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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 $996,530,710
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 206,996 $121,316,011 12.17%
2.
Spdr Ser Tr
 1,190,644 $108,860,617 10.92%
3.
Ishares Trust
 IEF 756,127 $47,114,289 4.73%
4.
Amplify Etf Tr
 855,498 $34,630,563 3.48%
5.
Ishares Tr
 712,348 $34,028,876 3.41%
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)