Mbe Wealth Management, LLC New Holdings in Q1 2025

Mbe Wealth Management, LLC

  • $190 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
23.9K
New
$58.07 - $58.69 $1.39M - $1.4M
23.9K $1.4M
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
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
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
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
PWR
Quanta Services, Inc.

Industrials
956
New
$236.71 - $358.03 $226K - $342K
956 $242K
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
EUSB
Ishares Tr Esg Advanced Total

Technology
4.93K
New
$42.05 - $43.43 $207K - $214K
4.93K $213K
FTCS
First Trust Capital Strength E

ETFs
2.38K
New
$86.39 - $91.35 $206K - $218K
2.38K $213K
DFSU
Dimensional ETF Tr Dimen Us Su
6.96K
New
N/A
6.96K $0
ETF Ser Solutions
74.7K
New
N/A
74.7K $0
Ishares Bitcoin Trust ETF
5.49K
New
N/A
5.49K $0
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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