Mbl Wealth, LLC Reduced Holdings in Q4 2024

Mbl Wealth, LLC

  • $932 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EWJ
Ishares Msci Japan ETF

ETFs
-25.9K
- 53.47%
$66.18 - $71.84 $1.72M - $1.86M
22.6K $1.51M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-12.2K
- 9.24%
$56.06 - $61.35 $685K - $749K
120K $6.77M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-17.3K
- 18.57%
$39.3 - $41.34 $679K - $714K
75.8K $2.98M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-17.9K
- 5.66%
$28.24 - $29.18 $506K - $523K
299K $8.45M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-10.4K
- 12.99%
$48.59 - $49.45 $504K - $513K
69.4K $3.41M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-9.65K
- 17.17%
$31.31 - $35.01 $302K - $338K
46.5K $1.46M
MSFT
Microsoft Corp

Technology
-708
- 3.72%
$406.35 - $454.46 $288K - $322K
18.3K $7.73M
AMD
Advanced Micro Devices Inc

Technology
-1.52K
- 34.58%
$118.88 - $172.8 $181K - $263K
2.88K $347K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-9.4K
- 10.64%
$41.96 - $43.69 $394K - $411K
78.9K $3.42M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-368
- 35.87%
$501.29 - $612.85 $184K - $226K
658 $342K
MRK
Merck & Co., Inc.

Healthcare
-1.36K
- 14.31%
$96.31 - $114.76 $131K - $155K
8.11K $807K
XLE
Energy Sector Spdr

ETFs
-2.56K
- 25.73%
$83.32 - $97.27 $214K - $249K
7.4K $633K
UNH
Unitedhealth Group Inc

Healthcare
-92
- 3.89%
$485.52 - $625.25 $44.7K - $57.5K
2.28K $1.15M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-8.95K
- 27.72%
$19.27 - $20.9 $172K - $187K
23.3K $460K
LLY
Eli Lilly & CO

Healthcare
-28
- 1.95%
$727.2 - $932.06 $20.4K - $26.1K
1.41K $1.09M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-100
- 0.21%
$44.04 - $49.49 $4.4K - $4.95K
46.7K $2.06M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.41K
- 5.04%
$37.12 - $41.23 $52.2K - $58K
26.5K $983K
WMT
Walmart Inc.

Consumer Defensive
-3.37K
- 21.89%
$79.1 - $95.7 $266K - $322K
12K $1.08M
JNJ
Johnson & Johnson

Healthcare
-373
- 7.33%
$143.34 - $165.86 $53.5K - $61.9K
4.71K $681K
HD
Home Depot, Inc.

Consumer Cyclical
-140
- 2.61%
$385.02 - $431.37 $53.9K - $60.4K
5.22K $2.03M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.08K
- 13.34%
$96.64 - $101.23 $104K - $109K
7K $678K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-5.44K
- 6.4%
$39.04 - $40.41 $212K - $220K
79.5K $3.19M
SUB
Ishares Short Term National Mu

ETFs
-633
- 0.71%
$104.94 - $106.2 $66.4K - $67.2K
87.9K $9.27M
GLD
Spdr Gold Trust

ETFs
-450
- 3.85%
$236.59 - $257.5 $106K - $116K
11.2K $2.72M
CAT
Caterpillar Inc

Industrials
-164
- 8.0%
$360.37 - $416.88 $59.1K - $68.4K
1.89K $684K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-400
- 3.67%
$75.1 - $82.99 $30K - $33.2K
10.5K $793K
PG
Procter & Gamble CO

Consumer Defensive
-489
- 8.11%
$161.05 - $179.7 $78.8K - $87.9K
5.54K $928K
AMGN
Amgen Inc

Healthcare
-101
- 7.2%
$258.78 - $328.31 $26.1K - $33.2K
1.3K $339K
RUN
Sunrun Inc.

Technology
-10
- 0.08%
$9.13 - $17.5 $91.3 - $175
12K $111K
LOW
Lowes Companies Inc

Consumer Cyclical
-85
- 2.68%
$244.52 - $284.07 $20.8K - $24.1K
3.08K $760K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-2.21K
- 21.73%
$46.18 - $48.09 $102K - $106K
7.95K $376K
XOM
Exxon Mobil Corp

Energy
-109
- 1.32%
$105.51 - $125.37 $11.5K - $13.7K
8.13K $874K
ABBV
Abb Vie Inc.

Healthcare
-1
- 0.02%
$164.99 - $203.87 $165 - $204
4.14K $735K
VO
Vanguard Mid Cap ETF

ETFs
-330
- 1.46%
$261.5 - $284.63 $86.3K - $93.9K
22.3K $5.88M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-79
- 11.22%
$396.64 - $516.74 $31.3K - $40.8K
625 $251K
AMAT
Applied Materials Inc

Technology
-72
- 5.41%
$161.44 - $213.89 $11.6K - $15.4K
1.26K $204K
LMT
Lockheed Martin Corp

Industrials
-6
- 1.11%
$479.66 - $614.62 $2.88K - $3.69K
536 $260K
MCD
Mcdonalds Corp

Consumer Cyclical
-110
- 8.93%
$288.47 - $316.54 $31.7K - $34.8K
1.12K $325K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-805
- 13.06%
$51.54 - $52.55 $41.5K - $42.3K
5.36K $277K
KO
Coca Cola CO

Consumer Defensive
-5
- 0.11%
$61.74 - $71.71 $309 - $359
4.58K $285K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-3K
- 2.19%
$34.78 - $35.99 $104K - $108K
134K $4.75M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-2.61K
- 2.34%
$47.71 - $49.76 $124K - $130K
109K $5.33M
STOT
Spdr Doubleline Short Duration

ETFs
-500
- 4.29%
$46.75 - $47.33 $23.4K - $23.7K
11.2K $523K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-900
- 9.77%
$41.16 - $42.25 $37K - $38K
8.31K $351K
CVX
Chevron Corp

Energy
-55
- 0.86%
$141.15 - $162.53 $7.76K - $8.94K
6.31K $913K
IAU
Ishares Gold Trust

ETFs
-300
- 2.5%
$48.37 - $52.65 $14.5K - $15.8K
11.7K $579K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-200
- 1.36%
$23.63 - $26.47 $4.73K - $5.29K
14.6K $345K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-2.9K
- 1.92%
$40.12 - $41.68 $116K - $121K
148K $6.1M
TTAC
Fcf Us Quality ETF

ETFs
-375
- 4.4%
$64.72 - $70.85 $24.3K - $26.6K
8.15K $541K
Activity Summary
Buys All Purchases 97 New Holdings 23 Increased Positions 74 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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