Mbe Wealth Management, LLC Purchases in Q4 2024

Mbe Wealth Management, LLC

  • $170 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
26.3K
+ 24.63%
$39.5 - $41.38 $1.04M - $1.09M
133K $5.35M
SCHP
Schwab Strategic Us Tips ETF

ETFs
143K
+ 141.32%
$25.74 - $53.78 $3.69M - $7.71M
245K $6.33M
DRSK
ETF Ser Solutions Aptus Define

ETFs
32.1K
+ 35.87%
$27.43 - $28.44 $880K - $912K
122K $3.33M
HD
Home Depot, Inc.

Consumer Cyclical
1.14K
New
$385.02 - $431.37 $440K - $493K
1.14K $444K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
7.26K
+ 21.88%
$45.72 - $48.37 $332K - $351K
40.4K $1.89M
WMT
Walmart Inc.

Consumer Defensive
3.43K
+ 113.33%
$79.1 - $95.7 $271K - $328K
6.45K $582K
OSCV
Opus Small Cap Value ETF

ETFs
9.5K
+ 19.8%
$36.89 - $40.88 $350K - $388K
57.5K $2.13M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.87K
+ 15.53%
$66.77 - $71.52 $258K - $277K
28.8K $1.98M
MO
Altria Group, Inc.

Consumer Defensive
5.68K
New
$49.06 - $57.74 $279K - $328K
5.68K $297K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
11.6K
+ 31.38%
$24.55 - $25.16 $285K - $293K
48.7K $1.2M
USXF
Ishares Esg Advanced Msci Usa

Technology
4.83K
New
$48.45 - $52.57 $234K - $254K
4.83K $240K
CVX
Chevron Corp

Energy
1.62K
New
$141.15 - $162.53 $229K - $263K
1.62K $234K
HTRB
Hartford Fds Total Return Bd E

ETFs
7.92K
+ 23.39%
$33.33 - $35.01 $264K - $277K
41.8K $1.39M
AVEM
American Centy ETF Tr Avantis

ETFs
3.46K
New
$58.59 - $66.14 $203K - $229K
3.46K $203K
VEA
Vanguard Ftse Developed Market

ETFs
5.81K
+ 25.2%
$47.57 - $52.44 $276K - $304K
28.8K $1.38M
JPM
Jpmorgan Chase & CO

Financial Services
133
+ 5.37%
$205.18 - $250.29 $27.3K - $33.3K
2.61K $625K
RSP
Invesco S&P 500 Equal Weight E

ETFs
647
+ 18.03%
$174.22 - $187.62 $113K - $121K
4.24K $742K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
18.9K
+ 167.68%
$18.41 - $40.87 $349K - $774K
30.3K $559K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
5.89K
+ 58.89%
$18.2 - $27.01 $107K - $159K
15.9K $341K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
433
+ 17.5%
$124.61 - $133.96 $54K - $58K
2.91K $374K
CAT
Caterpillar Inc

Industrials
191
+ 36.31%
$360.37 - $416.88 $68.8K - $79.6K
717 $260K
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.5K
+ 300.06%
$25.93 - $105.3 $402K - $1.63M
20.7K $576K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2
+ 0.06%
$201.32 - $217.44 $403 - $435
3.58K $741K
WEC
Wec Energy Group, Inc.

Utilities
205
+ 9.09%
$92.94 - $101.82 $19.1K - $20.9K
2.46K $231K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
834
+ 13.57%
$44.04 - $49.49 $36.7K - $41.3K
6.98K $307K
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.4K
+ 200.63%
$22.4 - $68.28 $277K - $843K
18.5K $429K
T
At&T Inc.

Communication Services
152
+ 1.45%
$21.22 - $23.88 $3.23K - $3.63K
10.7K $242K
RDVY
First Trust Rising Dividend Ac

ETFs
163
+ 4.19%
$58.65 - $64.37 $9.56K - $10.5K
4.06K $239K
DE
Deere & CO

Industrials
1
+ 0.2%
$389.45 - $466.0 $389 - $466
501 $212K
DFAS
Dimensional ETF Tr U S Small C

ETFs
10
+ 0.24%
$63.58 - $71.15 $636 - $712
4.22K $274K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.53K
+ 100.04%
$25.33 - $51.16 $115K - $232K
9.05K $234K
IDME
ETF Ser Solutions Intl Drawdow

ETFs
30.6K
+ 28.68%
N/A
137K $0
JUCY
ETF Ser Solutions Aptus Enhanc
4.26K
+ 6.11%
N/A
74K $0
ETF Ser Solutions
10.1K
+ 13.32%
N/A
85.7K $0
FPE
First Tr Pfd Secs & Income ETF

ETFs
39
+ 0.33%
$17.65 - $18.18 $688 - $709
11.7K $207K
VT
Vanguard Total World Stk Index

ETFs
38
+ 0.99%
$117.09 - $123.07 $4.45K - $4.68K
3.87K $454K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10.1K
+ 196.06%
$27.54 - $83.04 $278K - $840K
15.3K $423K
SCHO
Schwab Short Term Us Treasury

ETFs
8.22K
+ 100.0%
$24.06 - $48.88 $198K - $402K
16.4K $395K
LNT
Alliant Energy Corp

Utilities
13
+ 0.24%
$56.24 - $63.63 $731 - $827
5.44K $321K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2
+ 0.03%
$176.42 - $186.91 $353 - $374
7.53K $1.34M
DSX
Diana Shipping Inc.

Industrials
105
+ 0.52%
$1.74 - $2.54 $183 - $267
20.2K $39K
JNJ
Johnson & Johnson

Healthcare
98
+ 6.3%
$143.34 - $165.86 $14K - $16.3K
1.65K $239K
SO
Southern CO

Utilities
2
+ 0.07%
$81.5 - $94.15 $163 - $188
2.71K $223K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31K
+ 204.11%
$26.93 - $84.95 $835K - $2.63M
46.2K $1.26M
VZ
Verizon Communications Inc

Communication Services
12
+ 0.21%
$39.6 - $45.21 $475 - $543
5.69K $227K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7
+ 0.03%
$77.86 - $79.27 $545 - $555
23.8K $1.86M
NEE
Nextera Energy Inc

Utilities
4
+ 0.11%
$69.77 - $85.43 $279 - $342
3.56K $255K
FVD
First Tr Value Line Divid Inde

ETFs
95
+ 0.31%
$43.4 - $46.7 $4.12K - $4.44K
30.7K $1.34M
FNDA
Schwab Fundamental U S Small C

ETFs
2.31K
+ 48.86%
$29.26 - $59.11 $67.5K - $136K
7.03K $208K
Activity Summary
Buys All Purchases 52 New Holdings 6 Increased Positions 46 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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