Noble Wealth Management Pbc Purchases in Q1 2025

Noble Wealth Management Pbc

  • $113 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BALT
Innovator Etfs Tr
2.8K
+ 17.79%
$31.31 - $31.89 $87.7K - $89.3K
18.5K $581K
CXE
Mfs High Income Municipal Trust

Financial Services
6.56K
+ 4.82%
$3.6 - $3.85 $23.6K - $25.3K
143K $526K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
2.5K
+ 3.53%
$7.75 - $7.98 $19.4K - $20K
73.3K $572K
MA
Mastercard Inc

Financial Services
30
+ 2.7%
$504.67 - $576.31 $15.1K - $17.3K
1.14K $624K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
150
+ 0.38%
$14.61 - $15.83 $2.19K - $2.37K
40.2K $605K
NOCT
Innovator Growth 100 Power Buf

ETFs
652
+ 5.34%
$49.54 - $52.84 $32.3K - $34.5K
12.9K $639K
VO
Vanguard Mid Cap ETF

ETFs
182
+ 7.56%
$251.87 - $277.95 $45.8K - $50.6K
2.59K $665K
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
4.5K
+ 7.3%
$10.14 - $10.82 $45.6K - $48.7K
66.1K $687K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
760
+ 1.65%
$15.05 - $16.47 $11.4K - $12.5K
46.9K $751K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
17.9K
+ 21.42%
$8.86 - $9.3 $159K - $167K
102K $937K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
2K
+ 4.12%
$16.06 - $16.99 $32.1K - $34K
50.5K $842K
TSI
Tcw Strategic Income Fund Inc

Financial Services
72
+ 0.04%
$4.76 - $4.93 $343 - $355
172K $833K
Fidelity Enhanced International ETF
39.2K
+ 121.31%
N/A
71.6K $0
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.64K
+ 17.47%
$100.32 - $100.76 $165K - $165K
11K $1.11M
MSFT
Microsoft Corp

Technology
60
+ 2.68%
$375.39 - $447.2 $22.5K - $26.8K
2.3K $862K
AMZN
Amazon Com Inc

Consumer Cyclical
2.26K
+ 42.64%
$190.26 - $242.06 $429K - $546K
7.54K $1.44M
EFA
Ishares Tr Msci Eafe ETF

ETFs
345
+ 1.93%
$74.85 - $84.89 $25.8K - $29.3K
18.2K $1.5M
XC
Wisdomtree Tr Emerging Mkts Ex
3.67K
+ 7.5%
N/A
52.6K $0
PHK
Pimco High Income Fund

Financial Services
9.95K
+ 3.11%
$4.85 - $4.98 $48.3K - $49.6K
330K $1.61M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
10.6K
+ 7.59%
$13.1 - $13.52 $139K - $143K
150K $1.97M
VNQ
Vanguard Specialized Funds Van

ETFs
1.68K
+ 7.87%
$85.55 - $94.34 $143K - $158K
23K $2.06M
AAPL
Apple Inc.

Technology
15.5K
+ 191.98%
$209.68 - $247.1 $3.25M - $3.83M
23.6K $5.24M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.35K
+ 3.91%
$57.21 - $65.8 $77.3K - $89K
35.9K $2.09M
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
3.05K
+ 1.6%
$12.82 - $13.57 $39.1K - $41.4K
194K $2.61M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
13.5K
+ 9.12%
$16.54 - $17.22 $223K - $232K
161K $2.71M
XSMO
Invesco S&P Smallcap Momentum

ETFs
7.78K
+ 19.01%
$59.97 - $70.03 $467K - $545K
48.7K $2.97M
Fidelity Enhanced Mid Cap ETF
4.03K
+ 4.31%
N/A
97.5K $0
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.07K
+ 1.83%
$29.34 - $31.31 $60.8K - $64.8K
115K $3.41M
Activity Summary
Buys All Purchases 129 New Holdings 61 Increased Positions 68 Sells All Sells 132 Reductions 130 Sold out 2 Options Calls 0 Puts 0
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