Mbl Wealth, LLC Incresed Positions in Q3 2024

Mbl Wealth, LLC

  • $866 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DOV
Dover Corp

Industrials
341
+ 29.73%
$172.5 - $193.03 $58.8K - $65.8K
1.49K $285K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
420
+ 5.48%
$96.25 - $101.98 $40.4K - $42.8K
8.08K $818K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
1.13K
+ 4.15%
$32.83 - $34.88 $36.9K - $39.2K
28.2K $984K
AVGO
Broadcom Inc.

Technology
9.57K
+ 866.24%
$136.27 - $1745.86 $1.3M - $16.7M
10.7K $1.84M
LMT
Lockheed Martin Corp

Industrials
6
+ 1.12%
$460.3 - $584.56 $2.76K - $3.51K
542 $316K
PG
Procter & Gamble CO

Consumer Defensive
50
+ 0.84%
$160.76 - $177.82 $8.04K - $8.89K
6.03K $1.04M
AMGN
Amgen Inc

Healthcare
132
+ 10.39%
$309.38 - $337.38 $40.8K - $44.5K
1.4K $452K
IWY
Ishares Tr Russell 200 Growth

ETFs
110
+ 2.2%
$194.66 - $225.97 $21.4K - $24.9K
5.11K $1.12M
XOM
Exxon Mobil Corp

Energy
292
+ 3.68%
$109.72 - $119.0 $32K - $34.7K
8.23K $965K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
200
+ 2.31%
$48.51 - $52.86 $9.7K - $10.6K
8.84K $467K
MLPX
Global X Mlp & Energy Infrastr

ETFs
154
+ 2.34%
$50.37 - $55.21 $7.76K - $8.5K
6.72K $365K
CB
Chubb LTD

Financial Services
1
+ 0.12%
$252.51 - $292.2 $253 - $292
836 $241K
MO
Altria Group, Inc.

Consumer Defensive
5
+ 0.11%
$45.95 - $54.71 $230 - $274
4.68K $238K
UBER
Uber Technologies, Inc

Technology
157
+ 2.73%
$58.48 - $77.47 $9.18K - $12.2K
5.9K $443K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
50
+ 2.78%
$111.9 - $124.28 $5.6K - $6.21K
1.85K $228K
PFE
Pfizer Inc

Healthcare
402
+ 5.46%
$27.7 - $31.39 $11.1K - $12.6K
7.77K $224K
SYK
Stryker Corp

Healthcare
2
+ 0.23%
$315.94 - $371.96 $632 - $744
855 $308K
FCX
Freeport Mcmoran Inc

Basic Materials
215
+ 4.69%
$39.52 - $51.92 $8.5K - $11.2K
4.8K $239K
BOND
Pimco Active Bond Exchange Tra

ETFs
11
+ 0.25%
$90.01 - $95.32 $990 - $1.05K
4.46K $421K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
30
+ 0.16%
$25.38 - $26.27 $761 - $788
19K $498K
POCT
Innovator U.S. Equity Power Bu

ETFs
300
+ 5.45%
$37.79 - $38.95 $11.3K - $11.7K
5.8K $225K
LLY
Eli Lilly & CO

Healthcare
45
+ 3.24%
$772.14 - $960.02 $34.7K - $43.2K
1.43K $1.27M
PEP
Pepsico Inc

Consumer Defensive
8
+ 0.65%
$161.9 - $179.3 $1.3K - $1.43K
1.25K $211K
TXN
Texas Instruments Inc

Technology
34
+ 2.68%
$194.6 - $194.6 $6.62K - $6.62K
1.3K $253K
BAC
Bank Of America Corp

Financial Services
73
+ 0.44%
$36.65 - $44.13 $2.68K - $3.22K
16.6K $659K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
5K
+ 38.46%
N/A
18K $0
Aeva Technologies Inc
10K
+ 100.0%
N/A
20K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
940
+ 4.31%
N/A
22.8K $0
MKL
Markel Corp

Financial Services
1
+ 0.72%
$1494.55 - $1645.69 $1.49K - $1.65K
139 $217K
Innovator Etfs Trust
6.68K
+ 5.21%
N/A
135K $0
Arm Holdings PLC
707
+ 42.41%
N/A
2.37K $0
CARY
Angel Oak Fds Tr Income Etf(De
1.63K
+ 0.37%
N/A
439K $0
MLPB
Ubs Ag

ETFs
667
+ 1.17%
$22.98 - $25.02 $15.3K - $16.7K
57.9K $1.41M
HON
Honeywell International Inc

Industrials
81
+ 2.13%
$196.73 - $220.21 $15.9K - $17.8K
3.89K $803K
ADBE
Adobe Inc.

Technology
3
+ 0.77%
$508.13 - $586.55 $1.52K - $1.76K
391 $202K
AMAT
Applied Materials Inc

Technology
5
+ 0.38%
$174.88 - $254.97 $874 - $1.27K
1.33K $269K
NVDA
Nvidia Corp

Technology
520
+ 0.75%
$98.91 - $134.91 $51.4K - $70.2K
69.8K $8.48M
AMZN
Amazon Com Inc

Consumer Cyclical
176
+ 0.78%
$161.02 - $200.0 $28.3K - $35.2K
22.7K $4.23M
GOOG
Alphabet Inc.

Communication Services
97
+ 0.93%
$149.54 - $192.66 $14.5K - $18.7K
10.5K $1.76M
MSFT
Microsoft Corp

Technology
190
+ 1.01%
$395.15 - $467.56 $75.1K - $88.8K
19K $8.19M
GOOGL
Alphabet Inc.

Communication Services
103
+ 0.43%
$148.65 - $191.18 $15.3K - $19.7K
23.8K $3.95M
Activity Summary
Buys All Purchases 103 New Holdings 11 Increased Positions 92 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 1
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