Mbl Wealth, LLC Incresed Positions in Q3 2024

Mbl Wealth, LLC

  • $866 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
4.95K
+ 2.5%
$517.38 - $573.86 $2.56M - $2.84M
203K $117M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
234K
+ 282.87%
$28.26 - $29.46 $6.61M - $6.89M
316K $9.09M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
69K
+ 25.5%
$47.29 - $52.55 $3.26M - $3.63M
340K $17.8M
UITB
Usaa ETF Tr Core Intermediate

ETFs
65.1K
+ 14.53%
$45.71 - $48.29 $2.97M - $3.14M
513K $24.6M
GLDM
World Gold Trust

ETFs
3.13K
+ 0.54%
$46.2 - $53.01 $145K - $166K
577K $30.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.14K
+ 1.11%
$57.32 - $62.65 $466K - $510K
742K $46.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
532
+ 0.22%
$105.53 - $118.34 $56.1K - $63K
238K $27.8M
IEFA
Ishares Tr

ETFs
5.03K
+ 1.79%
$70.09 - $78.74 $352K - $396K
286K $22.3M
PJUL
Innovator U.S. Equity Power Bu

ETFs
36.3K
+ 31.58%
$37.89 - $40.48 $1.37M - $1.47M
151K $6.12M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.95K
+ 1.23%
$63.46 - $71.43 $187K - $210K
243K $17.2M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.54K
+ 1.31%
$114.73 - $120.23 $291K - $305K
197K $23.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.27K
+ 5.18%
$81.31 - $83.29 $672K - $689K
168K $14M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
12K
+ 6.34%
$34.06 - $37.17 $409K - $447K
202K $7.48M
VNQ
Vanguard Specialized Funds Van

ETFs
2.08K
+ 4.54%
$82.97 - $98.97 $173K - $206K
48K $4.67M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
7.74K
+ 1.84%
$51.78 - $52.98 $401K - $410K
428K $22.7M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
9.42K
+ 4.45%
$27.67 - $31.22 $261K - $294K
221K $6.83M
META
Meta Platforms, Inc.

Communication Services
266
+ 3.72%
$453.41 - $572.44 $121K - $152K
7.42K $4.25M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
7.79K
+ 7.52%
$44.46 - $48.11 $346K - $375K
111K $5.36M
IEMG
Ishares Inc

ETFs
9.58K
+ 1.81%
$53.64 - $53.64 $514K - $514K
540K $29M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
15.5K
+ 38.1%
$31.25 - $35.38 $485K - $549K
56.2K $1.94M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.6K
+ 5.85%
$49.7 - $56.11 $575K - $649K
209K $11.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.64K
+ 3.91%
$56.04 - $62.99 $260K - $292K
123K $7.52M
AMD
Advanced Micro Devices Inc

Technology
2.98K
+ 210.0%
$128.67 - $183.96 $384K - $549K
4.4K $722K
IBM
International Business Machines Corp

Technology
1.32K
+ 57.68%
$175.1 - $223.38 $231K - $294K
3.6K $796K
TSLA
Tesla, Inc.

Consumer Cyclical
74
+ 1.44%
$191.76 - $263.26 $14.2K - $19.5K
5.21K $1.36M
HD
Home Depot, Inc.

Consumer Cyclical
48
+ 0.9%
$333.64 - $405.2 $16K - $19.4K
5.36K $2.17M
CAT
Caterpillar Inc

Industrials
606
+ 41.94%
$316.8 - $391.12 $192K - $237K
2.05K $802K
TMO
Thermo Fisher Scientific Inc.

Healthcare
417
+ 68.47%
$531.86 - $624.21 $222K - $260K
1.03K $634K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
5.59K
+ 2.12%
$21.96 - $22.69 $123K - $127K
269K $6.1M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
2.08K
+ 1.54%
$33.02 - $35.03 $68.7K - $72.9K
137K $4.79M
AXP
American Express CO

Financial Services
660
+ 63.65%
$225.92 - $271.17 $149K - $179K
1.7K $460K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
460
+ 0.99%
$41.9 - $48.26 $19.3K - $22.2K
46.8K $2.24M
UNH
Unitedhealth Group Inc

Healthcare
8
+ 0.34%
$488.01 - $604.18 $3.9K - $4.83K
2.37K $1.38M
MLPA
Global X Mlp ETF

ETFs
4.89K
+ 4.6%
$45.78 - $49.84 $224K - $244K
111K $5.34M
LOW
Lowes Companies Inc

Consumer Cyclical
35
+ 1.12%
$213.3 - $270.78 $7.47K - $9.48K
3.17K $857K
EWJ
Ishares Msci Japan ETF

ETFs
90
+ 0.19%
$63.12 - $72.99 $5.68K - $6.57K
48.5K $3.47M
PMAR
Innovator U.S. Equity Power Bu

ETFs
1.19K
+ 1.42%
$36.89 - $39.25 $43.7K - $46.5K
84.9K $3.33M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
765
+ 1.08%
$48.27 - $49.43 $36.9K - $37.8K
71.4K $3.53M
ABBV
Abb Vie Inc.

Healthcare
36
+ 0.88%
$163.84 - $199.33 $5.9K - $7.18K
4.14K $817K
V
Visa Inc.

Financial Services
145
+ 2.54%
$253.74 - $291.56 $36.8K - $42.3K
5.86K $1.61M
RTX
Raytheon Technologies Corp

Industrials
31
+ 0.61%
$99.55 - $123.34 $3.09K - $3.82K
5.15K $623K
JPM
Jpmorgan Chase & CO

Financial Services
89
+ 0.85%
$194.9 - $224.8 $17.3K - $20K
10.6K $2.24M
ITOT
Ishares Core S&P Total U.S. St

ETFs
532
+ 8.79%
$113.41 - $125.62 $60.3K - $66.8K
6.58K $826K
DUK
Duke Energy Corp

Utilities
108
+ 1.77%
$99.35 - $117.71 $10.7K - $12.7K
6.22K $716K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.01K
+ 1.49%
$50.52 - $50.95 $101K - $102K
137K $6.96M
XPEV
Xpeng Inc.

Consumer Cyclical
338
+ 1.73%
$6.63 - $12.72 $2.24K - $4.3K
19.9K $242K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.14%
$459.02 - $510.25 $1.38K - $1.53K
2.21K $1.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
135
+ 3.42%
$332.02 - $382.76 $44.8K - $51.7K
4.09K $1.53M
AON
Aon PLC

Financial Services
15
+ 1.03%
$293.16 - $351.06 $4.4K - $5.27K
1.47K $509K
Activity Summary
Buys All Purchases 103 New Holdings 11 Increased Positions 92 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 1
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