Mb Generational Wealth, LLC Portfolio Holdings

Mb Generational Wealth, LLC

  • $129 Billion
  • Q2 2024

Mb Generational Wealth, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $20.1B, Dimensional ETF Tr Dimensional with a value of $17.5B, Ishares Msci Usa Quality Facto with a value of $15.6B, Ishares S&P 100 ETF with a value of $13.6B, and Dimensional ETF Tr Dimensional with a value of $12.3B.

Examining the 13F form we can see an increase of $1.6B in the current position value, from $127B to 129B.

Mb Generational Wealth, LLC is based out at Spokane, WA

Below you can find more details about Mb Generational Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Billion
ETFs: $114 Billion
Financial Services: $129 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $129 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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