Mbl Wealth, LLC Options Holdings

Mbl Wealth, LLC

  • $945 Million
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
AAPL
Apple Inc.

Technology
PUT
$1.01 Million
4.9K
Q2 2025
New holding
DNUT
Krispy Kreme, Inc.

Consumer Defensive
CALL
$130,000
45K
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 274
  • Current Value $945 Million
  • Prior Value $923 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 31 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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