Mb Generational Wealth, LLC Portfolio Holdings by Sector
Mb Generational Wealth, LLC
- $129 Billion
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AVUV DUHP QUAL OEF DISV DIHP AVES IVV 43 stocks |
$113 Million
98.4% of portfolio
|
23
|
10
|
6
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.7 Million
1.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TSI FAX 2 stocks |
$128,837
0.11% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|