MBL Wealth

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

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Positions held by MBL Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for MBL Wealth

MBL Wealth holds 224 positions in its portfolio as reported in the March 2025 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) 11.8 $116M 208k 559.39
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 10.4 $103M -5% 1.1M 91.73
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Ishares Tr Core S&p Mcp Etf (IJH) 4.6 $45M +2% 773k 58.35
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World Gold Tr Spdr Gld Minis (GLDM) 3.6 $35M 571k 61.89
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 3.5 $35M 861k 40.77
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Ishares Tr Core 1 5 Yr Usd (ISTB) 3.5 $35M 716k 48.35
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 3.3 $33M 694k 47.57
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Ishares Core Msci Emkt (IEMG) 3.3 $33M +6% 606k 53.97
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Victory Portfolios Ii Core Intermediat (UITB) 2.8 $28M +5% 587k 46.94
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Ishares Tr Core S&p Scp Etf (IJR) 2.6 $26M 244k 104.57
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Ishares Tr 3 7 Yr Treas Bd (IEI) 2.5 $25M 208k 118.14
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 2.3 $22M 433k 51.55
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Ishares Tr Core Msci Eafe (IEFA) 2.3 $22M 295k 75.65
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Apple (AAPL) 2.0 $20M +2% 90k 222.13
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 1.8 $18M 354k 51.45
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Ishares Tr Core Msci Intl (IDEV) 1.8 $18M +5% 263k 68.89
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Ishares Tr 1 3 Yr Treas Bd (SHY) 1.5 $15M 180k 82.73
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.2 $12M 225k 51.78
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Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 1.2 $12M -2% 324k 35.74
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.1 $11M +31% 105k 100.18
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Angel Oak Funds Trust Income Etf (CARY) 1.0 $9.7M +3% 468k 20.76
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $9.1M 87k 105.60
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NVIDIA Corporation (NVDA) 0.8 $8.4M +9% 77k 108.38
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Direxion Shs Etf Tr Auspce Cmd Stg (COM) 0.8 $8.4M -4% 285k 29.34
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Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.8 $8.3M +3% 239k 34.60
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Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.8 $7.9M -4% 205k 38.41
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.7 $7.4M 146k 50.71
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Microsoft Corporation (MSFT) 0.7 $7.3M +5% 19k 375.39
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Pacer Fds Tr Trendpilot Intl (PTIN) 0.7 $7.2M +4% 245k 29.32
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Labcorp Holdings Com Shs (LH) 0.7 $7.0M 30k 232.74
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Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.6 $6.3M 352k 18.06
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $6.3M 285k 22.08
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Global X Fds Glbl X Mlp Etf (MLPA) 0.6 $6.2M -2% 117k 53.23
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.6 $6.2M 277k 22.42
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.6 $6.1M -7% 111k 54.76
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.6 $6.0M 150k 40.19
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $5.9M 11k 532.58
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $5.8M 22k 258.62
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.6 $5.7M -3% 126k 45.49
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Strategic Trust Running Gwth Etf (RUNN) 0.6 $5.7M +109% 176k 32.43
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Ishares Msci Emrg Chn (EMXC) 0.5 $5.3M -23% 96k 55.09
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Victory Portfolios Ii Victoryshares We (MODL) 0.5 $5.3M +66% 136k 38.82
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.5 $5.0M -3% 105k 47.63
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Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $4.8M +3% 53k 90.54
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Amazon (AMZN) 0.5 $4.7M +8% 25k 190.27
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.5 $4.5M 97k 46.67
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Meta Platforms Cl A (META) 0.4 $4.4M +5% 7.6k 576.35
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Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.4 $4.3M -6% 125k 34.62
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Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.4 $3.9M -4% 130k 30.24
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Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.4 $3.9M +2% 103k 37.60
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $3.7M 24k 154.64
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $3.5M -8% 13k 274.84
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Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.4 $3.5M +3% 72k 48.67
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First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.3 $3.4M 72k 47.81
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Spdr Gold Tr Gold Shs (GLD) 0.3 $3.2M -2% 11k 288.14
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.3 $3.0M -5% 86k 34.20
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.3 $2.8M -15% 67k 42.20
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.8M +3% 5.4k 513.91
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $2.7M -10% 68k 40.29
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Alphabet Cap Stk Cl C (GOOG) 0.3 $2.7M +42% 17k 156.23
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.3 $2.7M -16% 67k 39.93
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Harbor Etf Trust Harbor Commodity (HGER) 0.3 $2.6M +48% 109k 24.05
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JPMorgan Chase & Co. (JPM) 0.3 $2.5M 10k 245.30
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J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 0.3 $2.5M +40% 39k 63.66
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Broadcom (AVGO) 0.2 $2.2M +24% 13k 167.43
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $2.2M 48k 45.26
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Home Depot (HD) 0.2 $2.0M +5% 5.5k 366.51
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J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 0.2 $1.9M +18% 29k 67.19
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Visa Com Cl A (V) 0.2 $1.8M -4% 5.2k 350.46
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Vanguard World Inf Tech Etf (VGT) 0.2 $1.8M 3.3k 542.45
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Tesla Motors (TSLA) 0.2 $1.6M +4% 6.2k 259.16
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $1.6M 18k 85.07
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Ubs Ag London Branch Etracs Aler Mlp (MLPB) 0.2 $1.5M -3% 56k 27.75
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.5M 4.2k 361.08
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Costco Wholesale Corporation (COST) 0.1 $1.5M +11% 1.6k 945.85
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Oracle Corporation (ORCL) 0.1 $1.4M +8% 10k 139.81
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.3M -2% 6.6k 199.49
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Eli Lilly & Co. (LLY) 0.1 $1.3M +10% 1.6k 825.91
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Innovator Etfs Trust Us Eqty Ultra B (UDEC) 0.1 $1.3M +281% 37k 34.30
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.2M +10% 2.1k 561.90
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Wal-Mart Stores (WMT) 0.1 $1.2M +13% 14k 87.79
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Goldman Sachs (GS) 0.1 $1.2M +4% 2.2k 546.36
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $1.1M +5% 26k 44.26
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International Business Machines (IBM) 0.1 $1.1M +25% 4.5k 248.64
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Chevron Corporation (CVX) 0.1 $1.1M +6% 6.7k 167.29
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UnitedHealth (UNH) 0.1 $1.1M -6% 2.1k 523.75
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First Ctzns Bancshares Inc N Cl A (FCNCA) 0.1 $1.1M 602.00 1854.12
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Duke Energy Corp Com New (DUK) 0.1 $1.1M +36% 9.1k 121.97
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $1.1M -7% 22k 50.02
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $1.1M +4% 28k 39.69
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $1.1M 5.1k 210.94
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Raytheon Technologies Corp (RTX) 0.1 $1.1M +12% 8.1k 132.46
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Procter & Gamble Company (PG) 0.1 $1.1M +13% 6.3k 170.41
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RBB Us Treas 3 Mnth (TBIL) 0.1 $1.1M -30% 21k 50.01
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Johnson & Johnson (JNJ) 0.1 $1.0M +28% 6.1k 165.84
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Exxon Mobil Corporation (XOM) 0.1 $999k +3% 8.4k 118.93
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Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) 0.1 $995k 28k 35.55
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $993k -73% 12k 80.65
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $989k +13% 8.1k 122.00
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Bank of America Corporation (BAC) 0.1 $974k +39% 23k 41.73
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $958k -8% 12k 78.28
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Everquote Com Cl A (EVER) 0.1 $937k 36k 26.19
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Park National Corporation (PRK) 0.1 $899k 5.9k 151.40
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $883k 38k 23.43
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $857k 11k 81.73
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Abbvie (ABBV) 0.1 $851k 4.1k 209.52
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Lowe's Companies (LOW) 0.1 $845k +17% 3.6k 233.23
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Honeywell International (HON) 0.1 $838k -3% 4.0k 211.75
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $798k NEW 1.00 798442.00
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Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.1 $783k +5% 21k 38.14
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salesforce (CRM) 0.1 $773k +55% 2.9k 268.36
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Mastercard Incorporated Cl A (MA) 0.1 $719k +3% 1.3k 548.12
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Cambria Etf Tr Emrg Sharehldr (EYLD) 0.1 $701k -52% 22k 31.75
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Ishares Gold Tr Ishares New (IAU) 0.1 $690k 12k 58.96
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Netflix (NFLX) 0.1 $684k +4% 733.00 932.90
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Norfolk Southern (NSC) 0.1 $678k 2.9k 236.85
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Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $657k -4% 8.0k 82.18
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Caterpillar (CAT) 0.1 $653k +4% 2.0k 329.80
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Select Sector Spdr Tr Energy (XLE) 0.1 $652k -5% 7.0k 93.45
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $619k 3.6k 170.89
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Ishares Msci Jpn Etf New (EWJ) 0.1 $604k -60% 8.8k 68.56
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Aon Shs Cl A (AON) 0.1 $600k +2% 1.5k 399.09
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McDonald's Corporation (MCD) 0.1 $599k +70% 1.9k 312.37
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Select Sector Spdr Tr Technology (XLK) 0.1 $596k 2.9k 206.48
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $593k 2.7k 221.75
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $587k 30k 19.78
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Zoetis Cl A (ZTS) 0.1 $538k 3.3k 164.65
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Ares Capital Corporation (ARCC) 0.1 $517k -23% 23k 22.16
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Liberty Broadband Corp Com Ser C (LBRDK) 0.1 $510k 6.0k 85.05
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Cogent Communications Hldgs Com New (CCOI) 0.1 $505k 8.2k 61.31
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J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.1 $497k 12k 41.42
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Blackrock (BLK) 0.0 $493k +22% 521.00 946.48
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Cisco Systems (CSCO) 0.0 $489k +47% 7.9k 61.71
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Ishares Tr Cre U S Reit Etf (USRT) 0.0 $480k 8.3k 57.60
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Verizon Communications (VZ) 0.0 $475k -34% 11k 45.36
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $474k -2% 19k 25.22
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $471k -31% 4.8k 98.92
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Southern Company (SO) 0.0 $465k NEW 5.1k 91.95
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Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL) 0.0 $463k -11% 7.3k 63.91
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $452k +41% 7.9k 57.14
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $452k 8.8k 51.07
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Truist Financial Corp equities (TFC) 0.0 $448k +40% 11k 41.15
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American Express Company (AXP) 0.0 $440k +2% 1.6k 269.05
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Tidal Tr Ii Yieldmax Nvda (NVDY) 0.0 $437k NEW 28k 15.38
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Wells Fargo & Company (WFC) 0.0 $431k +35% 6.0k 71.80
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Pimco Etf Tr Active Bd Etf (BOND) 0.0 $413k 4.5k 92.47
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Xpeng Ads (XPEV) 0.0 $412k 20k 20.72
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.0 $411k -26% 8.4k 48.79
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Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.0 $410k -22% 8.7k 47.25
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.0 $403k -19% 19k 21.46
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Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $399k -3% 14k 28.41
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Stryker Corporation (SYK) 0.0 $398k +25% 1.1k 372.25
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Altria (MO) 0.0 $390k +28% 6.5k 60.02
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Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $389k 6.1k 63.81
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Standard Lithium Corp equities (SLI) 0.0 $389k 306k 1.27
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $388k +75% 8.3k 46.81
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $388k NEW 1.1k 352.58
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Bandwidth Com Cl A (BAND) 0.0 $381k 29k 13.10
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Merck & Co (MRK) 0.0 $374k -48% 4.2k 89.77
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Corpay Com Shs (CPAY) 0.0 $372k 1.1k 348.72
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Coca-Cola Company (KO) 0.0 $367k +11% 5.1k 71.62
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Bristol Myers Squibb (BMY) 0.0 $364k +27% 6.0k 60.99
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $345k 1.8k 188.16
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $344k 9.5k 36.41
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Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $344k NEW 21k 16.63
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Thermo Fisher Scientific (TMO) 0.0 $341k +4% 686.00 497.60
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Deere & Company (DE) 0.0 $339k +41% 722.00 469.35
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $339k 6.0k 56.47
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Pfizer (PFE) 0.0 $321k NEW 13k 25.34
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Amgen (AMGN) 0.0 $319k -21% 1.0k 311.55
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Abbott Laboratories (ABT) 0.0 $314k NEW 2.4k 132.65
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $307k NEW 4.9k 62.10
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TJX Companies (TJX) 0.0 $304k -2% 2.5k 121.80
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $303k 11k 27.96
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Advanced Micro Devices (AMD) 0.0 $301k 2.9k 102.74
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $298k 7.2k 41.21
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.0 $298k -16% 8.3k 35.66
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At&t (T) 0.0 $296k NEW 11k 28.28
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Copart (CPRT) 0.0 $294k 5.2k 56.59
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Vistra Energy (VST) 0.0 $293k +19% 2.5k 117.44
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Cme (CME) 0.0 $283k -18% 1.1k 265.29
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Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.0 $280k -18% 6.8k 41.47
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $279k NEW 5.5k 50.83
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Philip Morris International (PM) 0.0 $272k NEW 1.7k 158.75
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $271k 508.00 533.48
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Palo Alto Networks (PANW) 0.0 $268k -2% 1.6k 170.64
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $268k -11% 553.00 484.82
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $264k 2.4k 110.08
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Owl Rock Capital Corporation (OBDC) 0.0 $264k -10% 18k 14.66
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Markel Corporation (MKL) 0.0 $264k 141.00 1869.62
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Ishares Tr New York Mun Etf (NYF) 0.0 $263k -19% 5.0k 52.65
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $263k 1.1k 244.64
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Ishares Tr Core Msci Total (IXUS) 0.0 $260k +12% 3.7k 69.82
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Rivian Automotive Com Cl A (RIVN) 0.0 $259k 21k 12.45
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Paypal Holdings (PYPL) 0.0 $259k -2% 4.0k 65.25
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Chubb (CB) 0.0 $259k +2% 856.00 301.99
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $258k -8% 4.9k 52.37
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Arm Holdings Sponsored Ads (ARM) 0.0 $254k 2.4k 106.79
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Texas Instruments Incorporated (TXN) 0.0 $251k +6% 1.4k 179.70
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F.N.B. Corporation (FNB) 0.0 $251k 19k 13.45
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $251k +8% 819.00 306.56
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Enterprise Products Partners (EPD) 0.0 $250k 7.3k 34.14
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Citigroup Com New (C) 0.0 $247k NEW 3.5k 70.99
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Ge Aerospace Com New (GE) 0.0 $247k 1.2k 200.10
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Uber Technologies (UBER) 0.0 $245k -46% 3.4k 72.86
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Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $240k -37% 5.0k 47.89
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Fortrea Hldgs Common Stock (FTRE) 0.0 $239k -24% 32k 7.55
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Microstrategy Cl A New (MSTR) 0.0 $238k NEW 827.00 288.27
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Kla Corp Com New (KLAC) 0.0 $238k +9% 350.00 679.80
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Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.0 $235k 6.1k 38.85
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Lockheed Martin Corporation (LMT) 0.0 $235k 526.00 446.71
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $235k 3.0k 78.89
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $233k 6.5k 35.88
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Union Pacific Corporation (UNP) 0.0 $230k NEW 974.00 236.24
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Walt Disney Company (DIS) 0.0 $226k NEW 2.3k 98.70
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Siriusxm Holdings Common Stock (SIRI) 0.0 $224k 9.9k 22.55
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Starbucks Corporation (SBUX) 0.0 $223k NEW 2.3k 98.09
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $219k NEW 1.5k 146.01
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ConocoPhillips (COP) 0.0 $218k -11% 2.1k 105.02
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CoStar (CSGP) 0.0 $216k NEW 2.7k 79.23
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.0 $215k -41% 4.7k 46.18
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United Parcel Service CL B (UPS) 0.0 $213k NEW 1.9k 109.98
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $213k 1.8k 119.73
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Synopsys (SNPS) 0.0 $203k NEW 473.00 428.85
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Past Filings by MBL Wealth

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