Mbl Wealth, LLC New Holdings in Q2 2025

Mbl Wealth, LLC

  • $945 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TDVG
T Rowe Price Exchange Traded F

Technology
145K
New
$36.12 - $42.38 $5.23M - $6.14M
145K $6.14M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
138K
New
$36.36 - $41.4 $5.02M - $5.71M
138K $5.71M
SPYG
Spdr Portfolio

ETFs
37.8K
New
$71.83 - $95.32 $2.72M - $3.6M
37.8K $3.6M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
47.4K
New
$65.75 - $71.57 $3.12M - $3.39M
47.4K $3.38M
SLDP
Solid Power, Inc.

Industrials
270K
New
$0.93 - $2.28 $251K - $616K
270K $591K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
5.58K
New
$46.92 - $55.01 $262K - $307K
5.58K $302K
NKE
Nike, Inc.

Consumer Cyclical
4.03K
New
$53.27 - $72.04 $215K - $290K
4.03K $286K
BX
Blackstone Inc.

Financial Services
1.59K
New
$120.07 - $151.11 $191K - $241K
1.59K $238K
MS
Morgan Stanley

Financial Services
1.68K
New
$99.83 - $140.86 $168K - $237K
1.68K $236K
PLTR
Palantir Technologies Inc.

Technology
1.71K
New
$74.01 - $144.25 $127K - $247K
1.71K $233K
QQQ
Invesco Qqq Trust, Series 1

ETFs
411
New
$416.06 - $551.64 $171K - $227K
411 $226K
VTV
Vanguard Value ETF

ETFs
1.25K
New
$153.67 - $176.74 $193K - $221K
1.25K $221K
AMAT
Applied Materials Inc

Technology
1.19K
New
$126.95 - $183.52 $152K - $219K
1.19K $218K
ISRG
Intuitive Surgical Inc

Healthcare
384
New
$451.58 - $565.94 $173K - $217K
384 $208K
CARR
Carrier Global Corp

Industrials
2.83K
New
$55.55 - $75.83 $157K - $215K
2.83K $207K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.5K
New
$114.78 - $133.31 $172K - $200K
1.5K $200K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
19.2K
New
$7.19 - $8.75 $138K - $168K
19.2K $167K
RXO
Rxo, Inc.
10K
New
$12.58 - $19.55 $126K - $196K
10K $157K
VRT
Vertiv Holdings CO

Industrials
1.77K
New
N/A
1.77K $153K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
46K
New
$2.57 - $4.95 $118K - $228K
46K $133K
RUN
Sunrun Inc.

Technology
12.4K
New
$5.67 - $12.85 $70.1K - $159K
12.4K $101K
Calamos ETF Tr
275K
New
N/A
275K $0
Thor Finl Technologies Tr
21.9K
New
N/A
21.9K $0
Neos ETF Trust
119K
New
N/A
119K $0
Peakstone Realty Trust
10.6K
New
N/A
10.6K $0
EOCT
Innovator Etfs Tr Emerging Mar
143K
New
N/A
143K $0
Flyexclusive Inc
19.2K
New
N/A
19.2K $0
Ge Vernova Inc
447
New
N/A
447 $0
Pimco ETF Tr
263K
New
N/A
263K $0
Liberty Media Corp Del
2.6K
New
N/A
2.6K $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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