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Home > Institutional Investor > Mbl Wealth, Llc > Profile

Instuitional Investor - Mbl Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Mbl Wealth, Llc
Portfolio Value $1,045,798,447
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 212,931 $131,559,478 12.58%
2.
Spdr Series Trust
 948,411 $86,997,703 8.32%
3.
Ishares Trust
 IEF 820,549 $50,890,464 4.87%
4.
Amplify Etf Tr
 897,755 $38,199,488 3.65%
5.
Ishares Inc - CORE MSCI EMKT
 619,609 $37,195,110 3.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)