Mbl Wealth, LLC Incresed Positions in Q3 2025

Mbl Wealth, LLC

  • $1.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
451
+ 36.22%
$244.75 - $305.63 $110K - $138K
1.7K $510K
CVX
Chevron Corp

Energy
608
+ 9.52%
$145.57 - $161.83 $88.5K - $98.4K
6.99K $1.09M
DE
Deere & CO

Industrials
458
+ 58.2%
$457.26 - $524.37 $209K - $240K
1.25K $569K
JBBB
Janus Detroit Str Tr Henderson

ETFs
3.27K
+ 6.06%
$48.04 - $48.61 $157K - $159K
57.1K $2.75M
SO
Southern CO

Utilities
1.45K
+ 26.88%
$90.83 - $96.0 $131K - $139K
6.82K $646K
ITOT
Ishares Core S&P Total U.S. St

ETFs
407
+ 4.7%
$135.0 - $146.02 $54.9K - $59.4K
9.07K $1.32M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
5.7K
+ 1.62%
$18.32 - $18.72 $104K - $107K
357K $6.64M
MO
Altria Group, Inc.

Consumer Defensive
1.38K
+ 21.31%
$57.75 - $67.68 $79.6K - $93.3K
7.85K $518K
XOM
Exxon Mobil Corp

Energy
750
+ 9.09%
$105.83 - $117.22 $79.4K - $87.9K
9.01K $1.02M
LMT
Lockheed Martin Corp

Industrials
209
+ 36.28%
$410.74 - $499.21 $85.8K - $104K
785 $391K
IAU
Ishares Gold Trust

ETFs
21
+ 0.19%
$61.62 - $72.77 $1.29K - $1.53K
11.3K $823K
PG
Procter & Gamble CO

Consumer Defensive
984
+ 16.24%
$150.47 - $161.22 $148K - $159K
7.04K $1.08M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.08K
+ 1.49%
$45.92 - $47.76 $49.6K - $51.6K
73.7K $3.5M
DUK
Duke Energy Corp

Utilities
235
+ 2.45%
$116.31 - $125.93 $27.3K - $29.6K
9.81K $1.21M
VZ
Verizon Communications Inc

Communication Services
1.61K
+ 14.3%
$40.84 - $45.06 $65.7K - $72.5K
12.9K $565K
UNP
Union Pacific Corp

Industrials
308
+ 34.03%
$214.91 - $237.16 $66.2K - $73K
1.21K $286K
MRK
Merck & Co., Inc.

Healthcare
387
+ 5.82%
$77.6 - $87.37 $30K - $33.8K
7.04K $590K
AON
Aon PLC

Financial Services
168
+ 11.88%
$350.91 - $375.27 $59K - $63K
1.58K $564K
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
+ 0.76%
$404.94 - $499.99 $2.02K - $2.5K
665 $322K
TFC
Truist Financial Corp

Financial Services
510
+ 4.95%
$42.83 - $47.07 $21.8K - $24K
10.8K $494K
IXUS
Ishares Tr

ETFs
361
+ 9.01%
$76.35 - $82.58 $27.6K - $29.8K
4.37K $360K
VEA
Vanguard Ftse Developed Market

ETFs
388
+ 7.06%
$56.02 - $60.3 $21.7K - $23.4K
5.88K $352K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
176
+ 0.59%
$21.69 - $23.34 $3.82K - $4.11K
29.8K $694K
WFC
Wells Fargo & Company

Financial Services
160
+ 2.72%
$77.05 - $85.16 $12.3K - $13.6K
6.04K $506K
POCT
Innovator U.S. Equity Power Bu

ETFs
550
+ 9.08%
$41.27 - $43.1 $22.7K - $23.7K
6.61K $284K
PM
Philip Morris International Inc.

Consumer Defensive
445
+ 21.45%
$157.77 - $183.27 $70.2K - $81.6K
2.52K $408K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
85
+ 1.52%
$53.93 - $57.58 $4.58K - $4.89K
5.66K $319K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
435
+ 2.36%
$24.11 - $24.94 $10.5K - $10.8K
18.9K $470K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
100
+ 0.45%
$50.09 - $50.73 $5.01K - $5.07K
22.5K $1.14M
V
Visa Inc.

Financial Services
233
+ 4.62%
$332.09 - $358.86 $77.4K - $83.6K
5.28K $1.8M
MLPX
Global X Mlp & Energy Infrastr

ETFs
110
+ 1.81%
$59.5 - $62.99 $6.55K - $6.93K
6.2K $388K
MODL
Victory Portfolios Ii Victorys
6.85K
+ 3.15%
N/A
224K $0
J P Morgan Exchange Traded F
786
+ 2.57%
N/A
31.4K $0
Thor Finl Technologies Tr
61.2K
+ 278.91%
N/A
83.2K $0
CARY
Angel Oak Fds Tr Income Etf(De
18.5K
+ 3.94%
N/A
488K $0
Calamos ETF Tr
49.4K
+ 17.98%
N/A
324K $0
J P Morgan Exchange Traded F
2.84K
+ 4.02%
N/A
73.4K $0
Ishares Bitcoin Trust ETF
30.2K
+ 384.46%
N/A
38K $0
Neos ETF Trust
89.5K
+ 74.95%
N/A
209K $0
Innovator Etfs Trust
413
+ 0.19%
N/A
215K $0
PDEC
Innovator U.S. Equity Power Bu
4.24K
+ 3.65%
N/A
120K $0
EOCT
Innovator Etfs Tr Emerging Mar
614
+ 0.43%
N/A
144K $0
Pimco ETF Tr
20K
+ 7.59%
N/A
283K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
21K
+ 113.83%
N/A
39.5K $0
Strategic Trust
6.41K
+ 3.12%
N/A
212K $0
Ge Vernova Inc
215
+ 48.1%
N/A
662 $0
Flyexclusive Inc
9K
+ 46.88%
N/A
28.2K $0
T
At&T Inc.

Communication Services
180
+ 1.61%
$26.94 - $29.62 $4.85K - $5.33K
11.4K $321K
RXO
Rxo, Inc.
10
+ 0.1%
$14.25 - $17.9 $143 - $179
10K $153K
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
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