Mbe Wealth Management, LLC Incresed Positions in Q3 2025

Mbe Wealth Management, LLC

  • $212 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.91K
+ 0.69%
$52.12 - $55.33 $152K - $161K
427K $23.6M
JPM
Jpmorgan Chase & CO

Financial Services
990
+ 27.21%
$282.78 - $316.06 $280K - $313K
4.63K $1.46M
AAPL
Apple Inc.

Technology
171
+ 2.92%
$202.38 - $256.87 $34.6K - $43.9K
6.02K $1.53M
ABBV
Abb Vie Inc.

Healthcare
225
+ 4.33%
$184.85 - $231.54 $41.6K - $52.1K
5.42K $1.25M
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.92K
+ 1.7%
$26.44 - $27.1 $130K - $133K
295K $7.95M
RLY
Ssga Active ETF Tr

ETFs
1.32K
+ 1.53%
$29.22 - $30.91 $38.7K - $40.9K
88K $2.72M
CATH
Global X Fds Global X S&P 500

ETFs
1.73K
+ 29.75%
$75.38 - $81.32 $131K - $141K
7.56K $613K
ASTS
Ast Space Mobile, Inc.

Communication Services
566
+ 1.2%
$36.91 - $60.06 $20.9K - $34K
47.7K $2.34M
VEA
Vanguard Ftse Developed Market

ETFs
1.46K
+ 8.06%
$56.02 - $60.3 $81.5K - $87.7K
19.5K $1.17M
GLD
Spdr Gold Trust

ETFs
39
+ 1.63%
$300.96 - $355.47 $11.7K - $13.9K
2.44K $865K
HTRB
Hartford Fds Total Return Bd E

ETFs
2.02K
+ 2.56%
$33.47 - $34.58 $67.4K - $69.7K
80.9K $2.77M
SLV
I Shares Silver Trust

ETFs
100
+ 1.11%
$32.73 - $42.5 $3.27K - $4.25K
9.09K $385K
MCD
Mcdonalds Corp

Consumer Cyclical
200
+ 11.06%
$291.67 - $316.99 $58.3K - $63.4K
2.01K $610K
MSFT
Microsoft Corp

Technology
34
+ 1.09%
$491.09 - $535.64 $16.7K - $18.2K
3.14K $1.63M
MGEE
Mge Energy Inc

Utilities
1.4K
+ 16.57%
$83.0 - $90.05 $117K - $126K
9.88K $831K
RTX
Raytheon Technologies Corp

Industrials
216
+ 11.05%
$144.19 - $167.33 $31.1K - $36.1K
2.17K $363K
NEE
Nextera Energy Inc

Utilities
613
+ 16.83%
$69.77 - $77.54 $42.8K - $47.5K
4.26K $321K
V
Visa Inc.

Financial Services
243
+ 18.07%
$332.09 - $358.86 $80.7K - $87.2K
1.59K $542K
SCHG
Schwab Strategic Tr Us Large C

ETFs
202
+ 0.92%
$28.92 - $32.19 $5.84K - $6.5K
22.1K $706K
PEP
Pepsico Inc

Consumer Defensive
9
+ 0.13%
$133.81 - $152.16 $1.2K - $1.37K
7.09K $995K
JNJ
Johnson & Johnson

Healthcare
26
+ 1.56%
$155.17 - $185.42 $4.03K - $4.82K
1.69K $312K
MO
Altria Group, Inc.

Consumer Defensive
128
+ 1.9%
$57.75 - $67.68 $7.39K - $8.66K
6.87K $453K
AVEM
American Centy ETF Tr Avantis

ETFs
459
+ 12.89%
$68.33 - $75.41 $31.4K - $34.6K
4.02K $301K
LNT
Alliant Energy Corp

Utilities
228
+ 4.27%
$60.76 - $67.41 $13.9K - $15.4K
5.57K $375K
SO
Southern CO

Utilities
451
+ 15.94%
$90.83 - $96.0 $41K - $43.3K
3.28K $310K
VT
Vanguard Total World Stk Index

ETFs
62
+ 1.6%
$128.41 - $138.03 $7.96K - $8.56K
3.93K $541K
RDVY
First Trust Rising Dividend Ac

ETFs
300
+ 6.37%
$62.38 - $67.29 $18.7K - $20.2K
5.01K $336K
WEC
Wec Energy Group, Inc.

Utilities
95
+ 3.52%
$103.66 - $114.59 $9.85K - $10.9K
2.79K $320K
T
At&T Inc.

Communication Services
1.29K
+ 11.43%
$26.94 - $29.62 $34.6K - $38.1K
12.5K $353K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
80
+ 1.24%
$42.26 - $47.16 $3.38K - $3.77K
6.51K $301K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1
+ 0.02%
$67.01 - $72.84 $67 - $72.8
4.77K $345K
CVX
Chevron Corp

Energy
31
+ 2.0%
$145.57 - $161.83 $4.51K - $5.02K
1.58K $245K
PHYL
Pgim ETF Tr

ETFs
443
+ 2.15%
$35.14 - $35.8 $15.6K - $15.9K
21.1K $753K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 1.35%
$459.11 - $506.91 $4.13K - $4.56K
677 $340K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
147
+ 5.04%
$70.85 - $76.96 $10.4K - $11.3K
3.07K $233K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.01%
$92.18 - $95.14 $92.2 - $95.1
7.92K $753K
UNP
Union Pacific Corp

Industrials
2
+ 0.22%
$214.91 - $237.16 $430 - $474
919 $217K
DSX
Diana Shipping Inc.

Industrials
109
+ 0.53%
$1.47 - $1.97 $160 - $215
20.6K $34K
Ishares Bitcoin Trust ETF
3.03K
+ 55.22%
N/A
8.53K $0
LLY
Eli Lilly & CO

Healthcare
16
+ 1.89%
$625.65 - $812.69 $10K - $13K
863 $658K
ABT
Abbott Laboratories

Healthcare
1
+ 0.02%
$120.51 - $136.62 $121 - $137
4.92K $658K
Activity Summary
Buys All Purchases 52 New Holdings 10 Increased Positions 42 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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