Mbl Wealth, LLC Portfolio Holdings

Mbl Wealth, LLC

  • $866 Million
  • Q3 2024

Mbl Wealth, LLC has filed its 13F form on January 08, 2025 for Q3 2024 where it was disclosed a total value porftolio of $866 Million distributed in 241 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 $117M, Spdr Bloomberg 1 3 Month T Bil with a value of $65.4M, Ishares Core S&P Mid Cap ETF with a value of $46.2M, Dimensional ETF Tr Natl Mun Bd with a value of $33.8M, and Amplify ETF Tr Amplify Cwp Enh with a value of $33.4M.

Examining the 13F form we can see an increase of $33.6M in the current position value, from $833M to 866M.

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 $866 Million
ETFs: $754 Million
Technology: $45.1 Million
Financial Services: $16.3 Million
Communication Services: $12.2 Million
Consumer Cyclical: $9.83 Million
Healthcare: $7.52 Million
Consumer Defensive: $4.32 Million
Industrials: $4.26 Million
Other: $3.77 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$473M
$754,000 0.09% of portfolio
35,765
Q1 2024 New
$366M
$509,000 0.06% of portfolio
29,112
Q1 2024 Reduced 0.95%
$1.44B
$339,000 0.04% of portfolio
75,501
Q1 2023 Added 49.5%

Summary

  • Portfolio
  • No. of Stocks 241
  • Current Value $866 Million
  • Prior Value $833 Million
  • Filing
  • Period Q3 2024
  • Filing Date January 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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