$401 Thousand is the total value of MBL Wealth, LLC's 172 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $5,450 | – | 117,540 | +100.0% | 1.36% | – |
| POCT | New | INNOVATOR ETFS TRus eqty pwr buf | $4,238 | – | 150,992 | +100.0% | 1.06% | – |
| New | PIMCO ETF TR | $2,431 | – | 55,100 | +100.0% | 0.61% | – | |
| IWB | New | ISHARES TRrus 1000 etf | $945 | – | 4,550 | +100.0% | 0.24% | – |
| HYMB | New | SPDR SER TRnuveen bloomberg | $703 | – | 13,675 | +100.0% | 0.18% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $379 | – | 2,008 | +100.0% | 0.10% | – |
| LDUR | New | PIMCO ETF TRenhncd lw dur ac | $240 | – | 2,500 | +100.0% | 0.06% | – |
| New | DIMENSIONAL ETF TRUSTus mktwide value | $228 | – | 7,229 | +100.0% | 0.06% | – | |
| GIS | New | GENERAL MLS INC | $225 | – | 2,977 | +100.0% | 0.06% | – |
| DOW | New | DOW INC | $217 | – | 4,200 | +100.0% | 0.05% | – |
| USOI | New | CREDIT SUISSE NASSAU BRANCHxlink crd etn37 | $102 | – | 20,000 | +100.0% | 0.02% | – |
| New | VOLTA INC | $64 | – | 49,323 | +100.0% | 0.02% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-12
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.