Mbl Wealth, LLC Portfolio Holdings by Sector

Mbl Wealth, LLC

$1.02 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY BIL IJH DIVO GLDM ISTB IEMG DFNM 104 stocks	$850,034 84.94% of portfolio	48	39	5	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL AAPL 2 stocks	$23,836 2.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO AMD INTC TXN 5 stocks	$20,166 2.02% of portfolio	2	3	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG EVER 4 stocks	$14,860 1.48% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL PLTR CRWD BAND PANW 6 stocks	$14,058 1.4% of portfolio	2	3	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$7,485 0.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA RIVN XPEV 3 stocks	$5,909 0.59% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC C 4 stocks	$5,544 0.55% of portfolio	3	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$5,227 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ LLY ABBV MRK PFE AMGN 6 stocks	$4,951 0.49% of portfolio	3	3	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP 3 stocks	$3,386 0.34% of portfolio	2	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$3,282 0.33% of portfolio	1	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$2,958 0.3% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FCNCA PRK TFC FNB 4 stocks	$2,861 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX HEI LMT 3 stocks	$2,480 0.25% of portfolio	3	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2,293 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$2,112 0.21% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$2,100 0.21% of portfolio	2	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS 2 stocks	$2,048 0.2% of portfolio	1	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK SO 2 stocks	$1,860 0.19% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Application \| Technology MSTR UBER CRM 3 stocks	$1,619 0.16% of portfolio	2	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services CEF ARCC BX EXG GCV 5 stocks	$1,349 0.13% of portfolio	1	2	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$1,331 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC UNP 2 stocks	$1,280 0.13% of portfolio	2	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$1,239 0.12% of portfolio	2	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$1,232 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX 2 stocks	$1,093 0.11% of portfolio	2	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials SLDP VRT 2 stocks	$1,089 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1,082 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials SLI 1 stocks	$1,031 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$929 0.09% of portfolio	1	1	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$926 0.09% of portfolio	2	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T 2 stocks	$886 0.09% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$882 0.09% of portfolio	1	1	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$816 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE EMR 2 stocks	$797 0.08% of portfolio	2	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK ABT 2 stocks	$693 0.07% of portfolio	-	2	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$632 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$564 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services MKL CB 2 stocks	$517 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$484 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive DNUT DNUT 2 stocks	$352 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$341 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$322 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$317 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$285 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$278 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$264 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$229 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD 1 stocks	$228 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Solar \| Technology RUN 1 stocks	$213 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts

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Mbl Wealth, LLC Portfolio Holdings by Sector

Mbl Wealth, LLC

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