Mbl Wealth, LLC Reduced Holdings in Q2 2025

Mbl Wealth, LLC

  • $945 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
-34
- 0.52%
$55.56 - $60.91 $1.89K - $2.07K
6.47K $379K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-200
- 4.07%
$51.68 - $52.76 $10.3K - $10.6K
4.72K $249K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-10
- 0.16%
$55.32 - $65.02 $553 - $650
6.09K $381K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-504
- 10.8%
$42.44 - $50.03 $21.4K - $25.2K
4.16K $208K
STOT
Spdr Doubleline Short Duration

ETFs
-150
- 1.73%
$46.87 - $47.35 $7.03K - $7.1K
8.53K $403K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-515
- 6.17%
$33.22 - $37.29 $17.1K - $19.2K
7.83K $291K
CME
Cme Group Inc.

Financial Services
-57
- 5.34%
$252.37 - $290.71 $14.4K - $16.6K
1.01K $278K
TFC
Truist Financial Corp

Financial Services
-585
- 5.38%
$34.79 - $42.99 $20.4K - $25.1K
10.3K $442K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-100
- 0.82%
$77.74 - $78.78 $7.77K - $7.88K
12.1K $955K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-2.57K
- 12.2%
N/A
18.5K $0
Labcorp Holdings Inc
-625
- 2.08%
N/A
29.4K $0
Innovator Etfs Trust
-675
- 0.52%
N/A
129K $0
Innovator Etfs Trust
-110K
- 33.9%
N/A
214K $0
Ishares Bitcoin Trust ETF
-434
- 5.24%
N/A
7.85K $0
Corpay Inc
-449
- 42.12%
N/A
617 $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6
- 0.13%
$96.84 - $99.46 $581 - $597
4.76K $471K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-745
- 5.3%
$26.18 - $30.91 $19.5K - $23K
13.3K $400K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-25
- 1.41%
$103.88 - $123.68 $2.6K - $3.09K
1.75K $216K
NSC
Norfolk Southern Corp

Industrials
-189
- 6.6%
$206.34 - $257.46 $39K - $48.7K
2.68K $684K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-8
- 1.57%
$468.22 - $566.51 $3.75K - $4.53K
500 $283K
IWM
Ishares Russell 2000 ETF

ETFs
-438
- 6.6%
$174.82 - $215.79 $76.6K - $94.5K
6.2K $1.34M
IAU
Ishares Gold Trust

ETFs
-400
- 3.42%
$56.1 - $64.74 $22.4K - $25.9K
11.3K $704K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-32
- 3.91%
$272.36 - $339.57 $8.72K - $10.9K
787 $267K
FNB
Fnb Corp

Financial Services
-5
- 0.03%
$11.48 - $14.58 $57.4 - $72.9
18.7K $272K
TTAC
Fcf Us Quality ETF

ETFs
-25
- 0.34%
$68.45 - $70.76 $1.71K - $1.77K
7.23K $505K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-55
- 1.52%
$152.42 - $182.82 $8.38K - $10.1K
3.57K $651K
CSCO
Cisco Systems, Inc.

Technology
-316
- 3.99%
$53.19 - $69.38 $16.8K - $21.9K
7.6K $527K
WFC
Wells Fargo & Company

Financial Services
-126
- 2.1%
$60.98 - $80.12 $7.68K - $10.1K
5.88K $471K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-2.5K
- 3.75%
$37.18 - $42.23 $93K - $106K
64.1K $2.71M
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 0.52%
$908.13 - $1056.85 $7.27K - $8.45K
1.54K $1.53M
AXP
American Express CO

Financial Services
-25
- 1.53%
$231.39 - $318.98 $5.78K - $7.97K
1.61K $513K
GLD
Spdr Gold Trust

ETFs
-345
- 3.15%
$273.71 - $316.29 $94.4K - $109K
10.6K $3.23M
IWR
Ishares Russell Mid Cap ETF

ETFs
-300
- 1.64%
$74.88 - $91.97 $22.5K - $27.6K
18K $1.65M
VST
Vistra Corp.

Utilities
-139
- 5.58%
$98.07 - $195.04 $13.6K - $27.1K
2.35K $455K
GOOGL
Alphabet Inc.

Communication Services
-1.45K
- 6.05%
$144.7 - $178.6 $209K - $258K
22.4K $3.95M
GS
Goldman Sachs Group Inc

Financial Services
-86
- 3.97%
$462.22 - $707.75 $39.8K - $60.9K
2.08K $1.47M
ORCL
Oracle Corp

Technology
-2.33K
- 22.73%
$122.82 - $218.63 $286K - $509K
7.91K $1.73M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.9K
- 7.68%
$167.32 - $223.3 $317K - $423K
22.8K $5M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-453
- 0.36%
$32.66 - $37.42 $14.8K - $17K
124K $4.64M
VGT
Vanguard Information Technolog

ETFs
-37
- 1.13%
$470.37 - $663.28 $17.4K - $24.5K
3.23K $2.15M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.09K
- 1.04%
$43.86 - $51.74 $47.7K - $56.3K
103K $5.35M
JPM
Jpmorgan Chase & CO

Financial Services
-217
- 2.14%
$210.28 - $289.91 $45.6K - $62.9K
9.92K $2.88M
VO
Vanguard Mid Cap ETF

ETFs
-50
- 0.22%
$228.54 - $279.83 $11.4K - $14K
22.2K $6.22M
AVGO
Broadcom Inc.

Technology
-63
- 0.48%
$146.29 - $275.65 $9.22K - $17.4K
13.1K $3.6M
MSFT
Microsoft Corp

Technology
-630
- 3.24%
$354.56 - $497.45 $223K - $313K
18.8K $9.34M
NVDA
Nvidia Corp

Technology
-298
- 0.38%
$94.31 - $157.99 $28.1K - $47.1K
77.1K $12.2M
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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