Mbl Wealth, LLC New Holdings in Q1 2025

Mbl Wealth, LLC

  • $923 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
SO
Southern CO

Utilities
5.06K
New
$80.96 - $92.96 $410K - $470K
5.06K $465K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.1K
New
$308.86 - $455.36 $340K - $501K
1.1K $387K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
20.7K
New
$16.57 - $18.85 $342K - $389K
20.7K $343K
PFE
Pfizer Inc

Healthcare
12.7K
New
$25.01 - $27.13 $317K - $344K
12.7K $321K
ABT
Abbott Laboratories

Healthcare
2.37K
New
$111.1 - $140.22 $263K - $332K
2.37K $313K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.94K
New
$58.01 - $64.46 $287K - $318K
4.94K $306K
T
At&T Inc.

Communication Services
10.5K
New
$21.56 - $28.28 $225K - $296K
10.5K $295K
VEA
Vanguard Ftse Developed Market

ETFs
5.5K
New
$47.4 - $52.99 $261K - $291K
5.5K $279K
PM
Philip Morris International Inc.

Consumer Defensive
1.71K
New
$117.15 - $158.79 $200K - $272K
1.71K $271K
MSTR
Microstrategy Inc

Technology
827
New
$239.27 - $396.5 $198K - $328K
827 $238K
UNP
Union Pacific Corp

Industrials
974
New
$225.21 - $254.42 $219K - $248K
974 $230K
DIS
Walt Disney CO

Communication Services
2.29K
New
$96.87 - $114.0 $221K - $260K
2.29K $225K
SBUX
Starbucks Corp

Consumer Cyclical
2.27K
New
$91.75 - $115.81 $208K - $263K
2.27K $222K
XLV
Select Sector Spdr Fund Health

ETFs
1.5K
New
$137.61 - $149.68 $206K - $224K
1.5K $218K
CSGP
Costar Group, Inc.

Real Estate
2.72K
New
$69.29 - $80.37 $189K - $219K
2.72K $215K
UPS
United Parcel Service Inc

Industrials
1.93K
New
$109.66 - $136.26 $212K - $263K
1.93K $212K
SNPS
Synopsys Inc

Technology
473
New
$428.58 - $551.54 $203K - $261K
473 $202K
Tidal Tr Ii
28.4K
New
N/A
28.4K $0
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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