Mbe Wealth Management, LLC Closed Holding Positions

Mbe Wealth Management, LLC

  • $209 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SNA
Snap On Inc

Industrials
Q2 2020 Filed on Aug 14, 2020
12
$95.52 - $156.06 $1.15K - $1.87K
TROW
Price T Rowe Group Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
58
$93.87 - $130.77 $5.44K - $7.58K
TRV
Travelers Companies, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
71
$89.86 - $128.0 $6.38K - $9.09K
TFC
Truist Financial Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
102
$27.21 - $46.37 $2.78K - $4.73K
VFC
V F Corp

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
56
$48.68 - $68.31 $2.73K - $3.83K
BSJM
Invesco Et Self Idxd Fd Tr Bul
Q2 2020 Filed on Aug 14, 2020
120
N/A
FSLR
First Solar, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
50
$33.44 - $54.44 $1.67K - $2.72K
CBOE
Cboe Global Markets, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
266
$88.18 - $106.46 $23.5K - $28.3K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
22
$63.8 - $77.82 $1.4K - $1.71K
CL
Colgate Palmolive CO

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
22
$65.55 - $74.36 $1.44K - $1.64K
IEFA
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
192
$47.43 - $60.75 $9.11K - $11.7K
IEMG
Ishares Inc

ETFs
Q2 2020 Filed on Aug 14, 2020
122
$38.83 - $49.26 $4.74K - $6.01K
Ishares Tr
Q2 2020 Filed on Aug 14, 2020
3,650
N/A
Ishares Tr
Q2 2020 Filed on Aug 14, 2020
3,099
N/A
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q2 2020 Filed on Aug 14, 2020
5,628
N/A
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q2 2020 Filed on Aug 14, 2020
1,086
$24.71 - $26.23 $26.8K - $28.5K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
42
$145.61 - $213.67 $6.12K - $8.97K
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
1,267
$125.66 - $143.96 $159K - $182K
LMT
Lockheed Martin Corp

Industrials
Q2 2020 Filed on Aug 14, 2020
87
$338.52 - $414.3 $29.5K - $36K
BAX
Baxter International Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
18
$78.66 - $94.14 $1.42K - $1.69K
ACGL
Arch Capital Group Ltd.

Financial Services
Q2 2020 Filed on Aug 14, 2020
62
$22.24 - $35.65 $1.38K - $2.21K
DIS
Walt Disney CO

Communication Services
Q2 2020 Filed on Aug 14, 2020
992
$93.88 - $127.28 $93.1K - $126K
WFC
Wells Fargo & Company

Financial Services
Q2 2020 Filed on Aug 14, 2020
2,007
$22.53 - $33.32 $45.2K - $66.9K
XLC
Select Sector Spdr Tr Communic

ETFs
Q2 2020 Filed on Aug 14, 2020
78
$42.15 - $56.55 $3.29K - $4.41K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2020 Filed on Aug 14, 2020
32
$92.41 - $133.25 $2.96K - $4.26K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q2 2020 Filed on Aug 14, 2020
107
$59.02 - $60.06 $6.32K - $6.43K
XLI
Industrial Sector Spdr

ETFs
Q2 2020 Filed on Aug 14, 2020
1,030
$56.34 - $76.29 $58K - $78.6K
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2020 Filed on Aug 14, 2020
60
$42.61 - $59.91 $2.56K - $3.59K
XLU
Utilities Sector Spdr

ETFs
Q2 2020 Filed on Aug 14, 2020
101
$51.79 - $62.83 $5.23K - $6.35K
LYFT
Lyft, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
745
$22.0 - $40.98 $16.4K - $30.5K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q2 2020 Filed on Aug 14, 2020
1,134
$85.62 - $110.58 $97.1K - $125K
EPD
Enterprise Products Partners L.P.

Energy
Q2 2020 Filed on Aug 14, 2020
1,933
$13.79 - $22.31 $26.7K - $43.1K
MPLX
Mplx LP

Energy
Q2 2020 Filed on Aug 14, 2020
323
$11.4 - $21.3 $3.68K - $6.88K
TRP
Tc Energy Corp

Energy
Q2 2020 Filed on Aug 14, 2020
468
$40.81 - $48.6 $19.1K - $22.7K
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
14
$48.65 - $85.54 $681 - $1.2K
MKTX
Marketaxess Holdings Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
6
$333.99 - $521.11 $2K - $3.13K
MKC
Mccormick & CO Inc

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
7
$69.31 - $89.71 $485 - $628
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
350
$14.51 - $17.51 $5.08K - $6.13K
HPI
John Hancock Preferred Income Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
250
$13.57 - $20.55 $3.39K - $5.14K
PDT
John Hancock Premium Dividend Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
800
$10.17 - $15.51 $8.14K - $12.4K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
1,000
$6.61 - $8.96 $6.61K - $8.96K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
2,500
$5.59 - $6.99 $14K - $17.5K
FISV
Fiserv Inc

Technology
Q2 2020 Filed on Aug 14, 2020
428
$86.19 - $109.55 $36.9K - $46.9K
EMR
Emerson Electric CO

Industrials
Q2 2020 Filed on Aug 14, 2020
531
$45.7 - $69.33 $24.3K - $36.8K
SYK
Stryker Corp

Healthcare
Q2 2020 Filed on Aug 14, 2020
87
$144.67 - $207.03 $12.6K - $18K
United Technologies Corp
Q2 2020 Filed on Aug 14, 2020
751
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
1,563
$38.35 - $47.02 $59.9K - $73.5K
Aurora Cannabis Inc
Q2 2020 Filed on Aug 14, 2020
1,200
N/A
BAC
Bank Of America Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
2,035
$19.77 - $28.54 $40.2K - $58.1K
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