Mbe Wealth Management, LLC Purchases in Q2 2025

Mbe Wealth Management, LLC

  • $209 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.14K
+ 2.28%
$416.06 - $551.64 $472K - $626K
50.9K $28.1M
VB
Vanguard Small Cap ETF

ETFs
4.39K
+ 4.56%
$193.73 - $237.37 $850K - $1.04M
101K $23.9M
IVV
Ishares Core S&P 500 ETF

ETFs
347
+ 1.9%
$498.8 - $620.9 $173K - $215K
18.7K $11.6M
ASTS
Ast Space Mobile, Inc.

Communication Services
2.87K
+ 6.47%
$20.07 - $51.83 $57.5K - $149K
47.2K $2.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12.4K
+ 3.02%
$45.11 - $52.34 $560K - $649K
424K $22.2M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
3.85K
+ 1.24%
$36.36 - $41.4 $140K - $160K
315K $13.1M
NVDA
Nvidia Corp

Technology
485
+ 3.19%
$94.31 - $157.99 $45.7K - $76.6K
15.7K $2.48M
DRSK
ETF Ser Solutions Aptus Define

ETFs
3.84K
+ 1.24%
$26.75 - $28.79 $103K - $110K
314K $9.03M
GLDM
World Gold Trust

ETFs
7.87K
New
$58.96 - $67.97 $464K - $535K
7.87K $515K
ICSH
Blackrock Ultra Short Term Bon

ETFs
9.84K
New
$50.48 - $50.71 $497K - $499K
9.84K $499K
MSFT
Microsoft Corp

Technology
28
+ 0.91%
$354.56 - $497.45 $9.93K - $13.9K
3.11K $1.55M
SCHO
Schwab Short Term Us Treasury

ETFs
14.2K
+ 19.59%
$24.19 - $24.45 $344K - $347K
86.8K $2.12M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.24K
+ 0.93%
$17.76 - $22.1 $22K - $27.4K
134K $2.96M
TSLA
Tesla, Inc.

Consumer Cyclical
1.03K
New
$221.86 - $362.89 $228K - $373K
1.03K $326K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.49K
+ 2.64%
$24.38 - $30.18 $60.6K - $75K
96.5K $2.91M
SCHQ
Schwab Strategic Tr Long Term

ETFs
9.8K
New
$30.46 - $33.4 $299K - $327K
9.8K $312K
XLP
Consumer Staples Sector Spdr

ETFs
3.79K
New
N/A
3.79K $288K
SPTS
Spdr Portfolio Short Term Trea

ETFs
9.36K
New
$29.07 - $29.38 $272K - $275K
9.36K $274K
XLV
Select Sector Spdr Fund Health

ETFs
1.84K
New
$128.77 - $144.3 $237K - $266K
1.84K $248K
OSCV
Opus Small Cap Value ETF

ETFs
1.3K
+ 0.81%
$31.34 - $36.29 $40.6K - $47K
161K $5.8M
AMD
Advanced Micro Devices Inc

Technology
1.74K
New
$78.21 - $143.81 $136K - $250K
1.74K $246K
ORCL
Oracle Corp

Technology
1.11K
New
$122.82 - $218.63 $137K - $243K
1.11K $243K
XLE
Energy Sector Spdr

ETFs
2.73K
New
$76.44 - $94.13 $209K - $257K
2.73K $231K
FNDF
Schwab Fundamental Intl Large

ETFs
5.6K
New
$32.25 - $40.02 $181K - $224K
5.6K $224K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.92K
New
$57.46 - $75.58 $168K - $221K
2.92K $220K
KLAC
Kla Corp

Technology
233
New
$576.53 - $902.94 $134K - $210K
233 $208K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.13K
New
$30.87 - $39.17 $158K - $201K
5.13K $201K
JPM
Jpmorgan Chase & CO

Financial Services
124
+ 3.53%
$210.28 - $289.91 $26.1K - $35.9K
3.64K $1.05M
SCHR
Schwab Intermediate Term Us Tr

ETFs
7.06K
+ 42.71%
$24.54 - $25.07 $173K - $177K
23.6K $590K
PWR
Quanta Services, Inc.

Industrials
105
+ 10.98%
$239.47 - $381.26 $25.1K - $40K
1.06K $401K
AMZN
Amazon Com Inc

Consumer Cyclical
151
+ 3.98%
$167.32 - $223.3 $25.3K - $33.7K
3.94K $864K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.25K
+ 6.05%
$22.27 - $29.21 $27.9K - $36.6K
21.9K $641K
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.69K
+ 2.36%
$26.18 - $26.93 $175K - $180K
290K $7.74M
WMT
Walmart Inc.

Consumer Defensive
123
+ 1.3%
$81.79 - $99.98 $10.1K - $12.3K
9.55K $933K
ABT
Abbott Laboratories

Healthcare
518
+ 11.77%
$123.95 - $138.08 $64.2K - $71.5K
4.92K $669K
HTRB
Hartford Fds Total Return Bd E

ETFs
2.8K
+ 3.68%
$33.14 - $34.12 $92.7K - $95.4K
78.9K $2.66M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
122
+ 1.12%
$60.34 - $74.89 $7.36K - $9.14K
11K $825K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
189
+ 4.58%
$108.06 - $135.3 $20.4K - $25.6K
4.32K $584K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
25
+ 0.28%
$53.69 - $67.27 $1.34K - $1.68K
8.92K $600K
DSI
Ishares Msci Kld 400 Social Et

ETFs
16
+ 0.38%
$91.62 - $116.16 $1.47K - $1.86K
4.2K $487K
CATH
Global X Fds Global X S&P 500

ETFs
116
+ 2.03%
$59.85 - $75.45 $6.94K - $8.75K
5.83K $439K
PHYL
Pgim ETF Tr

ETFs
1.1K
+ 5.63%
$33.41 - $35.42 $36.8K - $39K
20.6K $730K
RLY
Ssga Active ETF Tr

ETFs
92
+ 0.11%
$25.82 - $29.59 $2.38K - $2.72K
86.7K $2.52M
GLD
Spdr Gold Trust

ETFs
21
+ 0.88%
$273.71 - $316.29 $5.75K - $6.64K
2.4K $730K
ASB
Associated Banc Corp

Financial Services
383
+ 3.15%
$18.91 - $24.56 $7.24K - $9.41K
12.6K $306K
DFAS
Dimensional ETF Tr U S Small C

ETFs
110
+ 1.8%
$52.31 - $63.72 $5.75K - $7.01K
6.21K $395K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
16
+ 0.66%
$86.93 - $109.64 $1.39K - $1.75K
2.42K $265K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
350
+ 2.2%
$11.71 - $19.37 $4.1K - $6.78K
16.2K $261K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
597
+ 6.41%
$46.41 - $47.7 $27.7K - $28.5K
9.92K $471K
Activity Summary
Buys All Purchases 83 New Holdings 15 Increased Positions 68 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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