The Analysis of MBL Wealth, LLC's Holdings

Currently, MBL Wealth, LLC holds 290 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in TBIL (+112.0K shares, valued at $5.6M), N/A (+219.7K shares, valued at $4.8M), AAPL (+13.8K shares, valued at $3.8M); decreased their positions in CBTJ (-166.7K shares, valued at $3.6M), ACIO (-45.9K shares, valued at $2.0M), PMAR (-26.5K shares, valued at $1.2M); initiated new positions in N/A (+219.7K shares, valued at $4.8M), VEU (+16.6K shares, valued at $1.2M), MU (+2.7K shares, valued at $756.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TR213.7K shares0.68%2025-12-312026-01-21

BIL SPDR SERIES TRUST1.1M shares2.91%2025-12-312026-01-21

IJH ISHARES TR867.4K shares4.21%2025-12-312026-01-21

GLDM WORLD GOLD TR512.9K shares-0.75%2025-12-312026-01-21

IEMG ISHARES INC639.3K shares2.43%2025-12-312026-01-21

DIVO AMPLIFY ETF TR941.6K shares2.65%2025-12-312026-01-21

ISTB ISHARES TR774.5K shares3.74%2025-12-312026-01-21

DFNM DIMENSIONAL ETF TRUST707.1K shares3.92%2025-12-312026-01-21

Sponsored

UITB VICTORY PORTFOLIOS II662.5K shares6.73%2025-12-312026-01-21

IJR ISHARES TR256.5K shares2.58%2025-12-312026-01-21

AAPL APPLE INC102.6K shares15.60%2025-12-312026-01-21

IEFA ISHARES TR307.5K shares1.25%2025-12-312026-01-21

IEI ISHARES TR220.9K shares5.32%2025-12-312026-01-21

MUNI PIMCO ETF TR455.6K shares3.05%2025-12-312026-01-21

IDEV ISHARES TR284.8K shares4.12%2025-12-312026-01-21

NVDA NVIDIA CORPORATION92.4K shares21.97%2025-12-312026-01-21

Sponsored

PTLC PACER FDS TR305.9K shares0.43%2025-12-312026-01-21

SHY ISHARES TR193.9K shares3.21%2025-12-312026-01-21

QQQI NEOS ETF TRUST251.5K shares20.41%2025-12-312026-01-21

MSFT MICROSOFT CORP26.1K shares32.01%2025-12-312026-01-21

MODL VICTORY PORTFOLIOS II234.7K shares4.58%2025-12-312026-01-21

CARY ANGEL OAK FUNDS TRUST520.0K shares6.54%2025-12-312026-01-21

GBIL GOLDMAN SACHS ETF TR106.3K shares-1.05%2025-12-312026-01-21

SUB ISHARES TR91.7K shares3.19%2025-12-312026-01-21

Sponsored

PSEP INNOVATOR ETFS TRUST219.5K shares7.65%2025-12-312026-01-21

KJAN INNOVATOR ETFS TRUST215.5K shares0.39%2025-12-312026-01-21

FAUG FIRST TR EXCHNG TRADED FD VI162.5K shares24.95%2025-12-312026-01-21

PYLD PIMCO ETF TR302.3K shares6.69%2025-12-312026-01-21

ALPHABET INC ALPHABET INC24.9K shares9.41%2025-12-312026-01-21

SCHX SCHWAB STRATEGIC TR288.9K shares0.02%2025-12-312026-01-21

PTIN PACER FDS TR246.8K shares0.32%2025-12-312026-01-21

PTMC PACER FDS TR215.8K shares1.49%2025-12-312026-01-21

Sponsored

TBIL RBB FD INC151.5K shares283.76%2025-12-312026-01-21

AMZN AMAZON COM INC32.7K shares37.23%2025-12-312026-01-21

EMXC ISHARES INC101.8K shares0.33%2025-12-312026-01-21

LH LABCORP HOLDINGS INC29.4K shares0.02%2025-12-312026-01-21

RUNN STRATEGIC TRUST214.6K shares1.41%2025-12-312026-01-21

PHB INVESCO EXCH TRADED FD TR II380.3K shares6.42%2025-12-312026-01-21

PJUL INNOVATOR ETFS TRUST151.5K shares-0.96%2025-12-312026-01-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.5K shares0.87%2025-12-312026-01-21

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F116.0K shares-10.27%2025-12-312026-01-21

MLPA GLOBAL X FDS137.8K shares4.40%2025-12-312026-01-21

TDVG T ROWE PRICE ETF INC147.8K shares1.34%2025-12-312026-01-21

VO VANGUARD INDEX FDS22.5K shares-0.33%2025-12-312026-01-21

META META PLATFORMS INC9.5K shares24.86%2025-12-312026-01-21

BROADCOM INC BROADCOM INC17.0K shares34.05%2025-12-312026-01-21

TSLA TESLA INC12.9K shares7.03%2025-12-312026-01-21

IBTH ISHARES TR253.3K shares1.11%2025-12-312026-01-21

Sponsored

PDEC INNOVATOR ETFS TRUST130.2K shares8.08%2025-12-312026-01-21

JPEF J P MORGAN EXCHANGE TRADED F75.6K shares2.96%2025-12-312026-01-21

ALPHABET INC ALPHABET INC16.9K shares38.25%2025-12-312026-01-21

HGER HARBOR ETF TRUST212.5K shares11.58%2025-12-312026-01-21

FJUL FIRST TR EXCHNG TRADED FD VI94.1K shares-1.63%2025-12-312026-01-21

VANGUARD INDEX FDS VANGUARD INDEX FDS8.3K shares32.23%2025-12-312026-01-21

UAUG INNOVATOR ETFS TRUST129.3K shares-1.48%2025-12-312026-01-21

PTNQ PACER FDS TR65.0K shares6.87%2025-12-312026-01-21

Sponsored

CALAMOS ETF TR CALAMOS ETF TR219.7K sharesnew addition2025-12-312026-01-21

EOCT INNOVATOR ETFS TRUST147.3K shares2.60%2025-12-312026-01-21

THIR THOR FINL TECHNOLOGIES TR141.3K shares69.87%2025-12-312026-01-21

JPM JPMORGAN CHASE & CO.13.5K shares27.25%2025-12-312026-01-21

SPYG SPDR SERIES TRUST40.8K shares2.73%2025-12-312026-01-21

GLD SPDR GOLD TR10.6K shares-2.36%2025-12-312026-01-21

VNQ VANGUARD INDEX FDS47.0K shares-7.99%2025-12-312026-01-21

EJAN INNOVATOR ETFS TRUST120.6K shares-2.47%2025-12-312026-01-21

Sponsored

FNOV FIRST TR EXCHNG TRADED FD VI71.0K shares0.76%2025-12-312026-01-21

IWF ISHARES TR7.6K shares74.31%2025-12-312026-01-21

FMHI FIRST TR EXCH TRADED FD III74.5K shares1.07%2025-12-312026-01-21

CBTJ CALAMOS ETF TR157.4K shares-51.44%2025-12-312026-01-21

JTEK J P MORGAN EXCHANGE TRADED F31.9K shares1.66%2025-12-312026-01-21

ACIO ETF SER SOLUTIONS60.1K shares-43.28%2025-12-312026-01-21

VWO VANGUARD INTL EQUITY INDEX F48.8K shares3.71%2025-12-312026-01-21

V VISA INC7.3K shares37.94%2025-12-312026-01-21

Sponsored

LLY ELI LILLY & CO2.3K shares50.69%2025-12-312026-01-21

VGT VANGUARD WORLD FD3.2K shares-0.22%2025-12-312026-01-21

IBM INTERNATIONAL BUSINESS MACHS8.2K shares73.70%2025-12-312026-01-21

UDEC INNOVATOR ETFS TRUST59.0K shares26.81%2025-12-312026-01-21

JNJ JOHNSON & JOHNSON11.0K shares31.95%2025-12-312026-01-21

JBBB JANUS DETROIT STR TR46.4K shares-18.72%2025-12-312026-01-21

VTI VANGUARD INDEX FDS6.6K shares-5.72%2025-12-312026-01-21

GS GOLDMAN SACHS GROUP INC2.5K shares24.04%2025-12-312026-01-21

Sponsored

IBIT ISHARES BITCOIN TRUST ETF43.2K shares13.46%2025-12-312026-01-21

AMD ADVANCED MICRO DEVICES INC9.9K shares22.91%2025-12-312026-01-21

RTX RTX CORPORATION11.6K shares27.77%2025-12-312026-01-21

WMT WALMART INC19.0K shares37.81%2025-12-312026-01-21

XOM EXXON MOBIL CORP17.2K shares91.19%2025-12-312026-01-21

ABBV ABBVIE INC8.9K shares96.48%2025-12-312026-01-21

COST COSTCO WHSL CORP NEW2.3K shares12.82%2025-12-312026-01-21

HD HOME DEPOT INC5.7K shares7.86%2025-12-312026-01-21

Sponsored

IWR ISHARES TR19.9K shares12.57%2025-12-312026-01-21

BAC BANK AMERICA CORP34.7K shares34.62%2025-12-312026-01-21

CAT CATERPILLAR INC3.2K shares0.31%2025-12-312026-01-21

IWM ISHARES TR7.4K shares21.53%2025-12-312026-01-21

ORCL ORACLE CORP8.3K shares23.89%2025-12-312026-01-21

ITOT ISHARES TR10.5K shares15.66%2025-12-312026-01-21

HCA HCA HEALTHCARE INC3.3K shares12.63%2025-12-312026-01-21

MLPB UBS AG LONDON BRANCH58.8K shares0.34%2025-12-312026-01-21

Sponsored

IVV ISHARES TR2.1K shares0.00%2025-12-312026-01-21

IWY ISHARES TR5.1K shares0.00%2025-12-312026-01-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW12.0K shares22.46%2025-12-312026-01-21

PMAR INNOVATOR ETFS TRUST30.8K shares-46.23%2025-12-312026-01-21

SLI STANDARD LITHIUM LTD306.0K shares0.00%2025-12-312026-01-21

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D622 shares0.81%2025-12-312026-01-21

CVX CHEVRON CORP NEW8.7K shares24.69%2025-12-312026-01-21

PG PROCTER AND GAMBLE CO9.1K shares29.11%2025-12-312026-01-21

Sponsored

MERCK & CO INC MERCK & CO INC12.4K shares75.51%2025-12-312026-01-21

VEU VANGUARD INTL EQUITY INDEX F16.6K sharesnew addition2025-12-312026-01-21

TOTL SSGA ACTIVE ETF TR29.6K shares-22.45%2025-12-312026-01-21

UMAR INNOVATOR ETFS TRUST29.7K shares-1.66%2025-12-312026-01-21

MA MASTERCARD INCORPORATED2.0K shares7.88%2025-12-312026-01-21

SLDP SOLID POWER INC270.0K shares0.00%2025-12-312026-01-21

SMMU PIMCO ETF TR22.6K shares0.22%2025-12-312026-01-21

EFA ISHARES TR11.7K shares12.39%2025-12-312026-01-21

Sponsored

SPYD SPDR SERIES TRUST26.0K shares0.00%2025-12-312026-01-21

SCHA SCHWAB STRATEGIC TR37.7K shares0.00%2025-12-312026-01-21

UPS UNITED PARCEL SERVICE INC10.7K shares9.80%2025-12-312026-01-21

BLACKROCK INC BLACKROCK INC969 shares78.45%2025-12-312026-01-21

BLACKSTONE INC BLACKSTONE INC6.7K shares363.40%2025-12-312026-01-21

MCD MCDONALDS CORP3.3K shares14.76%2025-12-312026-01-21

LOW LOWES COS INC4.1K shares25.07%2025-12-312026-01-21

MSTR STRATEGY INC6.5K shares137.48%2025-12-312026-01-21

Sponsored

KO COCA COLA CO14.0K shares57.06%2025-12-312026-01-21

IWD ISHARES TR4.6K shares152.67%2025-12-312026-01-21

NSC NORFOLK SOUTHN CORP3.3K shares-1.36%2025-12-312026-01-21

MS MORGAN STANLEY5.2K shares84.23%2025-12-312026-01-21

ISHARES GOLD TR ISHARES GOLD TR11.3K shares-0.19%2025-12-312026-01-21

IQLT ISHARES TR20.2K shares-7.81%2025-12-312026-01-21

UJAN INNOVATOR ETFS TRUST20.9K shares0.14%2025-12-312026-01-21

PRK PARK NATL CORP5.9K shares0.00%2025-12-312026-01-21

Sponsored

GE AEROSPACE GE AEROSPACE2.9K shares72.11%2025-12-312026-01-21

BSV VANGUARD BD INDEX FDS11.2K shares-6.45%2025-12-312026-01-21

TJX TJX COS INC NEW5.6K shares155.12%2025-12-312026-01-21

NFLX NETFLIX INC9.1K shares1063.23%2025-12-312026-01-21

MMM 3M CO5.4K shares242.79%2025-12-312026-01-21

CSCO CISCO SYS INC11.1K shares56.96%2025-12-312026-01-21

PLTR PALANTIR TECHNOLOGIES INC4.8K shares50.03%2025-12-312026-01-21

CITIGROUP INC CITIGROUP INC7.2K shares107.41%2025-12-312026-01-21

Sponsored

XLK SELECT SECTOR SPDR TR5.9K shares114.63%2025-12-312026-01-21

LAM RESEARCH CORP LAM RESEARCH CORP4.8K shares207.87%2025-12-312026-01-21

VZ VERIZON COMMUNICATIONS INC20.3K shares57.94%2025-12-312026-01-21

AXP AMERICAN EXPRESS CO2.2K shares43.68%2025-12-312026-01-21

EVER EVERQUOTE INC30.0K shares-9.02%2025-12-312026-01-21

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE28.8K shares55.79%2025-12-312026-01-21

CRWD CROWDSTRIKE HLDGS INC1.7K shares44.63%2025-12-312026-01-21

TFC TRUIST FINL CORP15.8K shares45.78%2025-12-312026-01-21

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.2K shares16.20%2025-12-312026-01-21

MU MICRON TECHNOLOGY INC2.7K sharesnew addition2025-12-312026-01-21

DE DEERE & CO1.6K shares30.28%2025-12-312026-01-21

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-21

QUAL ISHARES TR3.7K shares6.37%2025-12-312026-01-21

TMO THERMO FISHER SCIENTIFIC INC1.3K shares91.58%2025-12-312026-01-21

PANW PALO ALTO NETWORKS INC4.0K shares149.88%2025-12-312026-01-21

SPYI NEOS ETF TRUST14.0K shares0.00%2025-12-312026-01-21

Sponsored

SCHF SCHWAB STRATEGIC TR29.8K shares0.00%2025-12-312026-01-21

VB VANGUARD INDEX FDS2.7K shares0.93%2025-12-312026-01-21

WSM WILLIAMS SONOMA INC3.9K sharesnew addition2025-12-312026-01-21

WFC WELLS FARGO CO NEW7.3K shares20.70%2025-12-312026-01-21

CAH CARDINAL HEALTH INC3.3K sharesnew addition2025-12-312026-01-21

AGG ISHARES TR6.7K shares45.15%2025-12-312026-01-21

KVUE KENVUE INC38.7K shares51.44%2025-12-312026-01-21

DIS DISNEY WALT CO5.9K shares125.63%2025-12-312026-01-21

Sponsored

UNH UNITEDHEALTH GROUP INC2.0K shares6.93%2025-12-312026-01-21

CEF SPROTT ASSET MANAGEMENT LP13.2K shares-1.13%2025-12-312026-01-21

SYK STRYKER CORPORATION1.7K shares64.03%2025-12-312026-01-21

HEI HEICO CORP NEW1.8K shares2.54%2025-12-312026-01-21

VUG VANGUARD INDEX FDS1.2K shares139.36%2025-12-312026-01-21

SO SOUTHERN CO6.7K shares-1.95%2025-12-312026-01-21

BUFR FIRST TR EXCHNG TRADED FD VI17.0K sharesnew addition2025-12-312026-01-21

AON PLC AON PLC1.6K shares0.19%2025-12-312026-01-21

Sponsored

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO8.5K sharesnew addition2025-12-312026-01-21

VRT VERTIV HOLDINGS CO3.3K shares88.68%2025-12-312026-01-21

JVAL J P MORGAN EXCHANGE TRADED F11.0K shares0.00%2025-12-312026-01-21

VEA VANGUARD TAX-MANAGED FDS8.6K shares45.89%2025-12-312026-01-21

UNP UNION PAC CORP2.3K shares89.94%2025-12-312026-01-21

NKE NIKE INC8.3K shares108.84%2025-12-312026-01-21

ISRG INTUITIVE SURGICAL INC930 sharesnew addition2025-12-312026-01-21

DFUV DIMENSIONAL ETF TRUST11.1K shares53.98%2025-12-312026-01-21

Sponsored

EMR EMERSON ELEC CO3.9K shares75.97%2025-12-312026-01-21

HYMB SPDR SERIES TRUST20.1K shares6.79%2025-12-312026-01-21

SPYV SPDR SERIES TRUST8.8K shares0.00%2025-12-312026-01-21

GMAY FIRST TR EXCHNG TRADED FD VI12.0K sharesnew addition2025-12-312026-01-21

ABFL ABACUS FCF ETF TR6.9K shares0.00%2025-12-312026-01-21

XLE SELECT SECTOR SPDR TR10.9K shares99.89%2025-12-312026-01-21

SBUX STARBUCKS CORP5.8K shares117.44%2025-12-312026-01-21

GEV GE VERNOVA INC734 shares10.88%2025-12-312026-01-21

Sponsored

USRT ISHARES TR8.3K shares0.00%2025-12-312026-01-21

IWX ISHARES TR5.0K shares0.00%2025-12-312026-01-21

BAND BANDWIDTH INC29.1K shares0.00%2025-12-312026-01-21

POCT INNOVATOR ETFS TRUST10.2K shares54.77%2025-12-312026-01-21

MO ALTRIA GROUP INC7.7K shares-1.58%2025-12-312026-01-21

AEP AMERICAN ELEC PWR CO INC3.8K sharesnew addition2025-12-312026-01-21

IXUS ISHARES TR5.1K shares17.24%2025-12-312026-01-21

CEG CONSTELLATION ENERGY CORP1.2K sharesnew addition2025-12-312026-01-21

Sponsored

PREF PRINCIPAL EXCHANGE TRADED FD22.5K shares-2.17%2025-12-312026-01-21

FCX FREEPORT-MCMORAN INC8.4K sharesnew addition2025-12-312026-01-21

UBER UBER TECHNOLOGIES INC5.2K shares12.94%2025-12-312026-01-21

BALT INNOVATOR ETFS TRUST12.5K shares-10.36%2025-12-312026-01-21

FDX FEDEX CORP1.4K sharesnew addition2025-12-312026-01-21

QYLD GLOBAL X FDS23.6K shares0.00%2025-12-312026-01-21

SPDW SPDR INDEX SHS FDS9.4K shares0.00%2025-12-312026-01-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.2K sharesnew addition2025-12-312026-01-21

Sponsored

PFE PFIZER INC16.5K shares14.91%2025-12-312026-01-21

RIVN RIVIAN AUTOMOTIVE INC20.9K shares0.24%2025-12-312026-01-21

GMAR FIRST TR EXCHNG TRADED FD VI10.0K sharesnew addition2025-12-312026-01-21

GILD GILEAD SCIENCES INC3.2K sharesnew addition2025-12-312026-01-21

BOND PIMCO ETF TR4.2K shares-1.62%2025-12-312026-01-21

CRM SALESFORCE INC1.5K shares21.88%2025-12-312026-01-21

NEE NEXTERA ENERGY INC4.7K sharesnew addition2025-12-312026-01-21

JQUA J P MORGAN EXCHANGE TRADED F6.0K shares0.00%2025-12-312026-01-21

Sponsored

HYG ISHARES TR4.7K shares11.60%2025-12-312026-01-21

PM PHILIP MORRIS INTL INC2.3K shares-7.22%2025-12-312026-01-21

VST VISTRA CORP2.3K sharesnew addition2025-12-312026-01-21

NVDY TIDAL TRUST II25.4K shares-45.26%2025-12-312026-01-21

MLPX GLOBAL X FDS6.1K shares-1.52%2025-12-312026-01-21

LMT LOCKHEED MARTIN CORP763 shares-2.80%2025-12-312026-01-21

DG DOLLAR GEN CORP NEW2.8K sharesnew addition2025-12-312026-01-21

PSX PHILLIPS 662.7K sharesnew addition2025-12-312026-01-21

Sponsored

VBK VANGUARD INDEX FDS1.2K shares4.67%2025-12-312026-01-21

AMZU DIREXION SHS ETF TR10.0K shares-20.00%2025-12-312026-01-21

EYLD CAMBRIA ETF TR8.9K shares-26.62%2025-12-312026-01-21

VTV VANGUARD INDEX FDS1.8K sharesnew addition2025-12-312026-01-21

INTC INTEL CORP9.2K shares6.60%2025-12-312026-01-21

HON HONEYWELL INTL INC1.7K shares-47.12%2025-12-312026-01-21

SHW SHERWIN WILLIAMS CO1.0K sharesnew addition2025-12-312026-01-21

GJUL FIRST TR EXCHNG TRADED FD VI8.0K sharesnew addition2025-12-312026-01-21

Sponsored

BND VANGUARD BD INDEX FDS4.4K sharesnew addition2025-12-312026-01-21

KLAC KLA CORP267 sharesnew addition2025-12-312026-01-21

MKL MARKEL GROUP INC149 shares-2.61%2025-12-312026-01-21

FNB F N B CORP18.7K shares0.00%2025-12-312026-01-21

FFEB FIRST TR EXCHNG TRADED FD VI5.6K shares-5.06%2025-12-312026-01-21

FLQM FRANKLIN TEMPLETON ETF TR5.7K shares0.00%2025-12-312026-01-21

GSLC GOLDMAN SACHS ETF TR2.4K shares-1.25%2025-12-312026-01-21

PEP PEPSICO INC2.2K shares4.76%2025-12-312026-01-21

Sponsored

PJAN INNOVATOR ETFS TRUST6.6K shares-1.27%2025-12-312026-01-21

VOT VANGUARD INDEX FDS1.1K shares-0.72%2025-12-312026-01-21

MDY SPDR S&P MIDCAP 400 ETF TR500 shares0.00%2025-12-312026-01-21

SCHC SCHWAB STRATEGIC TR6.5K shares0.00%2025-12-312026-01-21

IWB ISHARES TR787 shares0.00%2025-12-312026-01-21

SLB SLB LIMITED7.7K sharesnew addition2025-12-312026-01-21

AMGN AMGEN INC897 shares-1.75%2025-12-312026-01-21

PKG PACKAGING CORP AMER1.4K sharesnew addition2025-12-312026-01-21

Sponsored

DVN DEVON ENERGY CORP NEW7.9K sharesnew addition2025-12-312026-01-21

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Call Option Holdings

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Put Option Holdings

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