Mbl Wealth, LLC has filed its 13F form on May 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $923 Million distributed in 258 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $114M, Spdr Bloomberg 1 3 Month T Bil with a value of $103M, Ishares Core S&P Mid Cap ETF with a value of $45.1M, World Gold Trust with a value of $35.3M, and Amplify ETF Tr Amplify Cwp Enh with a value of $35.1M.
Examining the 13F form we can see an decrease of $9.39M in the current position value, from $932M to 923M.
Mbl Wealth, LLC is based out at Charlotte, NC
Below you can find more details about Mbl Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$923 Million
ETFs: $800 Million
Technology: $44.2 Million
Financial Services: $20.5 Million
Communication Services: $14.4 Million
Consumer Cyclical: $11.2 Million
Healthcare: $7.49 Million
Consumer Defensive: $4.76 Million
Industrials: $4.5 Million
Other: $5.06 Million
Stock Holdings Table Market Cap. of $200 Billions or more
