Mbe Wealth Management, LLC Sells in Q3 2024

Mbe Wealth Management, LLC

  • $175 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-44.5K
- 54.54%
$24.39 - $25.28 $1.08M - $1.12M
37K $931K
JNJ
Johnson & Johnson

Healthcare
-709
- 31.32%
$145.48 - $167.38 $103K - $119K
1.56K $252K
MRK
Merck & Co., Inc.

Healthcare
-99
- 2.76%
$111.15 - $128.97 $11K - $12.8K
3.49K $396K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-1.96K
- 10.24%
$51.29 - $56.57 $101K - $111K
17.2K $973K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.6K
- 17.89%
$41.02 - $46.01 $65.7K - $73.7K
7.35K $334K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-580
- 10.11%
$75.47 - $83.18 $43.8K - $48.2K
5.16K $428K
JPM
Jpmorgan Chase & CO

Financial Services
-186
- 6.98%
$194.9 - $224.8 $36.3K - $41.8K
2.48K $522K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-780
- 6.97%
$53.41 - $57.9 $41.7K - $45.2K
10.4K $601K
VIG
Vanguard Dividend Appreciation

ETFs
-7
- 0.27%
$182.15 - $182.15 $1.28K - $1.28K
2.58K $469K
PSFEWS
Paysafe LTD Wt Exp (Bmu)
-7K
- 15.22%
N/A
39K $0
DGRO
Ishares Core Dividend Growth E

ETFs
-4.69K
- 8.02%
$57.47 - $62.76 $270K - $294K
53.8K $3.37M
VGT
Vanguard Information Technolog

ETFs
-2
- 0.36%
$514.43 - $606.85 $1.03K - $1.21K
550 $322K
SLV
I Shares Silver Trust

ETFs
-350
- 3.93%
$24.33 - $29.38 $8.52K - $10.3K
8.55K $242K
VUG
Vanguard Growth ETF

ETFs
-10
- 0.79%
$341.08 - $391.94 $3.41K - $3.92K
1.25K $479K
T
At&T Inc.

Communication Services
-977
- 8.5%
$18.21 - $22.28 $17.8K - $21.8K
10.5K $231K
VZ
Verizon Communications Inc

Communication Services
-164
- 2.81%
$38.89 - $45.0 $6.38K - $7.38K
5.68K $254K
NEE
Nextera Energy Inc

Utilities
-472
- 11.71%
$69.9 - $84.97 $33K - $40.1K
3.56K $300K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-20
- 0.47%
$59.25 - $65.33 $1.19K - $1.31K
4.21K $272K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-474
- 4.18%
$55.06 - $62.25 $26.1K - $29.5K
10.9K $667K
MA
Mastercard Inc

Financial Services
-81
- 6.89%
$429.6 - $500.99 $34.8K - $40.6K
1.09K $540K
GLD
Spdr Gold Trust

ETFs
-96
- 5.53%
$215.56 - $246.98 $20.7K - $23.7K
1.64K $398K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-194
- 2.51%
$162.64 - $179.3 $31.6K - $34.8K
7.53K $1.35M
LNT
Alliant Energy Corp

Utilities
-154
- 2.76%
$50.74 - $60.74 $7.81K - $9.35K
5.42K $329K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-100
- 1.2%
$83.76 - $91.82 $8.38K - $9.18K
8.23K $751K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-579
- 3.67%
$77.02 - $85.06 $44.6K - $49.2K
15.2K $1.28M
IVV
Ishares Core S&P 500 ETF

ETFs
-705
- 4.46%
$520.18 - $576.82 $367K - $407K
15.1K $8.71M
MCD
Mcdonalds Corp

Consumer Cyclical
-18
- 0.98%
$245.82 - $304.51 $4.42K - $5.48K
1.83K $556K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-108
- 0.11%
$51.58 - $53.79 $5.57K - $5.81K
101K $5.44M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-67
- 0.12%
$434.77 - $502.96 $29.1K - $33.7K
55.9K $27.3M
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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