Mbl Wealth, LLC Reduced Holdings in Q2 2024

Mbl Wealth, LLC

  • $833 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
-70
- 7.73%
$243.01 - $274.28 $17K - $19.2K
835 $212K
TTAC
Fcf Us Quality ETF

ETFs
-300
- 3.29%
$57.05 - $60.92 $17.1K - $18.3K
8.83K $535K
SYK
Stryker Corp

Healthcare
-11
- 1.27%
$324.3 - $354.67 $3.57K - $3.9K
853 $290K
RBLX
Roblox Corp

Communication Services
-135
- 1.11%
$30.42 - $40.54 $4.11K - $5.47K
12K $446K
GS
Goldman Sachs Group Inc

Financial Services
-225
- 9.24%
$389.49 - $470.41 $87.6K - $106K
2.21K $999K
RUN
Sunrun Inc.

Technology
-20
- 0.17%
$9.71 - $14.9 $194 - $298
12K $142K
POCT
Innovator U.S. Equity Power Bu

ETFs
-500
- 8.33%
$37.05 - $38.29 $18.5K - $19.1K
5.5K $210K
PEP
Pepsico Inc

Consumer Defensive
-4
- 0.32%
$163.33 - $183.11 $653 - $732
1.24K $204K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-20
- 1.1%
$109.44 - $118.4 $2.19K - $2.37K
1.8K $204K
VOT
Vanguard Mid Cap Growth Index

ETFs
-10
- 0.92%
$218.75 - $234.97 $2.19K - $2.35K
1.08K $246K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-15K
- 53.57%
N/A
13K $0
PSEP
Innovator U.S. Equity Power Bu
-17.7K
- 7.29%
N/A
225K $0
PDEC
Innovator U.S. Equity Power Bu
-129K
- 35.67%
N/A
232K $0
VTI
Vanguard Total Stock Market Et

ETFs
-29
- 3.22%
$245.23 - $269.4 $7.11K - $7.81K
871 $233K
MO
Altria Group, Inc.

Consumer Defensive
-174
- 3.59%
$40.75 - $46.83 $7.09K - $8.15K
4.67K $212K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.4K
- 3.38%
$58.7 - $64.78 $200K - $220K
97.2K $6.25M
MKL
Markel Corp

Financial Services
-3
- 2.13%
$1423.66 - $1663.21 $4.27K - $4.99K
138 $217K
ADBE
Adobe Inc.

Technology
-27
- 6.51%
$439.02 - $555.54 $11.9K - $15K
388 $215K
NFLX
Netflix Inc

Communication Services
-21
- 4.52%
$550.64 - $686.12 $11.6K - $14.4K
444 $299K
TXN
Texas Instruments Inc

Technology
-37
- 2.83%
$159.68 - $202.54 $5.91K - $7.49K
1.27K $247K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-48
- 1.84%
$455.1 - $504.28 $21.8K - $24.2K
2.56K $1.28M
AMAT
Applied Materials Inc

Technology
-15
- 1.12%
$189.46 - $247.83 $2.84K - $3.72K
1.33K $313K
ORCL
Oracle Corp

Technology
-232
- 4.32%
$113.75 - $144.64 $26.4K - $33.6K
5.14K $725K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-2.47K
- 1.8%
$31.71 - $33.65 $78.3K - $83.1K
135K $4.53M
META
Meta Platforms, Inc.

Communication Services
-142
- 1.95%
$430.17 - $527.34 $61.1K - $74.9K
7.15K $3.61M
COST
Costco Wholesale Corp

Consumer Defensive
-22
- 1.5%
$704.88 - $870.75 $15.5K - $19.2K
1.44K $1.22M
VGT
Vanguard Information Technolog

ETFs
-6
- 0.19%
$479.9 - $588.82 $2.88K - $3.53K
3.08K $1.78M
AVGO
Broadcom Inc.

Technology
-52
- 4.49%
$1204.71 - $1828.87 $62.6K - $95.1K
1.11K $1.77M
GOOG
Alphabet Inc.

Communication Services
-8
- 0.08%
$151.94 - $186.86 $1.22K - $1.49K
10.4K $1.91M
MSFT
Microsoft Corp

Technology
-138
- 0.73%
$389.33 - $452.85 $53.7K - $62.5K
18.9K $8.43M
AAPL
Apple Inc.

Technology
-375
- 0.37%
$165.0 - $216.67 $61.9K - $81.3K
101K $21.2M
Activity Summary
Buys All Purchases 89 New Holdings 23 Increased Positions 66 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 2
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