Mbe Wealth Management, LLC Sells in Q4 2025

Mbe Wealth Management, LLC

  • $217 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-602
- 1.22%
$589.5 - $635.77 $355K - $383K
48.6K $29.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.25K
- 2.54%
$26.44 - $27.53 $112K - $117K
163K $4.44M
USRT
Ishares Core U.S. Reit ETF

ETFs
-1.48K
- 14.67%
$56.64 - $59.67 $83.6K - $88.1K
8.59K $496K
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.18K
- 12.09%
$56.25 - $59.38 $66.2K - $69.9K
8.56K $487K
ECL
Ecolab Inc.

Basic Materials
-65
- 2.1%
$253.06 - $281.35 $16.4K - $18.3K
3.03K $782K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-766
- 8.04%
$78.97 - $83.03 $60.5K - $63.6K
8.76K $710K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-2.3K
- 5.25%
$25.17 - $25.38 $57.8K - $58.3K
41.5K $1.04M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-708
- 19.72%
$74.84 - $78.22 $53K - $55.4K
2.88K $220K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-197
- 2.67%
$191.01 - $199.18 $37.6K - $39.2K
7.18K $1.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-20
- 2.28%
$401.99 - $468.37 $8.04K - $9.37K
857 $350K
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 0.99%
$358.03 - $397.02 $2.51K - $2.78K
702 $251K
T
At&T Inc.

Communication Services
-14
- 0.11%
$24.44 - $27.55 $342 - $386
12.5K $318K
IVV
Ishares Core S&P 500 ETF

ETFs
-208
- 1.17%
$656.2 - $690.71 $136K - $144K
17.6K $11.9M
GLDM
World Gold Trust

ETFs
-650
- 9.6%
$76.32 - $86.69 $49.6K - $56.3K
6.12K $495K
PHYL
Pgim ETF Tr

ETFs
-309
- 1.47%
$35.18 - $35.74 $10.9K - $11K
20.8K $731K
FVD
First Tr Value Line Divid Inde

ETFs
-223
- 0.74%
$45.0 - $46.25 $10K - $10.3K
30K $1.38M
COST
Costco Wholesale Corp

Consumer Defensive
-14
- 4.39%
$910.94 - $954.99 $12.8K - $13.4K
305 $278K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-510
- 2.21%
$25.03 - $25.34 $12.8K - $12.9K
22.5K $565K
ASB
Associated Banc Corp

Financial Services
-383
- 3.05%
$24.11 - $26.6 $9.23K - $10.2K
12.2K $308K
VIG
Vanguard Dividend Appreciation

ETFs
-52
- 1.99%
N/A
2.56K $466K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-24
- 0.37%
$44.53 - $47.25 $1.07K - $1.13K
6.49K $295K
LNT
Alliant Energy Corp

Utilities
-63
- 1.13%
$66.31 - $68.97 $4.18K - $4.35K
5.51K $370K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-16
- 0.17%
$27.17 - $28.65 $435 - $458
9.16K $251K
MCD
Mcdonalds Corp

Consumer Cyclical
-19
- 0.95%
$293.81 - $310.11 $5.58K - $5.89K
1.99K $606K
VUG
Vanguard Growth ETF

ETFs
-18
- 1.57%
$470.44 - $504.26 $8.47K - $9.08K
1.13K $545K
CVX
Chevron Corp

Energy
-7
- 0.44%
$148.9 - $157.72 $1.04K - $1.1K
1.58K $243K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-195
- 1.07%
$25.85 - $27.19 $5.04K - $5.3K
18K $478K
ETF Ser Solutions
-2.34K
- 1.63%
N/A
142K $0
Ishares Bitcoin Trust ETF
-1.95K
- 22.82%
N/A
6.58K $0
DSI
Ishares Msci Kld 400 Social Et

ETFs
-18
- 0.49%
$123.63 - $130.75 $2.23K - $2.35K
3.62K $459K
FNDF
Schwab Fundamental Intl Large

ETFs
-187
- 3.56%
$42.35 - $45.18 $7.92K - $8.45K
5.07K $227K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-28
- 0.36%
$71.13 - $74.96 $1.99K - $2.1K
7.7K $563K
PWR
Quanta Services, Inc.

Industrials
-17
- 1.82%
$412.21 - $453.83 $7.01K - $7.72K
919 $394K
ABBV
Abb Vie Inc.

Healthcare
-24
- 0.44%
$211.96 - $244.38 $5.09K - $5.87K
5.4K $1.26M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-38
- 0.28%
$37.0 - $39.93 $1.41K - $1.52K
13.6K $527K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-305
- 0.38%
$32.35 - $34.37 $9.87K - $10.5K
79.4K $2.68M
XOM
Exxon Mobil Corp

Energy
-7
- 0.12%
$110.64 - $119.78 $774 - $838
5.92K $697K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-12
- 1.94%
$524.58 - $588.02 $6.29K - $7.06K
606 $343K
CAT
Caterpillar Inc

Industrials
-4
- 0.52%
$480.82 - $585.49 $1.92K - $2.34K
760 $419K
Activity Summary
Buys All Purchases 78 New Holdings 4 Increased Positions 74 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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