Mbe Wealth Management, LLC Closed Holding Positions

Mbe Wealth Management, LLC

  • $190 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
NI
Nisource Inc.

Utilities
Q2 2020 Filed on Aug 14, 2020
94
$22.33 - $26.85 $2.1K - $2.52K
NTRS
Northern Trust Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
52
$70.25 - $91.99 $3.65K - $4.78K
PPG
Ppg Industries Inc

Basic Materials
Q2 2020 Filed on Aug 14, 2020
24
$79.89 - $113.95 $1.92K - $2.73K
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
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q2 2020 Filed on Aug 14, 2020
430
$16.21 - $18.63 $6.97K - $8.01K
DIS
Walt Disney CO

Communication Services
Q2 2020 Filed on Aug 14, 2020
992
$93.88 - $127.28 $93.1K - $126K
BAX
Baxter International Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
18
$78.66 - $94.14 $1.42K - $1.69K
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
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
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
Q2 2020 Filed on Aug 14, 2020
6,492
$24.36 - $26.36 $158K - $171K
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
ACGL
Arch Capital Group Ltd.

Financial Services
Q2 2020 Filed on Aug 14, 2020
62
$22.24 - $35.65 $1.38K - $2.21K
TRP
Tc Energy Corp

Energy
Q2 2020 Filed on Aug 14, 2020
468
$40.81 - $48.6 $19.1K - $22.7K
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
XLP
Consumer Staples Sector Spdr

ETFs
Q2 2020 Filed on Aug 14, 2020
396
N/A
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q2 2020 Filed on Aug 14, 2020
107
$59.02 - $60.06 $6.32K - $6.43K
XLV
Select Sector Spdr Fund Health

ETFs
Q2 2020 Filed on Aug 14, 2020
1,116
$85.21 - $103.92 $95.1K - $116K
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
LMT
Lockheed Martin Corp

Industrials
Q2 2020 Filed on Aug 14, 2020
87
$338.52 - $414.3 $29.5K - $36K
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
DNP
Dnp Select Income Fund Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
800
$9.01 - $11.74 $7.21K - $9.39K
ET
Energy Transfer LP

Energy
Q2 2020 Filed on Aug 14, 2020
2,385
$5.03 - $9.34 $12K - $22.3K
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
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