Mbe Wealth Management, LLC Closed Holding Positions

Mbe Wealth Management, LLC

  • $209 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VLO
Valero Energy Corp

Energy
Q2 2020 Filed on Aug 14, 2020
43
$40.34 - $75.62 $1.73K - $3.25K
VTR
Ventas, Inc.

Real Estate
Q2 2020 Filed on Aug 14, 2020
41
$22.52 - $45.69 $923 - $1.87K
WM
Waste Management Inc

Industrials
Q2 2020 Filed on Aug 14, 2020
488
$88.43 - $113.53 $43.2K - $55.4K
WMB
Williams Companies, Inc.

Energy
Q2 2020 Filed on Aug 14, 2020
57
$13.33 - $21.58 $760 - $1.23K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q2 2020 Filed on Aug 14, 2020
2,320
$24.14 - $37.04 $56K - $85.9K
ASML
Asml Holding Nv

Technology
Q2 2020 Filed on Aug 14, 2020
59
$244.61 - $368.03 $14.4K - $21.7K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
113
$79.55 - $124.22 $8.99K - $14K
TGT
Target Corp

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
13
$92.57 - $125.2 $1.2K - $1.63K
IBB
Ishares Biotechnology ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
234
$103.79 - $138.65 $24.3K - $32.4K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2020 Filed on Aug 14, 2020
60
$73.26 - $114.17 $4.4K - $6.85K
FAST
Fastenal CO

Industrials
Q2 2020 Filed on Aug 14, 2020
572
$30.48 - $42.88 $17.4K - $24.5K
VDE
Vanguard Energy ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
16
$36.44 - $63.07 $583 - $1.01K
LIT
Global X Fds Global X Lithium

ETFs
Q2 2020 Filed on Aug 14, 2020
112
$20.32 - $32.74 $2.28K - $3.67K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2020 Filed on Aug 14, 2020
1,368
$41.21 - $51.19 $56.4K - $70K
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q2 2020 Filed on Aug 14, 2020
1,749
$19.2 - $25.77 $33.6K - $45.1K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q2 2020 Filed on Aug 14, 2020
1,660
$51.72 - $71.01 $85.9K - $118K
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
1,074
$109.93 - $115.44 $118K - $124K
IYF
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
350
$45.62 - $62.0 $16K - $21.7K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
696
$54.35 - $56.24 $37.8K - $39.1K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
Q2 2020 Filed on Aug 14, 2020
985
N/A
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q2 2020 Filed on Aug 14, 2020
547
$40.33 - $50.46 $22.1K - $27.6K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q2 2020 Filed on Aug 14, 2020
430
$16.21 - $18.63 $6.97K - $8.01K
C
Citigroup Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
524
$37.49 - $61.24 $19.6K - $32.1K
XEL
Xcel Energy Inc

Utilities
Q2 2020 Filed on Aug 14, 2020
1,898
$57.86 - $67.15 $110K - $127K
DOCU
Docusign, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
50
$79.0 - $177.58 $3.95K - $8.88K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q2 2020 Filed on Aug 14, 2020
43
$20.29 - $29.82 $872 - $1.28K
IYH
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
355
$180.66 - $222.47 $64.1K - $79K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
268
$39.5 - $52.48 $10.6K - $14.1K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q2 2020 Filed on Aug 14, 2020
99
$38.73 - $49.8 $3.83K - $4.93K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q2 2020 Filed on Aug 14, 2020
445
$54.49 - $72.8 $24.2K - $32.4K
GVI
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
121
$114.67 - $117.72 $13.9K - $14.2K
EMB
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
285
$93.85 - $109.23 $26.7K - $31.1K
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
35
$74.44 - $109.12 $2.61K - $3.82K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q2 2020 Filed on Aug 14, 2020
75
$90.54 - $104.76 $6.79K - $7.86K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q2 2020 Filed on Aug 14, 2020
1,500
$33.74 - $36.53 $50.6K - $54.8K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q2 2020 Filed on Aug 14, 2020
90
$105.17 - $111.65 $9.47K - $10K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q2 2020 Filed on Aug 14, 2020
82
$75.66 - $107.24 $6.2K - $8.79K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
1,301
$48.74 - $50.59 $63.4K - $65.8K
MU
Micron Technology Inc

Technology
Q2 2020 Filed on Aug 14, 2020
62
$39.89 - $53.72 $2.47K - $3.33K
Marvell Technology Group LTD
Q2 2020 Filed on Aug 14, 2020
500
N/A
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
Q2 2020 Filed on Aug 14, 2020
804
$24.65 - $26.99 $19.8K - $21.7K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
Q2 2020 Filed on Aug 14, 2020
6,237
$24.19 - $26.75 $151K - $167K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
Q2 2020 Filed on Aug 14, 2020
1,118
$24.26 - $27.02 $27.1K - $30.2K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
Q2 2020 Filed on Aug 14, 2020
1,044
$25.83 - $28.92 $27K - $30.2K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
Q2 2020 Filed on Aug 14, 2020
1,074
$23.83 - $26.77 $25.6K - $28.8K
XYL
Xylem Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
83
$58.19 - $73.79 $4.83K - $6.12K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
Q2 2020 Filed on Aug 14, 2020
710
$14.36 - $15.76 $10.2K - $11.2K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q2 2020 Filed on Aug 14, 2020
390
$26.11 - $28.18 $10.2K - $11K
SWIR
Sierra Wireless Inc

Technology
Q2 2020 Filed on Aug 14, 2020
100
$5.49 - $11.15 $549 - $1.12K
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