| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 10 | Q3 2023 | 15.4% |
| SPDR SER TR | 10 | Q3 2023 | 13.3% |
| ISHARES TR | 10 | Q3 2023 | 6.2% |
| ISHARES INC | 10 | Q3 2023 | 5.3% |
| ISHARES TR | 10 | Q3 2023 | 4.4% |
| ISHARES TR | 10 | Q3 2023 | 4.4% |
| ISHARES TR | 10 | Q3 2023 | 5.1% |
| PACER TRENDPILOT US LARGE CAP ETF | 10 | Q3 2023 | 2.9% |
| ISHARES TR | 10 | Q3 2023 | 4.2% |
| APPLE INC | 10 | Q3 2023 | 2.8% |
View MBL Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2021-10-25 |
View MBL Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.