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Asset Manager ← All Institutions

MBL Wealth, LLC

301 S. MCDOWELL STREET SUITE 1100, CHARLOTTE, NC 28204 • 704-333-8461

Q3 2025 · Filed 2025-10-16
Market Value
$1.1B
+9.4%
Holdings
259
+7
New Purchases
23
Added To
104
Closed
14
Reduced
82
Top 10 Concentration
47.9%
Turnover
14.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QQQI 1.00% 0.60% +0.40% $11M
GLDM 3.48% 3.23% +0.26% $40M
BIL 8.63% 8.39% +0.24% $98M
AAPL 1.99% 1.78% +0.21% $23M
IBIT 0.22% 0.05% +0.17% $2M
THIR 0.23% 0.06% +0.17% $3M
HCA 0.11% 0.00% +0.11% $1M
GOOGL 0.49% 0.38% +0.11% $6M
HGER 0.43% 0.34% +0.10% $5M
PTNQ 0.42% 0.33% +0.09% $5M
BRK-B 0.59% 0.51% +0.09% $7M
TBIL 0.17% 0.09% +0.08% $2M
BMNR 0.08% 0.00% +0.08% $961K
UPS 0.07% 0.00% +0.07% $817K
NVDA 1.25% 1.18% +0.07% $14M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
COM 0.00% 0.27% -0.27% $0
SPY 12.46% 12.69% -0.23% $141M
DFNM 2.88% 3.05% -0.17% $33M
JEPQ 0.66% 0.81% -0.16% $7M
ACIO 0.41% 0.55% -0.14% $5M
IJH 4.79% 4.91% -0.12% $54M
ISTB 3.21% 3.33% -0.12% $36M
MUNI 2.04% 2.15% -0.11% $23M
PTMC 0.67% 0.78% -0.11% $8M
UITB 2.60% 2.71% -0.11% $29M
IEI 2.21% 2.30% -0.09% $25M
IEFA 2.34% 2.42% -0.08% $27M
TOTL 0.14% 0.22% -0.08% $2M
DIVO 3.60% 3.68% -0.08% $41M
META 0.49% 0.55% -0.06% $6M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 85.9%
Technology 5.6%
Healthcare 1.8%
Communication Services 1.6%
Consumer Cyclical 1.5%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 62 $279M 24.6%
Large Cap 107 $464M 40.9%
Mid Cap 36 $233M 20.5%
Small Cap 42 $130M 11.4%
Micro Cap 12 $29M 2.6%

Portfolio Analytics

Avg Market Cap
$244.3B
Median Market Cap
$47.5B
Avg P/E
36.8
Median P/E
25.5
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
121
# ETFs / Funds
138

Top Holdings (259 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 12.46% 212,212 $141M $666.18 $10M -719 -0.3%
2 BIL 8.63% 1,067,035 $98M $91.75 $11M +118,624 +12.5%
3 IJH 4.79% 832,346 $54M $65.26 $3M +11,797 +1.4%
4 IEMG 3.63% 624,177 $41M $65.92 $4M +4,568 +0.7%
5 DIVO 3.60% 917,279 $41M $44.57 $3M +19,524 +2.2%
6 GLDM 3.48% 516,830 $40M $76.45 $6M +6,430 +1.3%
7 ISTB 3.21% 746,513 $36M $48.84 $2M +36,110 +5.1%
8 DFNM 2.88% 680,415 $33M $47.98 $1M +13,302 +2.0%
9 IJR 2.62% 250,085 $30M $118.83 $2M -1,274 -0.5%
10 UITB 2.60% 620,782 $29M $47.52 $1M +24,384 +4.1%
11 IEFA 2.34% 303,686 $27M $87.31 $1M +2,931 +1.0%
12 IEI 2.21% 209,779 $25M $119.51 $1M +9,581 +4.8%
13 MUNI 2.04% 442,115 $23M $52.28 $825K +8,135 +1.9%
14 AAPL 1.99% 88,715 $23M $254.63 $4M -1,289 -1.4%
15 IDEV 1.93% 273,556 $22M $80.17 $1M +2,302 +0.8%
16 PTLC 1.47% 304,631 $17M $54.76 $1M -946 -0.3%
17 SHY 1.37% 187,878 $16M $82.96 $859K +10,146 +5.7%
18 NVDA 1.25% 75,724 $14M $186.58 $2M -1,398 -1.8%
19 QQQI 1.00% 208,892 $11M $54.20 $5M +89,491 +75.0%
20 GBIL 0.95% 107,443 $11M $100.23 $986K +9,755 +10.0%
21 MODL 0.91% 224,443 $10M $46.22 $995K +6,852 +3.1%
22 MSFT 0.90% 19,735 $10M $517.95 $877K +948 +5.0%
23 CARY 0.90% 488,105 $10M $20.91 $438K +18,485 +3.9%
24 SUB 0.84% 88,833 $9M $106.78 $424K +3,620 +4.2%
25 PSEP 0.77% 203,879 $9M $42.95 $372K -1,162 -0.6%
26 KJAN 0.76% 214,640 $9M $40.36 $633K +413 +0.2%
27 LH 0.74% 29,367 $8M $287.06 $720K -4 -0.0%
28 PTMC 0.67% 212,664 $8M $35.81 -$479K -19,394 -8.4%
29 SCHX 0.67% 288,845 $8M $26.34 $633K +3,445 +1.2%
30 PYLD 0.67% 283,310 $8M $26.84 $615K +19,975 +7.6%
31 PTIN 0.66% 245,998 $7M $30.47 $152K -7,141 -2.8%
32 JEPQ 0.66% 129,318 $7M $57.52 -$985K -25,531 -16.5%
33 RUNN 0.64% 211,583 $7M $34.27 $308K +6,408 +3.1%
34 PJUL 0.61% 152,967 $7M $45.60 $319K +1,159 +0.8%
35 EMXC 0.60% 101,514 $7M $67.51 $465K +343 +0.3%
36 FAUG 0.60% 130,070 $7M $51.91 $485K +2,258 +1.8%
37 BRK-B 0.59% 13,389 $7M $502.74 $1M +2,601 +24.1%
38 PHB 0.59% 357,336 $7M $18.58 $148K +5,697 +1.6%
39 VO 0.58% 22,543 $7M $293.73 $406K +331 +1.5%
40 TDVG 0.57% 145,822 $6M $43.96 $274K +1,035 +0.7%
41 MLPA 0.56% 132,014 $6M $48.42 $218K +9,021 +7.3%
42 IBTH 0.50% 250,511 $6M $22.52 -$29K -1,611 -0.6%
43 META 0.49% 7,595 $6M $734.38 -$162K -181 -2.3%
44 GOOGL 0.49% 22,775 $6M $243.10 $2M +336 +1.5%
45 JPEF 0.48% 73,404 $5M $74.09 $489K +2,839 +4.0%
46 TSLA 0.47% 12,062 $5M $444.72 $1M -1,085 -8.2%
47 FJUL 0.46% 95,688 $5M $54.73 -$117K -7,800 -7.5%
48 AMZN 0.46% 23,807 $5M $219.57 $230K +1,030 +4.5%
49 UAUG 0.45% 131,225 $5M $39.31 $517K +7,211 +5.8%
50 PDEC 0.45% 120,473 $5M $42.02 $412K +4,238 +3.6%
51 HGER 0.43% 190,457 $5M $25.80 $1M +46,933 +32.7%
52 PTNQ 0.42% 60,855 $5M $77.53 $1M +13,470 +28.4%
53 VNQ 0.41% 51,133 $5M $91.42 -$185K -3,436 -6.3%
54 ACIO 0.41% 106,010 $5M $43.43 -$1M -31,927 -23.1%
55 EOCT 0.39% 143,613 $4M $31.09 $424K +614 +0.4%
56 AVGO 0.37% 12,689 $4M $329.91 $585K -377 -2.9%
57 SPYG 0.37% 39,672 $4M $104.51 $542K +1,859 +4.9%
58 EJAN 0.36% 123,697 $4M $33.21 -$29K -5,410 -4.2%
59 GLD 0.34% 10,903 $4M $355.47 $646K +307 +2.9%
60 VOO 0.34% 6,314 $4M $612.38 $691K +723 +12.9%
61 FNOV 0.33% 70,428 $4M $52.89 $265K +1,382 +2.0%
62 FMHI 0.31% 73,680 $4M $47.51 $110K +1,080 +1.5%
63 JPM 0.30% 10,638 $3M $315.43 $481K +721 +7.3%
64 GOOG 0.26% 12,226 $3M $243.54 $663K -822 -6.3%
65 JTEK 0.25% 31,360 $3M $91.97 $302K +786 +2.6%
66 JBBB 0.24% 57,145 $3M $48.17 $155K +3,265 +6.1%
67 THIR 0.23% 83,152 $3M $31.40 $2M +61,207 +278.9%
68 VWO 0.22% 47,008 $3M $54.18 $178K -890 -1.9%
69 PMAR 0.22% 57,345 $3M $43.91 -$189K -6,750 -10.5%
70 IBIT 0.22% 38,040 $2M $65.00 $2M +30,188 +384.5%
71 VGT 0.21% 3,237 $2M $746.66 $272K +3 +0.1%
72 VTI 0.20% 6,989 $2M $328.17 -$14K -605 -8.0%
73 HD 0.19% 5,256 $2M $405.22 $229K +71 +1.4%
74 IWF 0.18% 4,336 $2M $468.37 $177K -30 -0.7%
75 TBIL 0.17% 39,477 $2M $50.00 $1M +21,015 +113.8%
76 FMAR 0.17% 41,595 $2M $46.39 -$187K -5,615 -11.9%
77 ORCL 0.17% 6,694 $2M $281.24 $153K -1,218 -15.4%
78 COST 0.16% 2,012 $2M $925.66 $335K +469 +30.4%
79 V 0.16% 5,280 $2M $341.38 $11K +233 +4.6%
80 UDEC 0.16% 46,557 $2M $38.37 $22K -1,865 -3.9%
81 IWR 0.15% 17,694 $2M $96.55 $53K -300 -1.7%
82 GS 0.14% 2,005 $2M $796.48 $125K -74 -3.6%
83 TOTL 0.14% 38,138 $2M $40.57 -$714K -18,242 -32.4%
84 CAT 0.14% 3,235 $2M $477.15 $740K +1,164 +56.2%
85 JNJ 0.14% 8,316 $2M $185.42 $550K +1,824 +28.1%
86 RTX 0.13% 9,071 $2M $167.33 $221K +189 +2.1%
87 MLPB 0.13% 58,628 $1M $24.99 -$24K +1,373 +2.4%
88 IWM 0.13% 6,051 $1M $241.96 $126K -151 -2.4%
89 IVV 0.13% 2,141 $1M $669.30 $63K -66 -3.0%
90 WMT 0.13% 13,787 $1M $103.06 $44K -295 -2.1%
91 IWY 0.12% 5,110 $1M $273.65 $139K
92 IBM 0.12% 4,718 $1M $282.18 -$10K +169 +3.7%
93 BAC 0.12% 25,768 $1M $51.59 $208K +2,060 +8.7%
94 ITOT 0.12% 9,069 $1M $145.65 $151K +407 +4.7%
95 AMD 0.12% 8,083 $1M $161.79 $559K +2,809 +53.3%
96 HCA 0.11% 2,891 $1M $426.20 +2,891 NEW
97 DUK 0.11% 9,813 $1M $123.75 $84K +235 +2.5%
98 UMAR 0.10% 30,165 $1M $39.01 $31K -310 -1.0%
99 LLY 0.10% 1,511 $1M $763.17 -$103K -100 -6.2%
100 SPYD 0.10% 26,000 $1M $44.00 $41K

Options Breakdown

1 Calls $174K Call Value 1 Puts $1M Put Value 7.16 P/C Ratio

Top Calls

SymbolSharesValueStatus
DNUT 45,000 $174K

Top Puts

SymbolSharesValueStatus
AAPL 4,900 $1M

New Positions

SymbolValue% Port
HCA $1M 0.11%
BMNR $961K 0.08%
UPS $817K 0.07%
HEI $572K 0.05%
BITU $507K 0.04%
JPST $461K 0.04%
BALT $458K 0.04%
PREF $440K 0.04%
AMZU $435K 0.04%
KVUE $415K 0.04%
VMC $342K 0.03%
VBK $331K 0.03%
PEP $292K 0.03%
INTC $290K 0.03%
EMR $287K 0.03%

Sold Out Positions

SymbolValue% Port
ZTS —%
CARR —%
VST —%
OBDC —%
KLAC —%
CPRT —%
ISRG —%
LBRDK —%
STOT —%
COM —%
VTV —%
ARM —%
BCI —%
VRTX —%
View SEC EDGAR Filings for MBL Wealth, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms