Mbl Wealth, LLC Portfolio Holdings

Mbl Wealth, LLC

  • $833 Million
  • Q2 2024

Mbl Wealth, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $833 Million distributed in 236 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 $108M, Spdr Bloomberg 1 3 Month T Bil with a value of $74.9M, Ishares Core S&P Mid Cap ETF with a value of $42.9M, Dimensional ETF Tr Natl Mun Bd with a value of $33.4M, and Ihares Core 1 5 Years Usd Bond with a value of $32.1M.

Examining the 13F form we can see an increase of $2.87M in the current position value, from $830M to 833M.

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 $833 Million
ETFs: $723 Million
Technology: $45 Million
Financial Services: $14.8 Million
Communication Services: $11.9 Million
Consumer Cyclical: $9.03 Million
Healthcare: $6.74 Million
Industrials: $4.8 Million
Consumer Defensive: $3.96 Million
Other: $4.67 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$443M
$746,000 0.09% of portfolio
35,765
Q1 2024 New
$447M
$491,000 0.06% of portfolio
29,112
Q1 2024 Reduced 0.95%
$1.4B
$337,000 0.04% of portfolio
75,501
Q1 2023 Added 49.5%

Summary

  • Portfolio
  • No. of Stocks 236
  • Current Value $833 Million
  • Prior Value $830 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 23 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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