Mbl Wealth, LLC Purchases in Q1 2025

Mbl Wealth, LLC

  • $923 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
1.57K
+ 35.33%
$66.78 - $81.42 $105K - $128K
6.01K $431K
TFC
Truist Financial Corp

Financial Services
3.14K
+ 40.58%
$39.48 - $48.15 $124K - $151K
10.9K $447K
META
Meta Platforms, Inc.

Communication Services
362
+ 5.01%
$576.36 - $736.67 $209K - $267K
7.59K $4.37M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.1K
+ 4.15%
$36.91 - $41.03 $40.5K - $45.1K
27.6K $1.09M
WMT
Walmart Inc.

Consumer Defensive
1.59K
+ 13.25%
$84.5 - $105.05 $134K - $167K
13.6K $1.19M
BMY
Bristol Myers Squibb CO

Healthcare
1.3K
+ 27.81%
$53.9 - $63.11 $70.1K - $82K
5.97K $364K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
855
+ 1.83%
$42.5 - $46.71 $36.3K - $39.9K
47.6K $2.15M
SYK
Stryker Corp

Healthcare
218
+ 25.59%
$355.18 - $399.9 $77.4K - $87.2K
1.07K $398K
JPM
Jpmorgan Chase & CO

Financial Services
147
+ 1.47%
$225.19 - $279.95 $33.1K - $41.2K
10.1K $2.49M
LOW
Lowes Companies Inc

Consumer Cyclical
540
+ 17.52%
$222.66 - $268.42 $120K - $145K
3.62K $844K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.25K
+ 5.09%
$42.18 - $45.16 $52.6K - $56.3K
25.7K $1.14M
JBBB
Janus Detroit Str Tr Henderson

ETFs
2.3K
+ 3.32%
$48.34 - $49.66 $111K - $114K
71.7K $3.49M
ITOT
Ishares Core S&P Total U.S. St

ETFs
980
+ 13.75%
$120.29 - $134.6 $118K - $132K
8.11K $989K
AON
Aon PLC

Financial Services
31
+ 2.11%
$348.44 - $409.32 $10.8K - $12.7K
1.5K $599K
NFLX
Netflix Inc

Communication Services
34
+ 4.86%
$828.4 - $1058.6 $28.2K - $36K
733 $683K
IVV
Ishares Core S&P 500 ETF

ETFs
195
+ 10.09%
$554.06 - $615.85 $108K - $120K
2.13K $1.2M
MA
Mastercard Inc

Financial Services
47
+ 3.72%
$504.67 - $576.31 $23.7K - $27.1K
1.31K $718K
IXUS
Ishares Tr

ETFs
416
+ 12.56%
$65.06 - $72.31 $27.1K - $30.1K
3.73K $260K
KLAC
Kla Corp

Technology
29
+ 9.03%
$636.62 - $777.63 $18.5K - $22.6K
350 $237K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
1.14K
+ 5.86%
$37.87 - $39.86 $43K - $45.3K
20.5K $783K
CB
Chubb LTD

Financial Services
21
+ 2.51%
$257.71 - $301.99 $5.41K - $6.34K
856 $258K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
100
+ 1.07%
$33.84 - $37.77 $3.38K - $3.78K
9.45K $344K
MKL
Markel Corp

Financial Services
2
+ 1.44%
$1660.14 - $2059.83 $3.32K - $4.12K
141 $263K
EPD
Enterprise Products Partners L.P.

Energy
100
+ 1.39%
$31.75 - $34.14 $3.18K - $3.41K
7.32K $249K
TXN
Texas Instruments Inc

Technology
88
+ 6.71%
N/A
1.4K $272K
NSC
Norfolk Southern Corp

Industrials
21
+ 0.74%
$227.69 - $259.76 $4.78K - $5.45K
2.86K $678K
BOND
Pimco Active Bond Exchange Tra

ETFs
1
+ 0.02%
$89.27 - $92.9 $89.3 - $92.9
4.47K $413K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
385
+ 1.39%
$35.26 - $36.57 $13.6K - $14.1K
28K $995K
IWB
Ishares Tr Russell 1000 ETF

ETFs
62
+ 8.19%
$302.31 - $337.54 $18.7K - $20.9K
819 $251K
VST
Vistra Corp.

Utilities
411
+ 19.76%
$108.49 - $191.89 $44.6K - $78.9K
2.49K $292K
HYG
Ishares Tr

ETFs
50
+ 1.71%
$78.51 - $80.11 $3.93K - $4.01K
2.98K $234K
CPRT
Copart Inc

Consumer Cyclical
96
+ 1.88%
$52.3 - $59.83 $5.02K - $5.74K
5.2K $294K
PDEC
Innovator U.S. Equity Power Bu
2.37K
+ 2.35%
N/A
103K $0
Tidal Tr Ii
28.4K
New
N/A
28.4K $0
Strategic Trust
92.1K
+ 109.5%
N/A
176K $0
Corpay Inc
1
+ 0.09%
N/A
1.07K $0
J P Morgan Exchange Traded F
11.2K
+ 40.17%
N/A
39K $0
MODL
Victory Portfolios Ii Victorys
54K
+ 66.08%
N/A
136K $0
J P Morgan Exchange Traded F
4.39K
+ 18.15%
N/A
28.6K $0
CARY
Angel Oak Fds Tr Income Etf(De
15.1K
+ 3.34%
N/A
468K $0
Blackrock Inc
94
+ 22.01%
N/A
521 $0
Ishares Bitcoin Trust ETF
3.57K
+ 75.66%
N/A
8.29K $0
TMO
Thermo Fisher Scientific Inc.

Healthcare
28
+ 4.26%
$497.6 - $606.74 $13.9K - $17K
686 $341K
GS
Goldman Sachs Group Inc

Financial Services
95
+ 4.59%
$524.81 - $672.19 $49.9K - $63.9K
2.17K $1.18M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
8
+ 1.6%
$522.96 - $601.18 $4.18K - $4.81K
508 $271K
HD
Home Depot, Inc.

Consumer Cyclical
276
+ 5.29%
$347.25 - $424.87 $95.8K - $117K
5.5K $2.01M
CAT
Caterpillar Inc

Industrials
92
+ 4.88%
$326.75 - $407.63 $30.1K - $37.5K
1.98K $652K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
825
+ 0.19%
$51.26 - $52.53 $42.3K - $43.3K
433K $22.3M
AXP
American Express CO

Financial Services
34
+ 2.13%
$255.39 - $325.87 $8.68K - $11.1K
1.63K $439K
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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