MBL Wealth, LLC Q2 2024 Filing

Filed July 19, 2024

Portfolio Value

$895.9B

Holdings

204

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (204 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
202,964$110K0.00%Put
2
BILSPDR SER TR
816,564$74K0.00%
3
IJHISHARES TR
733,835$42K0.00%
4
DFNMDIMENSIONAL ETF TRUST
698,473$33K0.00%
5
ISTBISHARES TR
678,022$32K0.00%
6
DIVOAMPLIFY ETF TR
812,268$31K0.00%
7
IEMGISHARES INC
530,489$28K0.00%
8
GLDMWORLD GOLD TR
574,241$26K0.00%
9
IJRISHARES TR
237,232$25K0.00%
10
IEIISHARES TR
194,512$22K0.00%
11
MUNIPIMCO ETF TR
420,681$21K0.00%
12
AAPLAPPLE INC
103,918$21K0.00%Put
13
UITBVICTORY PORTFOLIOS II
447,923$20K0.00%
14
AQLTISHARES TR
280,826$20K0.00%
15
IDEVISHARES TR
239,750$15K0.00%
16
SHYISHARES TR
159,529$13K0.00%
17
PTLCPACER FDS TR
270,600$13K0.00%
18
KJANINNOVATOR ETFS TRUST
347,320$12K0.00%
19
JEPQJ P MORGAN EXCHANGE TRADED F
197,735$10K0.00%
20
SUBISHARES TR
93,871$9K0.00%
21
CARYANGEL OAK FUNDS TRUST
437,727$9K0.00%
22
COWZPACER FDS TR
166,778$9K0.00%
23
MSFTMICROSOFT CORP
18,851$8K0.00%
24
PSEPINNOVATOR ETFS TRUST
225,398$8K0.00%
25
PDECINNOVATOR ETFS TRUST
232,042$8K0.00%
26
GBILGOLDMAN SACHS ETF TR
89,130$8K0.00%
27
LHLABCORP HOLDINGS INC
42,363$8K0.00%
28
NVDANVIDIA CORPORATION
69,277$8K0.00%
29
FAUGFIRST TR EXCHNG TRADED FD VI
170,870$7K0.00%
30
EMXCISHARES INC
118,495$7K0.00%
31
PHBINVESCO EXCH TRADED FD TR II
347,188$6K0.00%
32
SCHXSCHWAB STRATEGIC TR
97,230$6K0.00%
33
TOTLSSGA ACTIVE ETF TR
153,150$6K0.00%
34
JAAAJANUS DETROIT STR TR
134,729$6K0.00%
35
PDBCINVESCO ACTVELY MNGD ETC FD
433,490$6K0.00%
36
PTINPACER FDS TR
211,576$6K0.00%
37
PTMCPACER FDS TR
189,513$6K0.00%
38
VOVANGUARD INDEX FDS
22,814$5K0.00%
39
IBTHISHARES TR
263,842$5K0.00%
40
MLPAGLOBAL X FDS
106,330$5K0.00%
41
FNOVFIRST TR EXCHNG TRADED FD VI
118,756$5K0.00%
42
JBBBJANUS DETROIT STR TR
81,480$4K0.00%
43
UAUGINNOVATOR ETFS TRUST
134,695$4K0.00%
44
RSPTINVESCO EXCHANGE TRADED FD T
128,445$4K0.00%
45
FJULFIRST TR EXCHNG TRADED FD VI
103,624$4K0.00%
46
PJULINNOVATOR ETFS TRUST
114,896$4K0.00%
47
AMZNAMAZON COM INC
22,515$3K0.00%
48
VNQVANGUARD INDEX FDS
45,881$3K0.00%
49
FMHIFIRST TR EXCH TRADED FD III
70,595$3K0.00%
50
FMARFIRST TR EXCHNG TRADED FD VI
88,865$3K0.00%
51
BRK/BBERKSHIRE HATHAWAY INC DEL
10,486$3K0.00%
52
EWJISHARES INC
48,433$3K0.00%
53
GOOGLALPHABET INC
23,715$3K0.00%
54
EJANINNOVATOR ETFS TRUST
128,262$3K0.00%
55
PMARINNOVATOR ETFS TRUST
83,716$3K0.00%
56
GQ9SPDR GOLD TR
11,871$2K0.00%
57
JOYTJ P MORGAN EXCHANGE TRADED F
35,107$2K0.00%
58
METAMETA PLATFORMS INC
7,150$2K0.00%
59
COMDIREXION SHS ETF TR
82,644$2K0.00%
60
VWOVANGUARD INTL EQUITY INDEX F
46,360$2K0.00%
61
FFEBFIRST TR EXCHNG TRADED FD VI
24,905$1K0.00%
62
VGTVANGUARD WORLD FD
3,080$1K0.00%
63
HDHOME DEPOT INC
5,314$1K0.00%
64
RSPGINVESCO EXCHANGE TRADED FD T
21,825$1K0.00%
65
IWRISHARES TR
18,959$1K0.00%
66
AVGOBROADCOM INC
1,105$1K0.00%
67
MLPBUBS AG LONDON BRANCH
57,190$1K0.00%
68
IWMISHARES TR
6,869$1K0.00%
69
IWFISHARES TR
3,951$1K0.00%
70
SMMUPIMCO ETF TR
23,700$1K0.00%
71
IVVISHARES TR
1,932$1K0.00%
72
EYLDCAMBRIA ETF TR
40,692$1K0.00%
73
BCIABRDN ETFS
50,122$1K0.00%
74
IQLTISHARES TR
29,403$1K0.00%
75
VOOVANGUARD INDEX FDS
2,558$1K0.00%
76
IWYISHARES TR
5,000$1K0.00%
77
JPMJPMORGAN CHASE & CO.
10,532$1K0.00%
78
FCNCAFIRST CTZNS BANCSHARES INC N
602$1K0.00%
79
CHRWC H ROBINSON WORLDWIDE INC
15,748$1K0.00%
80
XLKSELECT SECTOR SPDR TR
2,959$00.00%
81
XOMEXXON MOBIL CORP
7,942$00.00%
82
CSCOCISCO SYS INC
5,607$00.00%
83
COSTCOSTCO WHSL CORP NEW
1,440$00.00%
84
MPCMARATHON PETE CORP
1,315$00.00%
85
COPCONOCOPHILLIPS
2,116$00.00%
86
BANDBANDWIDTH INC
29,112$00.00%
87
HYGISHARES TR
3,170$00.00%
88
GSGOLDMAN SACHS GROUP INC
2,209$00.00%
89
MKLMARKEL GROUP INC
138$00.00%
90
PYPLPAYPAL HLDGS INC
4,212$00.00%
91
AONAON PLC
1,457$00.00%
92
ARMARM HOLDINGS PLC
1,667$00.00%
93
XLESELECT SECTOR SPDR TR
10,601$00.00%
94
SPDWSPDR INDEX SHS FDS
9,350$00.00%
95
LOWLOWES COS INC
3,133$00.00%
96
TJXTJX COS INC NEW
2,614$00.00%
97
ABBVABBVIE INC
4,103$00.00%
98
SYKSTRYKER CORPORATION
853$00.00%
99
PAPRINNOVATOR ETFS TRUST
10,785$00.00%
100
ABFLTRIMTABS ETF TR
8,825$00.00%
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