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CIK: 0001845785
Total reported value
$1.5B
$1.5B
220 檔
23.8%
During the Q4 2024 filing period, MBL Wealth, LLC (CIK: 0001845785) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 220 reported positions.
In Q4 2024, MBL Wealth, LLC displayed an active expansion posture, initiating 22 new positions and adding to 20 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.46% | +0.35% | +2.11% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 10.92% | +0.35% | +67.25% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.73% | +0.32% | +1.91% | |
| 4 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 3.48% | -0.13% | +5.39% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.41% | -0.18% | +4.06% | |
| 6 | DFNM | Dimensional National Muni Bd | ETF-Other | 3.34% | -0.12% | +0.17% | |
| 7 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.02% | -0.78% | +0.35% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.98% | +0.32% | +5.45% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.82% | +0.24% | +2.61% | |
| 10 | UITB | Victoryshares Core Intermedi | ETF-Other | 2.56% | -0.13% | +8.20% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.37% | -0.11% | +3.92% | |
| 12 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.24% | -0.07% | +0.77% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.22% | +0.02% | -2.73% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.07% | -0.06% | +2.61% | |
| 15 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.88% | -0.03% | +2.98% | |
| 16 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.62% | — | +3.13% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.46% | -0.09% | +5.89% | |
| 18 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.25% | -0.03% | +5.51% | |
| 19 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.24% | — | -1.84% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | -0.32% | +1.52% | |
| 21 | CARY | Angel Oak Income ETF | ETF-Other | 0.94% | -0.10% | +3.13% | |
| 22 | SUB | Ishares Short-term National | ETF-Other | 0.93% | -0.13% | -0.71% | |
| 23 | PTMC | Pacer Trendpilot US Mid Cap | ETF-Other | 0.86% | +0.02% | +15.00% | |
| 24 | COM | Direxion Auspice Brd Cmdty | ETF-Other | 0.85% | — | -5.66% | |
| 25 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.84% | -0.04% | -3.04% | |
| 26 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.80% | -0.15% | +67.61% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.09% | -3.72% | |
| 28 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.73% | — | +4.77% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.70% | -0.09% | +2.13% | |
| 30 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.69% | -0.02% | -5.94% | |
| 31 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.68% | — | -9.24% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.66% | +0.01% | +200.17% | |
| 33 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 0.65% | +0.01% | +5.82% | |
| 34 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.64% | — | +2.67% | |
| 35 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.63% | — | +4.27% | |
| 36 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.61% | -0.05% | -1.92% | |
| 37 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.61% | -0.06% | -5.93% | |
| 38 | MLPA | Global X Mlp ETF | ETF-Other | 0.59% | -0.04% | +7.42% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | -0.04% | -1.46% | |
| 40 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.53% | -0.05% | -2.34% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.02% | +7.36% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.02% | -0.08% | |
| 43 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.48% | -0.01% | -2.19% | |
| 44 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.47% | +0.01% | +0.56% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.45% | +0.02% | +5.57% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.06% | -0.80% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.17% | -2.59% | |
| 48 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.42% | — | +1.95% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | +0.01% | +1494.83% | |
| 50 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.40% | -0.01% | +0.76% |
According to official SEC Form 13F filings, MBL Wealth, LLC reported a total U.S. public equity portfolio value of $1.5B across 220 disclosed positions in Q4 2024.
During Q4 2024, MBL Wealth, LLC's top holdings by market value included SPY (12.5%)、BIL (10.9%)、IJH (4.7%). The largest single position, SPY, represented 12.5% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, BIL, IJH) accounted for 23.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
DFNM
市值: $33.3M
Top Position Liquidated / Trimmed
Laboratory Corp. of America
前期市值: $9.4M
In Q4 2024, MBL Wealth, LLC made 50 total portfolio adjustments, initiating 22 new buys, adding to 20 positions, trimming 4 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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