Mbl Wealth, LLC Options Holdings

Mbl Wealth, LLC

  • $1.02 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
AAPL
Apple Inc.

Technology
PUT
$1.25 Million
4.9K
Q2 2025
New holding
DNUT
Krispy Kreme, Inc.

Consumer Defensive
CALL
$174,000
45K
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 285
  • Current Value $1.02 Billion
  • Prior Value $945 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 105 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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