Mbl Wealth, LLC Incresed Positions in Q2 2024

Mbl Wealth, LLC

  • $833 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
4.82K
+ 2.49%
$495.16 - $548.49 $2.39M - $2.64M
198K $108M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
86.2K
+ 77.22%
$50.84 - $55.56 $4.38M - $4.79M
198K $11M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
70.4K
+ 73.1%
$54.04 - $58.09 $3.81M - $4.09M
167K $9.09M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
81.5K
+ 1109.54%
$37.9 - $40.65 $3.09M - $3.31M
88.9K $3.61M
PMAR
Innovator U.S. Equity Power Bu

ETFs
64.1K
+ 327.21%
$35.78 - $37.99 $2.29M - $2.44M
83.7K $3.17M
NVDA
Nvidia Corp

Technology
62.5K
+ 925.26%
$118.11 - $1224.4 $7.38M - $76.5M
69.3K $8.56M
IEMG
Ishares Inc

ETFs
13.4K
+ 2.58%
$50.02 - $54.95 $669K - $734K
530K $28.4M
GLDM
World Gold Trust

ETFs
6.83K
+ 1.2%
$44.52 - $48.11 $304K - $328K
574K $26.5M
VNQ
Vanguard Specialized Funds Van

ETFs
15.6K
+ 51.67%
$78.61 - $85.97 $1.23M - $1.34M
45.9K $3.84M
MLPA
Global X Mlp ETF

ETFs
21.1K
+ 24.75%
$46.2 - $48.98 $975K - $1.03M
106K $5.16M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
28.9K
+ 3.69%
$37.5 - $39.27 $1.08M - $1.13M
812K $31.4M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
20.7K
+ 5.17%
$51.55 - $52.29 $1.07M - $1.08M
421K $21.9M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
6.53K
+ 2.47%
$45.19 - $49.99 $295K - $327K
271K $13.5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.66K
+ 4.1%
$113.43 - $115.88 $869K - $888K
195K $22.5M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
21.6K
+ 16.4%
$38.37 - $39.99 $828K - $863K
153K $6.08M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
17K
+ 2.57%
$46.84 - $47.46 $796K - $806K
678K $32.1M
GOOGL
Alphabet Inc.

Communication Services
100
+ 0.42%
$150.53 - $185.41 $15.1K - $18.5K
23.7K $4.32M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
36.8K
+ 11.85%
$17.74 - $18.14 $653K - $667K
347K $6.24M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
35K
+ 8.77%
$13.7 - $14.47 $479K - $506K
433K $6.09M
PJUL
Innovator U.S. Equity Power Bu

ETFs
11.6K
+ 11.27%
$37.29 - $38.87 $434K - $452K
115K $4.46M
AMZN
Amazon Com Inc

Consumer Cyclical
1.34K
+ 6.31%
$173.67 - $197.85 $232K - $265K
22.5K $4.35M
HON
Honeywell International Inc

Industrials
2.16K
+ 131.65%
$190.36 - $215.89 $412K - $467K
3.81K $812K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.01K
+ 34.53%
$316.15 - $367.33 $321K - $372K
3.95K $1.44M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
32.4K
+ 4.63%
$56.43 - $60.79 $1.83M - $1.97M
734K $42.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.86K
+ 1.6%
$55.18 - $59.2 $103K - $110K
118K $7.01M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
2.88K
+ 2.86%
$43.09 - $46.06 $124K - $133K
104K $4.77M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
5.73K
+ 8.83%
$47.4 - $48.65 $271K - $279K
70.6K $3.41M
IDEV
Ishares Core Msci Intl Develop

ETFs
9.29K
+ 4.03%
$64.09 - $68.74 $595K - $638K
240K $15.7M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
8.84K
+ 4.36%
$27.7 - $29.59 $245K - $262K
212K $6.12M
LLY
Eli Lilly & CO

Healthcare
33
+ 2.43%
$724.87 - $909.04 $23.9K - $30K
1.39K $1.26M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.55K
+ 34.47%
$108.78 - $119.23 $169K - $185K
6.05K $718K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
8.74K
+ 1.27%
$47.4 - $48.0 $414K - $419K
698K $33.4M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
6.14K
+ 13.96%
$19.91 - $21.45 $122K - $132K
50.1K $1.02M
GLD
Spdr Gold Trust

ETFs
51
+ 0.43%
$207.82 - $224.56 $10.6K - $11.5K
11.9K $2.55M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
173
+ 0.37%
$40.83 - $44.89 $7.06K - $7.77K
46.4K $2.03M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
1.82K
+ 20.98%
$42.92 - $44.74 $78.1K - $81.4K
10.5K $468K
MLPB
Ubs Ag

ETFs
2.33K
+ 4.24%
$22.64 - $24.62 $52.6K - $57.2K
57.2K $1.41M
EWJ
Ishares Msci Japan ETF

ETFs
3.19K
+ 7.06%
$66.01 - $70.48 $211K - $225K
48.4K $3.31M
BAC
Bank Of America Corp

Financial Services
1.23K
+ 8.06%
$34.68 - $40.02 $42.8K - $49.4K
16.6K $658K
IVV
Ishares Core S&P 500 ETF

ETFs
51
+ 2.71%
$497.53 - $549.64 $25.4K - $28K
1.93K $1.06M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
1.35K
+ 6.04%
$49.57 - $49.94 $66.9K - $67.4K
23.7K $1.18M
XOM
Exxon Mobil Corp

Energy
608
+ 8.29%
$108.36 - $122.2 $65.9K - $74.3K
7.94K $914K
AMGN
Amgen Inc

Healthcare
72
+ 6.01%
$262.75 - $319.31 $18.9K - $23K
1.27K $397K
JPM
Jpmorgan Chase & CO

Financial Services
134
+ 1.29%
$180.08 - $204.79 $24.1K - $27.4K
10.5K $2.13M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
7.74K
+ 4.26%
$33.44 - $36.04 $259K - $279K
190K $6.59M
FCNCA
First Citizens Bancshares Inc

Financial Services
2
+ 0.33%
$1532.51 - $1800.35 $3.07K - $3.6K
602 $1.01M
DUK
Duke Energy Corp

Utilities
30
+ 0.49%
$92.87 - $104.6 $2.79K - $3.14K
6.11K $612K
VO
Vanguard Mid Cap ETF

ETFs
801
+ 3.64%
$234.99 - $248.98 $188K - $199K
22.8K $5.52M
RTX
Raytheon Technologies Corp

Industrials
74
+ 1.47%
$97.55 - $108.44 $7.22K - $8.02K
5.11K $513K
Activity Summary
Buys All Purchases 89 New Holdings 23 Increased Positions 66 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 2
Track This Portfolio

Track Mbl Wealth, LLC Portfolio

Follow Mbl Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email