Mbe Wealth Management, LLC Portfolio Holdings
Mbe Wealth Management, LLC
- $160 Million
- Q2 2024
Mbe Wealth Management, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $160 Million distributed in 93 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $26.8M, Vanguard Small Cap ETF with a value of $25.5M, Spdr Portfolio S&P 500 Value E with a value of $21.3M, Ishares Core U.S. Reit ETF with a value of $13.9M, and Ishares Core S&P 500 ETF with a value of $8.65M.
Examining the 13F form we can see an increase of $3M in the current position value, from $157M to 160M.
Below you can find more details about Mbe Wealth Management, LLC portfolio as well as his latest detailed transactions.