Mbl Wealth, LLC Incresed Positions in Q2 2025

Mbl Wealth, LLC

  • $945 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
T
At&T Inc.

Communication Services
740
+ 7.08%
$26.33 - $28.94 $19.5K - $21.4K
11.2K $323K
SO
Southern CO

Utilities
315
+ 6.22%
$84.91 - $92.56 $26.7K - $29.2K
5.38K $493K
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
ABT
Abbott Laboratories

Healthcare
3
+ 0.13%
$123.95 - $138.08 $372 - $414
2.37K $322K
SPYI
Shp ETF Tr Neos S&P 500 High I
9K
+ 180.0%
N/A
14K $0
Blackrock Inc
44
+ 8.45%
N/A
565 $0
Tidal Tr Ii
18K
+ 63.38%
N/A
46.4K $0
CARY
Angel Oak Fds Tr Income Etf(De
1.36K
+ 0.29%
N/A
470K $0
PDEC
Innovator U.S. Equity Power Bu
13K
+ 12.59%
N/A
116K $0
MODL
Victory Portfolios Ii Victorys
82K
+ 60.47%
N/A
218K $0
PSEP
Innovator U.S. Equity Power Bu
197
+ 0.1%
N/A
205K $0
Strategic Trust
28.9K
+ 16.41%
N/A
205K $0
Fortrea Hldgs Inc
10
+ 0.03%
N/A
31.7K $0
Arm Holdings PLC
33
+ 1.39%
N/A
2.41K $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
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.45K
+ 0.33%
$50.34 - $51.86 $72.7K - $74.9K
434K $22.3M
JNJ
Johnson & Johnson

Healthcare
442
+ 7.31%
$146.36 - $159.82 $64.7K - $70.6K
6.49K $991K
MCD
Mcdonalds Corp

Consumer Cyclical
87
+ 4.54%
$285.55 - $321.23 $24.8K - $27.9K
2.01K $585K
AMGN
Amgen Inc

Healthcare
32
+ 3.12%
$262.28 - $309.85 $8.39K - $9.92K
1.06K $295K
LLY
Eli Lilly & CO

Healthcare
53
+ 3.4%
$713.71 - $898.95 $37.8K - $47.6K
1.61K $1.26M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
254
+ 0.99%
$38.81 - $44.28 $9.86K - $11.2K
26K $1.1M
MLPA
Global X Mlp ETF

ETFs
6.22K
+ 5.32%
$46.47 - $54.16 $289K - $337K
123K $6.17M
MLPB
Ubs Ag

ETFs
1.73K
+ 3.11%
$23.47 - $28.1 $40.6K - $48.6K
57.3K $1.49M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
645
+ 0.9%
$45.9 - $48.26 $29.6K - $31.1K
72.6K $3.39M
ABBV
Abb Vie Inc.

Healthcare
64
+ 1.58%
$170.16 - $206.27 $10.9K - $13.2K
4.13K $765K
UNH
Unitedhealth Group Inc

Healthcare
1.03K
+ 48.22%
$274.35 - $599.47 $282K - $616K
3.16K $985K
AAPL
Apple Inc.

Technology
7
+ 0.01%
$172.42 - $223.89 $1.21K - $1.57K
90K $18.5M
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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