Mbe Wealth Management, LLC New Holdings in Q4 2024

Mbe Wealth Management, LLC

  • $170 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
1.14K
New
$385.02 - $431.37 $440K - $493K
1.14K $444K
MO
Altria Group, Inc.

Consumer Defensive
5.68K
New
$49.06 - $57.74 $279K - $328K
5.68K $297K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.57K
New
$26.63 - $30.23 $255K - $289K
9.57K $254K
USXF
Ishares Esg Advanced Msci Usa

Technology
4.83K
New
$48.45 - $52.57 $234K - $254K
4.83K $240K
CVX
Chevron Corp

Energy
1.62K
New
$141.15 - $162.53 $229K - $263K
1.62K $234K
AVEM
American Centy ETF Tr Avantis

ETFs
3.46K
New
$58.59 - $66.14 $203K - $229K
3.46K $203K
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
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