Mbl Wealth, LLC Purchases in Q3 2025

Mbl Wealth, LLC

  • $1.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
119K
+ 12.51%
$91.44 - $91.77 $10.8M - $10.9M
1.07M $97.9M
GLDM
World Gold Trust

ETFs
6.43K
+ 1.26%
$64.73 - $76.45 $416K - $492K
517K $39.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.8K
+ 1.44%
$62.09 - $66.51 $732K - $785K
832K $54.3M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
19.5K
+ 2.17%
$42.39 - $44.63 $828K - $871K
917K $40.9M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
36.1K
+ 5.08%
$48.31 - $48.93 $1.74M - $1.77M
747K $36.5M
GOOGL
Alphabet Inc.

Communication Services
336
+ 1.5%
$174.36 - $254.72 $58.6K - $85.6K
22.8K $5.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.6K
+ 24.11%
$459.11 - $506.91 $1.19M - $1.32M
13.4K $6.73M
UITB
Usaa ETF Tr Core Intermediate

ETFs
24.4K
+ 4.09%
$46.38 - $47.74 $1.13M - $1.16M
621K $29.5M
HGER
Harbor ETF Tr All Weather Infl
46.9K
+ 32.7%
$24.26 - $25.91 $1.14M - $1.22M
190K $4.91M
IEFA
Ishares Tr

ETFs
2.93K
+ 0.97%
$81.7 - $87.53 $239K - $257K
304K $26.5M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.3K
+ 0.85%
$74.68 - $80.26 $172K - $185K
274K $21.9M
HCA
Hca Healthcare, Inc.

Healthcare
2.89K
New
$334.32 - $426.2 $967K - $1.23M
2.89K $1.23M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
9.58K
+ 4.79%
$117.65 - $120.08 $1.13M - $1.15M
210K $25.1M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
13.3K
+ 1.99%
$47.18 - $48.17 $628K - $641K
680K $32.6M
GBIL
Goldman Sachs Access Treasury

ETFs
9.76K
+ 9.99%
$99.82 - $100.23 $974K - $978K
107K $10.8M
MSFT
Microsoft Corp

Technology
948
+ 5.05%
$491.09 - $535.64 $466K - $508K
19.7K $10.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.1K
+ 5.71%
$82.38 - $83.0 $836K - $842K
188K $15.6M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
8.14K
+ 1.87%
$50.9 - $52.37 $414K - $426K
442K $23.1M
UPS
United Parcel Service Inc

Industrials
9.78K
New
$82.58 - $105.54 $807K - $1.03M
9.78K $816K
CAT
Caterpillar Inc

Industrials
1.16K
+ 56.2%
$390.92 - $477.15 $455K - $555K
3.24K $1.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
723
+ 12.93%
$567.77 - $614.76 $410K - $444K
6.31K $3.87M
GLD
Spdr Gold Trust

ETFs
307
+ 2.9%
$300.96 - $355.47 $92.4K - $109K
10.9K $3.88M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.45K
+ 1.21%
$24.46 - $26.5 $84.3K - $91.3K
289K $7.61M
HEI
Heico Corp

Industrials
1.77K
New
$304.5 - $337.56 $540K - $598K
1.77K $572K
AMD
Advanced Micro Devices Inc

Technology
2.81K
+ 53.26%
$134.8 - $184.42 $379K - $518K
8.08K $1.31M
JNJ
Johnson & Johnson

Healthcare
1.82K
+ 28.1%
$155.17 - $185.42 $283K - $338K
8.32K $1.54M
MSTR
Microstrategy Inc

Technology
1.92K
+ 231.68%
$300.7 - $455.9 $576K - $874K
2.74K $883K
SPYG
Spdr Portfolio

ETFs
1.86K
+ 4.92%
$94.33 - $105.31 $175K - $196K
39.7K $4.15M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
7.21K
+ 5.81%
$37.4 - $39.31 $270K - $283K
131K $5.16M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
2.26K
+ 1.77%
$49.0 - $51.91 $111K - $117K
130K $6.75M
JPM
Jpmorgan Chase & CO

Financial Services
721
+ 7.27%
$282.78 - $316.06 $204K - $228K
10.6K $3.36M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
343
+ 0.34%
$62.54 - $68.42 $21.5K - $23.5K
102K $6.85M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.09K
New
$50.47 - $50.74 $459K - $461K
9.09K $461K
BALT
Innovator Etfs Tr
13.9K
New
$32.11 - $32.82 $448K - $458K
13.9K $457K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
23K
New
$18.86 - $19.16 $434K - $441K
23K $440K
SUB
Ishares Short Term National Mu

ETFs
3.62K
+ 4.25%
$106.17 - $107.3 $384K - $388K
88.8K $9.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
657
+ 159.85%
$546.99 - $602.2 $359K - $396K
1.07K $641K
VO
Vanguard Mid Cap ETF

ETFs
331
+ 1.49%
$279.83 - $293.74 $92.6K - $97.2K
22.5K $6.62M
PLTR
Palantir Technologies Inc.

Technology
1.49K
+ 86.92%
$130.68 - $186.97 $195K - $278K
3.2K $584K
VMC
Vulcan Materials CO

Basic Materials
1.11K
New
$260.62 - $307.62 $290K - $342K
1.11K $341K
COST
Costco Wholesale Corp

Consumer Defensive
469
+ 30.4%
$915.95 - $994.57 $430K - $466K
2.01K $1.86M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.11K
New
$276.51 - $305.12 $308K - $340K
1.11K $331K
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.16K
+ 0.76%
$43.83 - $45.64 $50.8K - $52.9K
153K $6.98M
NSC
Norfolk Southern Corp

Industrials
637
+ 23.81%
$259.49 - $300.41 $165K - $191K
3.31K $994K
MA
Mastercard Inc

Financial Services
523
+ 38.26%
$550.18 - $598.96 $288K - $313K
1.89K $1.08M
PEP
Pepsico Inc

Consumer Defensive
2.08K
New
$133.81 - $152.16 $279K - $317K
2.08K $292K
INTC
Intel Corp

Technology
8.64K
New
$19.31 - $35.5 $167K - $307K
8.64K $289K
EMR
Emerson Electric CO

Industrials
2.19K
New
$128.6 - $149.63 $282K - $328K
2.19K $287K
AFL
Aflac Inc

Financial Services
2.56K
New
$98.09 - $111.7 $251K - $286K
2.56K $285K
Activity Summary
Buys All Purchases 128 New Holdings 23 Increased Positions 105 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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