Mbe Wealth Management, LLC Purchases in Q1 2025

Mbe Wealth Management, LLC

  • $190 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
179K
+ 134.35%
$38.36 - $41.43 $6.85M - $7.4M
311K $12.1M
DRSK
ETF Ser Solutions Aptus Define

ETFs
189K
+ 155.49%
$27.06 - $28.25 $5.11M - $5.34M
310K $8.47M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
133K
+ 287.23%
$27.01 - $28.54 $3.59M - $3.79M
179K $5M
OSCV
Opus Small Cap Value ETF

ETFs
102K
+ 177.06%
$34.16 - $38.45 $3.48M - $3.91M
159K $5.55M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
63.8K
+ 157.71%
$43.95 - $48.5 $2.8M - $3.09M
104K $4.63M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
84.4K
+ 881.87%
$25.81 - $28.52 $2.18M - $2.41M
94K $2.59M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
103K
+ 339.39%
$18.36 - $20.51 $1.88M - $2.11M
133K $2.63M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
69.3K
+ 142.41%
$24.5 - $24.95 $1.7M - $1.73M
118K $2.92M
IVV
Ishares Core S&P 500 ETF

ETFs
3.66K
+ 25.0%
$554.06 - $615.85 $2.03M - $2.26M
18.3K $10.3M
VGSH
Vanguard

ETFs
23.9K
New
$58.07 - $58.69 $1.39M - $1.4M
23.9K $1.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
38.6K
+ 15.74%
$25.69 - $26.89 $990K - $1.04M
283K $7.62M
HTRB
Hartford Fds Total Return Bd E

ETFs
34.3K
+ 82.02%
$33.03 - $34.09 $1.13M - $1.17M
76.1K $2.58M
PHYL
Pgim ETF Tr

ETFs
19.5K
New
$34.67 - $35.44 $677K - $692K
19.5K $679K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
8.9K
New
$59.79 - $67.15 $532K - $597K
8.9K $539K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
22.8K
New
$22.42 - $23.22 $511K - $529K
22.8K $525K
V
Visa Inc.

Financial Services
1.29K
New
$306.92 - $362.71 $395K - $466K
1.29K $450K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
9.32K
New
$45.92 - $47.58 $428K - $443K
9.32K $442K
PGR
Progressive Corp

Financial Services
1.54K
New
$235.61 - $291.22 $362K - $447K
1.54K $434K
DSI
Ishares Msci Kld 400 Social Et

ETFs
4.18K
New
$101.98 - $115.66 $426K - $484K
4.18K $428K
RLY
Ssga Active ETF Tr

ETFs
10.9K
+ 14.33%
$27.21 - $28.6 $295K - $310K
86.6K $2.47M
SCHR
Schwab Intermediate Term Us Tr

ETFs
16.5K
New
$24.05 - $24.86 $397K - $411K
16.5K $410K
ROP
Roper Technologies Inc

Industrials
614
New
$502.71 - $593.81 $309K - $365K
614 $362K
AMT
American Tower Corp

Real Estate
1.66K
New
$173.46 - $217.6 $287K - $360K
1.66K $360K
CPRT
Copart Inc

Consumer Cyclical
6.31K
New
$52.3 - $59.83 $330K - $377K
6.31K $356K
BR
Broadridge Financial Solutions, Inc.

Technology
1.47K
New
$221.46 - $244.83 $326K - $360K
1.47K $356K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
668
New
$442.66 - $534.52 $296K - $357K
668 $355K
UNH
Unitedhealth Group Inc

Healthcare
668
New
$461.52 - $548.18 $308K - $366K
668 $349K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
5.01K
New
$63.91 - $70.19 $320K - $351K
5.01K $337K
CHE
Chemed Corp

Healthcare
543
New
$521.84 - $615.32 $283K - $334K
543 $334K
USXF
Ishares Esg Advanced Msci Usa

Technology
7.06K
+ 146.07%
$46.38 - $52.65 $327K - $372K
11.9K $554K
GLD
Spdr Gold Trust

ETFs
793
+ 50.13%
$243.19 - $288.14 $193K - $228K
2.38K $684K
FANG
Diamondback Energy, Inc.

Energy
1.87K
New
$139.9 - $180.18 $262K - $337K
1.87K $298K
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.77K
New
$59.61 - $66.71 $284K - $318K
4.77K $288K
WMT
Walmart Inc.

Consumer Defensive
2.98K
+ 46.12%
$84.5 - $105.05 $251K - $313K
9.43K $827K
PWR
Quanta Services, Inc.

Industrials
956
New
$236.71 - $358.03 $226K - $342K
956 $242K
JPM
Jpmorgan Chase & CO

Financial Services
903
+ 34.58%
$225.19 - $279.95 $203K - $253K
3.51K $861K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.41K
New
$96.93 - $109.51 $233K - $264K
2.41K $235K
PM
Philip Morris International Inc.

Consumer Defensive
1.38K
New
$117.15 - $158.79 $162K - $219K
1.38K $219K
LLY
Eli Lilly & CO

Healthcare
220
+ 36.42%
$725.72 - $929.72 $160K - $205K
824 $680K
FTCS
First Trust Capital Strength E

ETFs
2.38K
New
$86.39 - $91.35 $206K - $218K
2.38K $213K
EUSB
Ishares Tr Esg Advanced Total

Technology
4.93K
New
$42.05 - $43.43 $207K - $214K
4.93K $213K
ABBV
Abb Vie Inc.

Healthcare
244
+ 4.93%
$169.2 - $216.66 $41.3K - $52.9K
5.19K $1.09M
MSFT
Microsoft Corp

Technology
825
+ 36.59%
$375.39 - $447.2 $310K - $369K
3.08K $1.16M
AMZN
Amazon Com Inc

Consumer Cyclical
1.29K
+ 51.36%
$190.26 - $242.06 $245K - $311K
3.79K $721K
ASTS
Ast Space Mobile, Inc.

Communication Services
4.57K
+ 11.51%
$17.72 - $33.8 $81K - $154K
44.3K $1.01M
COST
Costco Wholesale Corp

Consumer Defensive
146
+ 49.66%
$890.62 - $1076.86 $130K - $157K
440 $416K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.22K
+ 42.11%
$120.24 - $134.3 $147K - $164K
4.13K $503K
VZ
Verizon Communications Inc

Communication Services
1.69K
+ 29.64%
$37.81 - $46.49 $63.7K - $78.4K
7.37K $334K
MO
Altria Group, Inc.

Consumer Defensive
984
+ 17.32%
$50.81 - $60.02 $50K - $59.1K
6.67K $400K
Activity Summary
Buys All Purchases 88 New Holdings 27 Increased Positions 61 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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