Mbl Wealth, LLC Purchases in Q4 2025

Mbl Wealth, LLC

  • $1.1 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
485
+ 11.6%
$79.95 - $81.28 $38.8K - $39.4K
4.67K $374K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.28K
+ 6.79%
$24.85 - $25.28 $31.8K - $32.4K
20.1K $504K
PEP
Pepsico Inc

Consumer Defensive
99
+ 4.76%
$138.84 - $153.71 $13.7K - $15.2K
2.18K $322K
INTC
Intel Corp

Technology
570
+ 6.6%
$34.71 - $41.53 $19.8K - $23.7K
9.21K $319K
CB
Chubb LTD

Financial Services
60
+ 7.52%
$268.2 - $296.22 $16.1K - $17.8K
858 $253K
MLPB
Ubs Ag

ETFs
200
+ 0.34%
$23.41 - $25.29 $4.68K - $5.06K
58.8K $1.49M
UBER
Uber Technologies, Inc

Technology
600
+ 12.94%
$91.62 - $100.1 $55K - $60.1K
5.24K $479K
MA
Mastercard Inc

Financial Services
149
+ 7.88%
$536.85 - $580.45 $80K - $86.5K
2.04K $1.09M
CME
Cme Group Inc.

Financial Services
24
+ 2.45%
$261.53 - $285.04 $6.28K - $6.84K
1K $279K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
50
+ 0.24%
$12.5 - $18.02 $625 - $901
20.9K $315K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
30
+ 0.14%
$41.77 - $42.6 $1.25K - $1.28K
20.9K $888K
VBK
Vanguard Small Cap Growth ETF

ETFs
52
+ 4.67%
$291.71 - $309.36 $15.2K - $16.1K
1.17K $339K
TXN
Texas Instruments Inc

Technology
5
+ 0.38%
N/A
1.32K $257K
First Tr Exchng Traded Fd Vi
6.4K
New
N/A
6.4K $0
Labcorp Holdings Inc
5
+ 0.02%
N/A
29.4K $0
CARY
Angel Oak Fds Tr Income Etf(De
31.9K
+ 6.54%
N/A
520K $0
First Tr Exchng Traded Fd Vi
8K
New
N/A
8K $0
J P Morgan Exchange Traded F
521
+ 1.66%
N/A
31.9K $0
First Tr Exchng Traded Fd Vi
10K
New
N/A
10K $0
Calamos ETF Tr
220K
New
N/A
220K $0
First Tr Exchng Traded Fd Vi
12K
New
N/A
12K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
32
+ 0.36%
$26.44 - $27.53 $846 - $881
8.91K $242K
Neos ETF Trust
42.6K
+ 20.41%
N/A
252K $0
Linde PLC
79
+ 18.12%
N/A
515 $0
Kenvue Inc
13.2K
+ 51.44%
N/A
38.7K $0
MODL
Victory Portfolios Ii Victorys
10.3K
+ 4.58%
N/A
235K $0
Lam Research Corp
3.27K
+ 207.87%
N/A
4.85K $0
J P Morgan Exchange Traded F
2.17K
+ 2.96%
N/A
75.6K $0
Bitmine Immersion Tecnologie
10.3K
+ 55.79%
N/A
28.8K $0
Unilever PLC
3.68K
New
N/A
3.68K $0
PSEP
Innovator U.S. Equity Power Bu
15.6K
+ 7.65%
N/A
219K $0
PDEC
Innovator U.S. Equity Power Bu
9.73K
+ 8.08%
N/A
130K $0
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
50
+ 0.22%
$50.37 - $50.58 $2.52K - $2.53K
22.6K $1.14M
Ge Vernova Inc
72
+ 10.88%
N/A
734 $0
Ishares Bitcoin Trust ETF
5.12K
+ 13.46%
N/A
43.2K $0
Pimco ETF Tr
19K
+ 6.69%
N/A
302K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
112K
+ 283.76%
N/A
151K $0
Qnity Electronics Inc
2.61K
New
N/A
2.61K $0
Strategic Trust
2.99K
+ 1.41%
N/A
215K $0
Profesionally Managed Portfo
8.48K
New
N/A
8.48K $0
Innovator Etfs Trust
833
+ 0.39%
N/A
215K $0
EOCT
Innovator Etfs Tr Emerging Mar
3.74K
+ 2.6%
N/A
147K $0
Thor Finl Technologies Tr
58.1K
+ 69.87%
N/A
141K $0
Blackrock Inc
426
+ 78.45%
N/A
969 $0
HEI
Heico Corp

Industrials
45
+ 2.54%
$306.83 - $330.64 $13.8K - $14.9K
1.82K $569K
UNH
Unitedhealth Group Inc

Healthcare
127
+ 6.93%
$320.52 - $369.92 $40.7K - $47K
1.96K $628K
VB
Vanguard Small Cap ETF

ETFs
25
+ 0.93%
$248.1 - $260.08 $6.2K - $6.5K
2.7K $674K
AON
Aon PLC

Financial Services
3
+ 0.19%
$326.07 - $366.93 $978 - $1.1K
1.59K $554K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
3.18K
+ 1.49%
$34.68 - $36.33 $110K - $115K
216K $7.59M
Activity Summary
Buys All Purchases 203 New Holdings 51 Increased Positions 152 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 2
Track This Portfolio

Track Mbl Wealth, LLC Portfolio

Follow Mbl Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email