Mbl Wealth, LLC Reduced Holdings in Q3 2025

Mbl Wealth, LLC

  • $1.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-31.9K
- 23.15%
$41.26 - $43.63 $1.32M - $1.39M
106K $4.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-25.5K
- 16.49%
$53.81 - $57.52 $1.37M - $1.47M
129K $7.44M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-18.2K
- 32.36%
$39.58 - $40.74 $722K - $743K
38.1K $1.55M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-19.4K
- 8.36%
$33.95 - $36.33 $658K - $705K
213K $7.62M
UNH
Unitedhealth Group Inc

Healthcare
-1.33K
- 41.99%
$237.77 - $353.61 $316K - $469K
1.83K $632K
HON
Honeywell International Inc

Industrials
-725
- 18.17%
$207.7 - $240.4 $151K - $174K
3.27K $687K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-6.75K
- 10.53%
$42.21 - $43.91 $285K - $296K
57.3K $2.52M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-5.62K
- 11.89%
$44.81 - $46.39 $252K - $260K
41.6K $1.93M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.44K
- 6.3%
$88.47 - $93.24 $304K - $320K
51.1K $4.67M
CRM
Salesforce, Inc.

Technology
-487
- 28.99%
$231.66 - $273.65 $113K - $133K
1.19K $282K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-7.8K
- 7.54%
$51.7 - $54.73 $403K - $427K
95.7K $5.24M
XPEV
Xpeng Inc.

Consumer Cyclical
-9.6K
- 48.28%
$17.4 - $24.33 $167K - $234K
10.3K $240K
IWX
Ishares Tr Russell 200 Value E

ETFs
-1.5K
- 23.08%
$83.04 - $87.88 $125K - $132K
5K $439K
LLY
Eli Lilly & CO

Healthcare
-100
- 6.21%
$625.65 - $812.69 $62.6K - $81.3K
1.51K $1.15M
ARCC
Ares Capital Corp

Financial Services
-3K
- 16.38%
$20.41 - $23.25 $61.2K - $69.8K
15.3K $312K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.39K
- 9.83%
$41.43 - $44.2 $98.9K - $105K
21.9K $967K
SYK
Stryker Corp

Healthcare
-136
- 11.59%
$368.57 - $403.53 $50.1K - $54.9K
1.04K $383K
EWJ
Ishares Msci Japan ETF

ETFs
-1.22K
- 30.85%
$71.69 - $81.49 $87.7K - $99.7K
2.74K $220K
XLK
Technology Sector Spdr

ETFs
-550
- 16.75%
$250.97 - $282.66 $138K - $155K
2.73K $770K
PANW
Palo Alto Networks Inc

Technology
-263
- 14.12%
$167.06 - $208.19 $43.9K - $54.8K
1.6K $325K
KO
Coca Cola CO

Consumer Defensive
-61
- 0.68%
$65.67 - $71.67 $4.01K - $4.37K
8.91K $590K
HYG
Ishares Tr

ETFs
-570
- 12.0%
$79.85 - $81.32 $45.5K - $46.4K
4.18K $339K
CSCO
Cisco Systems, Inc.

Technology
-525
- 6.9%
$66.2 - $71.79 $34.8K - $37.7K
7.08K $484K
AMGN
Amgen Inc

Healthcare
-144
- 13.62%
$271.18 - $309.22 $39K - $44.5K
913 $257K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.5K
- 14.45%
$26.38 - $27.95 $39.6K - $41.9K
8.88K $242K
CRWD
Crowd Strike Holdings, Inc.

Technology
-15
- 1.29%
$412.46 - $514.1 $6.19K - $7.71K
1.15K $561K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.61K
- 0.64%
$22.36 - $22.52 $36K - $36.3K
251K $5.64M
TTAC
Fcf Us Quality ETF

ETFs
-300
- 4.15%
$69.96 - $71.12 $21K - $21.3K
6.93K $484K
PFE
Pfizer Inc

Healthcare
-1.4K
- 8.87%
$23.29 - $25.88 $32.6K - $36.2K
14.4K $366K
VTI
Vanguard Total Stock Market Et

ETFs
-605
- 7.97%
$303.93 - $329.86 $184K - $200K
6.99K $2.29M
CME
Cme Group Inc.

Financial Services
-33
- 3.26%
$258.83 - $287.1 $8.54K - $9.47K
978 $264K
ABT
Abbott Laboratories

Healthcare
-49
- 2.07%
$120.51 - $136.62 $5.9K - $6.69K
2.32K $310K
CB
Chubb LTD

Financial Services
-14
- 1.72%
$265.99 - $289.59 $3.72K - $4.05K
798 $225K
NKE
Nike, Inc.

Consumer Cyclical
-40
- 0.99%
$69.24 - $79.24 $2.77K - $3.17K
3.99K $278K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-1K
- 8.33%
$44.14 - $47.9 $44.1K - $47.9K
11K $522K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-125
- 1.03%
$78.11 - $79.07 $9.76K - $9.88K
12K $947K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-300
- 7.21%
$49.98 - $52.24 $15K - $15.7K
3.86K $201K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-115
- 2.42%
$97.75 - $100.75 $11.2K - $11.6K
4.64K $465K
BOND
Pimco Active Bond Exchange Tra

ETFs
-119
- 2.72%
$90.83 - $93.81 $10.8K - $11.2K
4.25K $396K
AXP
American Express CO

Financial Services
-75
- 4.66%
$294.27 - $342.31 $22.1K - $25.7K
1.53K $509K
TXN
Texas Instruments Inc

Technology
-16
- 1.2%
N/A
1.32K $256K
VOT
Vanguard Mid Cap Growth Index

ETFs
-42
- 3.64%
$282.75 - $294.19 $11.9K - $12.4K
1.11K $326K
Labcorp Holdings Inc
-4
- 0.01%
N/A
29.4K $0
PAPR
Innovator U.S. Equity Power Bu

ETFs
-240
- 3.07%
$37.32 - $38.38 $8.96K - $9.21K
7.59K $291K
Blackrock Inc
-22
- 3.89%
N/A
543 $0
PSEP
Innovator U.S. Equity Power Bu
-1.16K
- 0.57%
N/A
204K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-50
- 0.84%
N/A
5.93K $0
Innovator Etfs Trust
-5.41K
- 4.19%
N/A
124K $0
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-425
- 4.34%
$39.8 - $42.86 $16.9K - $18.2K
9.38K $401K
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
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