MBL Wealth, LLC Portfolio Holdings
Q3 2025•243 long positions•$1.1B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding259 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $141.4M 12.5% | -$479.0K Sold | — 212.2K shares | 212.9K → 212.2K −$479.0K | -0.34% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $97.9M 8.66% | +$10.9M Bought | — 1.1M shares | 948.4K → 1.1M +$10.9M | +12.51% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $54.3M 4.8% | +$769.9K Bought | — 832.3K shares | 820.5K → 832.3K +$769.9K | +1.44% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $41.1M 3.64% | +$301.1K Bought | — 624.2K shares | 619.6K → 624.2K +$301.1K | +0.74% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $40.9M 3.62% | +$870.2K Bought | — 917.3K shares | 897.8K → 917.3K +$870.2K | +2.17% | — — | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $39.5M 3.49% | +$491.6K Bought | — 516.8K shares | 510.4K → 516.8K +$491.6K | +1.26% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $36.5M 3.22% | +$1.8M Bought | — 746.5K shares | 710.4K → 746.5K +$1.8M | +5.08% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $32.6M 2.89% | +$638.2K Bought | — 680.4K shares | 667.1K → 680.4K +$638.2K | +1.99% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $29.7M 2.63% | -$151.4K Sold | — 250.1K shares | 251.4K → 250.1K −$151.4K | -0.51% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $29.5M 2.61% | +$1.2M Bought | — 620.8K shares | 596.4K → 620.8K +$1.2M | +4.09% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $26.5M 2.34% | +$255.9K Bought | — 303.7K shares | 300.8K → 303.7K +$255.9K | +0.97% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $25.1M 2.22% | +$1.1M Bought | — 209.8K shares | 200.2K → 209.8K +$1.1M | +4.79% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $23.1M 2.04% | +$425.3K Bought | — 442.1K shares | 434.0K → 442.1K +$425.3K | +1.87% | — — | Q1 2022 Held for 3y 8m | |
Consumer Electronics Technology | $22.6M 2.0% | -$328.2K Sold | 0.001% 88.7K shares | 90.0K → 88.7K −$328.2K | -1.43% | $3.78T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $21.9M 1.94% | +$184.6K Bought | — 273.6K shares | 271.3K → 273.6K +$184.6K | +0.85% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $16.7M 1.48% | -$51.8K Sold | — 304.6K shares | 305.6K → 304.6K −$51.8K | -0.31% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $15.6M 1.38% | +$841.7K Bought | — 187.9K shares | 177.7K → 187.9K +$841.7K | +5.71% | — — | Q1 2022 Held for 3y 8m | |
Semiconductors Technology | $14.1M 1.25% | -$260.8K Sold | 0.0% 75.7K shares | 77.1K → 75.7K −$260.8K | -1.81% | $4.54T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $11.3M 1.0% | +$4.9M Bought | — 208.9K shares | 119.4K → 208.9K +$4.9M | +74.95% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $10.8M 0.952% | +$977.7K Bought | — 107.4K shares | 97.7K → 107.4K +$977.7K | +9.99% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $10.4M 0.917% | +$316.7K Bought | — 224.4K shares | 217.6K → 224.4K +$316.7K | +3.15% | — — | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $10.2M 0.904% | +$491.0K Bought | 0.0% 19.7K shares | 18.8K → 19.7K +$491.0K | +5.05% | $3.85T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $10.2M 0.903% | +$386.5K Bought | — 488.1K shares | 469.6K → 488.1K +$386.5K | +3.94% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $9.5M 0.839% | +$386.5K Bought | — 88.8K shares | 85.2K → 88.8K +$386.5K | +4.25% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $8.8M 0.774% | -$49.9K Sold | — 203.9K shares | 205.0K → 203.9K −$49.9K | -0.57% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $8.7M 0.766% | +$16.7K Bought | — 214.6K shares | 214.2K → 214.6K +$16.7K | +0.19% | — — | Q2 2023 Held for 2y 5m | |
Medical - Diagnostics & Research Healthcare | $8.4M 0.746% | -$1.1K Sold | 0.035% 29.4K shares | 29.4K → 29.4K −$1.1K | -0.01% | $23.9B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $7.6M 0.673% | -$694.5K Sold | — 212.7K shares | 232.1K → 212.7K −$694.5K | -8.36% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $7.6M 0.673% | +$90.7K Bought | — 288.8K shares | 285.4K → 288.8K +$90.7K | +1.21% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $7.6M 0.672% | +$536.1K Bought | — 283.3K shares | 263.3K → 283.3K +$536.1K | +7.59% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $7.5M 0.663% | -$217.6K Sold | — 246.0K shares | 253.1K → 246.0K −$217.6K | -2.82% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $7.4M 0.658% | -$1.5M Sold | — 129.3K shares | 154.8K → 129.3K −$1.5M | -16.49% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $7.3M 0.641% | +$219.6K Bought | — 211.6K shares | 205.2K → 211.6K +$219.6K | +3.12% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $7.0M 0.617% | +$52.9K Bought | — 153.0K shares | 151.8K → 153.0K +$52.9K | +0.76% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.9M 0.606% | +$23.2K Bought | — 101.5K shares | 101.2K → 101.5K +$23.2K | +0.34% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.8M 0.597% | +$117.2K Bought | — 130.1K shares | 127.8K → 130.1K +$117.2K | +1.77% | — — | Q2 2023 Held for 2y 5m | |
Insurance - Diversified Financial Services | $6.7M 0.595% | +$1.3M Bought | 0.001% 13.4K shares | 10.8K → 13.4K +$1.3M | +24.11% | $1.08T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $6.6M 0.587% | +$105.9K Bought | — 357.3K shares | 351.6K → 357.3K +$105.9K | +1.62% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.6M 0.586% | +$97.2K Bought | — 22.5K shares | 22.2K → 22.5K +$97.2K | +1.49% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $6.4M 0.567% | +$45.5K Bought | — 145.8K shares | 144.8K → 145.8K +$45.5K | +0.71% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $6.4M 0.565% | +$436.8K Bought | — 132.0K shares | 123.0K → 132.0K +$436.8K | +7.33% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $5.6M 0.499% | -$36.3K Sold | — 250.5K shares | 252.1K → 250.5K −$36.3K | -0.64% | — — | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $5.6M 0.493% | -$132.9K Sold | 0.0% 7.6K shares | 7.8K → 7.6K −$132.9K | -2.33% | $1.84T Mega Cap | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $5.5M 0.49% | +$81.7K Bought | 0.0% 22.8K shares | 22.4K → 22.8K +$81.7K | +1.5% | $2.95T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $5.4M 0.481% | +$210.3K Bought | — 73.4K shares | 70.6K → 73.4K +$210.3K | +4.02% | — — | Q3 2024 Held for 1y 2m | |
Auto - Manufacturers Consumer Cyclical | $5.4M 0.474% | -$482.5K Sold | 0.0% 12.1K shares | 13.1K → 12.1K −$482.5K | -8.25% | $1.48T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $5.2M 0.463% | -$426.9K Sold | — 95.7K shares | 103.5K → 95.7K −$426.9K | -7.54% | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $5.2M 0.462% | +$226.2K Bought | 0.0% 23.8K shares | 22.8K → 23.8K +$226.2K | +4.52% | $2.34T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $5.2M 0.456% | +$283.4K Bought | — 131.2K shares | 124.0K → 131.2K +$283.4K | +5.81% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.1M 0.448% | +$178.1K Bought | — 120.5K shares | 116.2K → 120.5K +$178.1K | +3.65% | — — | Q2 2023 Held for 2y 5m |
