Mbl Wealth, LLC Incresed Positions in Q1 2025

Mbl Wealth, LLC

  • $923 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
29
+ 9.03%
$636.62 - $777.63 $18.5K - $22.6K
350 $237K
CB
Chubb LTD

Financial Services
21
+ 2.51%
$257.71 - $301.99 $5.41K - $6.34K
856 $258K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
1.14K
+ 5.86%
$37.87 - $39.86 $43K - $45.3K
20.5K $783K
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
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
385
+ 1.39%
$35.26 - $36.57 $13.6K - $14.1K
28K $995K
BOND
Pimco Active Bond Exchange Tra

ETFs
1
+ 0.02%
$89.27 - $92.9 $89.3 - $92.9
4.47K $413K
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
Ishares Bitcoin Trust ETF
3.57K
+ 75.66%
N/A
8.29K $0
MODL
Victory Portfolios Ii Victorys
54K
+ 66.08%
N/A
136K $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
Strategic Trust
92.1K
+ 109.5%
N/A
176K $0
Corpay Inc
1
+ 0.09%
N/A
1.07K $0
PDEC
Innovator U.S. Equity Power Bu
2.37K
+ 2.35%
N/A
103K $0
J P Morgan Exchange Traded F
4.39K
+ 18.15%
N/A
28.6K $0
J P Morgan Exchange Traded F
11.2K
+ 40.17%
N/A
39K $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
AMD
Advanced Micro Devices Inc

Technology
51
+ 1.77%
$96.63 - $129.55 $4.93K - $6.61K
2.93K $301K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
160
+ 3.06%
$507.05 - $563.67 $81.1K - $90.2K
5.4K $2.77M
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.42K
+ 0.96%
$39.81 - $42.17 $56.5K - $59.8K
150K $6.02M
ORCL
Oracle Corp

Technology
840
+ 8.94%
$139.81 - $186.47 $117K - $157K
10.2K $1.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
10
+ 0.24%
$360.07 - $417.26 $3.6K - $4.17K
4.17K $1.51M
VGT
Vanguard Information Technolog

ETFs
42
+ 1.3%
$542.38 - $646.34 $22.8K - $27.1K
3.27K $1.77M
AVGO
Broadcom Inc.

Technology
2.61K
+ 24.84%
$167.43 - $244.7 $437K - $639K
13.1K $2.2M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
7.31K
+ 3.15%
$34.5 - $38.9 $252K - $284K
239K $8.27M
AMZN
Amazon Com Inc

Consumer Cyclical
2K
+ 8.82%
$190.26 - $242.06 $381K - $484K
24.7K $4.69M
MSFT
Microsoft Corp

Technology
1.08K
+ 5.91%
$375.39 - $447.2 $407K - $485K
19.4K $7.29M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
4.54K
+ 1.3%
$50.25 - $55.9 $228K - $254K
354K $18.2M
TSLA
Tesla, Inc.

Consumer Cyclical
284
+ 4.84%
$222.15 - $428.22 $63.1K - $122K
6.16K $1.6M
GOOGL
Alphabet Inc.

Communication Services
256
+ 1.08%
$154.33 - $206.19 $39.5K - $52.8K
23.9K $3.69M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.25K
+ 1.92%
$51.45 - $58.51 $218K - $248K
225K $11.7M
NVDA
Nvidia Corp

Technology
6.56K
+ 9.26%
$106.98 - $149.43 $702K - $980K
77.4K $8.39M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.2K
+ 2.27%
$57.21 - $65.8 $984K - $1.13M
773K $45.1M
AAPL
Apple Inc.

Technology
1.81K
+ 2.05%
$209.68 - $247.1 $380K - $447K
90K $20M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
33
+ 0.01%
$102.49 - $119.96 $3.38K - $3.96K
244K $25.5M
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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