Mbe Wealth Management, LLC Sells in Q2 2025

Mbe Wealth Management, LLC

  • $209 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-74.2K
- 62.85%
$24.48 - $24.9 $1.82M - $1.85M
43.8K $1.09M
USRT
Ishares Core U.S. Reit ETF

ETFs
-2.32K
- 18.69%
$50.37 - $57.97 $117K - $135K
10.1K $571K
HD
Home Depot, Inc.

Consumer Cyclical
-292
- 29.17%
$335.24 - $380.78 $97.9K - $111K
709 $259K
MGEE
Mge Energy Inc

Utilities
-106
- 1.24%
$86.85 - $93.48 $9.21K - $9.91K
8.47K $749K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-322
- 17.99%
$152.93 - $181.74 $49.2K - $58.5K
1.47K $266K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-440
- 11.88%
$114.78 - $133.31 $50.5K - $58.7K
3.26K $434K
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 1.09%
$285.55 - $321.23 $5.71K - $6.42K
1.81K $528K
CVX
Chevron Corp

Energy
-5
- 0.32%
$133.73 - $168.51 $669 - $843
1.55K $222K
COST
Costco Wholesale Corp

Consumer Defensive
-55
- 12.5%
$908.13 - $1056.85 $49.9K - $58.1K
385 $381K
LNT
Alliant Energy Corp

Utilities
-108
- 1.98%
$58.79 - $64.85 $6.35K - $7K
5.34K $322K
VGSH
Vanguard

ETFs
-418
- 1.75%
$58.32 - $58.95 $24.4K - $24.6K
23.5K $1.38M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.84K
- 12.19%
$22.92 - $28.05 $42.1K - $51.5K
13.2K $371K
FVD
First Tr Value Line Divid Inde

ETFs
-201
- 0.63%
$40.62 - $45.12 $8.16K - $9.07K
31.9K $1.43M
MA
Mastercard Inc

Financial Services
-32
- 3.28%
$479.92 - $590.74 $15.4K - $18.9K
943 $529K
VIG
Vanguard Dividend Appreciation

ETFs
-25
- 0.95%
N/A
2.61K $476K
IDME
ETF Ser Solutions Intl Drawdow

ETFs
-1.32K
- 0.35%
N/A
380K $0
ETF Ser Solutions
-3.02K
- 1.69%
N/A
175K $0
EUSB
Ishares Tr Esg Advanced Total

Technology
-4
- 0.08%
$42.54 - $43.56 $170 - $174
4.92K $214K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-416
- 8.31%
$59.98 - $74.92 $25K - $31.2K
4.59K $341K
SLV
I Shares Silver Trust

ETFs
-388
- 4.14%
$27.08 - $33.74 $10.5K - $13.1K
8.99K $295K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-51
- 0.79%
$35.35 - $42.68 $1.8K - $2.18K
6.43K $274K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.27K
- 8.51%
$27.26 - $34.48 $34.5K - $43.7K
13.6K $469K
AVEM
American Centy ETF Tr Avantis

ETFs
-233
- 6.14%
$53.08 - $68.54 $12.4K - $16K
3.56K $244K
DE
Deere & CO

Industrials
-9
- 1.62%
$412.99 - $531.48 $3.72K - $4.78K
548 $278K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.04K
- 7.1%
$58.41 - $72.69 $60.9K - $75.7K
13.6K $990K
GOOGL
Alphabet Inc.

Communication Services
-30
- 1.53%
$144.7 - $178.6 $4.34K - $5.36K
1.93K $339K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.1K
- 2.16%
$55.22 - $63.94 $60.8K - $70.4K
49.8K $3.19M
CAT
Caterpillar Inc

Industrials
-13
- 1.65%
$273.94 - $388.21 $3.56K - $5.05K
775 $300K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-82
- 0.44%
$19.6 - $24.44 $1.61K - $2K
18.4K $450K
VCIT
Vanguard Intermediate Term Cor

ETFs
-21
- 0.04%
$79.56 - $82.92 $1.67K - $1.74K
46.8K $3.88M
VGT
Vanguard Information Technolog

ETFs
-2
- 0.35%
$470.37 - $663.28 $941 - $1.33K
574 $380K
VUG
Vanguard Growth ETF

ETFs
-17
- 1.45%
$329.49 - $438.4 $5.6K - $7.45K
1.16K $508K
VEA
Vanguard Ftse Developed Market

ETFs
-759
- 4.04%
$45.65 - $57.01 $34.6K - $43.3K
18.1K $1.03M
USXF
Ishares Esg Advanced Msci Usa

Technology
-43
- 0.36%
$41.54 - $53.93 $1.79K - $2.32K
11.8K $638K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-20
- 0.27%
$152.42 - $182.82 $3.05K - $3.66K
7.51K $1.37M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-28
- 0.82%
$180.84 - $240.32 $5.06K - $6.73K
3.38K $811K
AVGO
Broadcom Inc.

Technology
-114
- 7.84%
$146.29 - $275.65 $16.7K - $31.4K
1.34K $369K
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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