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
T
At&T Inc.

Communication Services
707
+ 6.71%
$26.33 - $28.94 $18.6K - $20.5K
11.2K $325K
V
Visa Inc.

Financial Services
59
+ 4.59%
$308.27 - $373.31 $18.2K - $22K
1.35K $477K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.05%
$113.75 - $148.48 $114 - $148
1.95K $285K
AMT
American Tower Corp

Real Estate
90
+ 5.44%
$203.96 - $228.19 $18.4K - $20.5K
1.75K $385K
RDVY
First Trust Rising Dividend Ac

ETFs
66
+ 1.42%
$51.6 - $62.74 $3.41K - $4.14K
4.71K $295K
BR
Broadridge Financial Solutions, Inc.

Technology
94
+ 6.39%
$217.22 - $246.25 $20.4K - $23.1K
1.57K $380K
FANG
Diamondback Energy, Inc.

Energy
429
+ 22.94%
$119.25 - $161.49 $51.2K - $69.3K
2.3K $315K
PGR
Progressive Corp

Financial Services
149
+ 9.71%
$255.27 - $288.74 $38K - $43K
1.68K $449K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6
+ 0.03%
$77.94 - $79.5 $468 - $477
23.8K $1.89M
ROP
Roper Technologies Inc

Industrials
48
+ 7.82%
$519.19 - $590.78 $24.9K - $28.4K
662 $375K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
42
+ 0.18%
$22.43 - $23.23 $942 - $976
22.8K $530K
JUCY
ETF Ser Solutions Aptus Enhanc
4.02K
+ 2.66%
N/A
155K $0
ETF Ser Solutions
3.04K
+ 4.06%
N/A
77.7K $0
J P Morgan Exchange Traded F
8.65K
New
N/A
8.65K $0
SO
Southern CO

Utilities
2
+ 0.07%
$84.91 - $92.56 $170 - $185
2.83K $259K
DSX
Diana Shipping Inc.

Industrials
126
+ 0.62%
$1.32 - $1.68 $166 - $212
20.5K $29K
MO
Altria Group, Inc.

Consumer Defensive
77
+ 1.16%
$55.56 - $60.91 $4.28K - $4.69K
6.74K $395K
NEE
Nextera Energy Inc

Utilities
4
+ 0.11%
$64.11 - $75.0 $256 - $300
3.64K $252K
UNP
Union Pacific Corp

Industrials
2
+ 0.22%
$208.27 - $238.46 $417 - $477
917 $210K
VZ
Verizon Communications Inc

Communication Services
112
+ 1.52%
$41.67 - $45.62 $4.67K - $5.11K
7.49K $323K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 0.04%
$102.24 - $109.76 $102 - $110
2.7K $281K
CPRT
Copart Inc

Consumer Cyclical
633
+ 10.04%
$47.72 - $63.84 $30.2K - $40.4K
6.94K $340K
JNJ
Johnson & Johnson

Healthcare
23
+ 1.4%
$146.36 - $159.82 $3.37K - $3.68K
1.66K $253K
LLY
Eli Lilly & CO

Healthcare
23
+ 2.79%
$713.71 - $898.95 $16.4K - $20.7K
847 $660K
MRK
Merck & Co., Inc.

Healthcare
45
+ 1.3%
$73.47 - $87.12 $3.31K - $3.92K
3.51K $277K
AAPL
Apple Inc.

Technology
244
+ 4.35%
$172.42 - $223.89 $42.1K - $54.6K
5.85K $1.2M
CHE
Chemed Corp

Healthcare
49
+ 9.02%
$486.93 - $619.21 $23.9K - $30.3K
592 $288K
XOM
Exxon Mobil Corp

Energy
111
+ 1.87%
$99.93 - $119.04 $11.1K - $13.2K
6.05K $651K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.12K
+ 3.42%
$24.32 - $27.87 $149K - $171K
185K $4.9M
PEP
Pepsico Inc

Consumer Defensive
35
+ 0.5%
$128.02 - $151.37 $4.48K - $5.3K
7.08K $934K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.04%
$170.16 - $206.27 $340 - $413
5.19K $964K
UNH
Unitedhealth Group Inc

Healthcare
31
+ 4.64%
$274.35 - $599.47 $8.5K - $18.6K
699 $218K
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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