Mbe Wealth Management, LLC Reduced Holdings in Q4 2024

Mbe Wealth Management, LLC

  • $170 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USRT
Ishares Core U.S. Reit ETF

ETFs
-88.6K
- 34.16%
$55.97 - $62.75 $4.96M - $5.56M
171K $9.79M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-884
- 69.17%
$501.29 - $612.85 $443K - $542K
394 $204K
RLY
Ssga Active ETF Tr

ETFs
-12.2K
- 13.84%
$26.85 - $29.18 $327K - $355K
75.8K $2.05M
VB
Vanguard Small Cap ETF

ETFs
-3.39K
- 2.9%
$233.76 - $261.58 $793K - $888K
114K $27.3M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-4.5K
- 41.41%
$56.61 - $61.63 $254K - $277K
6.36K $360K
FNDF
Schwab Fundamental Intl Large

ETFs
-5.15K
- 30.75%
$32.92 - $37.15 $170K - $191K
11.6K $385K
ABBV
Abb Vie Inc.

Healthcare
-567
- 10.28%
$164.99 - $203.87 $93.5K - $116K
4.95K $879K
MSFT
Microsoft Corp

Technology
-357
- 13.67%
$406.35 - $454.46 $145K - $162K
2.26K $950K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.37K
- 2.55%
$60.73 - $64.94 $83.4K - $89.2K
52.4K $3.22M
LLY
Eli Lilly & CO

Healthcare
-53
- 8.07%
$727.2 - $932.06 $38.5K - $49.4K
604 $466K
AMD
Advanced Micro Devices Inc

Technology
-1
- 0.05%
$118.88 - $172.8 $119 - $173
2.15K $260K
IVV
Ishares Core S&P 500 ETF

ETFs
-457
- 3.03%
$570.51 - $610.59 $261K - $279K
14.6K $8.62M
ABT
Abbott Laboratories

Healthcare
-727
- 14.18%
$111.93 - $119.39 $81.4K - $86.8K
4.4K $497K
XOM
Exxon Mobil Corp

Energy
-169
- 2.76%
$105.51 - $125.37 $17.8K - $21.2K
5.95K $640K
HYLS
First Tr Tactical High Yield L

ETFs
-1.61K
- 12.29%
$41.29 - $42.03 $66.3K - $67.5K
11.5K $473K
MRK
Merck & Co., Inc.

Healthcare
-63
- 1.8%
$96.31 - $114.76 $6.07K - $7.23K
3.43K $341K
GOOGL
Alphabet Inc.

Communication Services
-532
- 23.61%
$161.86 - $196.66 $86.1K - $105K
1.72K $325K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-70
- 0.47%
$30.48 - $34.2 $2.13K - $2.39K
14.9K $453K
UNP
Union Pacific Corp

Industrials
-93
- 9.27%
$223.15 - $249.32 $20.8K - $23.2K
910 $207K
MGEE
Mge Energy Inc

Utilities
-586
- 6.6%
$88.55 - $108.16 $51.9K - $63.4K
8.29K $778K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-471
- 6.41%
$44.33 - $49.55 $20.9K - $23.3K
6.88K $308K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-53
- 0.64%
$88.59 - $94.57 $4.7K - $5.01K
8.18K $726K
MA
Mastercard Inc

Financial Services
-99
- 9.05%
$491.3 - $536.15 $48.6K - $53.1K
995 $523K
GLD
Spdr Gold Trust

ETFs
-59
- 3.6%
$236.59 - $257.5 $14K - $15.2K
1.58K $383K
FIS
Fidelity National Information Services, Inc.

Technology
-14
- 0.46%
$80.14 - $90.95 $1.12K - $1.27K
3.01K $242K
AVGO
Broadcom Inc.

Technology
-330
- 27.16%
$159.67 - $250.0 $52.7K - $82.5K
885 $205K
VIG
Vanguard Dividend Appreciation

ETFs
-16
- 0.62%
N/A
2.56K $466K
COST
Costco Wholesale Corp

Consumer Defensive
-9
- 2.97%
$873.59 - $994.69 $7.86K - $8.95K
294 $269K
AMZN
Amazon Com Inc

Consumer Cyclical
-437
- 14.86%
$180.88 - $232.93 $79K - $102K
2.5K $549K
CATH
Global X Fds Global X S&P 500

ETFs
-37
- 0.73%
$68.5 - $73.81 $2.53K - $2.73K
5.06K $358K
VUG
Vanguard Growth ETF

ETFs
-59
- 4.72%
$378.79 - $428.11 $22.3K - $25.3K
1.19K $488K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-65
- 0.6%
$69.3 - $74.3 $4.5K - $4.83K
10.8K $774K
AAPL
Apple Inc.

Technology
-359
- 6.1%
$221.69 - $259.02 $79.6K - $93K
5.53K $1.39M
VGT
Vanguard Information Technolog

ETFs
-5
- 0.91%
$571.78 - $647.97 $2.86K - $3.24K
545 $338K
TSLA
Tesla, Inc.

Consumer Cyclical
-210
- 22.34%
$213.65 - $479.86 $44.9K - $101K
730 $294K
NVDA
Nvidia Corp

Technology
-178
- 1.4%
$117.0 - $148.88 $20.8K - $26.5K
12.5K $1.68M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-424
- 0.76%
$481.22 - $538.17 $204K - $228K
55.5K $28.3M
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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