HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VB) |
115,430 | -38,405 | $26,386 |
| VB | 115,430 | -38,405 | $26,386 |
| INVESCO QQQ TR |
54,467 | +1,018 | $24,184 |
| QQQ | 54,467 | +1,018 | $24,184 |
| SPDR SER TR (SPYV) |
414,971 | +385,623 | $20,790 |
| SPYV | 414,971 | +385,623 | $20,790 |
| ISHARES TR (USRT) |
241,642 | +4,919 | $13,000 |
| USRT | 241,642 | +4,919 | $13,000 |
| ISHARES TR (IVV) |
16,752 | -65,448 | $8,807 |
| IVV | 16,752 | -65,448 | $8,807 |
| SCHWAB STRATEGIC TR |
98,523 | +89,720 | $5,139 |
| SCHP | 98,523 | +89,720 | $5,139 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
46,811 | UNCH | $3,769 |
| VCIT | 46,811 | UNCH | $3,769 |
| ISHARES TR (DGRO) |
63,637 | -308,773 | $3,695 |
| DGRO | 63,637 | -308,773 | $3,695 |
| ETF SER SOLUTIONS (ACIO) |
91,547 | +28,667 | $3,299 |
| ACIO | 91,547 | +28,667 | $3,299 |
| SSGA ACTIVE ETF TR (RLY) |
82,857 | +2,973 | $2,316 |
| RLY | 82,857 | +2,973 | $2,316 |
| FIRST TR EXCHNG TRADED FD VI (UCON) |
81,012 | -38,836 | $1,993 |
| UCON | 81,012 | -38,836 | $1,993 |
| ETF SER SOLUTIONS (DUBS) |
66,512 | +9,129 | $1,945 |
| DUBS | 66,512 | +9,129 | $1,945 |
| ETF SER SOLUTIONS (IDUB) |
86,961 | +22,527 | $1,810 |
| IDUB | 86,961 | +22,527 | $1,810 |
| ETF SER SOLUTIONS (DRSK) |
65,798 | -14,892 | $1,754 |
| DRSK | 65,798 | -14,892 | $1,754 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
21,572 | +40 | $1,668 |
| VCSH | 21,572 | +40 | $1,668 |
| ETF SER SOLUTIONS (JUCY) |
61,215 | +12,073 | $1,431 |
| JUCY | 61,215 | +12,073 | $1,431 |
| SPDR SER TR (SPLG) |
22,572 | -934 | $1,389 |
| SPLG | 22,572 | -934 | $1,389 |
| ETF SER SOLUTIONS (OSCV) |
38,023 | -6,026 | $1,367 |
| OSCV | 38,023 | -6,026 | $1,367 |
| ISHARES TR (QUAL) |
7,976 | -60 | $1,311 |
| QUAL | 7,976 | -60 | $1,311 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
29,994 | +9 | $1,267 |
| FVD | 29,994 | +9 | $1,267 |
| ELI LILLY & CO |
1,604 | +153 | $1,248 |
| LLY | 1,604 | +153 | $1,248 |
| PEPSICO INC |
6,736 | +621 | $1,179 |
| PEP | 6,736 | +621 | $1,179 |
| ETF SER SOLUTIONS (ADME) |
27,574 | -26,252 | $1,158 |
| ADME | 27,574 | -26,252 | $1,158 |
| ALLIANT ENERGY CORP |
22,307 | +15 | $1,124 |
| LNT | 22,307 | +15 | $1,124 |
| SCHWAB STRATEGIC TR |
13,648 | +10,412 | $1,100 |
| SCHD | 13,648 | +10,412 | $1,100 |
| ABBVIE INC |
5,654 | -2,223 | $1,030 |
| ABBV | 5,654 | -2,223 | $1,030 |
| J P MORGAN EXCHANGE TRADED F (JQUA) |
19,096 | -8,577 | $1,010 |
| JQUA | 19,096 | -8,577 | $1,010 |
| NVIDIA CORPORATION |
1,098 | -2 | $992 |
| NVDA | 1,098 | -2 | $992 |
| THERMO FISHER SCIENTIFIC INC |
1,687 | -1,932 | $981 |
| TMO | 1,687 | -1,932 | $981 |
| VANGUARD TAX MANAGED FDS (VEA) |
19,089 | -388 | $958 |
| VEA | 19,089 | -388 | $958 |
| MICROSOFT CORP |
2,142 | +496 | $901 |
| MSFT | 2,142 | +496 | $901 |
| ECOLAB INC |
3,507 | -350 | $810 |
| ECL | 3,507 | -350 | $810 |
| APPLE INC |
4,661 | -418 | $799 |
| AAPL | 4,661 | -418 | $799 |
| ABBOTT LABS |
6,305 | -2,163 | $717 |
| ABT | 6,305 | -2,163 | $717 |
| ISHARES TR (USMV) |
8,481 | -577 | $709 |
| USMV | 8,481 | -577 | $709 |
| SPDR SER TR (SPTM) |
10,924 | +21 | $701 |
| SPTM | 10,924 | +21 | $701 |
| MGE ENERGY INC |
8,859 | +2,054 | $697 |
| MGEE | 8,859 | +2,054 | $697 |
| ISHARES TR (MTUM) |
3,707 | UNCH | $695 |
| MTUM | 3,707 | UNCH | $695 |
| EXXON MOBIL CORP |
5,878 | -1,092 | $683 |
| XOM | 5,878 | -1,092 | $683 |
| PACER FDS TR |
11,356 | -4,537 | $660 |
| COWZ | 11,356 | -4,537 | $660 |
| VANGUARD WORLD FD (VSGX) |
11,261 | +84 | $647 |
| VSGX | 11,261 | +84 | $647 |
| MASTERCARD INCORPORATED |
1,169 | -7 | $563 |
| MA | 1,169 | -7 | $563 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
3,191 | +308 | $540 |
| RSP | 3,191 | +308 | $540 |
| SCHWAB STRATEGIC TR |
5,647 | -224 | $524 |
| SCHG | 5,647 | -224 | $524 |
| MCDONALDS CORP |
1,846 | +34 | $520 |
| MCD | 1,846 | +34 | $520 |
| VANGUARD WHITEHALL FDS (VYM) |
4,275 | -67 | $517 |
| VYM | 4,275 | -67 | $517 |
| FIRST TR EXCHANGE TRADED FD (HYLS) |
12,197 | -2,597 | $503 |
| HYLS | 12,197 | -2,597 | $503 |
| SCHWAB STRATEGIC TR |
12,556 | +12,556 | $490 |
| SCHF | 12,556 | +12,556 | $490 |
| MERCK & CO INC |
3,692 | -500 | $487 |
| MRK | 3,692 | -500 | $487 |
| SCHWAB STRATEGIC TR |
5,971 | -122 | $486 |
| SCHM | 5,971 | -122 | $486 |
See Full List: All Stocks Held By MBE Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By MBE Wealth Management LLC
|
Size ($ in 1000's)
At 03/31/2024: $161,946 At 12/31/2023: $195,364 MBE Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MBE Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
