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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, ISTB, and represent 34.90% of MBL Wealth's stock portfolio.
Added to shares of these 10 stocks: IJH (+$34M), SPY (+$6.3M), STOT (+$5.4M), TOTL (+$5.3M), BIL, CARY, PDBC, VNQ, KJAN, IEI.
Started 23 new stock positions in TBIL, CB, EPD, VEA, PJAN, UJAN, TOTL, AVDX, VRTX, DIS. XLV, AMGN, FDEC, MPC, BIV, EVER, PMAR, FMAR, GPN, AXP, GE, Aeva Technologies, VTI.
Reduced shares in these 10 stocks: EJAN, COM, FAUG, , DIVO, SUB, FMAY, TFC, SPG, PDEC.
Sold out of its positions in Aeva Technologies, BMY, Canoo Inc Com Cl A, FSRN, EJAN, BKLN, SLV, NKE, SLB, SHOP. SBUX, SPCE.
MBL Wealth was a net buyer of stock by $82M.
MBL Wealth has $882M in assets under management (AUM), dropping by 10.27%.
Central Index Key (CIK): 0001845785

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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 198 positions in its portfolio as reported in the March 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)	11.7	$104M	+6%	198k	523.07	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	11.0	$97M	+4%	1.1M	91.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.8	$43M	+402%	701k	60.74	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	3.8	$33M	+5%	690k	48.09	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	3.6	$31M	+5%	661k	47.44	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	3.5	$31M	-4%	783k	38.88	View chart
Ishares Core Msci Emkt (IEMG)	3.0	$27M	+2%	517k	51.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.9	$25M		229k	110.52	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.8	$25M	+2%	567k	44.05	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.5	$22M	+10%	187k	115.81	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	2.4	$21M	+8%	400k	52.47	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.3	$21M	+8%	210k	97.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.3	$20M		275k	74.22	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	2.0	$18M	+6%	220k	81.78	View chart
Apple (AAPL)	2.0	$18M		104k	171.48	View chart
Ishares Tr Core Msci Intl (IDEV)	1.8	$16M		231k	67.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	1.5	$13M	-3%	361k	36.60	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	1.4	$13M		264k	47.72	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	1.3	$12M	+23%	331k	35.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	1.2	$11M	-14%	251k	42.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	1.2	$10M		230k	44.74	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.2	$10M	-6%	98k	104.73	View chart
Laboratory Corp Amer Hldgs Com New (LH)	1.0	$9.3M		42k	218.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	1.0	$8.9M	-3%	243k	36.50	View chart
Angel Oak Funds Trust Income Etf (CARY)	1.0	$8.4M	+74%	408k	20.54	View chart
Microsoft Corporation (MSFT)	0.9	$8.0M	-3%	19k	420.74	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.9	$7.9M	+13%	79k	100.89	View chart
Ishares Msci Emrg Chn (EMXC)	0.8	$6.7M	+5%	117k	57.57	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.7	$6.5M		182k	36.03	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$6.2M	+2%	101k	62.06	View chart
NVIDIA Corporation (NVDA)	0.7	$6.1M	-4%	6.8k	903.54	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$6.1M	+25%	112k	54.24	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.7	$6.0M	+813%	128k	46.99	View chart
Pacer Fds Tr Trendpilot Intl (PTIN)	0.7	$5.9M	+2%	203k	29.07	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.6	$5.6M		310k	18.13	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$5.6M	+5%	96k	58.11	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$5.5M	+2%	96k	57.86	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.6	$5.5M	+157%	399k	13.87	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$5.5M	+21%	22k	249.86	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.6	$5.3M	NEW	132k	40.05	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.5	$4.5M	-5%	137k	32.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.5	$4.5M	+42%	101k	44.45	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$4.4M		11k	420.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.5	$4.3M	+76%	122k	35.19	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.5	$4.1M	+8%	85k	48.22	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$3.9M	+2%	103k	37.98	View chart
Amazon (AMZN)	0.4	$3.8M		21k	180.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$3.6M		24k	150.93	View chart
Meta Platforms Cl A (META)	0.4	$3.5M	+3%	7.3k	485.61	View chart
Ishares Msci Jpn Etf New (EWJ)	0.4	$3.2M	+36%	45k	71.35	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.4	$3.1M	+9%	65k	48.18	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$2.6M	+893%	30k	86.48	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	0.3	$2.5M	-51%	88k	28.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$2.4M	+14%	12k	205.72	View chart
Home Depot (HD)	0.2	$2.1M		5.5k	383.60	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.1M	-9%	10k	200.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.9M	+3%	46k	41.77	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$1.9M	+35%	25k	76.67	View chart
Fortrea Hldgs Common Stock (FTRE)	0.2	$1.7M		42k	40.14	View chart
Visa Com Cl A (V)	0.2	$1.7M	-8%	5.9k	279.08	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$1.6M	-2%	20k	84.09	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.6M		3.1k	524.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.6M		10k	152.25	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.2	$1.6M	+13%	19k	83.08	View chart
Broadcom (AVGO)	0.2	$1.5M	-16%	1.2k	1325.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.5M	+23%	6.9k	210.30	View chart
RBB Us Treas 3 Mnth (TBIL)	0.2	$1.4M	NEW	28k	50.03	View chart
Merck & Co (MRK)	0.2	$1.3M	-6%	10k	131.95	View chart
Tesla Motors (TSLA)	0.2	$1.3M	-6%	7.6k	175.79	View chart
Ubs Ag London Branch Etracs Aler Mlp (MLPB)	0.2	$1.3M	-2%	55k	24.15	View chart
Ishares Msci Brazil Etf (EWZ)	0.1	$1.3M	+14%	39k	32.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.3M	+106%	2.6k	480.70	View chart
UnitedHealth (UNH)	0.1	$1.3M	-11%	2.5k	494.70	View chart
Chevron Corporation (CVX)	0.1	$1.2M	-3%	7.8k	157.74	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.2M	-3%	31k	39.66	View chart
Simon Property (SPG)	0.1	$1.1M	-29%	7.2k	156.49	View chart
Wal-Mart Stores (WMT)	0.1	$1.1M	+179%	19k	60.17	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$1.1M	+5%	22k	49.90	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.1M	+4%	14k	77.73	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$1.1M	NEW	30k	36.10	View chart
Costco Wholesale Corporation (COST)	0.1	$1.1M		1.5k	732.69	View chart
Procter & Gamble Company (PG)	0.1	$1.1M	-11%	6.5k	162.25	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M		1.4k	777.96	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.0M	-2%	11k	94.41	View chart
Goldman Sachs (GS)	0.1	$1.0M	-9%	2.4k	417.69	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$997k		25k	40.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$990k		2.9k	337.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$989k		1.9k	525.73	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	0.1	$981k		600.00	1635.00	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$976k	-5%	5.0k	195.10	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$947k	NEW	6.4k	147.73	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$935k	+51%	12k	79.86	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$929k		19k	49.24	View chart
Johnson & Johnson (JNJ)	0.1	$877k	-26%	5.5k	158.19	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$870k	+9%	44k	19.77	View chart
Exxon Mobil Corporation (XOM)	0.1	$853k	+3%	7.3k	116.24	View chart
Lowe's Companies (LOW)	0.1	$819k	+2%	3.2k	254.73	View chart
Park National Corporation (PRK)	0.1	$806k		5.9k	135.85	View chart
Cisco Systems (CSCO)	0.1	$801k	-12%	16k	49.91	View chart
McDonald's Corporation (MCD)	0.1	$773k	-10%	2.7k	281.95	View chart
Abbvie (ABBV)	0.1	$756k		4.2k	182.10	View chart
Norfolk Southern (NSC)	0.1	$741k		2.9k	254.87	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$721k	NEW	20k	36.81	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$718k	-16%	14k	51.28	View chart
Truist Financial Corp equities (TFC)	0.1	$711k	-43%	18k	38.98	View chart
International Business Machines (IBM)	0.1	$699k		3.7k	190.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$688k	NEW	17k	41.21	View chart
Oracle Corporation (ORCL)	0.1	$674k	+49%	5.4k	125.61	View chart
Everquote Com Cl A (EVER)	0.1	$664k	NEW	36k	18.56	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$649k	+11%	25k	25.69	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$641k	-7%	8.4k	76.32	View chart
Mastercard Incorporated Cl A (MA)	0.1	$623k	+37%	1.3k	481.57	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$616k	-4%	3.0k	208.27	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$606k		2.7k	228.59	View chart
Coca-Cola Company (KO)	0.1	$604k	-10%	9.9k	61.18	View chart
Caterpillar (CAT)	0.1	$600k	-9%	1.6k	366.43	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$595k		3.6k	164.35	View chart
Duke Energy Corp Com New (DUK)	0.1	$588k	-28%	6.1k	96.71	View chart
Verizon Communications (VZ)	0.1	$585k	-7%	14k	41.96	View chart
Bank of America Corporation (BAC)	0.1	$581k	-6%	15k	37.92	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$579k		15k	39.02	View chart
Thermo Fisher Scientific (TMO)	0.1	$555k	+50%	954.00	581.21	View chart
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)	0.1	$554k		9.1k	60.74	View chart
Deere & Company (DE)	0.1	$552k	-17%	1.3k	410.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$539k	NEW	14k	39.11	View chart
Bandwidth Com Cl A (BAND)	0.1	$532k		29k	18.26	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$519k	+7%	4.5k	115.30	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$504k		12k	42.01	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.1	$499k		12k	41.62	View chart
Raytheon Technologies Corp (RTX)	0.1	$492k	+10%	5.0k	97.53	View chart
Global Payments (GPN)	0.1	$479k	NEW	3.6k	133.66	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$475k	+15%	9.5k	50.10	View chart
Roblox Corp Cl A (RBLX)	0.1	$463k		12k	38.18	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$448k		8.3k	53.80	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$437k	NEW	5.8k	75.40	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$430k	+16%	4.7k	91.85	View chart
salesforce (CRM)	0.0	$387k	+38%	1.3k	301.18	View chart
BlackRock (BLK)	0.0	$383k	+2%	459.00	833.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.0	$375k	-64%	8.7k	43.22	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$371k	NEW	888.00	418.01	View chart
Standard Lithium Corp equities (SLI)	0.0	$361k		306k	1.18	View chart
Amgen (AMGN)	0.0	$341k	NEW	1.2k	284.32	View chart
Honeywell International (HON)	0.0	$337k		1.6k	205.25	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$334k		6.2k	53.81	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$332k	+3%	9.3k	35.84	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$330k		1.8k	179.11	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$322k		6.6k	48.99	View chart
ConocoPhillips (COP)	0.0	$322k	-10%	2.5k	127.28	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$317k		6.0k	52.87	View chart
Stryker Corporation (SYK)	0.0	$309k		864.00	357.87	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.0	$300k		15k	20.34	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$296k		7.2k	40.90	View chart
Marathon Petroleum Corp (MPC)	0.0	$295k	NEW	1.5k	201.50	View chart
Abbott Laboratories (ABT)	0.0	$294k	+3%	2.6k	113.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$288k	NEW	7.3k	39.24	View chart
Netflix (NFLX)	0.0	$282k	-5%	465.00	607.33	View chart
Cme (CME)	0.0	$280k	-2%	1.3k	215.29	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$278k		500.00	556.40	View chart
Ally Financial (ALLY)	0.0	$277k	+2%	6.8k	40.59	View chart
Applied Materials (AMAT)	0.0	$277k	-5%	1.3k	206.23	View chart
Paypal Holdings (PYPL)	0.0	$274k	-3%	4.1k	66.99	View chart
Wells Fargo & Company (WFC)	0.0	$274k	+5%	4.7k	57.96	View chart
Intel Corporation (INTC)	0.0	$274k	+3%	6.2k	44.17	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$269k		5.6k	47.87	View chart
Advanced Micro Devices (AMD)	0.0	$266k	-10%	1.5k	180.49	View chart
F.N.B. Corporation (FNB)	0.0	$264k		19k	14.10	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$256k	-4%	1.1k	235.79	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$249k		2.4k	103.79	View chart
Walt Disney Company (DIS)	0.0	$245k	NEW	2.0k	122.36	View chart
CVS Caremark Corporation (CVS)	0.0	$236k	+2%	3.0k	79.76	View chart
Lockheed Martin Corporation (LMT)	0.0	$235k		516.00	454.87	View chart
Chubb (CB)	0.0	$235k	NEW	905.00	259.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$234k	NEW	900.00	259.90	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$233k		6.5k	35.80	View chart
American Express Company (AXP)	0.0	$232k	NEW	1.0k	227.69	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$228k		21k	10.95	View chart
Texas Instruments Incorporated (TXN)	0.0	$228k		1.3k	174.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$225k		6.0k	37.49	View chart
Pepsi (PEP)	0.0	$217k		1.2k	175.01	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$215k		1.8k	118.29	View chart
Markel Corporation (MKL)	0.0	$215k		141.00	1521.48	View chart
Altria (MO)	0.0	$211k	-17%	4.8k	43.62	View chart
Enterprise Products Partners (EPD)	0.0	$211k	NEW	7.2k	29.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$211k	NEW	4.2k	50.17	View chart
Adobe Systems Incorporated (ADBE)	0.0	$209k	-9%	415.00	504.60	View chart
Freeport-mcmoran CL B (FCX)	0.0	$207k	-16%	4.4k	47.02	View chart
General Electric Com New (GE)	0.0	$206k	NEW	1.2k	175.59	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$201k		2.9k	70.00	View chart
Peakstone Realty Trust Common Shares (PKST)	0.0	$171k		11k	16.13	View chart
Matterport Com Cl A (MTTR)	0.0	$171k		76k	2.26	View chart
Avidxchange Holdings (AVDX)	0.0	$163k	NEW	12k	13.15	View chart
Sunrun (RUN)	0.0	$159k		12k	13.18	View chart
Xpeng Ads (XPEV)	0.0	$150k		20k	7.68	View chart
Solid Power Class A Com (SLDP)	0.0	$91k		45k	2.03	View chart
Flyexclusive Com Cl A (FLYX)	0.0	$83k		19k	4.32	View chart
Lucid Group (LCID)	0.0	$67k		24k	2.85	View chart
Aeva Technologies Com New	0.0	$39k	NEW	10k	3.93	View chart
B2gold Corp (BTG)	0.0	$36k		14k	2.61	View chart

Past Filings by MBL Wealth

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

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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