Mbl Wealth, LLC Sells in Q3 2024

Mbl Wealth, LLC

  • $866 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-105K
- 12.82%
$91.42 - $91.82 $9.57M - $9.61M
712K $65.4M
GBIL
Goldman Sachs Access Treasury

ETFs
-41.4K
- 46.41%
$99.7 - $100.3 $4.12M - $4.15M
47.8K $4.79M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-60.1K
- 39.25%
$39.37 - $41.68 $2.37M - $2.51M
93K $3.85M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-34.6K
- 20.76%
$53.41 - $57.9 $1.85M - $2M
132K $7.64M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-32.1K
- 18.79%
$43.5 - $45.75 $1.4M - $1.47M
139K $6.35M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-20.7K
- 17.42%
$44.87 - $47.18 $928K - $976K
98.1K $4.63M
SUB
Ishares Short Term National Mu

ETFs
-5.31K
- 5.65%
$104.3 - $106.3 $554K - $564K
88.6K $9.4M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-17.8K
- 35.58%
$19.01 - $20.7 $339K - $369K
32.3K $660K
DE
Deere & CO

Industrials
-730
- 58.59%
$344.84 - $418.0 $252K - $305K
516 $215K
XLV
Select Sector Spdr Fund Health

ETFs
-1.53K
- 48.6%
$143.3 - $157.24 $219K - $241K
1.62K $249K
JBBB
Janus Detroit Str Tr Henderson

ETFs
-1.68K
- 2.06%
$48.27 - $49.33 $80.9K - $82.6K
79.8K $3.91M
CVX
Chevron Corp

Energy
-240
- 3.63%
$137.88 - $161.97 $33.1K - $38.9K
6.36K $937K
XLE
Energy Sector Spdr

ETFs
-637
- 6.01%
$84.35 - $93.39 $53.7K - $59.5K
9.96K $874K
AAPL
Apple Inc.

Technology
-9.96K
- 9.89%
$207.23 - $234.82 $2.06M - $2.34M
90.7K $21.1M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.65K
- 21.11%
$51.02 - $52.74 $84.2K - $87K
6.17K $324K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1.65K
- 15.15%
$39.31 - $41.32 $64.7K - $68K
9.21K $380K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-79
- 10.09%
$460.0 - $505.78 $36.3K - $40K
704 $327K
STOT
Spdr Doubleline Short Duration

ETFs
-860
- 6.87%
$46.63 - $47.52 $40.1K - $40.9K
11.7K $553K
WFC
Wells Fargo & Company

Financial Services
-140
- 2.89%
$51.58 - $60.97 $7.22K - $8.54K
4.7K $265K
HYG
Ishares Tr

ETFs
-340
- 10.73%
$76.72 - $80.36 $26.1K - $27.3K
2.83K $227K
MPC
Marathon Petroleum Corp

Energy
-10
- 0.76%
$158.61 - $180.75 $1.59K - $1.81K
1.31K $212K
TJX
Tjx Companies Inc

Consumer Cyclical
-220
- 8.42%
$107.93 - $120.23 $23.7K - $26.5K
2.39K $281K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-400
- 3.09%
$76.38 - $78.87 $30.6K - $31.5K
12.5K $986K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-387
- 8.62%
$77.02 - $85.06 $29.8K - $32.9K
4.1K $346K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-12.6K
- 50.39%
N/A
12.4K $0
Fortrea Hldgs Inc
-8
- 0.02%
N/A
42.3K $0
Labcorp Holdings Inc
-10.5K
- 24.71%
N/A
31.9K $0
Innovator Etfs Trust
-10K
- 2.89%
N/A
337K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-36.9K
- 28.7%
N/A
91.6K $0
PDEC
Innovator U.S. Equity Power Bu
-127K
- 54.57%
N/A
105K $0
PSEP
Innovator U.S. Equity Power Bu
-5.03K
- 2.23%
N/A
220K $0
J P Morgan Exchange Traded F
-12.1K
- 34.49%
N/A
23K $0
PAPR
Innovator U.S. Equity Power Bu

ETFs
-350
- 3.25%
$33.61 - $35.94 $11.8K - $12.6K
10.4K $375K
CSCO
Cisco Systems, Inc.

Technology
-565
- 10.08%
$44.74 - $53.22 $25.3K - $30.1K
5.04K $268K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-340
- 3.24%
$43.21 - $46.51 $14.7K - $15.8K
10.2K $472K
MCD
Mcdonalds Corp

Consumer Cyclical
-227
- 15.56%
$245.82 - $304.51 $55.8K - $69.1K
1.23K $375K
CRM
Salesforce, Inc.

Technology
-48
- 3.75%
$238.42 - $276.53 $11.4K - $13.3K
1.23K $336K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.51K
- 5.14%
$37.37 - $41.82 $56.5K - $63.2K
27.9K $1.16M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-9
- 1.14%
$283.28 - $314.39 $2.55K - $2.83K
782 $245K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-610
- 5.3%
$75.32 - $84.37 $45.9K - $51.5K
10.9K $910K
NFLX
Netflix Inc

Communication Services
-5
- 1.13%
$598.55 - $722.26 $2.99K - $3.61K
439 $311K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-50
- 0.21%
$49.69 - $50.5 $2.48K - $2.53K
23.7K $1.19M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-130
- 0.66%
$36.29 - $38.05 $4.72K - $4.95K
19.6K $746K
VGT
Vanguard Information Technolog

ETFs
-22
- 0.71%
$514.43 - $606.85 $11.3K - $13.4K
3.06K $1.79M
TTAC
Fcf Us Quality ETF

ETFs
-300
- 3.4%
$58.5 - $65.18 $17.6K - $19.6K
8.53K $555K
TFC
Truist Financial Corp

Financial Services
-110
- 1.49%
$38.22 - $44.94 $4.2K - $4.94K
7.26K $310K
COST
Costco Wholesale Corp

Consumer Defensive
-21
- 1.46%
$801.83 - $917.05 $16.8K - $19.3K
1.42K $1.26M
VZ
Verizon Communications Inc

Communication Services
-127
- 0.87%
$38.89 - $45.0 $4.94K - $5.72K
14.5K $652K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-16
- 0.63%
$475.2 - $527.7 $7.6K - $8.44K
2.54K $1.34M
Activity Summary
Buys All Purchases 103 New Holdings 11 Increased Positions 92 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 1
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