Mbe Wealth Management, LLC Purchases and Sells in Q2 2025

Mbe Wealth Management, LLC

$209 Million
Q2 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	1.14K + 2.28%	$416.06 - $551.64 $472K - $626K	50.9K $28.1M
VB	4.39K + 4.56%	$193.73 - $237.37 $850K - $1.04M	101K $23.9M
IVV	347 + 1.9%	$498.8 - $620.9 $173K - $215K	18.7K $11.6M
ASTS	2.87K + 6.47%	$20.07 - $51.83 $57.5K - $149K	47.2K $2.2M
SPYV	12.4K + 3.02%	$45.11 - $52.34 $560K - $649K	424K $22.2M
ACIO	3.85K + 1.24%	$36.36 - $41.4 $140K - $160K	315K $13.1M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLDM	7.87K New	$58.96 - $67.97 $464K - $535K	7.87K $515K
ICSH	9.84K New	$50.48 - $50.71 $497K - $499K	9.84K $499K
TSLA	1.03K New	$221.86 - $362.89 $228K - $373K	1.03K $326K
SCHQ	9.8K New	$30.46 - $33.4 $299K - $327K	9.8K $312K
XLP	3.79K New	N/A	3.79K $288K
SPTS	9.36K New	$29.07 - $29.38 $272K - $275K	9.36K $274K

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UCON	-74.2K - 62.85%	$24.48 - $24.9 $1.82M - $1.85M	43.8K $1.09M
USRT	-2.32K - 18.69%	$50.37 - $57.97 $117K - $135K	10.1K $571K
HD	-292 - 29.17%	$335.24 - $380.78 $97.9K - $111K	709 $259K
MGEE	-106 - 1.24%	$86.85 - $93.48 $9.21K - $9.91K	8.47K $749K
RSP	-322 - 17.99%	$152.93 - $181.74 $49.2K - $58.5K	1.47K $266K
MCD	-20 - 1.09%	$285.55 - $321.23 $5.71K - $6.42K	1.81K $528K

Activity Summary All Purchases 83 New Holdings 15 Increased Positions 68 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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