Mbe Wealth Management, LLC Sells in Q1 2025

Mbe Wealth Management, LLC

  • $190 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USRT
Ishares Core U.S. Reit ETF

ETFs
-158K
- 92.72%
$55.14 - $60.29 $8.73M - $9.55M
12.4K $715K
VB
Vanguard Small Cap ETF

ETFs
-17.2K
- 15.17%
$217.89 - $252.64 $3.76M - $4.35M
96.3K $21.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.72K
- 10.31%
$468.34 - $539.52 $2.68M - $3.08M
49.7K $23.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-46K
- 10.06%
$49.78 - $53.19 $2.29M - $2.45M
411K $21M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-14.1K
- 49.01%
$64.88 - $72.1 $915K - $1.02M
14.7K $965K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.45K
- 57.74%
$169.43 - $182.84 $414K - $447K
1.79K $310K
VEA
Vanguard Ftse Developed Market

ETFs
-10K
- 34.8%
$47.4 - $52.99 $476K - $532K
18.8K $956K
HD
Home Depot, Inc.

Consumer Cyclical
-141
- 12.35%
$347.25 - $424.87 $49K - $59.9K
1K $366K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.49K
- 2.84%
$60.46 - $64.42 $90.1K - $96.1K
50.9K $3.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4
- 0.05%
$168.16 - $186.21 $673 - $745
7.53K $1.29M
VUG
Vanguard Growth ETF

ETFs
-15
- 1.26%
$369.1 - $427.61 $5.54K - $6.41K
1.18K $436K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-392
- 5.7%
$40.03 - $46.81 $15.7K - $18.3K
6.48K $264K
FIS
Fidelity National Information Services, Inc.

Technology
-320
- 10.65%
$68.12 - $83.42 $21.8K - $26.7K
2.69K $200K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-201
- 1.32%
$25.58 - $29.24 $5.14K - $5.88K
15.1K $394K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.36K
- 11.59%
$17.53 - $17.87 $23.8K - $24.2K
10.4K $182K
PSFEWS
Paysafe LTD Wt Exp (Bmu)
-25K
- 64.1%
N/A
14K $0
ECL
Ecolab Inc.

Basic Materials
-240
- 7.04%
$229.72 - $269.82 $55.1K - $64.8K
3.17K $802K
MA
Mastercard Inc

Financial Services
-20
- 2.01%
$504.67 - $576.31 $10.1K - $11.5K
975 $534K
CVX
Chevron Corp

Energy
-65
- 4.01%
$146.71 - $167.97 $9.54K - $10.9K
1.56K $260K
RTX
Raytheon Technologies Corp

Industrials
-16
- 0.81%
$114.1 - $135.66 $1.83K - $2.17K
1.95K $258K
JNJ
Johnson & Johnson

Healthcare
-14
- 0.85%
$142.06 - $167.7 $1.99K - $2.35K
1.64K $271K
T
At&T Inc.

Communication Services
-136
- 1.27%
$21.56 - $28.28 $2.93K - $3.85K
10.5K $297K
XOM
Exxon Mobil Corp

Energy
-15
- 0.25%
$105.44 - $118.93 $1.58K - $1.78K
5.94K $705K
VCIT
Vanguard Intermediate Term Cor

ETFs
-8
- 0.02%
$79.17 - $82.04 $633 - $656
46.8K $3.83M
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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