Mbl Wealth, LLC Reduced Holdings in Q4 2024

Mbl Wealth, LLC

  • $932 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LCID
Lucid Group, Inc.

Consumer Cyclical
-100
- 0.42%
$2.01 - $3.44 $201 - $344
23.5K $70K
CB
Chubb LTD

Financial Services
-1
- 0.12%
$271.57 - $301.89 $272 - $302
835 $230K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-465
- 4.46%
$35.71 - $37.1 $16.6K - $17.3K
9.97K $365K
IWM
Ishares Russell 2000 ETF

ETFs
-45
- 0.66%
$216.13 - $242.4 $9.73K - $10.9K
6.82K $1.51M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-75
- 4.05%
$121.89 - $135.52 $9.14K - $10.2K
1.78K $221K
DOV
Dover Corp

Industrials
-1
- 0.07%
$184.72 - $206.51 $185 - $207
1.49K $278K
IWR
Ishares Russell Mid Cap ETF

ETFs
-100
- 0.54%
$87.25 - $95.52 $8.73K - $9.55K
18.3K $1.62M
SYK
Stryker Corp

Healthcare
-3
- 0.35%
$345.14 - $392.15 $1.04K - $1.18K
852 $306K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-25
- 3.2%
$311.11 - $335.64 $7.78K - $8.39K
757 $243K
Labcorp Holdings Inc
-1.9K
- 5.94%
N/A
30K $0
PDEC
Innovator U.S. Equity Power Bu
-4.55K
- 4.32%
N/A
101K $0
PSEP
Innovator U.S. Equity Power Bu
-6.7K
- 3.04%
N/A
214K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
-948
- 4.16%
N/A
21.8K $0
Innovator Etfs Trust
-6.19K
- 1.84%
N/A
331K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-599
- 0.65%
N/A
91K $0
DE
Deere & CO

Industrials
-5
- 0.97%
$389.45 - $466.0 $1.95K - $2.33K
511 $216K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-610
- 2.16%
$34.72 - $35.93 $21.2K - $21.9K
27.6K $985K
XLK
Technology Sector Spdr

ETFs
-75
- 2.53%
$220.26 - $241.44 $16.5K - $18.1K
2.88K $670K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-600
- 8.92%
$54.89 - $64.32 $32.9K - $38.6K
6.12K $370K
ISRG
Intuitive Surgical Inc

Healthcare
-10
- 2.38%
$471.27 - $550.62 $4.71K - $5.51K
410 $214K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-226
- 1.15%
$37.97 - $38.95 $8.58K - $8.8K
19.4K $755K
AXP
American Express CO

Financial Services
-97
- 5.72%
$267.35 - $305.57 $25.9K - $29.6K
1.6K $474K
COST
Costco Wholesale Corp

Consumer Defensive
-29
- 2.04%
$873.59 - $994.69 $25.3K - $28.8K
1.39K $1.27M
META
Meta Platforms, Inc.

Communication Services
-192
- 2.59%
$554.08 - $632.68 $106K - $121K
7.22K $4.26M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-85
- 2.04%
$77.25 - $91.3 $6.57K - $7.76K
4.07K $347K
MA
Mastercard Inc

Financial Services
-20
- 1.56%
$491.3 - $536.15 $9.83K - $10.7K
1.26K $665K
MLPB
Ubs Ag

ETFs
-330
- 0.57%
$23.6 - $27.14 $7.79K - $8.96K
57.5K $1.45M
WFC
Wells Fargo & Company

Financial Services
-258
- 5.49%
$54.98 - $77.35 $14.2K - $20K
4.44K $311K
GS
Goldman Sachs Group Inc

Financial Services
-142
- 6.42%
$486.1 - $608.57 $69K - $86.4K
2.07K $1.19M
V
Visa Inc.

Financial Services
-434
- 7.41%
$273.87 - $320.91 $119K - $139K
5.42K $1.71M
JPM
Jpmorgan Chase & CO

Financial Services
-634
- 5.97%
$205.18 - $250.29 $130K - $159K
9.99K $2.39M
GOOGL
Alphabet Inc.

Communication Services
-190
- 0.8%
$161.86 - $196.66 $30.8K - $37.4K
23.6K $4.47M
AVGO
Broadcom Inc.

Technology
-160
- 1.5%
$159.67 - $250.0 $25.5K - $40K
10.5K $2.44M
AMZN
Amazon Com Inc

Consumer Cyclical
-18
- 0.08%
$180.88 - $232.93 $3.26K - $4.19K
22.7K $4.97M
AAPL
Apple Inc.

Technology
-2.48K
- 2.73%
$221.69 - $259.02 $549K - $641K
88.2K $22.1M
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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