Mbe Wealth Management, LLC Purchases and Sells in Q1 2025

Mbe Wealth Management, LLC

$190 Million
Q1 2025

Top Buys

Incresed Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACIO	179K + 134.35%	$38.36 - $41.43 $6.85M - $7.4M	311K $12.1M
DRSK	189K + 155.49%	$27.06 - $28.25 $5.11M - $5.34M	310K $8.47M
SCHD	133K + 287.23%	$27.01 - $28.54 $3.59M - $3.79M	179K $5M
OSCV	102K + 177.06%	$34.16 - $38.45 $3.48M - $3.91M	159K $5.55M
ADME	63.8K + 157.71%	$43.95 - $48.5 $2.8M - $3.09M	104K $4.63M
SCHE	84.4K + 881.87%	$25.81 - $28.52 $2.18M - $2.41M	94K $2.59M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	23.9K New	$58.07 - $58.69 $1.39M - $1.4M	23.9K $1.4M
PHYL	19.5K New	$34.67 - $35.44 $677K - $692K	19.5K $679K
LCTU	8.9K New	$59.79 - $67.15 $532K - $597K	8.9K $539K
SUSC	22.8K New	$22.42 - $23.22 $511K - $529K	22.8K $525K
V	1.29K New	$306.92 - $362.71 $395K - $466K	1.29K $450K
EAGG	9.32K New	$45.92 - $47.58 $428K - $443K	9.32K $442K

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USRT	-158K - 92.72%	$55.14 - $60.29 $8.73M - $9.55M	12.4K $715K
VB	-17.2K - 15.17%	$217.89 - $252.64 $3.76M - $4.35M	96.3K $21.4M
QQQ	-5.72K - 10.31%	$468.34 - $539.52 $2.68M - $3.08M	49.7K $23.3M
SPYV	-46K - 10.06%	$49.78 - $53.19 $2.29M - $2.45M	411K $21M
SPLG	-14.1K - 49.01%	$64.88 - $72.1 $915K - $1.02M	14.7K $965K
RSP	-2.45K - 57.74%	$169.43 - $182.84 $414K - $447K	1.79K $310K

Activity Summary All Purchases 88 New Holdings 27 Increased Positions 61 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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