Mbl Wealth, LLC Reduced Holdings in Q2 2025

Mbl Wealth, LLC

  • $945 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-174K
- 15.48%
$91.43 - $91.74 $15.9M - $15.9M
948K $87M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-182K
- 63.89%
$27.55 - $29.44 $5.01M - $5.35M
103K $2.84M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-70.2K
- 31.21%
$45.88 - $54.4 $3.22M - $3.82M
155K $8.42M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-48.7K
- 13.74%
$47.42 - $51.67 $2.31M - $2.52M
306K $15.5M
GLDM
World Gold Trust

ETFs
-60.5K
- 10.59%
$58.96 - $67.97 $3.56M - $4.11M
510K $33.4M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-26.8K
- 3.86%
$46.77 - $47.89 $1.25M - $1.28M
667K $31.6M
VTI
Vanguard Total Stock Market Et

ETFs
-5.17K
- 40.5%
$243.75 - $303.93 $1.26M - $1.57M
7.59K $2.31M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-28K
- 28.84%
$42.85 - $49.94 $1.2M - $1.4M
69K $3.45M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-17.9K
- 24.9%
$46.79 - $48.56 $836K - $867K
53.9K $2.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-8.19K
- 3.93%
$116.93 - $119.39 $958K - $978K
200K $23.8M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-19.3K
- 29.03%
$38.96 - $44.84 $752K - $866K
47.2K $2.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-311
- 2.8%
$483.48 - $539.8 $150K - $168K
10.8K $5.24M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-24.7K
- 8.91%
$22.3 - $22.57 $550K - $557K
252K $5.67M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-11.3K
- 16.68%
$39.34 - $40.41 $444K - $456K
56.4K $2.26M
GOOG
Alphabet Inc.

Communication Services
-4.29K
- 24.75%
$146.58 - $180.01 $629K - $773K
13K $2.31M
CRM
Salesforce, Inc.

Technology
-1.2K
- 41.67%
$236.26 - $291.15 $284K - $349K
1.68K $458K
EWJ
Ishares Msci Japan ETF

ETFs
-4.84K
- 54.96%
$61.32 - $75.28 $297K - $365K
3.97K $297K
ZTS
Zoetis Inc.

Healthcare
-1.5K
- 45.84%
$144.41 - $170.3 $216K - $255K
1.77K $276K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-9.8K
- 44.39%
$27.65 - $36.12 $271K - $354K
12.3K $443K
CVX
Chevron Corp

Energy
-336
- 5.0%
$133.73 - $168.51 $44.9K - $56.6K
6.38K $914K
LBRDK
Liberty Broadband Corp

Communication Services
-2.8K
- 46.67%
$73.65 - $101.29 $206K - $284K
3.2K $314K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-7.01K
- 2.93%
$34.58 - $34.88 $242K - $245K
232K $8.09M
XLE
Energy Sector Spdr

ETFs
-1.38K
- 19.71%
$76.44 - $94.13 $105K - $129K
5.6K $474K
EVER
Ever Quote, Inc.

Communication Services
-2.77K
- 7.73%
$20.21 - $26.71 $55.9K - $73.9K
33K $797K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.85K
- 1.03%
$82.21 - $83.12 $152K - $154K
178K $14.7M
ARCC
Ares Capital Corp

Financial Services
-5K
- 21.44%
$18.91 - $22.43 $94.6K - $112K
18.3K $402K
HD
Home Depot, Inc.

Consumer Cyclical
-313
- 5.69%
$335.24 - $380.78 $105K - $119K
5.19K $1.9M
XOM
Exxon Mobil Corp

Energy
-146
- 1.74%
$99.93 - $119.04 $14.6K - $17.4K
8.26K $889K
IWX
Ishares Tr Russell 200 Value E

ETFs
-1.5K
- 18.75%
$73.26 - $84.19 $110K - $126K
6.5K $547K
PG
Procter & Gamble CO

Consumer Defensive
-216
- 3.44%
$157.66 - $172.39 $34.1K - $37.2K
6.06K $965K
AON
Aon PLC

Financial Services
-89
- 5.92%
$335.85 - $398.81 $29.9K - $35.5K
1.41K $504K
ORCC
Owl Rock Capital Corp

Financial Services
-6K
- 33.33%
N/A
12K $160K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-26
- 3.79%
$390.26 - $489.06 $10.1K - $12.7K
660 $267K
SUB
Ishares Short Term National Mu

ETFs
-1.27K
- 1.47%
$104.77 - $106.34 $133K - $135K
85.2K $9.06M
CPRT
Copart Inc

Consumer Cyclical
-565
- 10.86%
$47.72 - $63.84 $27K - $36.1K
4.64K $227K
LOW
Lowes Companies Inc

Consumer Cyclical
-77
- 2.13%
$210.83 - $235.28 $16.2K - $18.1K
3.55K $786K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-5.56K
- 0.78%
$47.89 - $48.65 $266K - $270K
710K $34.6M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-3.31K
- 11.99%
$35.9 - $43.76 $119K - $145K
24.3K $1.05M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-1.36K
- 7.22%
$19.55 - $21.78 $26.5K - $29.5K
17.4K $361K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-471
- 4.34%
$24.32 - $27.87 $11.5K - $13.1K
10.4K $275K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-11
- 1.99%
$421.16 - $509.5 $4.63K - $5.6K
542 $241K
KLAC
Kla Corp

Technology
-113
- 32.29%
$576.53 - $902.94 $65.1K - $102K
237 $212K
CB
Chubb LTD

Financial Services
-44
- 5.14%
$274.32 - $302.46 $12.1K - $13.3K
812 $235K
TJX
Tjx Companies Inc

Consumer Cyclical
-215
- 8.62%
$119.13 - $135.03 $25.6K - $29K
2.28K $281K
UNP
Union Pacific Corp

Industrials
-69
- 7.08%
$208.27 - $238.46 $14.4K - $16.5K
905 $208K
V
Visa Inc.

Financial Services
-114
- 2.21%
$308.27 - $373.31 $35.1K - $42.6K
5.05K $1.79M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-353
- 1.88%
$24.14 - $25.43 $8.52K - $8.98K
18.4K $456K
TXN
Texas Instruments Inc

Technology
-66
- 4.72%
N/A
1.33K $259K
BOND
Pimco Active Bond Exchange Tra

ETFs
-99
- 2.22%
$89.87 - $92.93 $8.9K - $9.2K
4.37K $402K
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
Track This Portfolio

Track Mbl Wealth, LLC Portfolio

Follow Mbl Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email