Mbl Wealth, LLC Purchases in Q2 2025

Mbl Wealth, LLC

  • $945 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
9.81K
+ 4.83%
$496.48 - $617.85 $4.87M - $6.06M
213K $132M
TDVG
T Rowe Price Exchange Traded F

Technology
145K
New
$36.12 - $42.38 $5.23M - $6.14M
145K $6.14M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
47.2K
+ 6.11%
$51.16 - $62.02 $2.42M - $2.93M
821K $50.9M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
138K
New
$36.36 - $41.4 $5.02M - $5.71M
138K $5.71M
SPYG
Spdr Portfolio

ETFs
37.8K
New
$71.83 - $95.32 $2.72M - $3.6M
37.8K $3.6M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
47.4K
New
$65.75 - $71.57 $3.12M - $3.39M
47.4K $3.38M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
36.6K
+ 4.25%
$37.18 - $42.55 $1.36M - $1.56M
898K $38.2M
IEFA
Ishares Tr

ETFs
6.04K
+ 2.05%
$67.83 - $84.09 $409K - $508K
301K $25.1M
TSLA
Tesla, Inc.

Consumer Cyclical
6.99K
+ 113.53%
$221.86 - $362.89 $1.55M - $2.54M
13.1K $4.18M
IDEV
Ishares Core Msci Intl Develop

ETFs
7.87K
+ 2.99%
$61.79 - $76.67 $486K - $603K
271K $20.6M
META
Meta Platforms, Inc.

Communication Services
190
+ 2.5%
$484.66 - $738.09 $92.1K - $140K
7.78K $5.74M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.78K
+ 4.96%
$50.08 - $63.14 $239K - $302K
101K $6.39M
HGER
Harbor ETF Tr All Weather Infl
34.6K
+ 31.75%
$22.13 - $25.39 $765K - $878K
144K $3.49M
IEMG
Ishares Inc

ETFs
13.4K
+ 2.21%
N/A
620K $33.2M
PJUL
Innovator U.S. Equity Power Bu

ETFs
2.11K
+ 1.41%
$37.66 - $43.85 $79.5K - $92.5K
152K $6.66M
SLDP
Solid Power, Inc.

Industrials
270K
New
$0.93 - $2.28 $251K - $616K
270K $591K
UITB
Usaa ETF Tr Core Intermediate

ETFs
9.42K
+ 1.6%
$45.95 - $47.33 $433K - $446K
596K $28.1M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
1.48K
+ 1.17%
$41.76 - $49.03 $61.7K - $72.4K
128K $6.27M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
11.4K
+ 30.93%
$32.77 - $36.44 $375K - $417K
48.4K $1.76M
AMD
Advanced Micro Devices Inc

Technology
2.34K
+ 79.94%
$78.21 - $143.81 $183K - $337K
5.27K $748K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
195
+ 3.61%
$456.74 - $568.03 $89.1K - $111K
5.59K $3.18M
IWF
Ishares Russell 1000 Gr ETF

ETFs
195
+ 4.68%
$320.42 - $424.58 $62.5K - $82.8K
4.37K $1.84M
NFLX
Netflix Inc

Communication Services
6
+ 0.82%
$855.86 - $1339.13 $5.14K - $8.03K
739 $989K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
5.58K
New
$46.92 - $55.01 $262K - $307K
5.58K $302K
NKE
Nike, Inc.

Consumer Cyclical
4.03K
New
$53.27 - $72.04 $215K - $290K
4.03K $286K
KO
Coca Cola CO

Consumer Defensive
3.84K
+ 74.95%
$68.37 - $73.9 $263K - $284K
8.97K $634K
BX
Blackstone Inc.

Financial Services
1.59K
New
$120.07 - $151.11 $191K - $241K
1.59K $238K
XLK
Technology Sector Spdr

ETFs
400
+ 13.87%
$179.73 - $253.23 $71.9K - $101K
3.28K $831K
MS
Morgan Stanley

Financial Services
1.68K
New
$99.83 - $140.86 $168K - $237K
1.68K $236K
PLTR
Palantir Technologies Inc.

Technology
1.71K
New
$74.01 - $144.25 $127K - $247K
1.71K $233K
IYW
Ishares Dj Us Tech ETF

ETFs
1.33K
New
$122.57 - $173.27 $163K - $230K
1.33K $230K
QQQ
Invesco Qqq Trust, Series 1

ETFs
411
New
$416.06 - $551.64 $171K - $227K
411 $226K
RTX
Raytheon Technologies Corp

Industrials
778
+ 9.6%
$113.75 - $148.48 $88.5K - $116K
8.88K $1.3M
VTV
Vanguard Value ETF

ETFs
1.25K
New
$153.67 - $176.74 $193K - $221K
1.25K $221K
AMAT
Applied Materials Inc

Technology
1.19K
New
$126.95 - $183.52 $152K - $219K
1.19K $218K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
323
+ 0.68%
$39.89 - $49.46 $12.9K - $16K
47.9K $2.37M
IBM
International Business Machines Corp

Technology
9
+ 0.2%
$221.03 - $294.78 $1.99K - $2.65K
4.55K $1.34M
ISRG
Intuitive Surgical Inc

Healthcare
384
New
$451.58 - $565.94 $173K - $217K
384 $208K
CARR
Carrier Global Corp

Industrials
2.83K
New
$55.55 - $75.83 $157K - $215K
2.83K $207K
CRWD
Crowd Strike Holdings, Inc.

Technology
60
+ 5.45%
$321.63 - $509.31 $19.3K - $30.6K
1.16K $590K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.5K
New
$114.78 - $133.31 $172K - $200K
1.5K $200K
WMT
Walmart Inc.

Consumer Defensive
484
+ 3.56%
$81.79 - $99.98 $39.6K - $48.4K
14.1K $1.38M
ITOT
Ishares Core S&P Total U.S. St

ETFs
555
+ 6.85%
$108.12 - $135.04 $60K - $74.9K
8.66K $1.17M
IVV
Ishares Core S&P 500 ETF

ETFs
80
+ 3.76%
$498.8 - $620.9 $39.9K - $49.7K
2.21K $1.37M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
19.2K
New
$7.19 - $8.75 $138K - $168K
19.2K $167K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
8.25K
+ 3.37%
$26.4 - $29.61 $218K - $244K
253K $7.34M
RXO
Rxo, Inc.
10K
New
$12.58 - $19.55 $126K - $196K
10K $157K
VRT
Vertiv Holdings CO

Industrials
1.77K
New
N/A
1.77K $153K
MRK
Merck & Co., Inc.

Healthcare
2.49K
+ 59.77%
$73.47 - $87.12 $183K - $217K
6.65K $526K
Activity Summary
Buys All Purchases 117 New Holdings 31 Increased Positions 86 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 1 Puts 1
Track This Portfolio

Track Mbl Wealth, LLC Portfolio

Follow Mbl Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email