Mbl Wealth, LLC Purchases in Q3 2025

Mbl Wealth, LLC

  • $1.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
855
+ 42.64%
$291.67 - $316.99 $249K - $271K
2.86K $869K
ABBV
Abb Vie Inc.

Healthcare
391
+ 9.48%
$184.85 - $231.54 $72.3K - $90.5K
4.52K $1.05M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
1.38K
+ 2.0%
$50.18 - $52.89 $69.3K - $73.1K
70.4K $3.72M
TDVG
T Rowe Price Exchange Traded F

Technology
1.04K
+ 0.71%
$42.05 - $43.96 $43.5K - $45.5K
146K $6.41M
VGT
Vanguard Information Technolog

ETFs
3
+ 0.09%
$656.44 - $753.15 $1.97K - $2.26K
3.24K $2.42M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.43K
New
$55.15 - $58.11 $244K - $257K
4.43K $254K
IEMG
Ishares Inc

ETFs
4.57K
+ 0.74%
N/A
624K $33.5M
MMM
3 M CO

Industrials
1.56K
New
$144.41 - $160.2 $225K - $250K
1.56K $242K
VUG
Vanguard Growth ETF

ETFs
503
New
$433.97 - $484.08 $218K - $243K
503 $241K
AMZN
Amazon Com Inc

Consumer Cyclical
1.03K
+ 4.52%
$211.65 - $238.24 $218K - $245K
23.8K $5.23M
RTX
Raytheon Technologies Corp

Industrials
189
+ 2.13%
$144.19 - $167.33 $27.3K - $31.6K
9.07K $1.52M
MLPA
Global X Mlp ETF

ETFs
9.02K
+ 7.33%
$48.25 - $51.56 $435K - $465K
132K $6.39M
MS
Morgan Stanley

Financial Services
1.17K
+ 69.52%
$139.09 - $161.16 $162K - $188K
2.85K $452K
BAC
Bank Of America Corp

Financial Services
2.06K
+ 8.69%
$44.92 - $52.42 $92.5K - $108K
25.8K $1.33M
GE
General Electric CO

Industrials
451
+ 36.22%
$244.75 - $305.63 $110K - $138K
1.7K $510K
CVX
Chevron Corp

Energy
608
+ 9.52%
$145.57 - $161.83 $88.5K - $98.4K
6.99K $1.09M
DE
Deere & CO

Industrials
458
+ 58.2%
$457.26 - $524.37 $209K - $240K
1.25K $569K
JBBB
Janus Detroit Str Tr Henderson

ETFs
3.27K
+ 6.06%
$48.04 - $48.61 $157K - $159K
57.1K $2.75M
SO
Southern CO

Utilities
1.45K
+ 26.88%
$90.83 - $96.0 $131K - $139K
6.82K $646K
ITOT
Ishares Core S&P Total U.S. St

ETFs
407
+ 4.7%
$135.0 - $146.02 $54.9K - $59.4K
9.07K $1.32M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
5.7K
+ 1.62%
$18.32 - $18.72 $104K - $107K
357K $6.64M
MO
Altria Group, Inc.

Consumer Defensive
1.38K
+ 21.31%
$57.75 - $67.68 $79.6K - $93.3K
7.85K $518K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
31.7K
New
$3.81 - $4.23 $121K - $134K
31.7K $130K
XOM
Exxon Mobil Corp

Energy
750
+ 9.09%
$105.83 - $117.22 $79.4K - $87.9K
9.01K $1.02M
LMT
Lockheed Martin Corp

Industrials
209
+ 36.28%
$410.74 - $499.21 $85.8K - $104K
785 $391K
UBER
Uber Technologies, Inc

Technology
1.06K
+ 29.78%
$86.91 - $99.57 $92.5K - $106K
4.64K $454K
IAU
Ishares Gold Trust

ETFs
21
+ 0.19%
$61.62 - $72.77 $1.29K - $1.53K
11.3K $823K
PG
Procter & Gamble CO

Consumer Defensive
984
+ 16.24%
$150.47 - $161.22 $148K - $159K
7.04K $1.08M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.08K
+ 1.49%
$45.92 - $47.76 $49.6K - $51.6K
73.7K $3.5M
DUK
Duke Energy Corp

Utilities
235
+ 2.45%
$116.31 - $125.93 $27.3K - $29.6K
9.81K $1.21M
VZ
Verizon Communications Inc

Communication Services
1.61K
+ 14.3%
$40.84 - $45.06 $65.7K - $72.5K
12.9K $565K
UNP
Union Pacific Corp

Industrials
308
+ 34.03%
$214.91 - $237.16 $66.2K - $73K
1.21K $286K
MRK
Merck & Co., Inc.

Healthcare
387
+ 5.82%
$77.6 - $87.37 $30K - $33.8K
7.04K $590K
AON
Aon PLC

Financial Services
168
+ 11.88%
$350.91 - $375.27 $59K - $63K
1.58K $564K
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
+ 0.76%
$404.94 - $499.99 $2.02K - $2.5K
665 $322K
TFC
Truist Financial Corp

Financial Services
510
+ 4.95%
$42.83 - $47.07 $21.8K - $24K
10.8K $494K
IXUS
Ishares Tr

ETFs
361
+ 9.01%
$76.35 - $82.58 $27.6K - $29.8K
4.37K $360K
VEA
Vanguard Ftse Developed Market

ETFs
388
+ 7.06%
$56.02 - $60.3 $21.7K - $23.4K
5.88K $352K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
176
+ 0.59%
$21.69 - $23.34 $3.82K - $4.11K
29.8K $694K
WFC
Wells Fargo & Company

Financial Services
160
+ 2.72%
$77.05 - $85.16 $12.3K - $13.6K
6.04K $506K
POCT
Innovator U.S. Equity Power Bu

ETFs
550
+ 9.08%
$41.27 - $43.1 $22.7K - $23.7K
6.61K $284K
PM
Philip Morris International Inc.

Consumer Defensive
445
+ 21.45%
$157.77 - $183.27 $70.2K - $81.6K
2.52K $408K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
85
+ 1.52%
$53.93 - $57.58 $4.58K - $4.89K
5.66K $319K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
435
+ 2.36%
$24.11 - $24.94 $10.5K - $10.8K
18.9K $470K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
100
+ 0.45%
$50.09 - $50.73 $5.01K - $5.07K
22.5K $1.14M
V
Visa Inc.

Financial Services
233
+ 4.62%
$332.09 - $358.86 $77.4K - $83.6K
5.28K $1.8M
MLPX
Global X Mlp & Energy Infrastr

ETFs
110
+ 1.81%
$59.5 - $62.99 $6.55K - $6.93K
6.2K $388K
Neos ETF Trust
89.5K
+ 74.95%
N/A
209K $0
JGRO
J P Morgan Exchange Traded Fd
2.49K
New
N/A
2.49K $0
Activity Summary
Buys All Purchases 128 New Holdings 23 Increased Positions 105 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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