Mbe Wealth Management, LLC Closed Holding Positions

Mbe Wealth Management, LLC

  • $175 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q2 2020 Filed on Aug 14, 2020
218
$71.14 - $101.05 $15.5K - $22K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
30
$70.24 - $97.87 $2.11K - $2.94K
FIVE
Five Below, Inc

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
6
$62.72 - $113.67 $376 - $682
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q2 2020 Filed on Aug 14, 2020
3,546
$11.42 - $14.21 $40.5K - $50.4K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q2 2020 Filed on Aug 14, 2020
76
$76.15 - $100.68 $5.79K - $7.65K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q2 2020 Filed on Aug 14, 2020
435
$45.25 - $60.5 $19.7K - $26.3K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2020 Filed on Aug 14, 2020
200
$243.09 - $355.21 $48.6K - $71K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q2 2020 Filed on Aug 14, 2020
250
N/A
EBAY
Ebay Inc

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
250
$28.78 - $52.45 $7.2K - $13.1K
OLN
Olin Corp

Basic Materials
Q2 2020 Filed on Aug 14, 2020
450
$10.74 - $16.24 $4.83K - $7.31K
MMM
3 M CO

Industrials
Q2 2020 Filed on Aug 14, 2020
57
$133.14 - $167.41 $7.59K - $9.54K
ACN
Accenture PLC

Technology
Q2 2020 Filed on Aug 14, 2020
26
$152.15 - $217.32 $3.96K - $5.65K
AJG
Arthur J. Gallagher & Co.

Financial Services
Q2 2020 Filed on Aug 14, 2020
44
$74.82 - $101.9 $3.29K - $4.48K
ADP
Automatic Data Processing Inc

Industrials
Q2 2020 Filed on Aug 14, 2020
36
$128.57 - $161.15 $4.63K - $5.8K
CB
Chubb LTD

Financial Services
Q2 2020 Filed on Aug 14, 2020
29
$95.25 - $140.7 $2.76K - $4.08K
CINF
Cincinnati Financial Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
40
$48.54 - $87.1 $1.94K - $3.48K
CME
Cme Group Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
56
$162.01 - $192.14 $9.07K - $10.8K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q2 2020 Filed on Aug 14, 2020
820
$24.04 - $30.77 $19.7K - $25.2K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
276
$94.13 - $106.29 $26K - $29.3K
UAA
Under Armour, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
200
$7.71 - $11.51 $1.54K - $2.3K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
254
$6.89 - $10.22 $1.75K - $2.6K
ATO
Atmos Energy Corp

Utilities
Q2 2020 Filed on Aug 14, 2020
680
$94.16 - $110.7 $64K - $75.3K
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
190
$13.63 - $20.35 $2.59K - $3.87K
CLX
Clorox CO

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
37
$174.66 - $219.37 $6.46K - $8.12K
GSK
Gsk PLC

Healthcare
Q2 2020 Filed on Aug 14, 2020
200
$37.87 - $43.58 $7.57K - $8.72K
SDIV
Global X Fds Global X Superdiv

ETFs
Q2 2020 Filed on Aug 14, 2020
1,197
$8.43 - $12.46 $10.1K - $14.9K
DIV
Global X Superdividend Us ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
1,021
$11.74 - $17.0 $12K - $17.4K
HON
Honeywell International Inc

Industrials
Q2 2020 Filed on Aug 14, 2020
128
$122.97 - $162.92 $15.7K - $20.9K
IBM
International Business Machines Corp

Technology
Q2 2020 Filed on Aug 14, 2020
170
$100.52 - $129.78 $17.1K - $22.1K
IP
International Paper CO

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
66
$27.81 - $37.59 $1.84K - $2.48K
NOK
Nokia Corp

Technology
Q2 2020 Filed on Aug 14, 2020
1,300
$2.97 - $4.52 $3.86K - $5.88K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
120
$53.82 - $68.67 $6.46K - $8.24K
CMP
Compass Minerals International Inc

Basic Materials
Q2 2020 Filed on Aug 14, 2020
50
$35.78 - $54.16 $1.79K - $2.71K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
10
$53.37 - $86.19 $534 - $862
EIX
Edison International

Utilities
Q2 2020 Filed on Aug 14, 2020
45
$49.36 - $64.76 $2.22K - $2.91K
Vivint Solar Inc
Q2 2020 Filed on Aug 14, 2020
40
N/A
GS
Goldman Sachs Group Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
10
$145.29 - $220.81 $1.45K - $2.21K
Yandex N V
Q2 2020 Filed on Aug 14, 2020
35
N/A
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q2 2020 Filed on Aug 14, 2020
81
$83.1 - $93.82 $6.73K - $7.6K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
Q2 2020 Filed on Aug 14, 2020
48
$20.12 - $25.42 $966 - $1.22K
NUDM
Nuveen Esg International Devel

ETFs
Q2 2020 Filed on Aug 14, 2020
149
$20.04 - $25.24 $2.99K - $3.76K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
Q2 2020 Filed on Aug 14, 2020
127
$33.41 - $46.13 $4.24K - $5.86K
NUSC
Nuveen Esg Small Cap ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
7
$19.89 - $29.49 $139 - $206
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
3,198
$16.22 - $18.3 $51.9K - $58.5K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q2 2020 Filed on Aug 14, 2020
94
$28.26 - $37.71 $2.66K - $3.54K
HDV
Ishares Core High Dividend ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
518
$68.83 - $90.91 $35.7K - $47.1K
IDV
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
2,263
$21.21 - $27.95 $48K - $63.3K
NEM
Newmont Corp

Basic Materials
Q2 2020 Filed on Aug 14, 2020
142
$46.47 - $67.9 $6.6K - $9.64K
HYD
Vaneck High Yield Muni ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
175
$50.76 - $59.28 $8.88K - $10.4K
Track This Portfolio

Track Mbe Wealth Management, LLC Portfolio

Follow Mbe Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbe Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email