Mbe Wealth Management, LLC Reduced Holdings in Q3 2025

Mbe Wealth Management, LLC

  • $212 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DRSK
ETF Ser Solutions Aptus Define

ETFs
-45.6K
- 14.51%
$28.26 - $29.29 $1.29M - $1.34M
269K $7.75M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-43.4K
- 13.75%
$41.26 - $43.63 $1.79M - $1.89M
272K $11.8M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-16.4K
- 15.63%
$48.07 - $51.26 $788K - $841K
88.6K $4.52M
OSCV
Opus Small Cap Value ETF

ETFs
-22.9K
- 14.26%
$35.98 - $38.73 $824K - $887K
138K $5.26M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-18K
- 9.73%
$26.38 - $27.95 $475K - $503K
167K $4.56M
SCHO
Schwab Short Term Us Treasury

ETFs
-13.4K
- 15.42%
$24.23 - $24.42 $324K - $327K
73.4K $1.79M
NVDA
Nvidia Corp

Technology
-4.04K
- 25.77%
$153.3 - $186.58 $619K - $754K
11.6K $2.17M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-19.7K
- 14.7%
$21.69 - $23.34 $428K - $460K
114K $2.66M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-16.8K
- 17.43%
$30.13 - $33.37 $507K - $561K
79.7K $2.66M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-3.87K
- 39.27%
$50.52 - $50.75 $195K - $196K
5.98K $303K
VGSH
Vanguard

ETFs
-1.82K
- 7.75%
$58.43 - $58.88 $106K - $107K
21.7K $1.28M
PGR
Progressive Corp

Financial Services
-222
- 13.18%
$238.61 - $264.3 $53K - $58.7K
1.46K $361K
COST
Costco Wholesale Corp

Consumer Defensive
-66
- 17.14%
$915.95 - $994.57 $60.5K - $65.6K
319 $295K
USXF
Ishares Esg Advanced Msci Usa

Technology
-2.11K
- 17.82%
$53.69 - $57.31 $113K - $121K
9.74K $557K
AMT
American Tower Corp

Real Estate
-156
- 8.94%
$192.32 - $232.35 $30K - $36.2K
1.59K $305K
XLP
Consumer Staples Sector Spdr

ETFs
-1.04K
- 27.47%
N/A
2.75K $209K
ROP
Roper Technologies Inc

Industrials
-52
- 7.85%
$495.03 - $573.0 $25.7K - $29.8K
610 $304K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-998
- 21.75%
$71.6 - $76.11 $71.5K - $76K
3.59K $271K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.48K
- 14.95%
$46.86 - $48.27 $69.5K - $71.6K
8.43K $405K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.5K
- 13.59%
$74.93 - $80.73 $112K - $121K
9.53K $768K
CPRT
Copart Inc

Consumer Cyclical
-538
- 7.75%
$44.6 - $49.97 $24K - $26.9K
6.4K $287K
CHE
Chemed Corp

Healthcare
-52
- 8.78%
$412.3 - $483.92 $21.4K - $25.2K
540 $241K
BR
Broadridge Financial Solutions, Inc.

Technology
-159
- 10.16%
$233.75 - $266.89 $37.2K - $42.4K
1.41K $334K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.2K
- 13.43%
$67.21 - $72.65 $80.5K - $87K
7.72K $560K
PM
Philip Morris International Inc.

Consumer Defensive
-78
- 5.64%
$157.77 - $183.27 $12.3K - $14.3K
1.3K $211K
DGRO
Ishares Core Dividend Growth E

ETFs
-3.47K
- 6.97%
$64.12 - $68.08 $223K - $236K
46.4K $3.16M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-555
- 13.22%
$115.96 - $125.95 $64.4K - $69.9K
3.64K $458K
FVD
First Tr Value Line Divid Inde

ETFs
-1.67K
- 5.22%
$44.73 - $46.86 $74.6K - $78.2K
30.3K $1.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-123
- 3.12%
$211.65 - $238.24 $26K - $29.3K
3.82K $838K
FANG
Diamondback Energy, Inc.

Energy
-244
- 10.61%
$134.53 - $152.5 $32.8K - $37.2K
2.06K $294K
PWR
Quanta Services, Inc.

Industrials
-125
- 11.78%
$372.29 - $421.68 $46.5K - $52.7K
936 $387K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-539
- 2.29%
$24.69 - $25.26 $13.3K - $13.6K
23K $579K
XLV
Select Sector Spdr Fund Health

ETFs
-111
- 6.03%
$129.01 - $139.72 $14.3K - $15.5K
1.73K $240K
ECL
Ecolab Inc.

Basic Materials
-75
- 2.37%
$259.39 - $285.47 $19.5K - $21.4K
3.09K $846K
XLE
Energy Sector Spdr

ETFs
-158
- 5.79%
$84.25 - $91.99 $13.3K - $14.5K
2.57K $229K
VIG
Vanguard Dividend Appreciation

ETFs
-1
- 0.04%
N/A
2.61K $475K
ETF Ser Solutions
-763
- 0.98%
N/A
77K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
-55.7K
- 14.64%
N/A
325K $0
JUCY
ETF Ser Solutions Aptus Enhanc
-35.4K
- 22.83%
N/A
120K $0
SCHQ
Schwab Strategic Tr Long Term

ETFs
-137
- 1.4%
$30.81 - $32.63 $4.22K - $4.47K
9.66K $312K
ETF Ser Solutions
-31.4K
- 17.88%
N/A
144K $0
FNDF
Schwab Fundamental Intl Large

ETFs
-342
- 6.11%
$39.84 - $43.15 $13.6K - $14.8K
5.26K $225K
GLDM
World Gold Trust

ETFs
-1.1K
- 14.0%
$64.73 - $76.45 $71.3K - $84.2K
6.77K $517K
VZ
Verizon Communications Inc

Communication Services
-11
- 0.15%
$40.84 - $45.06 $449 - $496
7.48K $328K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-139
- 4.26%
$132.9 - $142.03 $18.5K - $19.7K
3.12K $440K
MRK
Merck & Co., Inc.

Healthcare
-117
- 3.34%
$77.6 - $87.37 $9.08K - $10.2K
3.39K $284K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-22
- 0.09%
$78.96 - $80.04 $1.74K - $1.76K
23.8K $1.9M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-76
- 0.17%
$24.73 - $25.29 $1.88K - $1.92K
43.8K $1.1M
XOM
Exxon Mobil Corp

Energy
-115
- 1.9%
$105.83 - $117.22 $12.2K - $13.5K
5.93K $668K
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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