Mbl Wealth, LLC has filed its 13F form on April 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $932 Million distributed in 255 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $124M, Spdr Bloomberg 1 3 Month T Bil with a value of $109M, Ishares Core S&P Mid Cap ETF with a value of $47.1M, Amplify ETF Tr Amplify Cwp Enh with a value of $34.6M, and Ihares Core 1 5 Years Usd Bond with a value of $34M.
Examining the 13F form we can see an increase of $65.8M in the current position value, from $866M to 932M.
Mbl Wealth, LLC is based out at Charlotte, NC
Below you can find more details about Mbl Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$932 Million
ETFs: $810 Million
Technology: $47.7 Million
Financial Services: $18.6 Million
Communication Services: $14.1 Million
Consumer Cyclical: $11.6 Million
Healthcare: $6.72 Million
Industrials: $4.51 Million
Consumer Defensive: $3.84 Million
Other: $4.47 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
