Mbl Wealth, LLC Purchases in Q4 2025

Mbl Wealth, LLC

  • $1.1 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
13.8K
+ 15.6%
$245.27 - $275.25 $3.4M - $3.81M
103K $27.4M
NVDA
Nvidia Corp

Technology
16.6K
+ 21.97%
$179.83 - $207.04 $2.99M - $3.44M
92.4K $17.2M
MSFT
Microsoft Corp

Technology
6.32K
+ 32.01%
$496.82 - $542.07 $3.14M - $3.42M
26.1K $13.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
31K
+ 2.91%
$91.46 - $91.76 $2.84M - $2.85M
1.1M $101M
AMZN
Amazon Com Inc

Consumer Cyclical
8.86K
+ 37.23%
$213.04 - $254.0 $1.89M - $2.25M
32.7K $7.67M
UITB
Usaa ETF Tr Core Intermediate

ETFs
41.8K
+ 6.73%
$47.38 - $47.93 $1.98M - $2M
663K $31.4M
GOOG
Alphabet Inc.

Communication Services
4.68K
+ 38.25%
$237.49 - $291.74 $1.11M - $1.36M
16.9K $4.83M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
32.5K
+ 24.95%
$51.23 - $52.62 $1.66M - $1.71M
163K $8.45M
AVGO
Broadcom Inc.

Technology
4.32K
+ 34.05%
$324.63 - $385.98 $1.4M - $1.67M
17K $5.83M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
24.3K
+ 2.65%
$43.6 - $45.68 $1.06M - $1.11M
942K $42.4M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
26.7K
+ 3.92%
$47.98 - $48.33 $1.28M - $1.29M
707K $34.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
35.1K
+ 4.21%
$63.25 - $66.24 $2.22M - $2.32M
867K $55.7M
GOOGL
Alphabet Inc.

Communication Services
2.14K
+ 9.41%
$236.57 - $291.31 $507K - $624K
24.9K $6.89M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
11.2K
+ 5.32%
$119.13 - $120.38 $1.33M - $1.34M
221K $26.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.04K
+ 32.23%
$600.51 - $631.95 $1.22M - $1.29M
8.35K $5.16M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
27.9K
+ 3.74%
$48.64 - $48.99 $1.36M - $1.37M
774K $37.7M
IDEV
Ishares Core Msci Intl Develop

ETFs
11.3K
+ 4.12%
$79.1 - $82.39 $891K - $929K
285K $23.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
16.6K
New
$70.2 - $73.89 $1.17M - $1.23M
16.6K $1.21M
LLY
Eli Lilly & CO

Healthcare
766
+ 50.69%
$799.57 - $1025.28 $612K - $785K
2.28K $2.33M
IBM
International Business Machines Corp

Technology
3.48K
+ 73.7%
$275.97 - $314.98 $960K - $1.1M
8.2K $2.44M
AMD
Advanced Micro Devices Inc

Technology
1.85K
+ 22.91%
$164.01 - $264.33 $304K - $490K
9.94K $2.39M
ABBV
Abb Vie Inc.

Healthcare
4.36K
+ 96.48%
$211.96 - $244.38 $924K - $1.07M
8.88K $2.08M
XOM
Exxon Mobil Corp

Energy
8.21K
+ 91.19%
$110.64 - $119.78 $909K - $984K
17.2K $2.03M
XLK
Technology Sector Spdr

ETFs
3.13K
+ 114.63%
$278.39 - $304.13 $872K - $953K
5.87K $1.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.45K
+ 0.68%
$653.02 - $687.39 $946K - $996K
214K $142M
IEMG
Ishares Inc

ETFs
15.2K
+ 2.43%
N/A
639K $34.3M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
13.5K
+ 3.05%
$52.21 - $52.72 $704K - $711K
456K $23.9M
IEFA
Ishares Tr

ETFs
3.79K
+ 1.25%
$86.09 - $89.88 $326K - $340K
307K $27.3M
HGER
Harbor ETF Tr All Weather Infl
22.1K
+ 11.58%
$25.61 - $27.12 $565K - $598K
213K $5.68M
JPM
Jpmorgan Chase & CO

Financial Services
2.9K
+ 27.25%
$294.11 - $320.41 $853K - $929K
13.5K $4.07M
WSM
Williams Sonoma Inc

Consumer Cyclical
3.85K
New
$181.45 - $199.63 $699K - $769K
3.85K $702K
CAH
Cardinal Health Inc

Healthcare
3.31K
New
$153.27 - $206.06 $507K - $681K
3.31K $678K
BX
Blackstone Inc.

Financial Services
5.22K
+ 363.4%
$138.42 - $168.45 $723K - $880K
6.66K $921K
MU
Micron Technology Inc

Technology
2.65K
New
$181.6 - $253.3 $481K - $671K
2.65K $654K
JNJ
Johnson & Johnson

Healthcare
2.66K
+ 31.95%
$185.98 - $199.58 $494K - $530K
11K $2.19M
MMM
3 M CO

Industrials
3.79K
+ 242.79%
$148.75 - $171.6 $564K - $650K
5.35K $885K
IWD
Ishares Russell 1000 Val ETF

ETFs
2.8K
+ 152.67%
$199.44 - $208.01 $558K - $582K
4.63K $948K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
17K
New
$33.05 - $33.87 $562K - $576K
17K $571K
V
Visa Inc.

Financial Services
2K
+ 37.94%
$325.75 - $352.42 $652K - $706K
7.28K $2.37M
MRK
Merck & Co., Inc.

Healthcare
5.32K
+ 75.51%
$82.49 - $92.93 $439K - $494K
12.4K $1.15M
WMT
Walmart Inc.

Consumer Defensive
5.21K
+ 37.81%
$101.18 - $109.03 $527K - $568K
19K $1.96M
RTX
Raytheon Technologies Corp

Industrials
2.52K
+ 27.77%
$157.0 - $179.44 $395K - $452K
11.6K $2.04M
XLE
Energy Sector Spdr

ETFs
5.45K
+ 99.89%
$85.22 - $92.02 $464K - $501K
10.9K $1M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
12.5K
+ 26.81%
$37.91 - $39.12 $473K - $488K
59K $2.3M
ISRG
Intuitive Surgical Inc

Healthcare
930
New
$429.59 - $576.2 $400K - $536K
930 $508K
TJX
Tjx Companies Inc

Consumer Cyclical
3.41K
+ 155.12%
$138.56 - $147.63 $473K - $504K
5.61K $819K
PANW
Palo Alto Networks Inc

Technology
2.4K
+ 149.88%
$204.77 - $221.38 $491K - $531K
4K $820K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.04K
+ 3.21%
$82.69 - $83.12 $499K - $502K
194K $16.1M
AEP
American Electric Power CO Inc

Utilities
3.77K
New
$112.75 - $122.73 $425K - $462K
3.77K $456K
Activity Summary
Buys All Purchases 203 New Holdings 51 Increased Positions 152 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 2
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