Mbl Wealth, LLC Incresed Positions 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
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
11K
+ 4.72%
$27.51 - $30.68 $304K - $339K
245K $7.18M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.61K
+ 0.51%
$47.59 - $48.35 $172K - $175K
716K $34.6M
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
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
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.91K
+ 1.08%
$81.83 - $82.73 $156K - $158K
180K $14.9M
MCD
Mcdonalds Corp

Consumer Cyclical
796
+ 70.94%
$279.74 - $321.29 $223K - $256K
1.92K $599K
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
CVX
Chevron Corp

Energy
411
+ 6.51%
$146.71 - $167.97 $60.3K - $69K
6.72K $1.12M
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
MO
Altria Group, Inc.

Consumer Defensive
1.43K
+ 28.22%
$50.81 - $60.02 $72.7K - $85.9K
6.5K $390K
XOM
Exxon Mobil Corp

Energy
276
+ 3.4%
$105.44 - $118.93 $29.1K - $32.8K
8.4K $999K
DE
Deere & CO

Industrials
211
+ 41.29%
$408.57 - $509.27 $86.2K - $107K
722 $338K
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
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.1K
+ 4.15%
$36.91 - $41.03 $40.5K - $45.1K
27.6K $1.09M
META
Meta Platforms, Inc.

Communication Services
362
+ 5.01%
$576.36 - $736.67 $209K - $267K
7.59K $4.37M
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
JPM
Jpmorgan Chase & CO

Financial Services
147
+ 1.47%
$225.19 - $279.95 $33.1K - $41.2K
10.1K $2.49M
SYK
Stryker Corp

Healthcare
218
+ 25.59%
$355.18 - $399.9 $77.4K - $87.2K
1.07K $398K
LOW
Lowes Companies Inc

Consumer Cyclical
540
+ 17.52%
$222.66 - $268.42 $120K - $145K
3.62K $844K
KO
Coca Cola CO

Consumer Defensive
543
+ 11.85%
$60.81 - $72.32 $33K - $39.3K
5.13K $367K
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
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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