Mbl Wealth, LLC Reduced Holdings in Q3 2025

Mbl Wealth, LLC

  • $1.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
-157
- 9.85%
$152.77 - $188.68 $24K - $29.6K
1.44K $245K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-25
- 1.67%
$132.9 - $142.03 $3.32K - $3.55K
1.48K $208K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-150
- 1.22%
$35.94 - $38.52 $5.39K - $5.78K
12.1K $451K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-75
- 1.11%
$43.95 - $45.8 $3.3K - $3.44K
6.69K $306K
AMAT
Applied Materials Inc

Technology
-75
- 6.28%
$156.25 - $204.95 $11.7K - $15.4K
1.12K $229K
XLE
Energy Sector Spdr

ETFs
-147
- 2.63%
$84.25 - $91.99 $12.4K - $13.5K
5.45K $487K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-350
- 1.65%
$40.37 - $42.12 $14.1K - $14.7K
20.9K $879K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-1.87K
- 3.85%
$36.37 - $38.37 $67.8K - $71.6K
46.6K $1.79M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-310
- 1.02%
$37.58 - $39.01 $11.6K - $12.1K
30.2K $1.18M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-50
- 1.4%
$182.33 - $194.5 $9.12K - $9.73K
3.52K $683K
C
Citigroup Inc

Financial Services
-225
- 6.05%
$85.57 - $103.49 $19.3K - $23.3K
3.49K $354K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-40
- 0.38%
$87.29 - $93.61 $3.49K - $3.74K
10.5K $975K
LOW
Lowes Companies Inc

Consumer Cyclical
-247
- 6.97%
$215.01 - $273.02 $53.1K - $67.4K
3.3K $829K
WMT
Walmart Inc.

Consumer Defensive
-295
- 2.09%
$94.4 - $104.27 $27.8K - $30.8K
13.8K $1.42M
IWR
Ishares Russell Mid Cap ETF

ETFs
-300
- 1.67%
$92.26 - $97.51 $27.7K - $29.3K
17.7K $1.71M
IVV
Ishares Core S&P 500 ETF

ETFs
-66
- 2.99%
$620.67 - $670.08 $41K - $44.2K
2.14K $1.43M
RUN
Sunrun Inc.

Technology
-20
- 0.16%
$8.99 - $18.18 $180 - $364
12.3K $213K
GS
Goldman Sachs Group Inc

Financial Services
-74
- 3.56%
$696.56 - $806.32 $51.5K - $59.7K
2.01K $1.6M
IWM
Ishares Russell 2000 ETF

ETFs
-151
- 2.43%
$214.92 - $244.84 $32.5K - $37K
6.05K $1.46M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
-7.14K
- 2.82%
$28.32 - $30.69 $202K - $219K
246K $7.5M
ORCL
Oracle Corp

Technology
-1.22K
- 15.39%
$218.96 - $328.33 $267K - $400K
6.69K $1.88M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-890
- 1.86%
$49.43 - $54.52 $44K - $48.5K
47K $2.55M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-30
- 0.69%
$420.11 - $472.68 $12.6K - $14.2K
4.34K $2.03M
AVGO
Broadcom Inc.

Technology
-377
- 2.89%
$264.74 - $369.57 $99.8K - $139K
12.7K $4.19M
GOOG
Alphabet Inc.

Communication Services
-822
- 6.3%
$175.16 - $255.24 $144K - $210K
12.2K $2.98M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-946
- 0.31%
$50.7 - $54.86 $48K - $51.9K
305K $16.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.09K
- 8.25%
$293.94 - $444.72 $319K - $483K
12.1K $5.36M
NVDA
Nvidia Corp

Technology
-1.4K
- 1.81%
$153.3 - $186.58 $214K - $261K
75.7K $14.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.27K
- 0.51%
$108.46 - $120.63 $138K - $154K
250K $29.7M
AAPL
Apple Inc.

Technology
-1.29K
- 1.43%
$202.38 - $256.87 $261K - $331K
88.7K $22.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-719
- 0.34%
$617.65 - $666.84 $444K - $479K
212K $141M
Activity Summary
Buys All Purchases 128 New Holdings 23 Increased Positions 105 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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