Mbe Wealth Management, LLC Purchases and Sells in Q3 2025

Mbe Wealth Management, LLC

$212 Million
Q3 2025

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYV	2.91K + 0.69%	$52.12 - $55.33 $152K - $161K	427K $23.6M
JPM	990 + 27.21%	$282.78 - $316.06 $280K - $313K	4.63K $1.46M
AAPL	171 + 2.92%	$202.38 - $256.87 $34.6K - $43.9K	6.02K $1.53M
ABBV	225 + 4.33%	$184.85 - $231.54 $41.6K - $52.1K	5.42K $1.25M
SCHP	4.92K + 1.7%	$26.44 - $27.1 $130K - $133K	295K $7.95M
RLY	1.32K + 1.53%	$29.22 - $30.91 $38.7K - $40.9K	88K $2.72M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NUE	2.35K New	$133.3 - $150.33 $313K - $353K	2.35K $317K
TMO	618 New	$404.94 - $499.99 $250K - $309K	618 $299K
MPLX	5.35K New	$49.42 - $52.71 $264K - $282K	5.35K $267K
EPD	7.53K New	$30.74 - $32.14 $232K - $242K	7.53K $235K
NOW	254 New	$850.86 - $1044.69 $216K - $265K	254 $233K
ARWR	6.37K New	$14.71 - $34.49 $93.7K - $220K	6.37K $219K

Top Sells

Reduced Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DRSK	-45.6K - 14.51%	$28.26 - $29.29 $1.29M - $1.34M	269K $7.75M
ACIO	-43.4K - 13.75%	$41.26 - $43.63 $1.79M - $1.89M	272K $11.8M
ADME	-16.4K - 15.63%	$48.07 - $51.26 $788K - $841K	88.6K $4.52M
OSCV	-22.9K - 14.26%	$35.98 - $38.73 $824K - $887K	138K $5.26M
SCHD	-18K - 9.73%	$26.38 - $27.95 $475K - $503K	167K $4.56M
SCHO	-13.4K - 15.42%	$24.23 - $24.42 $324K - $327K	73.4K $1.79M

Activity Summary All Purchases 52 New Holdings 10 Increased Positions 42 All Sells 68 Reductions 68 Sold out 0 Calls 0 Puts 0

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