MW

MBL Wealth, LLC

13F
MBL Wealth, LLC
Last update 2025-05-21 225 Stocks (21 new)
Value $990.00 Mil Turnover 15 %
Countries:
Top Holdings: SPY(11.48%)BIL(10.40%)IJH(4.56%)GLDM(3.57%)DIVO(3.55%)
Summary Stock Picks Current Portfolio
MBL Wealth, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
203,119
113,622.7
New Holding
11.480
+11.48%
0.020
+16.86%
+7.34%
643,153.0
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
1,122,172
102,936.9
-5.75%
10.400
-0.63%
0.230
+1.08%
+2.14%
42,785.6
 
IJH
iShares Core S&P Mid-Cap ETF
773,320
45,123.2
+2.27%
4.560
+0.10%
0.050
+15.11%
+2.98%
97,529.5
 
GLDM
SPDR Gold MiniShares Trust
570,860
35,330.5
-1.47%
3.570
-0.04%
0.250
+7.31%
+27.02%
15,906.6
 
DIVO
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
861,165
35,109.7
+0.66%
3.550
+0.02%
0.820
+9.64%
+8.83%
4,619.3
 
ISTB
iShares Core 1-5 Year USD Bond ETF
715,959
34,616.6
+0.51%
3.500
+0.02%
0.770
+1.02%
+3.37%
4,432.1
 
DFNM
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
693,911
33,009.3
-0.44%
3.340
-0.01%
2.150
-0.14%
+0.68%
1,566.5
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
606,197
32,716.5
+6.45%
3.310
+0.20%
0.040
+15.43%
+17.51%
96,608.3
 
UITB
VICTORY PTF II
586,983
27,553.0
+5.76%
2.780
+0.15%
1.120
+0.15%
+3.81%
2,334.4
 
IJR
iShares Core S&P Small-Cap ETF
244,002
25,515.3
+0.01%
2.580
0%
0.030
+14.76%
-1.20%
81,565.8
 

MBL Wealth, LLC's Historical Top Holdings Breakdowns

MBL Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
New Buy
New Buy
+11.48%
●
551.42 ($587.78) 612.93
$625.34
6.39%
New holding
203,119
203,119
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Reduce
Reduce
-0.63%
●
91.45 ($91.59) 91.75
$91.50
-0.10%
Reduce -5.75%
1,122,172
-68,472
VTWO
Vanguard Russell 2000 Index Fund
2025-03-31
Reduce
Reduce
-0.31%
●
80.08 ($87.74) 92.93
$90.18
2.78%
Reduce -73.75%
12,318
-34,608
RUNN
Running Oak Efficient Growth ETF
2025-03-31
Add
Add
+0.30%
●
31.61 ($33.21) 34.39
$34.36
3.46%
Add 109.5%
176,249
92,120
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
2025-03-31
Add
Add
+0.25%
●
99.85 ($100.02) 100.19
$99.87
-0.15%
Add 31.2%
105,044
24,978
MODL
VictoryShares WestEnd US Sector ETF
2025-03-31
Add
Add
+0.21%
●
38.15 ($40.66) 42.37
$43.50
6.98%
Add 66.08%
135,594
53,952
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Add
Add
+0.20%
●
50.83 ($53.83) 55.94
$60.62
12.61%
Add 6.45%
606,197
36,712
RYE
Invesco S P 500 Equal Weight Energy ETF
Invesco S P 500 Equal Weight Energy ETF
2025-03-31
Sold Out
Sold Out
-0.17%
●
75.74 ($80.61) 85.32
$66.61
-17.37%
Sold Out
0
-21,817
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
2025-03-31
Reduce
Reduce
-0.16%
●
54.25 ($56.1) 57.64
$64.29
14.60%
Reduce -23.35%
96,390
-29,362
UITB
VICTORY PTF II
2025-03-31
Add
Add
+0.15%
●
45.41 ($46.37) 47.18
$46.87
1.09%
Add 5.76%
586,983
31,946

MBL Wealth, LLC Total Holding History ($B)

To

MBL Wealth, LLC's Asset Allocation

To

MBL Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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MBL Wealth, LLC's Hypothetical Growth since 2025-03-31

MBL Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MBL Wealth, LLC's Holdings Heat Map

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MBL Wealth, LLC's Holdings Bubble Chart

MBL Wealth, LLC News

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