Mb Generational Wealth, LLC Portfolio Holdings by Sector
Mb Generational Wealth, LLC
- $139 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AVUV DUHP QUAL OEF DISV DIHP AVES IVV 47 stocks |
$121 Million
98.46% of portfolio
|
16
|
12
|
7
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.8 Million
1.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TSI 1 stocks |
$86,779
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|