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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, DFNM, DIVO, and represent 32.02% of MBL Wealth's stock portfolio.
Added to shares of these 10 stocks: COM (+$6.7M), VTWO, PTLC, UITB, MODL, SPY, RUNN, AVGO, PJUL, JPEF.
Started 11 new stock positions in IXUS, GE, OBIL, SHOP, MODL, CARR, CME, VTWO, ISRG, RUNN. JPEF.
Reduced shares in these 10 stocks: BIL (-$9.6M), PDBC (-$6.1M), PDEC, GBIL, AAPL, TOTL, LH, COWZ, FAUG, RSPT.
Sold out of its positions in BlackRock, BTG, CHRW, COP, FJUN, PDBC, Lam Research Corporation, SPG.
MBL Wealth was a net seller of stock by $-6.0M.
MBL Wealth has $930M in assets under management (AUM), dropping by 3.81%.
Central Index Key (CIK): 0001845785

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Portfolio Holdings for MBL Wealth

MBL Wealth holds 207 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)	12.8	$119M	+2%	207k	573.76	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	7.0	$65M	-12%	712k	91.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.0	$46M		742k	62.32	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	3.6	$34M		696k	48.54	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	3.6	$33M		812k	41.19	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	3.6	$33M		685k	48.68	View chart
Ishares Core Msci Emkt (IEMG)	3.3	$31M		540k	57.41	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.2	$30M		577k	52.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.0	$28M		238k	116.96	View chart
Victory Portfolios Ii Core Intermediat (UITB)	2.6	$25M	+14%	513k	47.93	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.5	$24M		197k	119.61	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	2.4	$23M		428k	52.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.4	$22M		286k	78.05	View chart
Apple (AAPL)	2.3	$21M	-12%	91k	233.00	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	1.9	$18M	+25%	340k	52.55	View chart
Ishares Tr Core Msci Intl (IDEV)	1.8	$17M		243k	70.83	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.5	$14M	+5%	168k	83.15	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	1.3	$13M	-2%	337k	37.07	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.2	$12M	+5%	209k	54.93	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.0	$9.4M	-5%	89k	106.19	View chart
Angel Oak Funds Trust Income Etf (CARY)	1.0	$9.3M		439k	21.19	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	1.0	$9.1M	+282%	316k	28.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.9	$8.5M	-2%	220k	38.53	View chart
NVIDIA Corporation (NVDA)	0.9	$8.5M		70k	121.44	View chart
Microsoft Corporation (MSFT)	0.9	$8.2M		19k	430.30	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$7.6M	-20%	132k	57.83	View chart
Ishares Msci Emrg Chn (EMXC)	0.8	$7.5M	+3%	123k	61.11	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.8	$7.5M	+6%	202k	37.12	View chart
Labcorp Holdings Com Shs (LH)	0.8	$7.1M	-24%	32k	223.48	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$7.0M		137k	50.88	View chart
Pacer Fds Tr Trendpilot Intl (PTIN)	0.7	$6.8M	+4%	221k	30.92	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$6.5M	-2%	95k	67.85	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.7	$6.4M		344k	18.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.7	$6.3M	-18%	139k	45.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.7	$6.1M	+31%	151k	40.48	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.7	$6.1M	+2%	269k	22.64	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$6.0M		23k	263.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.6	$5.4M	+7%	111k	48.11	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.6	$5.3M	+4%	111k	47.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$4.8M		10k	460.26	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.5	$4.8M		137k	35.03	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$4.8M	-46%	48k	100.29	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$4.7M	+4%	48k	97.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.5	$4.6M	-17%	98k	47.18	View chart
Meta Platforms Cl A (META)	0.5	$4.2M	+3%	7.4k	572.42	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.5	$4.2M	+5%	135k	31.34	View chart
Amazon (AMZN)	0.5	$4.2M		23k	186.34	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.4	$4.1M	NEW	46k	89.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.4	$4.0M	-54%	105k	38.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$4.0M		24k	165.85	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.4	$3.9M	-2%	80k	48.95	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.4	$3.9M	-39%	93k	41.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.4	$3.7M		88k	42.26	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.4	$3.5M		71k	49.40	View chart
Ishares Msci Jpn Etf New (EWJ)	0.4	$3.5M		49k	71.54	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.4	$3.5M	-28%	92k	37.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.4	$3.3M		85k	39.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$2.8M		12k	243.06	View chart
Victory Portfolios Ii Victoryshares We (MODL)	0.3	$2.6M	NEW	67k	39.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.2M		47k	47.85	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.2M		11k	210.86	View chart
Home Depot (HD)	0.2	$2.2M		5.4k	405.20	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.2	$1.9M	+38%	56k	34.60	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.2	$1.9M	NEW	58k	33.43	View chart
Broadcom (AVGO)	0.2	$1.8M	+866%	11k	172.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.8M		3.1k	586.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.8M		11k	167.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.2	$1.7M	+4%	23k	76.64	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$1.6M	-2%	18k	88.14	View chart
Visa Com Cl A (V)	0.2	$1.6M	+2%	5.9k	274.95	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.2	$1.6M	-34%	23k	68.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.5M	+3%	4.1k	375.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.5M		6.9k	220.89	View chart
Ubs Ag London Branch Etracs Aler Mlp (MLPB)	0.2	$1.4M		58k	24.33	View chart
UnitedHealth (UNH)	0.1	$1.4M		2.4k	584.68	View chart
Tesla Motors (TSLA)	0.1	$1.4M		5.2k	261.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.3M		2.5k	527.67	View chart
Eli Lilly & Co. (LLY)	0.1	$1.3M	+3%	1.4k	885.94	View chart
Costco Wholesale Corporation (COST)	0.1	$1.3M		1.4k	886.60	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M		15k	80.75	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$1.2M		24k	50.50	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$1.2M	NEW	18k	65.53	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.2M	-5%	28k	41.49	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.1M	+2%	5.1k	220.05	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$1.1M		25k	45.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.1M		1.9k	576.82	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	0.1	$1.1M		602.00	1840.95	View chart
Goldman Sachs (GS)	0.1	$1.1M		2.2k	495.11	View chart
Merck & Co (MRK)	0.1	$1.1M	-4%	9.5k	113.56	View chart
Procter & Gamble Company (PG)	0.1	$1.0M		6.0k	173.20	View chart
Park National Corporation (PRK)	0.1	$997k		5.9k	167.98	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$986k	-3%	13k	78.69	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$985k	+4%	28k	34.88	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$971k		19k	51.50	View chart
Exxon Mobil Corporation (XOM)	0.1	$965k	+3%	8.2k	117.22	View chart
Chevron Corporation (CVX)	0.1	$937k	-3%	6.4k	147.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$911k	-5%	11k	83.63	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$901k	+38%	18k	50.04	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$875k	-6%	10k	87.80	View chart
Oracle Corporation (ORCL)	0.1	$875k		5.1k	170.40	View chart
Lowe's Companies (LOW)	0.1	$858k		3.2k	270.85	View chart
Fortrea Hldgs Common Stock (FTRE)	0.1	$845k		42k	20.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$827k	+8%	6.6k	125.63	View chart
Johnson & Johnson (JNJ)	0.1	$824k		5.1k	162.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$818k	+5%	8.1k	101.27	View chart
Abbvie (ABBV)	0.1	$817k		4.1k	197.48	View chart
Honeywell International (HON)	0.1	$804k	+2%	3.9k	206.71	View chart
Caterpillar (CAT)	0.1	$802k	+41%	2.1k	391.12	View chart
International Business Machines (IBM)	0.1	$797k	+57%	3.6k	221.08	View chart
Everquote Com Cl A (EVER)	0.1	$754k		36k	21.09	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$747k		20k	38.05	View chart
Advanced Micro Devices (AMD)	0.1	$722k	+210%	4.4k	164.08	View chart
Duke Energy Corp Com New (DUK)	0.1	$717k		6.2k	115.30	View chart
Norfolk Southern (NSC)	0.1	$707k		2.8k	248.50	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$683k		8.4k	81.27	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$668k		3.0k	225.76	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$660k	-35%	32k	20.44	View chart
Bank of America Corporation (BAC)	0.1	$660k		17k	39.68	View chart
Verizon Communications (VZ)	0.1	$653k		15k	44.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$649k		3.6k	179.30	View chart
Thermo Fisher Scientific (TMO)	0.1	$635k	+68%	1.0k	618.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$635k		2.7k	237.21	View chart
Mastercard Incorporated Cl A (MA)	0.1	$634k		1.3k	493.80	View chart
Raytheon Technologies Corp (RTX)	0.1	$623k		5.1k	121.16	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$610k		15k	41.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$600k	-50%	12k	48.56	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$596k		12k	49.70	View chart
Trimtabs Etf Tr Fcf Us Qlty Etf	0.1	$556k	-3%	8.5k	65.18	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.1	$554k	-6%	12k	47.47	View chart
Roblox Corp Cl A (RBLX)	0.1	$531k		12k	44.26	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.1	$523k		12k	43.57	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$513k		8.3k	61.57	View chart
Bandwidth Com Cl A (BAND)	0.1	$510k		29k	17.51	View chart
Aon Shs Cl A (AON)	0.1	$509k		1.5k	345.99	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$499k		19k	26.27	View chart
Standard Lithium Corp equities (SLI)	0.1	$493k		306k	1.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$472k	-3%	10k	46.51	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$467k	+2%	8.8k	52.86	View chart
American Express Company (AXP)	0.0	$460k	+63%	1.7k	271.20	View chart
Amgen (AMGN)	0.0	$452k	+10%	1.4k	322.21	View chart
Uber Technologies (UBER)	0.0	$444k	+2%	5.9k	75.16	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$422k		4.5k	94.61	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$381k	-15%	9.2k	41.32	View chart
McDonald's Corporation (MCD)	0.0	$375k	-15%	1.2k	304.51	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$375k	-3%	10k	35.94	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$366k	+2%	6.7k	54.43	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.0	$361k		15k	24.49	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$351k		9.4k	37.56	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$350k		1.8k	189.80	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$347k	-8%	4.1k	84.54	View chart
Matterport Com Cl A (MTTR)	0.0	$340k		76k	4.50	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$340k	+42%	2.4k	143.01	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$339k		6.0k	56.57	View chart
salesforce (CRM)	0.0	$337k	-3%	1.2k	273.71	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$337k		6.2k	54.33	View chart
Coca-Cola Company (KO)	0.0	$330k		4.6k	71.86	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$327k	-10%	704.00	465.08	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$325k	-21%	6.2k	52.66	View chart
Paypal Holdings (PYPL)	0.0	$324k		4.2k	78.03	View chart
Lockheed Martin Corporation (LMT)	0.0	$317k		542.00	584.56	View chart
Netflix (NFLX)	0.0	$311k		439.00	709.27	View chart
Truist Financial Corp equities (TFC)	0.0	$310k		7.3k	42.77	View chart
Stryker Corporation (SYK)	0.0	$309k		855.00	361.26	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$301k		7.2k	41.69	View chart
Dover Corporation (DOV)	0.0	$285k	+29%	1.5k	191.72	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$285k		500.00	569.66	View chart
TJX Companies (TJX)	0.0	$281k	-8%	2.4k	117.54	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$271k		2.4k	112.94	View chart
Texas Instruments Incorporated (TXN)	0.0	$269k	+2%	1.3k	206.57	View chart
Applied Materials (AMAT)	0.0	$269k		1.3k	202.05	View chart
Cisco Systems (CSCO)	0.0	$268k	-10%	5.0k	53.22	View chart
Wells Fargo & Company (WFC)	0.0	$265k	-2%	4.7k	56.49	View chart
F.N.B. Corporation (FNB)	0.0	$264k		19k	14.11	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$262k		1.1k	243.47	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$250k		6.5k	38.53	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$249k	-48%	1.6k	154.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$247k		871.00	283.16	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$246k		782.00	314.19	View chart
Xpeng Ads (XPEV)	0.0	$242k		20k	12.18	View chart
Chubb (CB)	0.0	$241k		836.00	288.39	View chart
Freeport-mcmoran CL B (FCX)	0.0	$240k	+4%	4.8k	49.92	View chart
Altria (MO)	0.0	$239k		4.7k	51.04	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$233k		21k	11.22	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$229k	+2%	1.9k	123.62	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$227k	-10%	2.8k	80.30	View chart
Ge Aerospace Com New (GE)	0.0	$227k	NEW	1.2k	188.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$226k	+5%	5.8k	38.95	View chart
Carrier Global Corporation (CARR)	0.0	$226k	NEW	2.8k	80.49	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$225k	NEW	3.1k	72.63	View chart
Pfizer (PFE)	0.0	$225k	+5%	7.8k	28.94	View chart
Cme (CME)	0.0	$222k	NEW	1.0k	220.65	View chart
Markel Corporation (MKL)	0.0	$218k		139.00	1568.58	View chart
Sunrun (RUN)	0.0	$217k		12k	18.06	View chart
Deere & Company (DE)	0.0	$215k	-58%	516.00	417.33	View chart
Marathon Petroleum Corp (MPC)	0.0	$213k		1.3k	162.91	View chart
Pepsi (PEP)	0.0	$212k		1.2k	170.05	View chart
Enterprise Products Partners (EPD)	0.0	$210k		7.2k	29.11	View chart
Shopify Cl A (SHOP)	0.0	$207k	NEW	2.6k	80.14	View chart
Intuitive Surgical Com New (ISRG)	0.0	$206k	NEW	420.00	491.27	View chart
RBB Us Treasry 12 Mt (OBIL)	0.0	$203k	NEW	4.0k	50.27	View chart
Adobe Systems Incorporated (ADBE)	0.0	$203k		391.00	517.78	View chart
Peakstone Realty Trust Common Shares (PKST)	0.0	$144k		11k	13.63	View chart
Lucid Group (LCID)	0.0	$83k		24k	3.53	View chart
Aeva Technologies Com New (AEVA)	0.0	$66k	+100%	20k	3.29	View chart
Solid Power Class A Com (SLDP)	0.0	$61k		45k	1.35	View chart
Flyexclusive Com Cl A (FLYX)	0.0	$57k		19k	2.98	View chart
Canoo Cl A Com New (GOEV)	0.0	$14k		15k	0.98	View chart

Past Filings by MBL Wealth

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

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
MBL Wealth 2021 Q1 filed May 27, 2021
MBL Wealth 2020 Q4 filed Feb. 16, 2021

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