Mb Generational Wealth, LLC Portfolio Holdings by Sector
Mb Generational Wealth, LLC
- $127 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
AVUV DUHP QUAL OEF DISV DIHP AVES IVV 50 stocks |
$110 Million
98.4% of portfolio
|
  25  
|
  16  
|
  12  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.65 Million
1.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
NEA FAX 2 stocks |
$135,310
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|