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
ICSH
Blackrock Ultra Short Term Bon

ETFs
87
+ 1.46%
$50.56 - $50.76 $4.4K - $4.42K
6.06K $307K
DSX
Diana Shipping Inc.

Industrials
118
+ 0.57%
$1.57 - $1.81 $185 - $214
20.7K $37K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
22
+ 0.91%
$116.0 - $122.39 $2.55K - $2.69K
2.45K $290K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1
+ 0.02%
$71.0 - $74.64 $71 - $74.6
4.77K $347K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
66
+ 0.78%
$47.89 - $48.53 $3.16K - $3.2K
8.5K $407K
V
Visa Inc.

Financial Services
80
+ 5.04%
$325.75 - $352.42 $26.1K - $28.2K
1.67K $543K
DFSU
Dimensional ETF Tr Dimen Us Su
65
+ 0.93%
N/A
7.02K $0
DFAS
Dimensional ETF Tr U S Small C

ETFs
118
+ 1.93%
$66.04 - $69.67 $7.79K - $8.22K
6.22K $417K
WMT
Walmart Inc.

Consumer Defensive
11
+ 0.12%
$101.18 - $109.03 $1.11K - $1.2K
9.35K $962K
IDME
ETF Ser Solutions Intl Drawdow

ETFs
8.51K
+ 2.62%
N/A
333K $0
JUCY
ETF Ser Solutions Aptus Enhanc
1.99K
+ 1.66%
N/A
122K $0
ETF Ser Solutions
15.7K
+ 89.34%
N/A
33.3K $0
PGR
Progressive Corp

Financial Services
137
+ 9.37%
$203.7 - $246.46 $27.9K - $33.8K
1.6K $360K
MGEE
Mge Energy Inc

Utilities
13
+ 0.13%
$81.51 - $87.05 $1.06K - $1.13K
9.89K $827K
FTCS
First Trust Capital Strength E

ETFs
3
+ 0.12%
$90.55 - $93.84 $272 - $282
2.43K $222K
AMT
American Tower Corp

Real Estate
75
+ 4.72%
$176.64 - $193.32 $13.2K - $14.5K
1.66K $300K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8
+ 0.03%
$79.55 - $80.13 $636 - $641
23.8K $1.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.01%
$92.34 - $95.43 $92.3 - $95.4
7.92K $745K
CPRT
Copart Inc

Consumer Cyclical
404
+ 6.31%
$39.98 - $45.76 $16.2K - $18.5K
6.81K $279K
MSFT
Microsoft Corp

Technology
47
+ 1.5%
$496.82 - $542.07 $23.4K - $25.5K
3.19K $1.62M
VZ
Verizon Communications Inc

Communication Services
233
+ 3.12%
$38.4 - $43.83 $8.95K - $10.2K
7.71K $316K
SO
Southern CO

Utilities
2
+ 0.06%
$90.58 - $99.72 $181 - $199
3.28K $297K
UNP
Union Pacific Corp

Industrials
2
+ 0.22%
$216.37 - $237.41 $433 - $475
921 $203K
ABT
Abbott Laboratories

Healthcare
4
+ 0.08%
$123.62 - $134.59 $494 - $538
4.92K $640K
MO
Altria Group, Inc.

Consumer Defensive
101
+ 1.47%
$56.38 - $66.65 $5.69K - $6.73K
6.97K $405K
JPM
Jpmorgan Chase & CO

Financial Services
45
+ 0.97%
$294.11 - $320.41 $13.2K - $14.4K
4.67K $1.4M
ORCL
Oracle Corp

Technology
44
+ 3.42%
$217.57 - $313.0 $9.57K - $13.8K
1.33K $292K
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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