Mbe Wealth Management, LLC Purchases in Q4 2025

Mbe Wealth Management, LLC

  • $217 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
17.2K
+ 4.03%
$54.27 - $56.85 $933K - $978K
444K $24.9M
NOW
Service Now, Inc.

Technology
1.16K
+ 457.09%
$835.79 - $946.29 $970K - $1.1M
1.42K $1.18M
ASTS
Ast Space Mobile, Inc.

Communication Services
696
+ 1.46%
$56.94 - $99.21 $39.6K - $69.1K
48.4K $3M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
11K
+ 4.05%
$43.05 - $44.51 $474K - $491K
283K $12.3M
DRSK
ETF Ser Solutions Aptus Define

ETFs
16.2K
+ 6.02%
$28.98 - $29.71 $469K - $480K
285K $8.25M
SCHP
Schwab Strategic Us Tips ETF

ETFs
14.6K
+ 4.95%
$26.75 - $27.15 $391K - $397K
310K $8.3M
XLK
Technology Sector Spdr

ETFs
1.16K
+ 100.0%
$278.39 - $304.13 $322K - $352K
2.31K $666K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
6.45K
New
$52.21 - $52.72 $337K - $340K
6.45K $338K
XLE
Energy Sector Spdr

ETFs
2.99K
+ 116.22%
$85.22 - $92.02 $255K - $275K
5.56K $511K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.12%
$799.57 - $1025.28 $800 - $1.03K
864 $882K
FNDA
Schwab Fundamental U S Small C

ETFs
6.42K
New
$29.85 - $31.55 $192K - $203K
6.42K $194K
FPE
First Tr Pfd Secs & Income ETF

ETFs
10.1K
New
$18.14 - $18.51 $183K - $186K
10.1K $184K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
3K
+ 3.38%
$50.35 - $52.33 $151K - $157K
91.6K $4.67M
VEA
Vanguard Ftse Developed Market

ETFs
1.72K
+ 8.84%
$59.18 - $62.09 $102K - $107K
21.2K $1.3M
XLV
Select Sector Spdr Fund Health

ETFs
720
+ 41.59%
$141.95 - $152.82 $102K - $110K
2.45K $372K
HTRB
Hartford Fds Total Return Bd E

ETFs
3.74K
+ 4.62%
$34.29 - $34.81 $128K - $130K
84.6K $2.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.55K
+ 1.35%
$23.02 - $24.23 $35.7K - $37.6K
116K $2.78M
RDVY
First Trust Rising Dividend Ac

ETFs
1.61K
+ 32.14%
$65.02 - $68.31 $105K - $110K
6.62K $443K
AMZN
Amazon Com Inc

Consumer Cyclical
141
+ 3.69%
$213.04 - $254.0 $30K - $35.8K
3.96K $929K
GLD
Spdr Gold Trust

ETFs
106
+ 4.35%
$354.79 - $403.15 $37.6K - $42.7K
2.54K $955K
RLY
Ssga Active ETF Tr

ETFs
1.35K
+ 1.53%
$30.63 - $31.64 $41.2K - $42.6K
89.4K $2.81M
AAPL
Apple Inc.

Technology
19
+ 0.32%
$245.27 - $275.25 $4.66K - $5.23K
6.04K $1.62M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
557
+ 17.83%
$137.47 - $143.13 $76.6K - $79.7K
3.68K $519K
NVDA
Nvidia Corp

Technology
380
+ 3.26%
$179.83 - $207.04 $68.3K - $78.7K
12K $2.24M
PEP
Pepsico Inc

Consumer Defensive
124
+ 1.75%
$138.84 - $153.71 $17.2K - $19.1K
7.21K $1.07M
GOOGL
Alphabet Inc.

Communication Services
4
+ 0.22%
$236.57 - $291.31 $946 - $1.17K
1.81K $500K
SLV
I Shares Silver Trust

ETFs
525
+ 5.77%
$42.4 - $49.17 $22.3K - $25.8K
9.62K $442K
AVEM
American Centy ETF Tr Avantis

ETFs
590
+ 14.68%
$73.09 - $78.36 $43.1K - $46.2K
4.61K $357K
NEE
Nextera Energy Inc

Utilities
4
+ 0.09%
$78.18 - $86.03 $313 - $344
4.26K $365K
DGRO
Ishares Core Dividend Growth E

ETFs
371
+ 0.8%
$66.93 - $69.17 $24.8K - $25.7K
46.7K $3.2M
CATH
Global X Fds Global X S&P 500

ETFs
473
+ 6.25%
$79.23 - $83.57 $37.5K - $39.5K
8.04K $652K
VGSH
Vanguard

ETFs
686
+ 3.16%
$58.64 - $58.96 $40.2K - $40.4K
22.4K $1.31M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
226
+ 5.32%
$142.82 - $150.36 $32.3K - $34K
4.47K $656K
SCHO
Schwab Short Term Us Treasury

ETFs
1.64K
+ 2.23%
$24.31 - $24.46 $39.8K - $40.1K
75K $1.83M
JNJ
Johnson & Johnson

Healthcare
52
+ 3.08%
$185.98 - $199.58 $9.67K - $10.4K
1.74K $347K
MRK
Merck & Co., Inc.

Healthcare
41
+ 1.21%
$82.49 - $92.93 $3.38K - $3.81K
3.43K $318K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
301
+ 2.26%
$76.84 - $80.86 $23.1K - $24.3K
13.6K $1.07M
FANG
Diamondback Energy, Inc.

Energy
139
+ 6.76%
$137.29 - $149.2 $19.1K - $20.7K
2.19K $327K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 7.39%
$475.68 - $513.11 $23.8K - $25.7K
727 $369K
CHE
Chemed Corp

Healthcare
78
+ 14.44%
$429.66 - $465.54 $33.5K - $36.3K
618 $269K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.23K
+ 6.79%
$23.38 - $23.82 $28.7K - $29.2K
19.3K $450K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
338
+ 11.02%
$74.62 - $78.21 $25.2K - $26.4K
3.4K $254K
MPLX
Mplx LP

Energy
40
+ 0.75%
$47.8 - $53.21 $1.91K - $2.13K
5.39K $286K
VB
Vanguard Small Cap ETF

ETFs
1.83K
+ 1.84%
$248.1 - $260.08 $453K - $475K
101K $25.2M
VGT
Vanguard Information Technolog

ETFs
8
+ 1.44%
$736.33 - $801.52 $5.89K - $6.41K
565 $427K
EPD
Enterprise Products Partners L.P.

Energy
47
+ 0.62%
$30.19 - $32.26 $1.42K - $1.52K
7.58K $244K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.01%
$31.41 - $33.69 $94.2 - $101
22.2K $714K
OSCV
Opus Small Cap Value ETF

ETFs
5.57K
+ 4.05%
$36.7 - $38.25 $205K - $213K
143K $5.27M
BR
Broadridge Financial Solutions, Inc.

Technology
105
+ 7.47%
$217.49 - $236.9 $22.8K - $24.9K
1.51K $341K
Activity Summary
Buys All Purchases 78 New Holdings 4 Increased Positions 74 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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