Mbe Wealth Management, LLC Purchases and Sells in Q4 2024

Mbe Wealth Management, LLC

$170 Million
Q4 2024

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACIO	26.3K + 24.63%	$39.5 - $41.38 $1.04M - $1.09M	133K $5.35M
SCHP	143K + 141.32%	$25.74 - $53.78 $3.69M - $7.71M	245K $6.33M
DRSK	32.1K + 35.87%	$27.43 - $28.44 $880K - $912K	122K $3.33M
ADME	7.26K + 21.88%	$45.72 - $48.37 $332K - $351K	40.4K $1.89M
WMT	3.43K + 113.33%	$79.1 - $95.7 $271K - $328K	6.45K $582K
OSCV	9.5K + 19.8%	$36.89 - $40.88 $350K - $388K	57.5K $2.13M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HD	1.14K New	$385.02 - $431.37 $440K - $493K	1.14K $444K
MO	5.68K New	$49.06 - $57.74 $279K - $328K	5.68K $297K
SCHE	9.57K New	$26.63 - $30.23 $255K - $289K	9.57K $254K
USXF	4.83K New	$48.45 - $52.57 $234K - $254K	4.83K $240K
CVX	1.62K New	$141.15 - $162.53 $229K - $263K	1.62K $234K
AVEM	3.46K New	$58.59 - $66.14 $203K - $229K	3.46K $203K

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USRT	-88.6K - 34.16%	$55.97 - $62.75 $4.96M - $5.56M	171K $9.79M
TMO	-884 - 69.17%	$501.29 - $612.85 $443K - $542K	394 $204K
RLY	-12.2K - 13.84%	$26.85 - $29.18 $327K - $355K	75.8K $2.05M
VB	-3.39K - 2.9%	$233.76 - $261.58 $793K - $888K	114K $27.3M
VSGX	-4.5K - 41.41%	$56.61 - $61.63 $254K - $277K	6.36K $360K
FNDF	-5.15K - 30.75%	$32.92 - $37.15 $170K - $191K	11.6K $385K

Activity Summary All Purchases 52 New Holdings 6 Increased Positions 46 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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