Mbl Wealth, LLC Incresed Positions in Q4 2024

Mbl Wealth, LLC

  • $932 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
479K
+ 67.25%
$91.29 - $91.8 $43.7M - $43.9M
1.19M $109M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.38K
+ 4.12%
$567.81 - $607.81 $4.76M - $5.09M
212K $124M
VTI
Vanguard Total Stock Market Et

ETFs
13K
+ 1494.83%
$280.04 - $302.45 $3.65M - $3.94M
13.9K $4.03M
GBIL
Goldman Sachs Access Treasury

ETFs
32.3K
+ 67.61%
$99.85 - $100.22 $3.22M - $3.24M
80.1K $8M
IEMG
Ishares Inc

ETFs
29.4K
+ 5.45%
N/A
569K $30.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.69K
+ 105.98%
$521.84 - $558.82 $1.41M - $1.51M
5.24K $2.82M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
43.7K
+ 5.39%
$40.26 - $42.88 $1.76M - $1.88M
855K $34.6M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
30.2K
+ 15.0%
$36.74 - $40.43 $1.11M - $1.22M
232K $8.55M
NVDA
Nvidia Corp

Technology
1.06K
+ 1.52%
$117.0 - $148.88 $124K - $158K
70.9K $9.52M
TSLA
Tesla, Inc.

Consumer Cyclical
663
+ 12.73%
$213.65 - $479.86 $142K - $318K
5.87K $2.37M
UITB
Usaa ETF Tr Core Intermediate

ETFs
42K
+ 8.19%
$45.83 - $48.07 $1.93M - $2.02M
555K $25.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.2K
+ 1.91%
$61.68 - $67.87 $873K - $961K
756K $47.1M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
10.1K
+ 2.98%
$52.0 - $55.66 $526K - $563K
350K $18.7M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
27.8K
+ 4.06%
$47.58 - $48.56 $1.32M - $1.35M
712K $34M
ORCL
Oracle Corp

Technology
4.27K
+ 83.07%
$165.41 - $192.43 $705K - $821K
9.4K $1.57M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.88K
+ 5.89%
$81.68 - $82.93 $807K - $819K
178K $14.6M
MLPA
Global X Mlp ETF

ETFs
8.25K
+ 7.42%
$47.44 - $52.61 $392K - $434K
119K $5.9M
GOOG
Alphabet Inc.

Communication Services
1.61K
+ 15.29%
$163.08 - $198.16 $262K - $319K
12.1K $2.31M
NFLX
Netflix Inc

Communication Services
260
+ 59.23%
$687.65 - $936.56 $179K - $244K
699 $623K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.52K
+ 4.77%
$50.62 - $50.97 $330K - $333K
143K $7.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.21K
+ 2.61%
$113.92 - $127.38 $707K - $790K
244K $28.1M
CRM
Salesforce, Inc.

Technology
625
+ 50.77%
$270.87 - $367.87 $169K - $230K
1.86K $620K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
766
+ 7.36%
$442.29 - $483.08 $339K - $370K
11.2K $5.07M
VGT
Vanguard Information Technolog

ETFs
171
+ 5.59%
$571.78 - $647.97 $97.8K - $111K
3.23K $2.01M
RTX
Raytheon Technologies Corp

Industrials
2.05K
+ 39.75%
$114.45 - $127.21 $234K - $260K
7.19K $832K
SCHX
Schwab Strategic Tr Us Large C

ETFs
191K
+ 200.17%
$22.4 - $68.28 $4.27M - $13M
286K $6.63M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.5K
+ 4.27%
$22.1 - $22.59 $255K - $260K
281K $6.24M
IWF
Ishares Russell 1000 Gr ETF

ETFs
75
+ 1.84%
$370.24 - $418.94 $27.8K - $31.4K
4.16K $1.67M
HON
Honeywell International Inc

Industrials
221
+ 5.69%
$202.84 - $236.0 $44.8K - $52.2K
4.11K $927K
SLDP
Solid Power, Inc.

Industrials
45K
+ 100.0%
$1.02 - $2.14 $45.9K - $96.3K
90K $170K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.72K
+ 3.92%
$115.08 - $119.55 $888K - $923K
205K $23.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
545
+ 8.28%
$124.26 - $134.12 $67.7K - $73.1K
7.13K $916K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
552
+ 0.56%
$47.07 - $48.75 $26K - $26.9K
98.6K $4.72M
CME
Cme Group Inc.

Financial Services
309
+ 30.78%
$221.17 - $246.02 $68.3K - $76K
1.31K $304K
VTWO
Vanguard Russell 2000 ETF

ETFs
896
+ 1.95%
$87.42 - $98.06 $78.3K - $87.9K
46.9K $4.19M
BAC
Bank Of America Corp

Financial Services
101
+ 0.61%
$39.22 - $47.77 $3.96K - $4.82K
16.7K $735K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
900
+ 7.18%
$77.02 - $78.58 $69.3K - $70.7K
13.4K $1.04M
CSCO
Cisco Systems, Inc.

Technology
325
+ 6.45%
$52.45 - $60.02 $17K - $19.5K
5.37K $317K
TJX
Tjx Companies Inc

Consumer Cyclical
160
+ 6.68%
$112.15 - $127.2 $17.9K - $20.4K
2.55K $308K
MO
Altria Group, Inc.

Consumer Defensive
395
+ 8.45%
$49.06 - $57.74 $19.4K - $22.8K
5.07K $265K
TFC
Truist Financial Corp

Financial Services
483
+ 6.66%
$41.51 - $48.1 $20K - $23.2K
7.74K $335K
GLDM
World Gold Trust

ETFs
2.02K
+ 0.35%
$50.76 - $55.23 $103K - $112K
579K $30.1M
POCT
Innovator U.S. Equity Power Bu

ETFs
256
+ 4.41%
$38.63 - $40.03 $9.89K - $10.2K
6.06K $239K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
9.19K
+ 2.67%
$18.04 - $18.54 $166K - $170K
353K $6.38M
SCHA
Schwab Strategic Tr Us Small C

ETFs
18.9K
+ 100.0%
$25.33 - $51.16 $477K - $964K
37.7K $974K
HYG
Ishares Tr

ETFs
95
+ 3.36%
$78.09 - $80.04 $7.42K - $7.6K
2.93K $230K
TXN
Texas Instruments Inc

Technology
7
+ 0.54%
N/A
1.31K $255K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.67K
+ 2.33%
$47.98 - $49.47 $79.9K - $82.4K
73K $3.53M
MODL
Victory Portfolios Ii Victorys
15K
+ 22.53%
N/A
81.6K $0
Activity Summary
Buys All Purchases 97 New Holdings 23 Increased Positions 74 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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