Mb Generational Wealth, LLC Portfolio Holdings by Sector
Mb Generational Wealth, LLC
- $157 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DUHP AVUV QUAL OEF DISV ISCV DIHP DFAC 52 stocks |
$133 Million
95.77% of portfolio
|
28
|
19
|
15
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
GOSS 1 stocks |
$3.72 Million
2.68% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.09 Million
1.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TSI 1 stocks |
$63,035
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|