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MBL Wealth

Latest statistics and disclosures from MBL Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, BIL, IJH, IEMG, DIVO, and represent 32.80% of MBL Wealth's stock portfolio.
Added to shares of these 10 stocks: BIL (+$11M), QQQI, IBIT, THIR, ISTB, CBTJ, BRK.B, HCA, HGER, UITB.
Started 23 new stock positions in GCV, VUG, HCA, KVUE, VMC, BMNR, PREF, INTC, BITU, VBK. LRCX, BALT, AMZU, EMR, UPS, COWZ, JGRO, PEP, HEI, AFL, JPST, MMM, LIN.
Reduced shares in these 10 stocks: COM, JEPQ, ACIO, TOTL, PTMC, TSLA, SPY, UNH, VST, FJUL.
Sold out of its positions in BCI, ARM, CARR, CPRT, CPAY, COM, ISRG, KLAC, LBRDK, LLYVA. OBDC, STOT, VTV, VRTX, VST, ZTS.
MBL Wealth was a net buyer of stock by $39M.
MBL Wealth has $1.1B in assets under management (AUM), dropping by 9.50%.
Central Index Key (CIK): 0001845785

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Portfolio Holdings for MBL Wealth

MBL Wealth holds 246 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	12.3	$141M		212k	666.18	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	8.5	$98M	+12%	1.1M	91.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.7	$54M		832k	65.26	View chart
Ishares Core Msci Emkt (IEMG)	3.6	$41M		624k	65.92	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	3.6	$41M	+2%	917k	44.57	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.5	$40M		517k	76.45	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	3.2	$37M	+5%	747k	48.84	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	2.9	$33M		680k	47.98	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.6	$30M		250k	118.83	View chart
Victory Portfolios Ii Core Intermediat (UITB)	2.6	$30M	+4%	621k	47.52	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.3	$27M		304k	87.31	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.2	$25M	+4%	210k	119.51	View chart
Apple (AAPL)	2.1	$24M		94k	254.63	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	2.0	$23M		442k	52.28	View chart
Ishares Tr Core Msci Intl (IDEV)	1.9	$22M		274k	80.17	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	1.5	$17M		305k	54.76	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.4	$16M	+5%	188k	82.96	View chart
NVIDIA Corporation (NVDA)	1.2	$14M		76k	186.58	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	1.0	$11M	+74%	209k	54.20	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.9	$11M	+9%	107k	100.23	View chart
Victory Portfolios Ii Victoryshares We (MODL)	0.9	$10M	+3%	224k	46.22	View chart
Microsoft Corporation (MSFT)	0.9	$10M	+5%	20k	517.94	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.9	$10M	+3%	488k	20.91	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$9.5M	+4%	89k	106.78	View chart
Calamos Etf Tr Calamos Bit 80 S (CBTJ)	0.8	$9.3M	+17%	324k	28.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.8	$8.8M		204k	42.95	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.8	$8.7M		215k	40.35	View chart
Labcorp Holdings Com Shs (LH)	0.7	$8.4M		29k	287.06	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.7	$7.6M	-8%	213k	35.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$7.6M		289k	26.34	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.7	$7.6M	+7%	283k	26.84	View chart
Pacer Fds Tr Trendpilot Intl (PTIN)	0.7	$7.5M	-2%	246k	30.47	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$7.4M	-16%	129k	57.52	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.6	$7.3M	+3%	212k	34.27	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.6	$7.0M		153k	45.60	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$6.9M		102k	67.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.6	$6.8M		130k	51.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$6.7M	+24%	13k	502.74	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.6	$6.6M		357k	18.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$6.6M		23k	293.73	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.6	$6.4M		146k	43.96	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.6	$6.4M	+7%	132k	48.42	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.5	$5.6M		251k	22.52	View chart
Meta Platforms Cl A (META)	0.5	$5.6M	-2%	7.6k	734.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$5.5M		23k	243.10	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.5	$5.4M	+4%	73k	74.09	View chart
Tesla Motors (TSLA)	0.5	$5.4M	-8%	12k	444.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.5	$5.2M	-7%	96k	54.73	View chart
Amazon (AMZN)	0.5	$5.2M	+4%	24k	219.58	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.5	$5.2M	+5%	131k	39.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.4	$5.1M	+3%	121k	42.02	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.4	$4.9M	+32%	191k	25.80	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.4	$4.7M	+28%	61k	77.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$4.7M	-6%	51k	91.42	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.4	$4.6M	-23%	106k	43.43	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.4	$4.5M		144k	31.09	View chart
Broadcom (AVGO)	0.4	$4.2M	-2%	13k	329.91	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.4	$4.1M	+4%	40k	104.51	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.4	$4.1M	-4%	124k	33.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$3.9M	+2%	11k	355.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$3.9M	+12%	6.3k	612.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.3	$3.7M	+2%	70k	52.89	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.3	$3.5M		74k	47.51	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.4M	+7%	11k	315.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.0M	-6%	12k	243.54	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.3	$2.9M	+2%	31k	91.97	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.2	$2.8M	+6%	57k	48.17	View chart
Thor Finl Technologies Tr Index Rotation (THIR)	0.2	$2.6M	+278%	83k	31.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.5M		47k	54.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$2.5M	-10%	57k	43.91	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$2.5M	+384%	38k	65.00	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$2.4M		3.2k	746.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.3M	-7%	7.0k	328.17	View chart
Home Depot (HD)	0.2	$2.1M		5.3k	405.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.0M		4.3k	468.37	View chart
RBB Us Treas 3 Mnth (TBIL)	0.2	$2.0M	+113%	40k	50.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.2	$1.9M	-11%	42k	46.39	View chart
Oracle Corporation (ORCL)	0.2	$1.9M	-15%	6.7k	281.24	View chart
Costco Wholesale Corporation (COST)	0.2	$1.9M	+30%	2.0k	925.67	View chart
Visa Com Cl A (V)	0.2	$1.8M	+4%	5.3k	341.38	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.2	$1.8M	-3%	47k	38.37	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.7M		18k	96.55	View chart
Goldman Sachs (GS)	0.1	$1.6M	-3%	2.0k	796.55	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$1.5M	-32%	38k	40.57	View chart
Caterpillar (CAT)	0.1	$1.5M	+56%	3.2k	477.15	View chart
Johnson & Johnson (JNJ)	0.1	$1.5M	+28%	8.3k	185.42	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.5M	+2%	9.1k	167.33	View chart
Ubs Ag London Branch Etracs Aler Mlp (MLPB)	0.1	$1.5M	+2%	59k	24.99	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.5M	-2%	6.1k	241.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.4M	-2%	2.1k	669.30	View chart
Wal-Mart Stores (WMT)	0.1	$1.4M	-2%	14k	103.06	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.4M		5.1k	273.65	View chart
International Business Machines (IBM)	0.1	$1.3M	+3%	4.7k	282.18	View chart
Bank of America Corporation (BAC)	0.1	$1.3M	+8%	26k	51.59	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.3M	+4%	9.1k	145.65	View chart
Advanced Micro Devices (AMD)	0.1	$1.3M	+53%	8.1k	161.79	View chart
Hca Holdings (HCA)	0.1	$1.2M	NEW	2.9k	426.20	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.2M	+2%	9.8k	123.75	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$1.2M		30k	39.01	View chart
Eli Lilly & Co. (LLY)	0.1	$1.2M	-6%	1.5k	763.30	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.1	$1.1M		26k	44.00	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$1.1M		23k	50.57	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.1	$1.1M		617.00	1789.16	View chart
Chevron Corporation (CVX)	0.1	$1.1M	+9%	7.0k	155.29	View chart
Procter & Gamble Company (PG)	0.1	$1.1M	+16%	7.0k	153.65	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.1M	+38%	1.9k	568.81	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.1M		38k	27.90	View chart
Abbvie (ABBV)	0.1	$1.0M	+9%	4.5k	231.54	View chart
Standard Lithium Corp equities (SLI)	0.1	$1.0M		306k	3.37	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.0M	+9%	9.0k	112.75	View chart
Norfolk Southern (NSC)	0.1	$995k	+23%	3.3k	300.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$976k		11k	93.37	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$967k	-9%	22k	44.19	View chart
Park National Corporation (PRK)	0.1	$965k		5.9k	162.53	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.1	$961k	NEW	19k	51.93	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$948k		12k	78.91	View chart
Netflix (NFLX)	0.1	$942k	+6%	786.00	1198.92	View chart
Solid Power Class A Com (SLDP)	0.1	$937k		270k	3.47	View chart
Strategy Cl A New (MSTR)	0.1	$884k	+231%	2.7k	322.21	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$880k		21k	42.13	View chart
McDonald's Corporation (MCD)	0.1	$869k	+42%	2.9k	303.89	View chart
Lowe's Companies (LOW)	0.1	$829k	-6%	3.3k	251.31	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$824k		11k	72.77	View chart
United Parcel Service CL B (UPS)	0.1	$817k	NEW	9.8k	83.53	View chart
Tidal Trust Ii Yieldmax Nvda (NVDY)	0.1	$780k		46k	16.80	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$771k	-16%	2.7k	281.86	View chart
Everquote Com Cl A (EVER)	0.1	$755k		33k	22.87	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$754k		1.00	754200.00	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$732k		14k	52.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$695k		30k	23.28	View chart
Honeywell International (HON)	0.1	$688k	-18%	3.3k	210.50	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$684k		3.5k	194.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$680k		2.7k	254.28	View chart
Southern Company (SO)	0.1	$646k	+26%	6.8k	94.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$641k	+159%	1.1k	600.37	View chart
Blackrock (BLK)	0.1	$633k	-3%	543.00	1165.87	View chart
UnitedHealth (UNH)	0.1	$633k	-41%	1.8k	345.30	View chart
Merck & Co (MRK)	0.1	$591k	+5%	7.0k	83.94	View chart
Coca-Cola Company (KO)	0.1	$591k		8.9k	66.32	View chart
Palantir Technologies Cl A (PLTR)	0.1	$584k	+86%	3.2k	182.42	View chart
HEICO Corporation (HEI)	0.0	$572k	NEW	1.8k	322.82	View chart
Deere & Company (DE)	0.0	$569k	+58%	1.2k	457.26	View chart
Verizon Communications (VZ)	0.0	$565k	+14%	13k	43.95	View chart
Aon Shs Cl A (AON)	0.0	$564k	+11%	1.6k	356.58	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$562k		1.1k	490.38	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.0	$523k	-8%	11k	47.50	View chart
Altria (MO)	0.0	$518k	+21%	7.8k	66.06	View chart
Ge Aerospace Com New (GE)	0.0	$510k	+36%	1.7k	300.88	View chart
American Express Company (AXP)	0.0	$510k	-4%	1.5k	332.16	View chart
Proshares Tr Ultra Bitcoin Et (BITU)	0.0	$507k	NEW	9.5k	53.39	View chart
Wells Fargo & Company (WFC)	0.0	$506k	+2%	6.0k	83.82	View chart
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)	0.0	$498k	-4%	6.9k	71.97	View chart
Truist Financial Corp equities (TFC)	0.0	$494k	+4%	11k	45.72	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$489k		8.3k	58.72	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$489k		8.8k	55.33	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$488k		13k	36.69	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$487k	-2%	5.5k	89.34	View chart
Bandwidth Com Cl A (BAND)	0.0	$485k		29k	16.67	View chart
Cisco Systems (CSCO)	0.0	$484k	-6%	7.1k	68.42	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.0	$470k	+2%	19k	24.93	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$465k	-2%	4.6k	100.25	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$461k	NEW	9.1k	50.73	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$458k	NEW	14k	32.82	View chart
Uber Technologies (UBER)	0.0	$454k	+29%	4.6k	97.97	View chart
Morgan Stanley Com New (MS)	0.0	$453k	+69%	2.8k	158.96	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.0	$451k		12k	37.20	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.0	$440k	NEW	23k	19.14	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$439k	-23%	5.0k	87.88	View chart
Direxion Shs Etf Tr Direxion 2x Shar (AMZU)	0.0	$435k	NEW	13k	34.78	View chart
Kenvue (KVUE)	0.0	$415k	NEW	26k	16.23	View chart
Philip Morris International (PM)	0.0	$409k	+21%	2.5k	162.19	View chart
Ge Vernova (GEV)	0.0	$407k	+48%	662.00	614.90	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$401k	-4%	9.4k	42.79	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$401k		24k	17.01	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$397k	-2%	4.2k	93.36	View chart
Lockheed Martin Corporation (LMT)	0.0	$392k	+36%	785.00	499.21	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$389k		6.2k	62.71	View chart
Stryker Corporation (SYK)	0.0	$383k	-11%	1.0k	369.67	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$378k		6.0k	62.91	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$373k		1.8k	203.59	View chart
Pfizer (PFE)	0.0	$366k	-8%	14k	25.48	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$361k	+9%	4.4k	82.57	View chart
Citigroup Com New (C)	0.0	$355k	-6%	3.5k	101.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$353k	+7%	5.9k	59.92	View chart
Krispy Kreme Call Call Option (Principal) (DNUT)	0.0	$352k		91k	3.87	View chart
Vulcan Materials Company (VMC)	0.0	$342k	NEW	1.1k	307.62	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$339k	-12%	4.2k	81.19	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$331k	NEW	1.1k	297.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$327k		5.9k	55.15	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$327k	-3%	1.1k	293.79	View chart
Palo Alto Networks (PANW)	0.0	$326k	-14%	1.6k	203.62	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$323k		7.2k	44.69	View chart
Thermo Fisher Scientific (TMO)	0.0	$323k		665.00	485.02	View chart
At&t (T)	0.0	$321k		11k	28.24	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.0	$320k		5.7k	56.45	View chart
TJX Companies (TJX)	0.0	$318k	-3%	2.2k	144.54	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$313k		2.4k	130.28	View chart
Ares Capital Corporation (ARCC)	0.0	$313k	-16%	15k	20.41	View chart
Abbott Laboratories (ABT)	0.0	$311k	-2%	2.3k	133.94	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$306k		6.7k	45.80	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$305k		21k	14.68	View chart
F.N.B. Corporation (FNB)	0.0	$301k		19k	16.11	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$298k		500.00	596.03	View chart
Walt Disney Company (DIS)	0.0	$297k		2.6k	114.50	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$296k		6.5k	45.51	View chart
Markel Corporation (MKL)	0.0	$292k		153.00	1911.37	View chart
Pepsi (PEP)	0.0	$292k	NEW	2.1k	140.44	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$291k	-3%	7.6k	38.36	View chart
Intel Corporation (INTC)	0.0	$290k	NEW	8.6k	33.55	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$288k		787.00	365.48	View chart
Emerson Electric (EMR)	0.0	$287k	NEW	2.2k	131.18	View chart
Union Pacific Corporation (UNP)	0.0	$287k	+34%	1.2k	236.37	View chart
AFLAC Incorporated (AFL)	0.0	$286k	NEW	2.6k	111.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$285k	+9%	6.6k	43.10	View chart
salesforce (CRM)	0.0	$283k	-28%	1.2k	237.00	View chart
Nike CL B (NKE)	0.0	$278k		4.0k	69.73	View chart
Fortrea Hldgs Common Stock (FTRE)	0.0	$267k		32k	8.42	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$267k		1.8k	150.86	View chart
Cme (CME)	0.0	$264k	-3%	978.00	270.19	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$260k		1.3k	195.86	View chart
Amgen (AMGN)	0.0	$258k	-13%	913.00	282.20	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$254k	NEW	4.4k	57.47	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$250k		4.7k	53.03	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$246k	-9%	1.4k	170.85	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$242k	-14%	8.9k	27.30	View chart
3M Company (MMM)	0.0	$242k	NEW	1.6k	155.18	View chart
Texas Instruments Incorporated (TXN)	0.0	$242k		1.3k	183.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$241k	NEW	503.00	479.61	View chart
Xpeng Ads (XPEV)	0.0	$241k	-48%	10k	23.42	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$233k	NEW	2.5k	93.75	View chart
Applied Materials (AMAT)	0.0	$229k	-6%	1.1k	204.74	View chart
Enterprise Products Partners (EPD)	0.0	$229k		7.3k	31.27	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$227k		1.8k	129.72	View chart
Chubb (CB)	0.0	$225k		798.00	282.25	View chart
Starbucks Corporation (SBUX)	0.0	$225k	+5%	2.7k	84.60	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$220k	-30%	2.7k	80.21	View chart
Sunrun (RUN)	0.0	$213k		12k	17.29	View chart
Lam Research Corp Com New (LRCX)	0.0	$211k	NEW	1.6k	133.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$208k		1.5k	140.94	View chart
Linde SHS (LIN)	0.0	$207k	NEW	436.00	475.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.0	$202k	-7%	3.9k	52.25	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$174k		19k	9.10	View chart
Rxo Common Stock (RXO)	0.0	$154k		10k	15.38	View chart
Flyexclusive Com Cl A (FLYX)	0.0	$139k	+46%	28k	4.94	View chart
Peakstone Realty Trust Common Shares (PKST)	0.0	$139k		11k	13.12	View chart
Gabelli Convertible & Income Securities (GCV)	0.0	$131k	NEW	32k	4.13	View chart

Past Filings by MBL Wealth

SEC 13F filings are viewable for MBL Wealth going back to 2020

MBL Wealth 2025 Q3 filed Oct. 16, 2025
MBL Wealth 2025 Q2 filed July 22, 2025
MBL Wealth 2025 Q1 filed May 21, 2025
MBL Wealth 2024 Q4 filed April 21, 2025
MBL Wealth 2024 Q3 filed Jan. 8, 2025
MBL Wealth 2024 Q2 filed July 19, 2024
MBL Wealth 2024 Q1 filed April 22, 2024
MBL Wealth 2023 Q4 filed Jan. 18, 2024
MBL Wealth 2023 Q3 filed Oct. 11, 2023
MBL Wealth 2023 Q2 filed July 17, 2023
MBL Wealth 2023 Q1 filed April 12, 2023
MBL Wealth 2022 Q2 filed Jan. 12, 2023
MBL Wealth 2022 Q3 filed Jan. 12, 2023
MBL Wealth 2022 Q4 filed Jan. 12, 2023
MBL Wealth 2022 Q1 filed May 2, 2022
MBL Wealth 2021 Q3 filed Oct. 25, 2021

View all past filings

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