MBL Wealth, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$1.0T
Holdings
239
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (239 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NFLXNETFLIX INC | 739 | $989.6M | 0.09% | |
| 102 | UNHUNITEDHEALTH GROUP INC | 3,160 | $985.7M | 0.09% | |
| 103 | PGPROCTER AND GAMBLE CO | 6,058 | $965.2M | 0.09% | |
| 104 | BSVVANGUARD BD INDEX FDS | 12,135 | $955.0M | 0.09% | |
| 105 | SCHASCHWAB STRATEGIC TR | 37,700 | $953.8M | 0.09% | |
| 106 | EFAISHARES TR | 10,490 | $937.7M | 0.09% | |
| 107 | HONHONEYWELL INTL INC | 3,991 | $929.4M | 0.09% | |
| 108 | TBILRBB FD INC | 18,462 | $923.0M | 0.09% | |
| 109 | CVXCHEVRON CORP NEW | 6,384 | $914.1M | 0.09% | |
| 110 | XOMEXXON MOBIL CORP | 8,255 | $889.9M | 0.09% | |
| 111 | UJANINNOVATOR ETFS TRUST | 21,235 | $859.0M | 0.08% | |
| 112 | XLKSELECT SECTOR SPDR TR | 3,284 | $831.6M | 0.08% | |
| 113 | CATCATERPILLAR INC | 2,071 | $804.0M | 0.08% | |
| 114 | EVEREVERQUOTE INC | 33,000 | $797.9M | 0.08% | |
| 115 | LOWLOWES COS INC | 3,546 | $786.8M | 0.08% | |
| 116 | NVDYTIDAL TR II | 46,400 | $778.1M | 0.07% | |
| 117 | MAMASTERCARD INCORPORATED | 1,367 | $768.2M | 0.07% | |
| 118 | ABBVABBVIE INC | 4,126 | $765.9M | 0.07% | |
| 119 | AMDADVANCED MICRO DEVICES INC | 5,274 | $748.4M | 0.07% | |
| 120 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $728.8M | 0.07% | |
| 121 | IAU*ISHARES GOLD TR | 11,300 | $704.7M | 0.07% | |
| 122 | SPYINEOS ETF TRUST | 14,000 | $704.5M | 0.07% | |
| 123 | NSCNORFOLK SOUTHN CORP | 2,675 | $684.7M | 0.07% | |
| 124 | SCHFSCHWAB STRATEGIC TR | 29,670 | $655.7M | 0.06% | |
| 125 | QUALISHARES TR | 3,565 | $651.8M | 0.06% | |
| 126 | THIRTHOR FINL TECHNOLOGIES TR | 21,945 | $641.5M | 0.06% | |
| 127 | KOCOCA COLA CO | 8,968 | $634.5M | 0.06% | |
| 128 | VBVANGUARD INDEX FDS | 2,675 | $633.9M | 0.06% | |
| 129 | SLISTANDARD LITHIUM LTD | 306,000 | $599.8M | 0.06% | |
| 130 | BLKBLACKROCK INC | 565 | $592.8M | 0.06% | |
| 131 | SLDPSOLID POWER INC | 270,000 | $591.3M | 0.06% | |
| 132 | CRWDCROWDSTRIKE HLDGS INC | 1,160 | $590.8M | 0.06% | |
| 133 | MCDMCDONALDS CORP | 2,005 | $585.8M | 0.06% | |
| 134 | IWXISHARES TR | 6,500 | $547.2M | 0.05% | |
| 135 | JVALJ P MORGAN EXCHANGE TRADED F | 12,000 | $530.8M | 0.05% | |
| 136 | CSCOCISCO SYS INC | 7,604 | $527.6M | 0.05% | |
| 137 | MRKMERCK & CO INC | 6,653 | $526.7M | 0.05% | |
| 138 | AXPAMERICAN EXPRESS CO | 1,609 | $513.2M | 0.05% | |
| 139 | ABFLABACUS FCF ETF TR | 7,225 | $511.2M | 0.05% | |
| 140 | AONAON PLC | 1,414 | $504.5M | 0.05% | |
| 141 | SOSOUTHERN CO | 5,376 | $493.7M | 0.05% | |
| 142 | BACVERIZON COMMUNICATIONS INC | 11,254 | $487.0M | 0.05% | |
| 143 | IBITISHARES BITCOIN TRUST ETF | 7,852 | $480.6M | 0.05% | |
| 144 | XLESELECT SECTOR SPDR TR | 5,600 | $474.9M | 0.05% | |
| 145 | AGGISHARES TR | 4,755 | $471.7M | 0.05% | |
| 146 | USRTISHARES TR | 8,332 | $471.3M | 0.05% | |
| 147 | WFCWELLS FARGO CO NEW | 5,880 | $471.1M | 0.05% | |
| 148 | SYKSTRYKER CORPORATION | 1,173 | $464.1M | 0.04% | |
| 149 | BANDBANDWIDTH INC | 29,112 | $462.9M | 0.04% | |
| 150 | SPYVSPDR SERIES TRUST | 8,840 | $462.7M | 0.04% | |
| 151 | CRMSALESFORCE INC | 1,680 | $458.1M | 0.04% | |
| 152 | HYMBSPDR SERIES TRUST | 18,425 | $456.6M | 0.04% | |
| 153 | VSTVISTRA CORP | 2,352 | $455.8M | 0.04% | |
| 154 | EYLDCAMBRIA ETF TR | 12,275 | $443.4M | 0.04% | |
| 155 | TFCTRUIST FINL CORP | 10,296 | $442.6M | 0.04% | |
| 156 | STOTSSGA ACTIVE TR | 8,525 | $403.7M | 0.04% | |
| 157 | BONDPIMCO ETF TR | 4,368 | $402.7M | 0.04% | |
| 158 | ARCCARES CAPITAL CORP | 18,316 | $402.2M | 0.04% | |
| 159 | CEF/USPROTT PHYSICAL GOLD & SILVE | 13,305 | $400.5M | 0.04% | |
| 160 | DEDEERE & CO | 787 | $400.2M | 0.04% | |
| 161 | SPDWSPDR INDEX SHS FDS | 9,800 | $396.8M | 0.04% | |
| 162 | QYLDGLOBAL X FDS | 23,567 | $394.0M | 0.04% | |
| 163 | ARMARM HOLDINGS PLC | 2,407 | $389.3M | 0.04% | |
| 164 | HYGISHARES TR | 4,750 | $383.1M | 0.04% | |
| 165 | PFEPFIZER INC | 15,764 | $382.1M | 0.04% | |
| 166 | MLPXGLOBAL X FDS | 6,089 | $381.5M | 0.04% | |
| 167 | PANWPALO ALTO NETWORKS INC | 1,863 | $381.2M | 0.04% | |
| 168 | MOALTRIA GROUP INC | 6,467 | $379.2M | 0.04% | |
| 169 | 4I1PHILIP MORRIS INTL INC | 2,075 | $377.9M | 0.04% | |
| 170 | BCIABRDN ETFS | 17,424 | $361.9M | 0.03% | |
| 171 | JQUAJ P MORGAN EXCHANGE TRADED F | 6,000 | $360.3M | 0.03% | |
| 172 | IWDISHARES TR | 1,834 | $356.2M | 0.03% | |
| 173 | XPEVXPENG INC | 19,884 | $355.5M | 0.03% | |
| 174 | MIGAMICROSTRATEGY INC | 827 | $334.3M | 0.03% | |
| 175 | UBERUBER TECHNOLOGIES INC | 3,573 | $333.4M | 0.03% | |
| 176 | VOTVANGUARD INDEX FDS | 1,155 | $328.5M | 0.03% | |
| 177 | TAT&T INC | 11,195 | $324.0M | 0.03% | |
| 178 | ABTABBOTT LABS | 2,370 | $322.3M | 0.03% | |
| 179 | GEGE AEROSPACE | 1,245 | $320.5M | 0.03% | |
| 180 | DISDISNEY WALT CO | 2,576 | $319.4M | 0.03% | |
| 181 | TRVCCITIGROUP INC | 3,719 | $316.6M | 0.03% | |
| 182 | LBRDKLIBERTY BROADBAND CORP | 3,200 | $314.8M | 0.03% | |
| 183 | FFEBFIRST TR EXCHNG TRADED FD VI | 5,980 | $313.4M | 0.03% | |
| 184 | VEAVANGUARD TAX-MANAGED FDS | 5,496 | $313.3M | 0.03% | |
| 185 | IXUSISHARES TR | 4,006 | $309.7M | 0.03% | |
| 186 | DFUVDIMENSIONAL ETF TRUST | 7,229 | $305.6M | 0.03% | |
| 187 | MKLMARKEL GROUP INC | 153 | $305.6M | 0.03% | |
| 188 | FLQMFRANKLIN TEMPLETON ETF TR | 5,575 | $302.8M | 0.03% | |
| 189 | PJANINNOVATOR ETFS TRUST | 6,760 | $297.8M | 0.03% | |
| 190 | EWJISHARES INC | 3,968 | $297.5M | 0.03% | |
| 191 | AMGNAMGEN INC | 1,057 | $295.1M | 0.03% | |
| 192 | PAPRINNOVATOR ETFS TRUST | 7,830 | $292.0M | 0.03% | |
| 193 | GSLCGOLDMAN SACHS ETF TR | 2,400 | $291.3M | 0.03% | |
| 194 | NKENIKE INC | 4,031 | $286.4M | 0.03% | |
| 195 | RIVNRIVIAN AUTOMOTIVE INC | 20,800 | $285.8M | 0.03% | |
| 196 | MDYSPDR S&P MIDCAP 400 ETF TR | 500 | $283.2M | 0.03% | |
| 197 | TJXTJX COS INC NEW | 2,279 | $281.4M | 0.03% | |
| 198 | CMECME GROUP INC | 1,011 | $278.7M | 0.03% | |
| 199 | SCHCSCHWAB STRATEGIC TR | 6,500 | $276.8M | 0.03% | |
| 200 | TXNTEXAS INSTRS INC | 1,333 | $276.8M | 0.03% |