Mb Generational Wealth, LLC Portfolio Holdings

Mb Generational Wealth, LLC

  • $139 Billion
  • Q3 2024

Mb Generational Wealth, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $139 Billion distributed in 57 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 $21B, Dimensional ETF Tr Dimensional with a value of $18.5B, Ishares Msci Usa Quality Facto with a value of $16.3B, Ishares S&P 100 ETF with a value of $14.3B, and Dimensional ETF Tr Dimensional with a value of $13.4B.

Examining the 13F form we can see an increase of $9.85B in the current position value, from $129B to 139B.

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 $139 Billion
ETFs: $123 Billion
Financial Services: $86.8 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $139 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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