MBE Wealth Management, LLC Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$238.8B
Holdings
133
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (133 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TAT&T INC | 12,513 | $310.0M | 0.13% | |
| 102 | ICSHISHARES TR | 6,063 | $306.0M | 0.13% | |
| 103 | DFSUDIMENSIONAL ETF TRUST | 7,022 | $304.0M | 0.13% | |
| 104 | SPSMSPDR SERIES TRUST | 6,488 | $304.0M | 0.13% | |
| 105 | ESGVVANGUARD WORLD FD | 2,446 | $295.0M | 0.12% | |
| 106 | WECWEC ENERGY GROUP INC | 2,793 | $294.0M | 0.12% | |
| 107 | AMTAMERICAN TOWER CORP NEW | 1,664 | $292.0M | 0.12% | |
| 108 | MPLXMPLX LP | 5,388 | $287.0M | 0.12% | |
| 109 | SOSOUTHERN CO | 3,282 | $286.0M | 0.12% | |
| 110 | KLACKLA CORP | 233 | $283.0M | 0.12% | |
| 111 | CPRTCOPART INC | 6,805 | $266.0M | 0.11% | |
| 112 | CHECHEMED CORP NEW | 618 | $264.0M | 0.11% | |
| 113 | COSTCOSTCO WHSL CORP NEW | 305 | $263.0M | 0.11% | |
| 114 | SCHASCHWAB STRATEGIC TR | 9,158 | $260.0M | 0.11% | |
| 115 | ORCLORACLE CORP | 1,332 | $259.0M | 0.11% | |
| 116 | DEDEERE & CO | 548 | $255.0M | 0.11% | |
| 117 | XLESELECT SECTOR SPDR TR | 5,559 | $248.0M | 0.10% | |
| 118 | EPDENTERPRISE PRODS PARTNERS L | 7,580 | $243.0M | 0.10% | |
| 119 | CIBRFIRST TR EXCHANGE TRADED FD | 3,404 | $243.0M | 0.10% | |
| 120 | HDHOME DEPOT INC | 702 | $241.0M | 0.10% | |
| 121 | CVXCHEVRON CORP NEW | 1,575 | $240.0M | 0.10% | |
| 122 | FNDFSCHWAB STRATEGIC TR | 5,071 | $229.0M | 0.10% | |
| 123 | PLTRPALANTIR TECHNOLOGIES INC | 1,286 | $228.0M | 0.10% | |
| 124 | FTCSFIRST TR EXCHANGE-TRADED FD | 2,426 | $224.0M | 0.09% | |
| 125 | LGOVFIRST TR EXCHANGE-TRADED FD | 10,149 | $221.0M | 0.09% | |
| 126 | DMXFISHARES TR | 2,883 | $216.0M | 0.09% | |
| 127 | NOWSERVICENOW INC | 1,415 | $216.0M | 0.09% | |
| 128 | UNPUNION PAC CORP | 921 | $213.0M | 0.09% | |
| 129 | 4I1PHILIP MORRIS INTL INC | 1,304 | $209.0M | 0.09% | |
| 130 | FNDASCHWAB STRATEGIC TR | 6,420 | $202.0M | 0.08% | |
| 131 | XFEBFIRST TR EXCH TRADED FD III | 10,073 | $183.0M | 0.08% | |
| 132 | DSXDIANA SHIPPING INC | 20,691 | $34.0M | 0.01% | |
| 133 | NHTCNATURAL HEALTH TRENDS CORP | 10,904 | $33.0M | 0.01% |
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