Mbl Wealth, LLC New Holdings in Q4 2025

Mbl Wealth, LLC

  • $1.1 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
16.6K
New
$70.2 - $73.89 $1.17M - $1.23M
16.6K $1.21M
WSM
Williams Sonoma Inc

Consumer Cyclical
3.85K
New
$181.45 - $199.63 $699K - $769K
3.85K $702K
CAH
Cardinal Health Inc

Healthcare
3.31K
New
$153.27 - $206.06 $507K - $681K
3.31K $678K
MU
Micron Technology Inc

Technology
2.65K
New
$181.6 - $253.3 $481K - $671K
2.65K $654K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
17K
New
$33.05 - $33.87 $562K - $576K
17K $571K
ISRG
Intuitive Surgical Inc

Healthcare
930
New
$429.59 - $576.2 $400K - $536K
930 $508K
AEP
American Electric Power CO Inc

Utilities
3.77K
New
$112.75 - $122.73 $425K - $462K
3.77K $456K
GD
General Dynamics Corp

Industrials
1.24K
New
$330.59 - $353.77 $408K - $437K
1.24K $425K
CEG
Constellation Energy Corp

Utilities
1.22K
New
$335.74 - $401.43 $411K - $491K
1.22K $414K
NEE
Nextera Energy Inc

Utilities
4.75K
New
$78.18 - $86.03 $371K - $408K
4.75K $407K
GILD
Gilead Sciences, Inc.

Healthcare
3.17K
New
$110.56 - $125.2 $351K - $397K
3.17K $393K
PSX
Phillips 66

Energy
2.74K
New
$126.76 - $142.32 $347K - $389K
2.74K $389K
FDX
Fedex Corp

Industrials
1.45K
New
$224.63 - $268.67 $325K - $389K
1.45K $383K
SHW
Sherwin Williams CO

Basic Materials
1.04K
New
$330.74 - $354.45 $343K - $368K
1.04K $344K
FCX
Freeport Mcmoran Inc

Basic Materials
8.44K
New
$38.65 - $43.31 $326K - $366K
8.44K $339K
VTV
Vanguard Value ETF

ETFs
1.78K
New
$182.87 - $189.72 $326K - $338K
1.78K $333K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.39K
New
$74.09 - $75.1 $325K - $329K
4.39K $325K
KLAC
Kla Corp

Technology
267
New
$982.75 - $1235.28 $262K - $330K
267 $302K
DG
Dollar General Corp

Consumer Defensive
2.77K
New
$95.94 - $106.44 $266K - $295K
2.77K $289K
SLB
Schlumberger Limited

Energy
7.66K
New
$31.72 - $37.61 $243K - $288K
7.66K $282K
DVN
Devon Energy Corp

Energy
7.85K
New
$31.74 - $35.84 $249K - $281K
7.85K $281K
EEM
Ishares Msci Emerging Markets

ETFs
5.1K
New
$51.94 - $56.01 $265K - $286K
5.1K $280K
PKG
Packaging Corp Of America

Consumer Cyclical
1.41K
New
$195.59 - $215.64 $276K - $304K
1.41K $277K
FICO
Fair Isaac Corp

Technology
158
New
$1512.71 - $1879.55 $239K - $297K
158 $275K
ASML
Asml Holding Nv

Technology
266
New
$936.19 - $1075.45 $249K - $286K
266 $271K
FLRN
Spdr Bloomberg Investment Grad

ETFs
8.75K
New
$30.72 - $30.86 $269K - $270K
8.75K $269K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
584
New
$402.9 - $437.15 $235K - $255K
584 $253K
BSX
Boston Scientific Corp

Healthcare
2.44K
New
$94.95 - $104.98 $231K - $256K
2.44K $250K
VCIT
Vanguard Intermediate Term Cor

ETFs
3K
New
$83.45 - $84.82 $250K - $254K
3K $250K
MAS
Masco Corp

Industrials
4.17K
New
$59.36 - $71.0 $248K - $296K
4.17K $247K
AZN
Astrazeneca PLC

Healthcare
2.75K
New
$81.15 - $89.4 $223K - $246K
2.75K $246K
MUB
Ishares National Muni Bond ETF

ETFs
2.27K
New
$106.36 - $107.61 $241K - $244K
2.27K $242K
NUE
Nucor Corp

Basic Materials
1.62K
New
$131.78 - $154.43 $213K - $249K
1.62K $238K
TT
Trane Technologies PLC

Industrials
558
New
$408.5 - $448.65 $228K - $250K
558 $233K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.95K
New
$56.0 - $57.6 $221K - $228K
3.95K $224K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
4.89K
New
$43.97 - $46.55 $215K - $228K
4.89K $216K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.14K
New
$66.04 - $69.67 $207K - $219K
3.14K $210K
TRV
Travelers Companies, Inc.

Financial Services
701
New
$261.57 - $287.42 $183K - $201K
701 $201K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.2K
New
$37.61 - $39.41 $196K - $205K
5.2K $200K
VHT
Vanguard Health Care ETF

ETFs
707
New
$264.7 - $283.93 $187K - $201K
707 $199K
GLW
Corning Inc

Technology
2.39K
New
$82.06 - $90.29 $196K - $216K
2.39K $196K
LQDA
Liquidia Corp

Healthcare
6.84K
New
$21.9 - $28.58 $150K - $196K
6.84K $195K
First Tr Exchng Traded Fd Vi
6.4K
New
N/A
6.4K $0
First Tr Exchng Traded Fd Vi
8K
New
N/A
8K $0
Unilever PLC
3.68K
New
N/A
3.68K $0
Calamos ETF Tr
220K
New
N/A
220K $0
Qnity Electronics Inc
2.61K
New
N/A
2.61K $0
Profesionally Managed Portfo
8.48K
New
N/A
8.48K $0
First Tr Exchng Traded Fd Vi
12K
New
N/A
12K $0
Activity Summary
Buys All Purchases 203 New Holdings 51 Increased Positions 152 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 2
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