Mbl Wealth, LLC Reduced Holdings in Q3 2024

Mbl Wealth, LLC

  • $866 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-105K
- 12.82%
$91.42 - $91.82 $9.57M - $9.61M
712K $65.4M
GBIL
Goldman Sachs Access Treasury

ETFs
-41.4K
- 46.41%
$99.7 - $100.3 $4.12M - $4.15M
47.8K $4.79M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-60.1K
- 39.25%
$39.37 - $41.68 $2.37M - $2.51M
93K $3.85M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-34.6K
- 20.76%
$53.41 - $57.9 $1.85M - $2M
132K $7.64M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-32.1K
- 18.79%
$43.5 - $45.75 $1.4M - $1.47M
139K $6.35M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-20.7K
- 17.42%
$44.87 - $47.18 $928K - $976K
98.1K $4.63M
SUB
Ishares Short Term National Mu

ETFs
-5.31K
- 5.65%
$104.3 - $106.3 $554K - $564K
88.6K $9.4M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-17.8K
- 35.58%
$19.01 - $20.7 $339K - $369K
32.3K $660K
DE
Deere & CO

Industrials
-730
- 58.59%
$344.84 - $418.0 $252K - $305K
516 $215K
XLV
Select Sector Spdr Fund Health

ETFs
-1.53K
- 48.6%
$143.3 - $157.24 $219K - $241K
1.62K $249K
JBBB
Janus Detroit Str Tr Henderson

ETFs
-1.68K
- 2.06%
$48.27 - $49.33 $80.9K - $82.6K
79.8K $3.91M
CVX
Chevron Corp

Energy
-240
- 3.63%
$137.88 - $161.97 $33.1K - $38.9K
6.36K $937K
XLE
Energy Sector Spdr

ETFs
-637
- 6.01%
$84.35 - $93.39 $53.7K - $59.5K
9.96K $874K
AAPL
Apple Inc.

Technology
-9.96K
- 9.89%
$207.23 - $234.82 $2.06M - $2.34M
90.7K $21.1M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.65K
- 21.11%
$51.02 - $52.74 $84.2K - $87K
6.17K $324K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1.65K
- 15.15%
$39.31 - $41.32 $64.7K - $68K
9.21K $380K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-79
- 10.09%
$460.0 - $505.78 $36.3K - $40K
704 $327K
STOT
Spdr Doubleline Short Duration

ETFs
-860
- 6.87%
$46.63 - $47.52 $40.1K - $40.9K
11.7K $553K
WFC
Wells Fargo & Company

Financial Services
-140
- 2.89%
$51.58 - $60.97 $7.22K - $8.54K
4.7K $265K
HYG
Ishares Tr

ETFs
-340
- 10.73%
$76.72 - $80.36 $26.1K - $27.3K
2.83K $227K
MPC
Marathon Petroleum Corp

Energy
-10
- 0.76%
$158.61 - $180.75 $1.59K - $1.81K
1.31K $212K
TJX
Tjx Companies Inc

Consumer Cyclical
-220
- 8.42%
$107.93 - $120.23 $23.7K - $26.5K
2.39K $281K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-400
- 3.09%
$76.38 - $78.87 $30.6K - $31.5K
12.5K $986K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-387
- 8.62%
$77.02 - $85.06 $29.8K - $32.9K
4.1K $346K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-12.6K
- 50.39%
N/A
12.4K $0
Fortrea Hldgs Inc
-8
- 0.02%
N/A
42.3K $0
Labcorp Holdings Inc
-10.5K
- 24.71%
N/A
31.9K $0
Innovator Etfs Trust
-10K
- 2.89%
N/A
337K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-36.9K
- 28.7%
N/A
91.6K $0
PDEC
Innovator U.S. Equity Power Bu
-127K
- 54.57%
N/A
105K $0
PSEP
Innovator U.S. Equity Power Bu
-5.03K
- 2.23%
N/A
220K $0
J P Morgan Exchange Traded F
-12.1K
- 34.49%
N/A
23K $0
PAPR
Innovator U.S. Equity Power Bu

ETFs
-350
- 3.25%
$33.61 - $35.94 $11.8K - $12.6K
10.4K $375K
CSCO
Cisco Systems, Inc.

Technology
-565
- 10.08%
$44.74 - $53.22 $25.3K - $30.1K
5.04K $268K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-340
- 3.24%
$43.21 - $46.51 $14.7K - $15.8K
10.2K $472K
MCD
Mcdonalds Corp

Consumer Cyclical
-227
- 15.56%
$245.82 - $304.51 $55.8K - $69.1K
1.23K $375K
CRM
Salesforce, Inc.

Technology
-48
- 3.75%
$238.42 - $276.53 $11.4K - $13.3K
1.23K $336K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.51K
- 5.14%
$37.37 - $41.82 $56.5K - $63.2K
27.9K $1.16M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-9
- 1.14%
$283.28 - $314.39 $2.55K - $2.83K
782 $245K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-610
- 5.3%
$75.32 - $84.37 $45.9K - $51.5K
10.9K $910K
NFLX
Netflix Inc

Communication Services
-5
- 1.13%
$598.55 - $722.26 $2.99K - $3.61K
439 $311K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-50
- 0.21%
$49.69 - $50.5 $2.48K - $2.53K
23.7K $1.19M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-130
- 0.66%
$36.29 - $38.05 $4.72K - $4.95K
19.6K $746K
VGT
Vanguard Information Technolog

ETFs
-22
- 0.71%
$514.43 - $606.85 $11.3K - $13.4K
3.06K $1.79M
TTAC
Fcf Us Quality ETF

ETFs
-300
- 3.4%
$58.5 - $65.18 $17.6K - $19.6K
8.53K $555K
TFC
Truist Financial Corp

Financial Services
-110
- 1.49%
$38.22 - $44.94 $4.2K - $4.94K
7.26K $310K
COST
Costco Wholesale Corp

Consumer Defensive
-21
- 1.46%
$801.83 - $917.05 $16.8K - $19.3K
1.42K $1.26M
VZ
Verizon Communications Inc

Communication Services
-127
- 0.87%
$38.89 - $45.0 $4.94K - $5.72K
14.5K $652K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-16
- 0.63%
$475.2 - $527.7 $7.6K - $8.44K
2.54K $1.34M
Activity Summary
Buys All Purchases 103 New Holdings 11 Increased Positions 92 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Mbl Wealth, LLC Portfolio

Follow Mbl Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email