Mbe Wealth Management, LLC Portfolio Holdings
Mbe Wealth Management, LLC
- $175 Million
- Q3 2024
Mbe Wealth Management, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $175 Million distributed in 99 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $27.7M, Invesco Qqq Trust, Series 1 with a value of $27.3M, Spdr Portfolio S&P 500 Value E with a value of $23.8M, Ishares Core U.S. Reit ETF with a value of $16M, and Ishares Core S&P 500 ETF with a value of $8.71M.
Examining the 13F form we can see an increase of $15.1M in the current position value, from $160M to 175M.
Below you can find more details about Mbe Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$175 Million
ETFs: $155 Million
Technology: $5.09 Million
Healthcare: $3.69 Million
Utilities: $1.9 Million
Communication Services: $1.83 Million
Consumer Defensive: $1.71 Million
Consumer Cyclical: $1.41 Million
Financial Services: $1.32 Million
Other: $2.79 Million