Mbl Wealth, LLC Incresed Positions in Q4 2025

Mbl Wealth, LLC

  • $1.1 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FMHI
First Tr ETF Iii Municipal Hig

ETFs
790
+ 1.07%
$47.55 - $48.22 $37.6K - $38.1K
74.5K $3.57M
NFLX
Netflix Inc

Communication Services
8.36K
+ 1063.23%
$110.29 - $1241.35 $922K - $10.4M
9.14K $1.01M
CRM
Salesforce, Inc.

Technology
261
+ 21.88%
$235.69 - $263.41 $61.5K - $68.8K
1.45K $344K
SCHX
Schwab Strategic Tr Us Large C

ETFs
55
+ 0.02%
$25.85 - $27.19 $1.42K - $1.5K
289K $7.67M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.79K
+ 1.11%
$22.43 - $22.55 $62.6K - $63K
253K $5.69M
PFE
Pfizer Inc

Healthcare
2.14K
+ 14.91%
$24.23 - $27.37 $51.9K - $58.6K
16.5K $413K
QUAL
Ishares Msci Usa Quality Facto

ETFs
224
+ 6.37%
$191.01 - $199.18 $42.8K - $44.6K
3.74K $726K
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
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
FCNCA
First Citizens Bancshares Inc

Financial Services
5
+ 0.81%
$1638.68 - $1845.3 $8.19K - $9.23K
622 $1.11M
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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
32
+ 0.36%
$26.44 - $27.53 $846 - $881
8.91K $242K
Pimco ETF Tr
19K
+ 6.69%
N/A
302K $0
Linde PLC
79
+ 18.12%
N/A
515 $0
Neos ETF Trust
42.6K
+ 20.41%
N/A
252K $0
Ishares Bitcoin Trust ETF
5.12K
+ 13.46%
N/A
43.2K $0
EOCT
Innovator Etfs Tr Emerging Mar
3.74K
+ 2.6%
N/A
147K $0
PSEP
Innovator U.S. Equity Power Bu
15.6K
+ 7.65%
N/A
219K $0
MODL
Victory Portfolios Ii Victorys
10.3K
+ 4.58%
N/A
235K $0
CARY
Angel Oak Fds Tr Income Etf(De
31.9K
+ 6.54%
N/A
520K $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
J P Morgan Exchange Traded F
521
+ 1.66%
N/A
31.9K $0
Thor Finl Technologies Tr
58.1K
+ 69.87%
N/A
141K $0
Kenvue Inc
13.2K
+ 51.44%
N/A
38.7K $0
Labcorp Holdings Inc
5
+ 0.02%
N/A
29.4K $0
J P Morgan Exchange Traded F
2.17K
+ 2.96%
N/A
75.6K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
112K
+ 283.76%
N/A
151K $0
Strategic Trust
2.99K
+ 1.41%
N/A
215K $0
Blackrock Inc
426
+ 78.45%
N/A
969 $0
Innovator Etfs Trust
833
+ 0.39%
N/A
215K $0
Bitmine Immersion Tecnologie
10.3K
+ 55.79%
N/A
28.8K $0
Ge Vernova Inc
72
+ 10.88%
N/A
734 $0
Lam Research Corp
3.27K
+ 207.87%
N/A
4.85K $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
ORCL
Oracle Corp

Technology
1.6K
+ 23.89%
$217.57 - $313.0 $348K - $500K
8.29K $1.82M
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
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