MBL Wealth, LLC Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$1.2B
Holdings
290
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (290 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SLISTANDARD LITHIUM LTD | 306,000 | $1.4M | 0.11% | |
| 102 | FCNCAFIRST CTZNS BANCSHARES INC D | 622 | $1.3M | 0.11% | |
| 103 | CVXCHEVRON CORP NEW | 8,718 | $1.3M | 0.11% | |
| 104 | PGPROCTER AND GAMBLE CO | 9,092 | $1.3M | 0.10% | |
| 105 | MRKMERCK & CO INC | 12,356 | $1.3M | 0.10% | |
| 106 | VEUVANGUARD INTL EQUITY INDEX F | 16,596 | $1.2M | 0.10% | |
| 107 | TOTLSSGA ACTIVE ETF TR | 29,575 | $1.2M | 0.10% | |
| 108 | UMARINNOVATOR ETFS TRUST | 29,665 | $1.2M | 0.09% | |
| 109 | MAMASTERCARD INCORPORATED | 2,039 | $1.2M | 0.09% | |
| 110 | SLDPSOLID POWER INC | 270,000 | $1.1M | 0.09% | |
| 111 | SMMUPIMCO ETF TR | 22,572 | $1.1M | 0.09% | |
| 112 | EFAISHARES TR | 11,745 | $1.1M | 0.09% | |
| 113 | SPYDSPDR SERIES TRUST | 26,000 | $1.1M | 0.09% | |
| 114 | SCHASCHWAB STRATEGIC TR | 37,700 | $1.1M | 0.09% | |
| 115 | UPSUNITED PARCEL SERVICE INC | 10,733 | $1.1M | 0.09% | |
| 116 | BLKBLACKROCK INC | 969 | $1.0M | 0.08% | |
| 117 | BXBLACKSTONE INC | 6,659 | $1.0M | 0.08% | |
| 118 | MCDMCDONALDS CORP | 3,282 | $1.0M | 0.08% | |
| 119 | LOWLOWES COS INC | 4,126 | $995K | 0.08% | |
| 120 | MIGASTRATEGY INC | 6,514 | $989K | 0.08% | |
| 121 | KOCOCA COLA CO | 13,989 | $977K | 0.08% | |
| 122 | IWDISHARES TR | 4,634 | $974K | 0.08% | |
| 123 | NSCNORFOLK SOUTHN CORP | 3,267 | $943K | 0.08% | |
| 124 | DWDMORGAN STANLEY | 5,247 | $931K | 0.07% | |
| 125 | IAU*ISHARES GOLD TR | 11,300 | $917K | 0.07% | |
| 126 | IQLTISHARES TR | 20,180 | $917K | 0.07% | |
| 127 | UJANINNOVATOR ETFS TRUST | 20,915 | $904K | 0.07% | |
| 128 | PRKPARK NATL CORP | 5,936 | $903K | 0.07% | |
| 129 | GEGE AEROSPACE | 2,919 | $899K | 0.07% | |
| 130 | BSVVANGUARD BD INDEX FDS | 11,235 | $885K | 0.07% | |
| 131 | TJXTJX COS INC NEW | 5,610 | $861K | 0.07% | |
| 132 | MMM3M CO | 5,351 | $856K | 0.07% | |
| 133 | NFLXNETFLIX INC | 9,143 | $856K | 0.07% | |
| 134 | CSCOCISCO SYS INC | 11,111 | $855K | 0.07% | |
| 135 | PLTRPALANTIR TECHNOLOGIES INC | 4,804 | $853K | 0.07% | |
| 136 | TRVCCITIGROUP INC | 7,247 | $845K | 0.07% | |
| 137 | XLKSELECT SECTOR SPDR TR | 5,868 | $844K | 0.07% | |
| 138 | LRCXLAM RESEARCH CORP | 4,849 | $829K | 0.07% | |
| 139 | BACVERIZON COMMUNICATIONS INC | 20,316 | $827K | 0.07% | |
| 140 | AXPAMERICAN EXPRESS CO | 2,204 | $814K | 0.07% | |
| 141 | EVEREVERQUOTE INC | 30,025 | $810K | 0.06% | |
| 142 | BMNRBITMINE IMMERSION TECNOLOGIE | 28,821 | $782K | 0.06% | |
| 143 | CRWDCROWDSTRIKE HLDGS INC | 1,656 | $776K | 0.06% | |
| 144 | TFCTRUIST FINL CORP | 15,753 | $775K | 0.06% | |
| 145 | NDQINVESCO QQQ TR | 1,241 | $762K | 0.06% | |
| 146 | DEDEERE & CO | 1,622 | $755K | 0.06% | |
| 147 | MUMICRON TECHNOLOGY INC | 2,651 | $755K | 0.06% | |
| 148 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754K | 0.06% | |
| 149 | QUALISHARES TR | 3,739 | $742K | 0.06% | |
| 150 | TMOTHERMO FISHER SCIENTIFIC INC | 1,274 | $738K | 0.06% | |
| 151 | PANWPALO ALTO NETWORKS INC | 3,998 | $736K | 0.06% | |
| 152 | SPYINEOS ETF TRUST | 14,000 | $735K | 0.06% | |
| 153 | SCHFSCHWAB STRATEGIC TR | 29,846 | $717K | 0.06% | |
| 154 | VBVANGUARD INDEX FDS | 2,700 | $696K | 0.06% | |
| 155 | WSMWILLIAMS SONOMA INC | 3,853 | $688K | 0.06% | |
| 156 | CAHCARDINAL HEALTH INC | 3,305 | $679K | 0.05% | |
| 157 | WFCWELLS FARGO CO NEW | 7,290 | $679K | 0.05% | |
| 158 | AGGISHARES TR | 6,735 | $672K | 0.05% | |
| 159 | KVUEKENVUE INC | 38,716 | $667K | 0.05% | |
| 160 | DISDISNEY WALT CO | 5,855 | $666K | 0.05% | |
| 161 | UNHUNITEDHEALTH GROUP INC | 1,960 | $646K | 0.05% | |
| 162 | CEF/USPROTT ASSET MANAGEMENT LP | 13,155 | $602K | 0.05% | |
| 163 | SYKSTRYKER CORPORATION | 1,701 | $597K | 0.05% | |
| 164 | VUGVANGUARD INDEX FDS | 1,204 | $587K | 0.05% | |
| 165 | HEIHEICO CORP NEW | 1,817 | $587K | 0.05% | |
| 166 | SOSOUTHERN CO | 6,688 | $583K | 0.05% | |
| 167 | BUFRFIRST TR EXCHNG TRADED FD VI | 17,000 | $582K | 0.05% | |
| 168 | AONAON PLC | 1,585 | $559K | 0.04% | |
| 169 | AKREPROFESIONALLY MANAGED PORTFO | 8,483 | $555K | 0.04% | |
| 170 | VRTVERTIV HOLDINGS CO | 3,334 | $540K | 0.04% | |
| 171 | JVALJ P MORGAN EXCHANGE TRADED F | 11,000 | $539K | 0.04% | |
| 172 | VEAVANGUARD TAX-MANAGED FDS | 8,584 | $536K | 0.04% | |
| 173 | UNPUNION PAC CORP | 2,304 | $532K | 0.04% | |
| 174 | NKENIKE INC | 8,335 | $531K | 0.04% | |
| 175 | ISRGINTUITIVE SURGICAL INC | 930 | $526K | 0.04% | |
| 176 | DFUVDIMENSIONAL ETF TRUST | 11,131 | $518K | 0.04% | |
| 177 | EMREMERSON ELEC CO | 3,852 | $511K | 0.04% | |
| 178 | SPYVSPDR SERIES TRUST | 8,840 | $502K | 0.04% | |
| 179 | HYMBSPDR SERIES TRUST | 20,140 | $502K | 0.04% | |
| 180 | GMAYFIRST TR EXCHNG TRADED FD VI | 12,000 | $495K | 0.04% | |
| 181 | ABFLABACUS FCF ETF TR | 6,925 | $494K | 0.04% | |
| 182 | XLESELECT SECTOR SPDR TR | 10,900 | $487K | 0.04% | |
| 183 | SBUXSTARBUCKS CORP | 5,773 | $486K | 0.04% | |
| 184 | GEVGE VERNOVA INC | 734 | $479K | 0.04% | |
| 185 | USRTISHARES TR | 8,332 | $474K | 0.04% | |
| 186 | IWXISHARES TR | 5,000 | $459K | 0.04% | |
| 187 | BANDBANDWIDTH INC | 29,112 | $449K | 0.04% | |
| 188 | POCTINNOVATOR ETFS TRUST | 10,224 | $449K | 0.04% | |
| 189 | MOALTRIA GROUP INC | 7,721 | $445K | 0.04% | |
| 190 | AEPAMERICAN ELEC PWR CO INC | 3,767 | $434K | 0.03% | |
| 191 | IXUSISHARES TR | 5,120 | $433K | 0.03% | |
| 192 | CEGCONSTELLATION ENERGY CORP | 1,224 | $432K | 0.03% | |
| 193 | PREFPRINCIPAL EXCHANGE TRADED FD | 22,500 | $429K | 0.03% | |
| 194 | FCXFREEPORT-MCMORAN INC | 8,442 | $428K | 0.03% | |
| 195 | UBERUBER TECHNOLOGIES INC | 5,237 | $427K | 0.03% | |
| 196 | DDTOINNOVATOR ETFS TRUST | 12,500 | $418K | 0.03% | |
| 197 | FDXFEDEX CORP | 1,449 | $418K | 0.03% | |
| 198 | QYLDGLOBAL X FDS | 23,567 | $416K | 0.03% | |
| 199 | SPDWSPDR INDEX SHS FDS | 9,375 | $416K | 0.03% | |
| 200 | GDGENERAL DYNAMICS CORP | 1,235 | $415K | 0.03% |