MBL Wealth, LLC Q1 2025 Filing
Filed May 21, 2025
Portfolio Value
$989.6B
Holdings
224
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (224 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BSVVANGUARD BD INDEX FDS | 12,235 | $957.8M | 0.10% | |
| 102 | EVEREVERQUOTE INC | 35,765 | $936.7M | 0.09% | |
| 103 | PRKPARK NATL CORP | 5,936 | $898.7M | 0.09% | |
| 104 | SCHASCHWAB STRATEGIC TR | 37,700 | $883.3M | 0.09% | |
| 105 | EFAISHARES TR | 10,490 | $857.3M | 0.09% | |
| 106 | ABBVABBVIE INC | 4,062 | $851.1M | 0.09% | |
| 107 | LOWLOWES COS INC | 3,623 | $845.0M | 0.09% | |
| 108 | HONHONEYWELL INTL INC | 3,959 | $838.3M | 0.08% | |
| 109 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $798.4M | 0.08% | |
| 110 | UJANINNOVATOR ETFS TRUST | 20,535 | $783.2M | 0.08% | |
| 111 | CRMSALESFORCE INC | 2,880 | $772.9M | 0.08% | |
| 112 | MAMASTERCARD INCORPORATED | 1,311 | $718.6M | 0.07% | |
| 113 | EYLDCAMBRIA ETF TR | 22,072 | $700.8M | 0.07% | |
| 114 | IAU*ISHARES GOLD TR | 11,700 | $689.8M | 0.07% | |
| 115 | NFLXNETFLIX INC | 733 | $683.7M | 0.07% | |
| 116 | NSCNORFOLK SOUTHN CORP | 2,864 | $678.3M | 0.07% | |
| 117 | IWXISHARES TR | 8,000 | $657.4M | 0.07% | |
| 118 | CATCATERPILLAR INC | 1,979 | $652.7M | 0.07% | |
| 119 | XLESELECT SECTOR SPDR TR | 6,975 | $651.8M | 0.07% | |
| 120 | QUALISHARES TR | 3,620 | $618.6M | 0.06% | |
| 121 | EWJISHARES INC | 8,810 | $604.0M | 0.06% | |
| 122 | AONAON PLC | 1,503 | $599.8M | 0.06% | |
| 123 | MCDMCDONALDS CORP | 1,918 | $599.1M | 0.06% | |
| 124 | XLKSELECT SECTOR SPDR TR | 2,884 | $595.5M | 0.06% | |
| 125 | VBVANGUARD INDEX FDS | 2,675 | $593.2M | 0.06% | |
| 126 | SCHFSCHWAB STRATEGIC TR | 29,670 | $586.9M | 0.06% | |
| 127 | ZTSZOETIS INC | 3,270 | $538.4M | 0.05% | |
| 128 | ARCCARES CAPITAL CORP | 23,316 | $516.7M | 0.05% | |
| 129 | LBRDKLIBERTY BROADBAND CORP | 6,000 | $510.3M | 0.05% | |
| 130 | OGM1COGENT COMMUNICATIONS HLDGS | 8,241 | $505.3M | 0.05% | |
| 131 | JVALJ P MORGAN EXCHANGE TRADED F | 12,000 | $497.0M | 0.05% | |
| 132 | BLKBLACKROCK INC | 521 | $493.1M | 0.05% | |
| 133 | CSCOCISCO SYS INC | 7,920 | $488.7M | 0.05% | |
| 134 | USRTISHARES TR | 8,332 | $479.9M | 0.05% | |
| 135 | BACVERIZON COMMUNICATIONS INC | 10,465 | $474.7M | 0.05% | |
| 136 | HYMBSPDR SER TR | 18,778 | $473.6M | 0.05% | |
| 137 | AGGISHARES TR | 4,761 | $471.0M | 0.05% | |
| 138 | SOSOUTHERN CO | 5,061 | $465.4M | 0.05% | |
| 139 | ABFLABACUS FCF ETF TR | 7,250 | $463.3M | 0.05% | |
| 140 | JEPIJ P MORGAN EXCHANGE TRADED F | 7,915 | $452.3M | 0.05% | |
| 141 | SPYVSPDR SER TR | 8,840 | $451.5M | 0.05% | |
| 142 | TFCTRUIST FINL CORP | 10,881 | $447.8M | 0.05% | |
| 143 | AXPAMERICAN EXPRESS CO | 1,634 | $439.6M | 0.04% | |
| 144 | NVDYTIDAL TR II | 28,400 | $436.8M | 0.04% | |
| 145 | WFCWELLS FARGO CO NEW | 6,006 | $431.2M | 0.04% | |
| 146 | BONDPIMCO ETF TR | 4,467 | $413.1M | 0.04% | |
| 147 | XPEVXPENG INC | 19,884 | $412.0M | 0.04% | |
| 148 | FFEBFIRST TR EXCHNG TRADED FD VI | 8,430 | $411.3M | 0.04% | |
| 149 | STOTSSGA ACTIVE TR | 8,675 | $409.9M | 0.04% | |
| 150 | BCIABRDN ETFS | 18,779 | $403.0M | 0.04% | |
| 151 | CEF/USPROTT PHYSICAL GOLD & SILVE | 14,050 | $399.2M | 0.04% | |
| 152 | SYKSTRYKER CORPORATION | 1,070 | $398.3M | 0.04% | |
| 153 | MOALTRIA GROUP INC | 6,501 | $390.2M | 0.04% | |
| 154 | MLPXGLOBAL X FDS | 6,099 | $389.2M | 0.04% | |
| 155 | SLISTANDARD LITHIUM LTD | 306,000 | $388.6M | 0.04% | |
| 156 | IBITISHARES BITCOIN TRUST ETF | 8,286 | $387.9M | 0.04% | |
| 157 | CRWDCROWDSTRIKE HLDGS INC | 1,100 | $387.8M | 0.04% | |
| 158 | BANDBANDWIDTH INC | 29,112 | $381.4M | 0.04% | |
| 159 | MRKMERCK & CO INC | 4,164 | $373.8M | 0.04% | |
| 160 | CPAYCORPAY INC | 1,066 | $371.7M | 0.04% | |
| 161 | KOCOCA COLA CO | 5,126 | $367.1M | 0.04% | |
| 162 | BMYBRISTOL-MYERS SQUIBB CO | 5,974 | $364.4M | 0.04% | |
| 163 | IWDISHARES TR | 1,834 | $345.1M | 0.03% | |
| 164 | SPDWSPDR INDEX SHS FDS | 9,450 | $344.1M | 0.03% | |
| 165 | QYLDGLOBAL X FDS | 20,663 | $343.6M | 0.03% | |
| 166 | TMOTHERMO FISHER SCIENTIFIC INC | 686 | $341.4M | 0.03% | |
| 167 | DEDEERE & CO | 722 | $338.9M | 0.03% | |
| 168 | JQUAJ P MORGAN EXCHANGE TRADED F | 6,000 | $338.8M | 0.03% | |
| 169 | PFEPFIZER INC | 12,670 | $321.1M | 0.03% | |
| 170 | AMGNAMGEN INC | 1,025 | $319.3M | 0.03% | |
| 171 | ABTABBOTT LABS | 2,367 | $314.0M | 0.03% | |
| 172 | VXUSVANGUARD STAR FDS | 4,940 | $306.8M | 0.03% | |
| 173 | TJXTJX COS INC NEW | 2,494 | $303.8M | 0.03% | |
| 174 | SCHDSCHWAB STRATEGIC TR | 10,851 | $303.4M | 0.03% | |
| 175 | AMDADVANCED MICRO DEVICES INC | 2,931 | $301.1M | 0.03% | |
| 176 | DFUVDIMENSIONAL ETF TRUST | 7,229 | $297.9M | 0.03% | |
| 177 | PAPRINNOVATOR ETFS TRUST | 8,345 | $297.6M | 0.03% | |
| 178 | TAT&T INC | 10,455 | $295.7M | 0.03% | |
| 179 | CPRTCOPART INC | 5,203 | $294.4M | 0.03% | |
| 180 | VSTVISTRA CORP | 2,491 | $292.5M | 0.03% | |
| 181 | CMECME GROUP INC | 1,068 | $283.3M | 0.03% | |
| 182 | PJANINNOVATOR ETFS TRUST | 6,760 | $280.3M | 0.03% | |
| 183 | VEAVANGUARD TAX-MANAGED FDS | 5,496 | $279.4M | 0.03% | |
| 184 | 4I1PHILIP MORRIS INTL INC | 1,710 | $271.5M | 0.03% | |
| 185 | MDYSPDR S&P MIDCAP 400 ETF TR | 508 | $271.0M | 0.03% | |
| 186 | PANWPALO ALTO NETWORKS INC | 1,572 | $268.2M | 0.03% | |
| 187 | VRTXVERTEX PHARMACEUTICALS INC | 553 | $268.1M | 0.03% | |
| 188 | GSLCGOLDMAN SACHS ETF TR | 2,400 | $264.2M | 0.03% | |
| 189 | OBDCBLUE OWL CAPITAL CORPORATION | 18,000 | $263.9M | 0.03% | |
| 190 | MKLMARKEL GROUP INC | 141 | $263.6M | 0.03% | |
| 191 | NYFISHARES TR | 5,000 | $263.3M | 0.03% | |
| 192 | VOTVANGUARD INDEX FDS | 1,075 | $263.0M | 0.03% | |
| 193 | IXUSISHARES TR | 3,727 | $260.2M | 0.03% | |
| 194 | RIVNRIVIAN AUTOMOTIVE INC | 20,800 | $259.0M | 0.03% | |
| 195 | PYPLPAYPAL HLDGS INC | 3,965 | $258.7M | 0.03% | |
| 196 | CBCHUBB LIMITED | 856 | $258.5M | 0.03% | |
| 197 | IGSBISHARES TR | 4,920 | $257.7M | 0.03% | |
| 198 | ARMARM HOLDINGS PLC | 2,374 | $253.5M | 0.03% | |
| 199 | TXNTEXAS INSTRS INC | 1,399 | $251.4M | 0.03% | |
| 200 | FNBF N B CORP | 18,686 | $251.3M | 0.03% |