Mbl Wealth, LLC Reduced Holdings in Q2 2024

Mbl Wealth, LLC

  • $833 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-240K
- 22.72%
$91.42 - $91.82 $21.9M - $22M
817K $74.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-202K
- 96.35%
$95.11 - $97.92 $19.2M - $19.8M
7.66K $743K
STOT
Spdr Doubleline Short Duration

ETFs
-116K
- 90.23%
$46.52 - $46.87 $5.38M - $5.42M
12.5K $586K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-60.7K
- 27.56%
$81.05 - $81.66 $4.92M - $4.96M
160K $13M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-111K
- 48.28%
$43.63 - $46.03 $4.84M - $5.1M
119K $5.47M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-79.7K
- 31.8%
$41.9 - $44.08 $3.34M - $3.51M
171K $7.53M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-11.6K
- 47.25%
$75.81 - $76.76 $878K - $889K
12.9K $992K
HYG
Ishares Tr

ETFs
-10.9K
- 77.54%
$75.68 - $77.45 $828K - $848K
3.17K $244K
CSCO
Cisco Systems, Inc.

Technology
-10.4K
- 65.05%
$45.52 - $50.04 $475K - $522K
5.61K $266K
XLV
Select Sector Spdr Fund Health

ETFs
-3.27K
- 50.91%
$138.43 - $147.09 $452K - $480K
3.15K $458K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.28K
- 46.75%
$249.37 - $280.22 $319K - $359K
1.46K $371K
SUB
Ishares Short Term National Mu

ETFs
-3.65K
- 3.74%
$104.04 - $104.8 $380K - $383K
93.9K $9.81M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-10.6K
- 34.94%
$35.2 - $37.12 $373K - $394K
19.8K $733K
SPG
Simon Property Group Inc

Real Estate
-2.03K
- 28.13%
$140.18 - $153.78 $285K - $313K
5.19K $788K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-6.2K
- 44.22%
$50.64 - $51.3 $314K - $318K
7.82K $400K
KO
Coca Cola CO

Consumer Defensive
-5.36K
- 54.32%
$58.06 - $64.15 $311K - $344K
4.51K $286K
TSLA
Tesla, Inc.

Consumer Cyclical
-2.42K
- 32.05%
$142.05 - $197.88 $344K - $479K
5.14K $1.02M
IBM
International Business Machines Corp

Technology
-1.38K
- 37.59%
$164.43 - $190.9 $226K - $263K
2.29K $395K
HD
Home Depot, Inc.

Consumer Cyclical
-215
- 3.89%
$325.1 - $368.03 $69.9K - $79.1K
5.31K $1.83M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-345
- 36.16%
$541.52 - $599.02 $187K - $207K
609 $336K
CVX
Chevron Corp

Energy
-1.24K
- 15.82%
$152.57 - $166.33 $189K - $206K
6.6K $1.03M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-6.3K
- 24.92%
$25.12 - $25.81 $158K - $162K
19K $482K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-41
- 0.39%
$396.73 - $420.24 $16.3K - $17.2K
10.5K $4.27M
V
Visa Inc.

Financial Services
-216
- 3.64%
$262.47 - $281.5 $56.7K - $60.8K
5.71K $1.5M
NSC
Norfolk Southern Corp

Industrials
-65
- 2.24%
$209.9 - $253.39 $13.6K - $16.5K
2.84K $610K
LOW
Lowes Companies Inc

Consumer Cyclical
-82
- 2.55%
$214.27 - $249.28 $17.6K - $20.4K
3.13K $690K
JNJ
Johnson & Johnson

Healthcare
-377
- 6.8%
$144.38 - $157.78 $54.4K - $59.5K
5.17K $755K
CAT
Caterpillar Inc

Industrials
-193
- 11.78%
$321.47 - $379.3 $62K - $73.2K
1.45K $481K
MRK
Merck & Co., Inc.

Healthcare
-181
- 1.79%
$123.8 - $132.96 $22.4K - $24.1K
9.94K $1.23M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-2.92K
- 21.17%
$38.2 - $40.26 $111K - $117K
10.9K $436K
IWR
Ishares Russell Mid Cap ETF

ETFs
-520
- 2.67%
$78.66 - $83.59 $40.9K - $43.5K
19K $1.54M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-5.01K
- 5.72%
$28.46 - $30.33 $143K - $152K
82.6K $2.39M
DE
Deere & CO

Industrials
-99
- 7.36%
$364.98 - $414.02 $36.1K - $41K
1.25K $465K
COP
Conocophillips

Energy
-411
- 16.26%
$109.39 - $133.52 $45K - $54.9K
2.12K $242K
WMT
Walmart Inc.

Consumer Defensive
-3.24K
- 17.34%
$58.85 - $68.9 $191K - $223K
15.4K $1.04M
PG
Procter & Gamble CO

Consumer Defensive
-545
- 8.35%
$155.33 - $168.56 $84.7K - $91.9K
5.98K $986K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.29K
- 4.21%
$37.62 - $40.69 $48.6K - $52.6K
29.4K $1.15M
MPC
Marathon Petroleum Corp

Energy
-148
- 10.12%
$168.76 - $219.13 $25K - $32.4K
1.32K $228K
XLE
Energy Sector Spdr

ETFs
-283
- 2.6%
$88.04 - $98.08 $24.9K - $27.8K
10.6K $966K
IWM
Ishares Russell 2000 ETF

ETFs
-45
- 0.65%
$192.84 - $209.44 $8.68K - $9.42K
6.87K $1.39M
CRM
Salesforce, Inc.

Technology
-5
- 0.39%
$218.01 - $304.74 $1.09K - $1.52K
1.28K $328K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-832
- 8.78%
$47.37 - $50.09 $39.4K - $41.7K
8.64K $421K
ABBV
Abb Vie Inc.

Healthcare
-47
- 1.13%
$154.79 - $180.76 $7.28K - $8.5K
4.1K $703K
BLK
Black Rock Inc.

Financial Services
-38
- 8.28%
$747.3 - $826.77 $28.4K - $31.4K
421 $331K
UNH
Unitedhealth Group Inc

Healthcare
-169
- 6.69%
$439.2 - $524.63 $74.2K - $88.7K
2.36K $1.2M
AMD
Advanced Micro Devices Inc

Technology
-56
- 3.79%
$144.27 - $183.34 $8.08K - $10.3K
1.42K $230K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-25
- 0.13%
$45.24 - $49.04 $1.13K - $1.23K
18.9K $894K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-213
- 1.82%
$76.09 - $82.16 $16.2K - $17.5K
11.5K $900K
BOND
Pimco Active Bond Exchange Tra

ETFs
-230
- 4.92%
$89.04 - $91.74 $20.5K - $21.1K
4.45K $405K
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
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