Mbe Wealth Management, LLC Purchases in Q3 2024

Mbe Wealth Management, LLC

  • $175 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.1K
+ 3.01%
$48.51 - $52.86 $638K - $695K
449K $23.8M
VB
Vanguard Small Cap ETF

ETFs
26
+ 0.02%
$214.77 - $237.72 $5.58K - $6.18K
117K $27.7M
USRT
Ishares Core U.S. Reit ETF

ETFs
582
+ 0.22%
$53.07 - $62.66 $30.9K - $36.5K
259K $16M
HTRB
Hartford Fds Total Return Bd E

ETFs
33.9K
New
$33.29 - $35.33 $1.13M - $1.2M
33.9K $1.18M
ASTS
Ast Space Mobile, Inc.

Communication Services
10.1K
+ 37.47%
$10.72 - $38.6 $108K - $390K
37.1K $970K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
10.2K
+ 10.58%
$36.82 - $39.74 $376K - $405K
107K $4.24M
DRSK
ETF Ser Solutions Aptus Define

ETFs
15.6K
+ 21.1%
$26.97 - $28.55 $420K - $445K
89.4K $2.53M
AAPL
Apple Inc.

Technology
1.07K
+ 22.22%
$207.23 - $234.82 $222K - $251K
5.89K $1.37M
OSCV
Opus Small Cap Value ETF

ETFs
5.64K
+ 13.32%
$33.99 - $37.93 $192K - $214K
48K $1.8M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
4.35K
+ 15.1%
$42.55 - $46.2 $185K - $201K
33.2K $1.53M
TSLA
Tesla, Inc.

Consumer Cyclical
940
New
$191.76 - $263.26 $180K - $247K
940 $245K
WMT
Walmart Inc.

Consumer Defensive
3.02K
New
$66.91 - $81.4 $202K - $246K
3.02K $244K
RTX
Raytheon Technologies Corp

Industrials
1.97K
New
$99.55 - $123.34 $196K - $243K
1.97K $238K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.52K
New
$46.9 - $51.96 $212K - $235K
4.52K $232K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.27K
+ 10.55%
$76.94 - $79.54 $175K - $181K
23.8K $1.89M
WEC
Wec Energy Group, Inc.

Utilities
2.26K
New
$77.68 - $96.19 $175K - $217K
2.26K $216K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.96K
+ 8.54%
$60.84 - $67.51 $119K - $132K
24.9K $1.68M
AVGO
Broadcom Inc.

Technology
1.22K
New
$136.27 - $1745.86 $166K - $2.12M
1.22K $209K
DE
Deere & CO

Industrials
500
New
$344.84 - $418.0 $172K - $209K
500 $208K
CAT
Caterpillar Inc

Industrials
526
New
$316.8 - $391.12 $167K - $206K
526 $205K
RSP
Invesco S&P 500 Equal Weight E

ETFs
826
+ 29.9%
$162.83 - $179.16 $134K - $148K
3.59K $643K
MSFT
Microsoft Corp

Technology
494
+ 23.32%
$395.15 - $467.56 $195K - $231K
2.61K $1.12M
FVD
First Tr Value Line Divid Inde

ETFs
505
+ 1.68%
$40.45 - $45.49 $20.4K - $23K
30.6K $1.39M
RLY
Ssga Active ETF Tr

ETFs
2.44K
+ 2.85%
$26.98 - $28.77 $65.8K - $70.2K
87.9K $2.53M
MGEE
Mge Energy Inc

Utilities
8
+ 0.09%
$73.49 - $92.42 $588 - $739
8.88K $810K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.02%
$163.84 - $199.33 $164 - $199
5.52K $1.09M
AMZN
Amazon Com Inc

Consumer Cyclical
812
+ 38.14%
$161.02 - $200.0 $131K - $162K
2.94K $547K
NVDA
Nvidia Corp

Technology
1.19K
+ 10.29%
$98.91 - $134.91 $117K - $160K
12.7K $1.54M
TMO
Thermo Fisher Scientific Inc.

Healthcare
32
+ 2.57%
$531.86 - $624.21 $17K - $20K
1.28K $790K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.12K
+ 22.28%
$41.9 - $48.26 $46.9K - $54.1K
6.15K $294K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
284
+ 7.19%
$117.9 - $128.2 $33.5K - $36.4K
4.23K $542K
ABT
Abbott Laboratories

Healthcare
111
+ 2.21%
$100.07 - $118.13 $11.1K - $13.1K
5.13K $584K
FNDF
Schwab Fundamental Intl Large

ETFs
658
+ 4.09%
$33.67 - $37.71 $22.2K - $24.8K
16.8K $626K
GOOGL
Alphabet Inc.

Communication Services
492
+ 27.94%
$148.65 - $191.18 $73.1K - $94.1K
2.25K $373K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
12
+ 0.11%
$63.28 - $70.06 $759 - $841
10.9K $764K
UNP
Union Pacific Corp

Industrials
99
+ 10.95%
$221.78 - $256.09 $22K - $25.4K
1K $246K
AMD
Advanced Micro Devices Inc

Technology
219
+ 11.32%
$128.67 - $183.96 $28.2K - $40.3K
2.15K $353K
FNDA
Schwab Fundamental U S Small C

ETFs
317
+ 7.2%
$54.26 - $60.01 $17.2K - $19K
4.72K $281K
LLY
Eli Lilly & CO

Healthcare
56
+ 9.32%
$772.14 - $960.02 $43.2K - $53.8K
657 $582K
PEP
Pepsico Inc

Consumer Defensive
8
+ 0.11%
$161.9 - $179.3 $1.3K - $1.43K
7.02K $1.19M
SO
Southern CO

Utilities
1
+ 0.04%
$77.0 - $90.52 $77 - $90.5
2.71K $244K
HYLS
First Tr Tactical High Yield L

ETFs
411
+ 3.25%
$40.54 - $42.23 $16.7K - $17.4K
13.1K $548K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
28
+ 0.25%
$36.98 - $41.55 $1.04K - $1.16K
11.3K $464K
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 7.83%
$801.83 - $917.05 $17.6K - $20.2K
303 $268K
CATH
Global X Fds Global X S&P 500

ETFs
150
+ 3.03%
$62.26 - $69.39 $9.34K - $10.4K
5.1K $353K
VT
Vanguard Total World Stk Index

ETFs
4
+ 0.1%
$107.72 - $119.96 $431 - $480
3.83K $458K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2
+ 0.06%
$175.46 - $203.3 $351 - $407
3.58K $725K
FIS
Fidelity National Information Services, Inc.

Technology
14
+ 0.47%
$72.8 - $85.04 $1.02K - $1.19K
3.02K $252K
SCHX
Schwab Strategic Tr Us Large C

ETFs
49
+ 0.8%
$61.11 - $67.85 $2.99K - $3.32K
6.16K $417K
Activity Summary
Buys All Purchases 57 New Holdings 9 Increased Positions 48 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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