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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, GLDM, DIVO, and represent 33.83% of MBL Wealth's stock portfolio.
Added to shares of these 10 stocks: RUNN, GBIL, MODL, IEMG, UITB, IJH, UDEC, IDEV, HGER, GOOG.
Started 20 new stock positions in UNP, T, NVDY, UPS, C, CRWD, BRK.A, MSTR, PFE, VEA. ABT, SNPS, CSGP, XLV, QYLD, PM, DIS, SBUX, VXUS, SO.
Reduced shares in these 10 stocks: BIL (-$6.3M), VTWO, SPY, RSPG, EMXC, EWJ, EYLD, OXY, GLDM, FMAR.
Sold out of its positions in AEVA, AMAT, CLF, DOV, ENVX, FLYX, PKST, ISRG, RSPG, LCID. Matterport Inc Com Cl A, MS, OXY, OBIL, SLDP, RUN.
MBL Wealth was a net buyer of stock by $4.7M.
MBL Wealth has $990M in assets under management (AUM), dropping by -0.69%.
Central Index Key (CIK): 0001845785

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

Past Filings by MBL Wealth

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

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

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