Mbl Wealth, LLC Portfolio Holdings

Mbl Wealth, LLC

  • $932 Million
  • Q4 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.6B
$1.02 Million 0.11% of portfolio
5,936
Q1 2022 New
$2.69B
$635,000 0.07% of portfolio
8,241
Q4 2024 New
$4.79B
$276,000 0.03% of portfolio
18,686
Q4 2023 Added 0.05%
$5.27B
$267,000 0.03% of portfolio
20,000
Q4 2024 New
$4.47B
$159,000 0.02% of portfolio
17,000
Q4 2024 New
$3.96B
$70,000 0.01% of portfolio
23,481
Q4 2024 Reduced 0.42%

Summary

  • Portfolio
  • No. of Stocks 255
  • Current Value $932 Million
  • Prior Value $866 Million
  • Filing
  • Period Q4 2024
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 23 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
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