Mbl Wealth, LLC Portfolio Holdings
Mbl Wealth, LLC
- $833 Million
- Q2 2024
Mbl Wealth, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $833 Million distributed in 236 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 $108M, Spdr Bloomberg 1 3 Month T Bil with a value of $74.9M, Ishares Core S&P Mid Cap ETF with a value of $42.9M, Dimensional ETF Tr Natl Mun Bd with a value of $33.4M, and Ihares Core 1 5 Years Usd Bond with a value of $32.1M.
Examining the 13F form we can see an increase of $2.87M in the current position value, from $830M to 833M.
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.