Mbl Wealth, LLC Purchases in Q1 2025

Mbl Wealth, LLC

  • $923 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
25K
+ 31.2%
$99.85 - $100.19 $2.49M - $2.5M
105K $10.5M
UITB
Usaa ETF Tr Core Intermediate

ETFs
31.9K
+ 5.76%
$45.41 - $47.18 $1.45M - $1.51M
587K $27.6M
IDEV
Ishares Core Msci Intl Develop

ETFs
13.1K
+ 5.23%
$63.77 - $71.36 $835K - $934K
263K $18.1M
IEMG
Ishares Inc

ETFs
36.7K
+ 6.45%
N/A
606K $32.5M
IEFA
Ishares Tr

ETFs
1.41K
+ 0.48%
$69.57 - $78.65 $98.4K - $111K
295K $22.3M
HGER
Harbor ETF Tr All Weather Infl
35.8K
+ 48.87%
$22.23 - $24.05 $795K - $860K
109K $2.62M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.62K
+ 1.77%
$114.57 - $118.14 $415K - $427K
208K $24.6M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
27.3K
+ 281.3%
$34.08 - $35.99 $930K - $982K
37K $1.27M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
11K
+ 4.72%
$27.51 - $30.68 $304K - $339K
245K $7.18M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.67K
+ 0.66%
$39.61 - $42.65 $224K - $242K
861K $35.1M
SO
Southern CO

Utilities
5.06K
New
$80.96 - $92.96 $410K - $470K
5.06K $465K
GOOG
Alphabet Inc.

Communication Services
5.21K
+ 42.95%
$156.06 - $207.71 $813K - $1.08M
17.3K $2.71M
DUK
Duke Energy Corp

Utilities
2.46K
+ 36.96%
$105.87 - $121.97 $260K - $300K
9.1K $1.11M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.1K
New
$308.86 - $455.36 $340K - $501K
1.1K $387K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
20.7K
New
$16.57 - $18.85 $342K - $389K
20.7K $343K
IBM
International Business Machines Corp

Technology
919
+ 25.38%
$217.4 - $264.74 $200K - $243K
4.54K $1.13M
JNJ
Johnson & Johnson

Healthcare
1.34K
+ 28.37%
$142.06 - $167.7 $190K - $224K
6.05K $1M
PFE
Pfizer Inc

Healthcare
12.7K
New
$25.01 - $27.13 $317K - $344K
12.7K $321K
ABT
Abbott Laboratories

Healthcare
2.37K
New
$111.1 - $140.22 $263K - $332K
2.37K $313K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.94K
New
$58.01 - $64.46 $287K - $318K
4.94K $306K
T
At&T Inc.

Communication Services
10.5K
New
$21.56 - $28.28 $225K - $296K
10.5K $295K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.91K
+ 1.08%
$81.83 - $82.73 $156K - $158K
180K $14.9M
VEA
Vanguard Ftse Developed Market

ETFs
5.5K
New
$47.4 - $52.99 $261K - $291K
5.5K $279K
MCD
Mcdonalds Corp

Consumer Cyclical
796
+ 70.94%
$279.74 - $321.29 $223K - $256K
1.92K $599K
PM
Philip Morris International Inc.

Consumer Defensive
1.71K
New
$117.15 - $158.79 $200K - $272K
1.71K $271K
C
Citigroup Inc

Financial Services
3.48K
New
$67.23 - $84.63 $234K - $295K
3.48K $247K
VNQ
Vanguard Specialized Funds Van

ETFs
1.9K
+ 3.76%
$85.55 - $94.34 $163K - $179K
52.5K $4.76M
RTX
Raytheon Technologies Corp

Industrials
914
+ 12.71%
$114.1 - $135.66 $104K - $124K
8.1K $1.07M
BAC
Bank Of America Corp

Financial Services
6.62K
+ 39.56%
$39.61 - $47.74 $262K - $316K
23.3K $974K
MSTR
Microstrategy Inc

Technology
827
New
$239.27 - $396.5 $198K - $328K
827 $238K
UNP
Union Pacific Corp

Industrials
974
New
$225.21 - $254.42 $219K - $248K
974 $230K
DIS
Walt Disney CO

Communication Services
2.29K
New
$96.87 - $114.0 $221K - $260K
2.29K $225K
SBUX
Starbucks Corp

Consumer Cyclical
2.27K
New
$91.75 - $115.81 $208K - $263K
2.27K $222K
XLV
Select Sector Spdr Fund Health

ETFs
1.5K
New
$137.61 - $149.68 $206K - $224K
1.5K $218K
CSGP
Costar Group, Inc.

Real Estate
2.72K
New
$69.29 - $80.37 $189K - $219K
2.72K $215K
UPS
United Parcel Service Inc

Industrials
1.93K
New
$109.66 - $136.26 $212K - $263K
1.93K $212K
CVX
Chevron Corp

Energy
411
+ 6.51%
$146.71 - $167.97 $60.3K - $69K
6.72K $1.12M
SNPS
Synopsys Inc

Technology
473
New
$428.58 - $551.54 $203K - $261K
473 $202K
LLY
Eli Lilly & CO

Healthcare
152
+ 10.81%
$725.72 - $929.72 $110K - $141K
1.56K $1.29M
COST
Costco Wholesale Corp

Consumer Defensive
161
+ 11.58%
$890.62 - $1076.86 $143K - $173K
1.55K $1.47M
CSCO
Cisco Systems, Inc.

Technology
2.55K
+ 47.57%
$58.74 - $64.87 $150K - $166K
7.92K $488K
CRM
Salesforce, Inc.

Technology
1.02K
+ 55.17%
$268.36 - $359.95 $275K - $369K
2.88K $772K
PG
Procter & Gamble CO

Consumer Defensive
733
+ 13.23%
$158.56 - $176.26 $116K - $129K
6.27K $1.07M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.34K
+ 41.85%
$56.17 - $59.71 $131K - $139K
7.92K $452K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.53K
+ 1.76%
$50.48 - $51.04 $127K - $129K
146K $7.39M
XOM
Exxon Mobil Corp

Energy
276
+ 3.4%
$105.44 - $118.93 $29.1K - $32.8K
8.4K $999K
MO
Altria Group, Inc.

Consumer Defensive
1.43K
+ 28.22%
$50.81 - $60.02 $72.7K - $85.9K
6.5K $390K
DE
Deere & CO

Industrials
211
+ 41.29%
$408.57 - $509.27 $86.2K - $107K
722 $338K
Activity Summary
Buys All Purchases 118 New Holdings 20 Increased Positions 98 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 1
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