Mbl Wealth, LLC Reduced Holdings in Q1 2025

Mbl Wealth, LLC

  • $923 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-8.68K
- 4.1%
$551.42 - $612.93 $4.78M - $5.32M
203K $114M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-68.5K
- 5.75%
$91.45 - $91.75 $6.26M - $6.28M
1.12M $103M
VTWO
Vanguard Russell 2000 ETF

ETFs
-34.6K
- 73.75%
$80.08 - $92.93 $2.77M - $3.22M
12.3K $993K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-29.4K
- 23.35%
$54.25 - $57.64 $1.59M - $1.69M
96.4K $5.31M
EWJ
Ishares Msci Japan ETF

ETFs
-13.8K
- 60.98%
$65.24 - $71.7 $898K - $987K
8.81K $604K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-24.5K
- 52.58%
$30.59 - $33.02 $749K - $808K
22.1K $700K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-9.45K
- 7.87%
$53.6 - $58.97 $506K - $557K
110K $6.05M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-12.4K
- 15.72%
$41.35 - $44.46 $513K - $552K
66.5K $2.81M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-12.9K
- 16.2%
$39.51 - $41.0 $509K - $528K
66.6K $2.66M
VTI
Vanguard Total Stock Market Et

ETFs
-1.13K
- 8.13%
$271.18 - $303.12 $306K - $342K
12.8K $3.51M
MRK
Merck & Co., Inc.

Healthcare
-3.95K
- 48.68%
$83.01 - $101.02 $328K - $399K
4.16K $373K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-4.23K
- 3.89%
$47.09 - $50.46 $199K - $214K
105K $4.98M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-4.2K
- 3.22%
$44.96 - $47.9 $189K - $201K
126K $5.75M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-450
- 0.16%
$21.75 - $24.28 $9.79K - $10.9K
285K $6.3M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-3.04K
- 0.44%
$47.35 - $48.24 $144K - $146K
694K $33M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-8.1K
- 10.69%
$38.99 - $40.37 $316K - $327K
67.7K $2.73M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.24K
- 32.0%
$95.85 - $99.25 $215K - $222K
4.76K $470K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-1.59K
- 1.61%
$46.06 - $49.24 $73.3K - $78.3K
97K $4.53M
IWM
Ishares Russell 2000 ETF

ETFs
-184
- 2.7%
$198.1 - $229.79 $36.5K - $42.3K
6.64K $1.32M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-3.28K
- 41.3%
$45.66 - $48.85 $150K - $160K
4.67K $215K
VZ
Verizon Communications Inc

Communication Services
-5.4K
- 34.02%
$37.81 - $46.49 $204K - $251K
10.5K $474K
ARCC
Ares Capital Corp

Financial Services
-7K
- 23.09%
$21.28 - $23.81 $149K - $167K
23.3K $516K
SUB
Ishares Short Term National Mu

ETFs
-1.45K
- 1.64%
$105.3 - $106.24 $152K - $154K
86.5K $9.13M
UBER
Uber Technologies, Inc

Technology
-2.93K
- 46.56%
$63.17 - $81.49 $185K - $239K
3.36K $244K
VO
Vanguard Mid Cap ETF

ETFs
-11
- 0.05%
$251.87 - $277.95 $2.77K - $3.06K
22.3K $5.76M
STOT
Spdr Doubleline Short Duration

ETFs
-2.49K
- 22.32%
$46.74 - $47.25 $116K - $118K
8.68K $409K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-13.9K
- 4.65%
$28.37 - $29.61 $394K - $411K
285K $8.35M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-107
- 2.63%
$65.15 - $91.81 $6.97K - $9.82K
3.97K $258K
HON
Honeywell International Inc

Industrials
-149
- 3.63%
$202.75 - $226.52 $30.2K - $33.8K
3.96K $838K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-1.07K
- 1.47%
$47.47 - $48.84 $50.8K - $52.3K
72K $3.44M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.7K
- 7.19%
$49.75 - $50.27 $84.6K - $85.5K
22K $1.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.2K
- 8.93%
$76.94 - $78.28 $92.3K - $93.9K
12.2K $957K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1.55K
- 18.66%
$41.09 - $43.24 $63.7K - $67.1K
6.76K $280K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.63K
- 16.3%
$35.21 - $37.69 $57.2K - $61.2K
8.35K $297K
NYF
Ishares New York Muni Bond ETF

ETFs
-1.2K
- 19.35%
$52.33 - $53.92 $62.8K - $64.7K
5K $263K
IWR
Ishares Russell Mid Cap ETF

ETFs
-50
- 0.27%
$82.81 - $92.93 $4.14K - $4.65K
18.3K $1.56M
TTAC
Fcf Us Quality ETF

ETFs
-900
- 11.04%
$65.72 - $67.39 $59.1K - $60.7K
7.25K $476K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-4.56K
- 19.54%
$19.66 - $21.64 $89.7K - $98.7K
18.8K $402K
UNH
Unitedhealth Group Inc

Healthcare
-143
- 6.29%
$461.52 - $548.18 $66K - $78.4K
2.13K $1.12M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-4.15K
- 1.48%
$22.11 - $22.43 $91.7K - $93.1K
277K $6.21M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-1.09K
- 0.31%
$18.01 - $18.31 $19.7K - $20K
352K $6.35M
LMT
Lockheed Martin Corp

Industrials
-10
- 1.87%
$423.19 - $506.29 $4.23K - $5.06K
526 $234K
ORCC
Owl Rock Capital Corp

Financial Services
-2K
- 10.0%
N/A
18K $241K
PANW
Palo Alto Networks Inc

Technology
-38
- 2.36%
$167.82 - $208.28 $6.38K - $7.91K
1.57K $268K
CME
Cme Group Inc.

Financial Services
-245
- 18.66%
$225.82 - $266.54 $55.3K - $65.3K
1.07K $283K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-440
- 8.21%
$51.52 - $52.37 $22.7K - $23K
4.92K $257K
AMGN
Amgen Inc

Healthcare
-277
- 21.27%
$258.59 - $327.36 $71.6K - $90.7K
1.03K $319K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-460
- 2.39%
$25.12 - $26.05 $11.6K - $12K
18.8K $473K
COP
Conocophillips

Energy
-259
- 11.11%
$88.6 - $105.85 $22.9K - $27.4K
2.07K $217K
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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