The Analysis of MBE Wealth Management, LLC's Holdings

Currently, MBE Wealth Management, LLC holds 133 types of securities in its portfolio with a total value $238.8M. In the most recent quarter, they have increased their positions in SPYV (+17.2K shares, valued at $976.8K), ACIO (+11.0K shares, valued at $481.7K), VB (+1.8K shares, valued at $470.8K); decreased their positions in N/A (-602 shares, valued at $369.8K), IVV (-208 shares, valued at $142.5K), SCHD (-4.3K shares, valued at $116.6K); initiated new positions in MUNI (+6.4K shares, valued at $338.0K), PLTR (+1.3K shares, valued at $228.6K), FNDA (+6.4K shares, valued at $202.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR48.6K shares-1.22%2025-12-312026-01-21

VB VANGUARD INDEX FDS101.0K shares1.84%2025-12-312026-01-21

SPYV SPDR SERIES TRUST443.9K shares4.03%2025-12-312026-01-21

ACIO ETF SER SOLUTIONS283.0K shares4.05%2025-12-312026-01-21

IVV ISHARES TR17.6K shares-1.17%2025-12-312026-01-21

SCHP SCHWAB STRATEGIC TR309.7K shares4.95%2025-12-312026-01-21

DRSK ETF SER SOLUTIONS284.8K shares6.02%2025-12-312026-01-21

IDUB ETF SER SOLUTIONS333.1K shares2.62%2025-12-312026-01-21

Sponsored

DUBS ETF SER SOLUTIONS141.8K shares-1.63%2025-12-312026-01-21

OSCV ETF SER SOLUTIONS143.3K shares4.05%2025-12-312026-01-21

ADME ETF SER SOLUTIONS91.5K shares3.38%2025-12-312026-01-21

SCHD SCHWAB STRATEGIC TR162.8K shares-2.54%2025-12-312026-01-21

VCIT VANGUARD SCOTTSDALE FDS46.8K shares0.00%2025-12-312026-01-21

ASTS AST SPACEMOBILE INC48.4K shares1.46%2025-12-312026-01-21

DGRO ISHARES TR46.7K shares0.80%2025-12-312026-01-21

HTRB HARTFORD FDS EXCHANGE TRADED84.6K shares4.62%2025-12-312026-01-21

Sponsored

RLY SSGA ACTIVE ETF TR89.4K shares1.53%2025-12-312026-01-21

SCHF SCHWAB STRATEGIC TR116.0K shares1.35%2025-12-312026-01-21

JUCY ETF SER SOLUTIONS121.7K shares1.66%2025-12-312026-01-21

SCHE SCHWAB STRATEGIC TR79.3K shares-0.38%2025-12-312026-01-21

NVDA NVIDIA CORPORATION12.0K shares3.26%2025-12-312026-01-21

UPSD ETF SER SOLUTIONS83.2K shares8.12%2025-12-312026-01-21

VCSH VANGUARD SCOTTSDALE FDS23.8K shares0.03%2025-12-312026-01-21

SCHO SCHWAB STRATEGIC TR75.0K shares2.23%2025-12-312026-01-21

Sponsored

AAPL APPLE INC6.0K shares0.32%2025-12-312026-01-21

MSFT MICROSOFT CORP3.2K shares1.50%2025-12-312026-01-21

JPM JPMORGAN CHASE & CO.4.7K shares0.97%2025-12-312026-01-21

QUAL ISHARES TR7.2K shares-2.67%2025-12-312026-01-21

FVD FIRST TR EXCHANGE-TRADED FD30.0K shares-0.74%2025-12-312026-01-21

VEA VANGUARD TAX-MANAGED FDS21.2K shares8.84%2025-12-312026-01-21

VGSH VANGUARD SCOTTSDALE FDS22.4K shares3.16%2025-12-312026-01-21

ABBV ABBVIE INC5.4K shares-0.44%2025-12-312026-01-21

Sponsored

SPYM SPDR SERIES TRUST13.6K shares2.26%2025-12-312026-01-21

UCON FIRST TR EXCHNG TRADED FD VI41.5K shares-5.25%2025-12-312026-01-21

WMT WALMART INC9.3K shares0.12%2025-12-312026-01-21

PEP PEPSICO INC7.2K shares1.75%2025-12-312026-01-21

GLD SPDR GOLD TR2.5K shares4.35%2025-12-312026-01-21

LLY ELI LILLY & CO864 shares0.12%2025-12-312026-01-21

AMZN AMAZON COM INC4.0K shares3.69%2025-12-312026-01-21

DEFR ETF SER SOLUTIONS33.3K shares89.34%2025-12-312026-01-21

Sponsored

MTUM ISHARES TR3.3K shares0.00%2025-12-312026-01-21

ECL ECOLAB INC3.0K shares-2.10%2025-12-312026-01-21

MGEE MGE ENERGY INC9.9K shares0.13%2025-12-312026-01-21

USMV ISHARES TR7.9K shares0.01%2025-12-312026-01-21

PHYL PGIM ETF TR20.8K shares-1.47%2025-12-312026-01-21

SPTM SPDR SERIES TRUST8.8K shares-8.04%2025-12-312026-01-21

SCHG SCHWAB STRATEGIC TR22.2K shares0.01%2025-12-312026-01-21

XOM EXXON MOBIL CORP5.9K shares-0.12%2025-12-312026-01-21

Sponsored

ESGU ISHARES TR4.5K shares5.32%2025-12-312026-01-21

CATH GLOBAL X FDS8.0K shares6.25%2025-12-312026-01-21

SLV ISHARES SILVER TR9.6K shares5.77%2025-12-312026-01-21

ABT ABBOTT LABS4.9K shares0.08%2025-12-312026-01-21

MCD MCDONALDS CORP2.0K shares-0.95%2025-12-312026-01-21

V VISA INC1.7K shares5.04%2025-12-312026-01-21

LCTU BLACKROCK ETF TRUST7.7K shares-0.36%2025-12-312026-01-21

ALPHABET INC ALPHABET INC1.8K shares0.22%2025-12-312026-01-21

Sponsored

SCHR SCHWAB STRATEGIC TR22.5K shares-2.21%2025-12-312026-01-21

VIG VANGUARD SPECIALIZED FUNDS2.6K shares-1.99%2025-12-312026-01-21

VT VANGUARD INTL EQUITY INDEX F3.9K shares0.00%2025-12-312026-01-21

VUG VANGUARD INDEX FDS1.1K shares-1.57%2025-12-312026-01-21

MA MASTERCARD INCORPORATED943 shares0.00%2025-12-312026-01-21

XSOE WISDOMTREE TR13.6K shares-0.28%2025-12-312026-01-21

VYM VANGUARD WHITEHALL FDS3.7K shares17.83%2025-12-312026-01-21

GLDM WORLD GOLD TR6.1K shares-9.60%2025-12-312026-01-21

Sponsored

USXF ISHARES TR8.6K shares-12.09%2025-12-312026-01-21

USRT ISHARES TR8.6K shares-14.67%2025-12-312026-01-21

SCHX SCHWAB STRATEGIC TR18.0K shares-1.07%2025-12-312026-01-21

DSI ISHARES TR3.6K shares-0.49%2025-12-312026-01-21

RDVY FIRST TR EXCHANGE TRADED FD6.6K shares32.14%2025-12-312026-01-21

SUSC ISHARES TR19.3K shares6.79%2025-12-312026-01-21

CAT CATERPILLAR INC760 shares-0.52%2025-12-312026-01-21

DFAS DIMENSIONAL ETF TRUST6.2K shares1.93%2025-12-312026-01-21

Sponsored

VGT VANGUARD WORLD FD565 shares1.44%2025-12-312026-01-21

EAGG ISHARES TR8.5K shares0.78%2025-12-312026-01-21

BROADCOM INC BROADCOM INC1.2K shares-12.27%2025-12-312026-01-21

MO ALTRIA GROUP INC7.0K shares1.47%2025-12-312026-01-21

RTX RTX CORPORATION2.2K shares0.00%2025-12-312026-01-21

SCHM SCHWAB STRATEGIC TR13.2K shares0.00%2025-12-312026-01-21

PWR QUANTA SVCS INC919 shares-1.82%2025-12-312026-01-21

TSLA TESLA INC857 shares-2.28%2025-12-312026-01-21

Sponsored

NUE NUCOR CORP2.3K shares0.00%2025-12-312026-01-21

XLV SELECT SECTOR SPDR TR2.5K shares41.59%2025-12-312026-01-21

AMD ADVANCED MICRO DEVICES INC1.7K shares0.00%2025-12-312026-01-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL727 shares7.39%2025-12-312026-01-21

PGR PROGRESSIVE CORP1.6K shares9.37%2025-12-312026-01-21

MERCK & CO INC MERCK & CO INC3.4K shares1.21%2025-12-312026-01-21

JNJ JOHNSON & JOHNSON1.7K shares3.08%2025-12-312026-01-21

LNT ALLIANT ENERGY CORP5.5K shares-1.13%2025-12-312026-01-21

Sponsored

AVEM AMERICAN CENTY ETF TR4.6K shares14.68%2025-12-312026-01-21

DFUS DIMENSIONAL ETF TRUST4.8K shares0.02%2025-12-312026-01-21

TMO THERMO FISHER SCIENTIFIC INC606 shares-1.94%2025-12-312026-01-21

ZIM ZIM INTEGRATED SHIPPING SERV16.2K shares0.00%2025-12-312026-01-21

NEE NEXTERA ENERGY INC4.3K shares0.09%2025-12-312026-01-21

MUNI PIMCO ETF TR6.4K sharesnew addition2025-12-312026-01-21

BR BROADRIDGE FINL SOLUTIONS IN1.5K shares7.47%2025-12-312026-01-21

XLK SELECT SECTOR SPDR TR2.3K shares100.00%2025-12-312026-01-21

Sponsored

FANG DIAMONDBACK ENERGY INC2.2K shares6.76%2025-12-312026-01-21

IBIT ISHARES BITCOIN TRUST ETF6.6K shares-22.82%2025-12-312026-01-21

VZ VERIZON COMMUNICATIONS INC7.7K shares3.12%2025-12-312026-01-21

ASB ASSOCIATED BANC CORP12.2K shares-3.05%2025-12-312026-01-21

T AT&T INC12.5K shares-0.11%2025-12-312026-01-21

ICSH ISHARES TR6.1K shares1.46%2025-12-312026-01-21

DFSU DIMENSIONAL ETF TRUST7.0K shares0.93%2025-12-312026-01-21

SPSM SPDR SERIES TRUST6.5K shares-0.37%2025-12-312026-01-21

Sponsored

ESGV VANGUARD WORLD FD2.4K shares0.91%2025-12-312026-01-21

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.8K shares0.00%2025-12-312026-01-21

AMT AMERICAN TOWER CORP NEW1.7K shares4.72%2025-12-312026-01-21

MPLX MPLX LP5.4K shares0.75%2025-12-312026-01-21

SO SOUTHERN CO3.3K shares0.06%2025-12-312026-01-21

KLAC KLA CORP233 shares0.00%2025-12-312026-01-21

CPRT COPART INC6.8K shares6.31%2025-12-312026-01-21

CHE CHEMED CORP NEW618 shares14.44%2025-12-312026-01-21

Sponsored

COST COSTCO WHSL CORP NEW305 shares-4.39%2025-12-312026-01-21

SCHA SCHWAB STRATEGIC TR9.2K shares-0.17%2025-12-312026-01-21

ORCL ORACLE CORP1.3K shares3.42%2025-12-312026-01-21

DE DEERE & CO548 shares0.00%2025-12-312026-01-21

XLE SELECT SECTOR SPDR TR5.6K shares116.22%2025-12-312026-01-21

CIBR FIRST TR EXCHANGE TRADED FD3.4K shares11.02%2025-12-312026-01-21

EPD ENTERPRISE PRODS PARTNERS L7.6K shares0.62%2025-12-312026-01-21

HD HOME DEPOT INC702 shares-0.99%2025-12-312026-01-21

Sponsored

CVX CHEVRON CORP NEW1.6K shares-0.44%2025-12-312026-01-21

FNDF SCHWAB STRATEGIC TR5.1K shares-3.56%2025-12-312026-01-21

PLTR PALANTIR TECHNOLOGIES INC1.3K sharesnew addition2025-12-312026-01-21

FTCS FIRST TR EXCHANGE-TRADED FD2.4K shares0.12%2025-12-312026-01-21

LGOV FIRST TR EXCHANGE-TRADED FD10.1K shares0.00%2025-12-312026-01-21

NOW SERVICENOW INC1.4K shares457.09%2025-12-312026-01-21

DMXF ISHARES TR2.9K shares-19.72%2025-12-312026-01-21

UNP UNION PAC CORP921 shares0.22%2025-12-312026-01-21

Sponsored

PM PHILIP MORRIS INTL INC1.3K shares0.00%2025-12-312026-01-21

FNDA SCHWAB STRATEGIC TR6.4K sharesnew addition2025-12-312026-01-21

FPE FIRST TR EXCH TRADED FD III10.1K sharesnew addition2025-12-312026-01-21

DSX DIANA SHIPPING INC20.7K shares0.57%2025-12-312026-01-21

NHTC NATURAL HEALTH TRENDS CORP10.9K shares0.00%2025-12-312026-01-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available