Inc.

Communication Services
190
+ 2.5%
$484.66 - $738.09 $92.1K - $140K
7.78K $5.74M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.78K
+ 4.96%
$50.08 - $63.14 $239K - $302K
101K $6.39M
HGER
Harbor ETF Tr All Weather Infl
34.6K
+ 31.75%
$22.13 - $25.39 $765K - $878K
144K $3.49M
PJUL
Innovator U.S. Equity Power Bu

ETFs
2.11K
+ 1.41%
$37.66 - $43.85 $79.5K - $92.5K
152K $6.66M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
1.48K
+ 1.17%
$41.76 - $49.03 $61.7K - $72.4K
128K $6.27M
UITB
Usaa ETF Tr Core Intermediate

ETFs
9.42K
+ 1.6%
$45.95 - $47.33 $433K - $446K
596K $28.1M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
11.4K
+ 30.93%
$32.77 - $36.44 $375K - $417K
48.4K $1.76M
AMD
Advanced Micro Devices Inc

Technology
2.34K
+ 79.94%
$78.21 - $143.81 $183K - $337K
5.27K $748K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
195
+ 3.61%
$456.74 - $568.03 $89.1K - $111K
5.59K $3.18M
IWF
Ishares Russell 1000 Gr ETF

ETFs
195
+ 4.68%
$320.42 - $421.7 $62.5K - $82.2K
4.37K $1.84M
NFLX
Netflix Inc

Communication Services
6
+ 0.82%
$855.86 - $1339.13 $5.14K - $8.03K
739 $989K
KO
Coca Cola CO

Consumer Defensive
3.84K
+ 74.95%
$68.37 - $73.9 $263K - $284K
8.97K $634K
XLK
Technology Sector Spdr

ETFs
400
+ 13.87%
$179.73 - $253.23 $71.9K - $101K
3.28K $831K
RTX
Raytheon Technologies Corp

Industrials
778
+ 9.6%
$113.75 - $148.48 $88.5K - $116K
8.88K $1.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
323
+ 0.68%
$39.89 - $49.46 $12.9K - $16K
47.9K $2.37M
IBM
International Business Machines Corp

Technology
9
+ 0.2%
$221.03 - $294.78 $1.99K - $2.65K
4.55K $1.34M
CRWD
Crowd Strike Holdings, Inc.

Technology
60
+ 5.45%
$321.63 - $509.31 $19.3K - $30.6K
1.16K $590K
WMT
Walmart Inc.

Consumer Defensive
484
+ 3.56%
$81.79 - $99.98 $39.6K - $48.4K
14.1K $1.38M
ITOT
Ishares Core S&P Total U.S. St

ETFs
555
+ 6.85%
$108.12 - $135.04 $60K - $74.9K
8.66K $1.17M
IVV
Ishares Core S&P 500 ETF

ETFs
80
+ 3.76%
$498.8 - $620.9 $39.9K - $49.7K
2.21K $1.37M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
8.25K
+ 3.37%
$26.4 - $29.61 $218K - $244K
253K $7.34M
MRK
Merck & Co., Inc.

Healthcare
2.49K
+ 59.77%
$73.47 - $87.12 $183K - $217K
6.65K $526K
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
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
DIS
Walt Disney CO

Communication Services
291
+ 12.74%
$81.72 - $124.01 $23.8K - $36.1K
2.58K $319K
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
VOT
Vanguard Mid Cap Growth Index

ETFs
80
+ 7.44%
$216.28 - $284.39 $17.3K - $22.8K
1.16K $328K
SYK
Stryker Corp

Healthcare
103
+ 9.63%
$337.37 - $395.63 $34.7K - $40.7K
1.17K $464K
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
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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