Mb Generational Wealth, LLC Portfolio Holdings by Sector
Mb Generational Wealth, LLC
- $134 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AVUV DUHP QUAL OEF DISV DIHP AVES IVV 41 stocks |
$117 Million
98.45% of portfolio
|
21
|
9
|
6
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.75 Million
1.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TSI 1 stocks |
$82,212
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|