Mbe Wealth Management, LLC Incresed Positions 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
SCHO
Schwab Short Term Us Treasury

ETFs
56.1K
+ 341.11%
$24.1 - $24.34 $1.35M - $1.37M
72.5K $1.77M
HTRB
Hartford Fds Total Return Bd E

ETFs
34.3K
+ 82.02%
$33.03 - $34.09 $1.13M - $1.17M
76.1K $2.58M
RLY
Ssga Active ETF Tr

ETFs
10.9K
+ 14.33%
$27.21 - $28.6 $295K - $310K
86.6K $2.47M
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
WMT
Walmart Inc.

Consumer Defensive
2.98K
+ 46.12%
$84.5 - $105.05 $251K - $313K
9.43K $827K
JPM
Jpmorgan Chase & CO

Financial Services
903
+ 34.58%
$225.19 - $279.95 $203K - $253K
3.51K $861K
LLY
Eli Lilly & CO

Healthcare
220
+ 36.42%
$725.72 - $929.72 $160K - $205K
824 $680K
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
FVD
First Tr Value Line Divid Inde

ETFs
1.41K
+ 4.57%
$42.61 - $45.51 $59.9K - $64K
32.1K $1.43M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.88K
+ 44.63%
$58.81 - $68.2 $111K - $128K
6.1K $364K
ABT
Abbott Laboratories

Healthcare
2
+ 0.05%
$111.1 - $140.22 $222 - $280
4.4K $583K
SLV
I Shares Silver Trust

ETFs
831
+ 9.72%
$26.93 - $31.32 $22.4K - $26K
9.38K $290K
WEC
Wec Energy Group, Inc.

Utilities
237
+ 9.63%
$92.12 - $108.98 $21.8K - $25.8K
2.7K $293K
DE
Deere & CO

Industrials
56
+ 11.18%
$408.57 - $509.27 $22.9K - $28.5K
557 $261K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.05%
$279.74 - $321.29 $280 - $321
1.83K $571K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.01%
$87.68 - $94.52 $87.7 - $94.5
8.18K $766K
AVGO
Broadcom Inc.

Technology
569
+ 64.29%
$167.43 - $244.7 $95.3K - $139K
1.45K $243K
SO
Southern CO

Utilities
118
+ 4.36%
$80.96 - $92.96 $9.55K - $11K
2.83K $259K
RDVY
First Trust Rising Dividend Ac

ETFs
586
+ 14.44%
$57.22 - $63.39 $33.5K - $37.1K
4.64K $271K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
204
+ 5.83%
$126.11 - $135.06 $25.7K - $27.6K
3.7K $477K
LNT
Alliant Energy Corp

Utilities
13
+ 0.24%
$56.66 - $66.04 $737 - $859
5.45K $350K
CATH
Global X Fds Global X S&P 500

ETFs
655
+ 12.95%
$66.14 - $74.2 $43.3K - $48.6K
5.71K $385K
AVEM
American Centy ETF Tr Avantis

ETFs
331
+ 9.56%
$57.11 - $62.4 $18.9K - $20.7K
3.79K $228K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4
+ 0.02%
$77.7 - $78.94 $311 - $316
23.8K $1.88M
MGEE
Mge Energy Inc

Utilities
290
+ 3.5%
$85.7 - $94.18 $24.9K - $27.3K
8.58K $797K
VIG
Vanguard Dividend Appreciation

ETFs
80
+ 3.13%
N/A
2.64K $480K
UNP
Union Pacific Corp

Industrials
5
+ 0.55%
$225.21 - $254.42 $1.13K - $1.27K
915 $216K
NEE
Nextera Energy Inc

Utilities
76
+ 2.13%
$66.96 - $76.16 $5.09K - $5.79K
3.64K $257K
JUCY
ETF Ser Solutions Aptus Enhanc
77.2K
+ 104.3%
N/A
151K $0
ETF Ser Solutions
92.8K
+ 108.21%
N/A
178K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
244K
+ 178.22%
N/A
382K $0
CAT
Caterpillar Inc

Industrials
71
+ 9.9%
$326.75 - $407.63 $23.2K - $28.9K
788 $259K
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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