Mbe Wealth Management, LLC Incresed Positions 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
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
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
11.6K
+ 31.38%
$24.55 - $25.16 $285K - $293K
48.7K $1.2M
HTRB
Hartford Fds Total Return Bd E

ETFs
7.92K
+ 23.39%
$33.33 - $35.01 $264K - $277K
41.8K $1.39M
VEA
Vanguard Ftse Developed Market

ETFs
5.81K
+ 25.2%
$47.57 - $52.44 $276K - $304K
28.8K $1.38M
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
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.53K
+ 100.04%
$25.33 - $51.16 $115K - $232K
9.05K $234K
DFAS
Dimensional ETF Tr U S Small C

ETFs
10
+ 0.24%
$63.58 - $71.15 $636 - $712
4.22K $274K
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
IDME
ETF Ser Solutions Intl Drawdow

ETFs
30.6K
+ 28.68%
N/A
137K $0
VT
Vanguard Total World Stk Index

ETFs
38
+ 0.99%
$117.09 - $123.07 $4.45K - $4.68K
3.87K $454K
FPE
First Tr Pfd Secs & Income ETF

ETFs
39
+ 0.33%
$17.65 - $18.18 $688 - $709
11.7K $207K
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
ASTS
Ast Space Mobile, Inc.

Communication Services
2.6K
+ 7.01%
$21.1 - $28.49 $54.9K - $74.1K
39.7K $838K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.97K
+ 1.77%
$51.09 - $55.27 $407K - $440K
457K $23.4M
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
Track This Portfolio

Track Mbe Wealth Management, LLC Portfolio

Follow Mbe Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbe Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email