Mbl Wealth, LLC Purchases and Sells in Q2 2025

Mbl Wealth, LLC

$945 Million
Q2 2025

Top Buys

Incresed Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	9.81K + 4.83%	$496.48 - $617.85 $4.87M - $6.06M	213K $132M
IJH	47.2K + 6.11%	$51.16 - $62.02 $2.42M - $2.93M	821K $50.9M
DIVO	36.6K + 4.25%	$37.18 - $42.55 $1.36M - $1.56M	898K $38.2M
IEFA	6.04K + 2.05%	$67.83 - $84.09 $409K - $508K	301K $25.1M
TSLA	6.99K + 113.53%	$221.86 - $362.89 $1.55M - $2.54M	13.1K $4.18M
IDEV	7.87K + 2.99%	$61.79 - $76.67 $486K - $603K	271K $20.6M

New Holdings

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TDVG	145K New	$36.12 - $42.38 $5.23M - $6.14M	145K $6.14M
ACIO	138K New	$36.36 - $41.4 $5.02M - $5.71M	138K $5.71M
SPYG	37.8K New	$71.83 - $95.32 $2.72M - $3.6M	37.8K $3.6M
PTNQ	47.4K New	$65.75 - $71.57 $3.12M - $3.39M	47.4K $3.38M
SLDP	270K New	$0.93 - $2.28 $251K - $616K	270K $591K
FLQM	5.58K New	$46.92 - $55.01 $262K - $307K	5.58K $302K

Top Sells

Reduced Positions

97 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	-174K - 15.48%	$91.43 - $91.74 $15.9M - $15.9M	948K $87M
COM	-182K - 63.89%	$27.55 - $29.44 $5.01M - $5.35M	103K $2.84M
JEPQ	-70.2K - 31.21%	$45.88 - $54.4 $3.22M - $3.82M	155K $8.42M
PTLC	-48.7K - 13.74%	$47.42 - $51.67 $2.31M - $2.52M	306K $15.5M
GLDM	-60.5K - 10.59%	$58.96 - $67.97 $3.56M - $4.11M	510K $33.4M
DFNM	-26.8K - 3.86%	$46.77 - $47.89 $1.25M - $1.28M	667K $31.6M

Options

Calls

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DNUT	45K New	$2.57 - $4.95 $116K - $223K	45K $130K

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	4.9K New	$172.42 - $223.89 $845K - $1.1M	4.9K $1.01M

Activity Summary All Purchases 117 New Holdings 31 Increased Positions 86 All Sells 97 Reductions 97 Sold out 0 Calls 1 Puts 1

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