Mb Generational Wealth, LLC Portfolio Holdings by Sector
Mb Generational Wealth, LLC
- $136 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AVUV DUHP QUAL OEF DISV DIHP AVES IVV 40 stocks |
$118 Million
98.4% of portfolio
|
7
|
15
|
3
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.85 Million
1.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TSI 1 stocks |
$81,366
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|