HoldingsChannel.com
MBL Wealth LLC Top Holdings
As of  03/31/2022, below is a summary of the MBL Wealth LLC top holdings by largest position size, as per the latest 13f filing made by MBL Wealth LLC. In the MBL Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by MBL Wealth LLC in that top holding, then the share count change between reporting periods, and finally the MBL Wealth LLC top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 130,716 +130,716 $59,037
     SPY130,716+130,716$59,037
ISHARES TR (IJH) 94,146 +94,146 $25,263
     IJH94,146+94,146$25,263
ISHARES INC (IEMG) 337,486 +337,486 $18,747
     IEMG337,486+337,486$18,747
ISHARES TR (IJR) 165,797 +165,797 $17,886
     IJR165,797+165,797$17,886
ISHARES TR (IEFA) 224,487 +224,487 $15,604
     IEFA224,487+224,487$15,604
PIMCO ETF TR (SMMU) 269,096 +269,096 $13,449
     SMMU269,096+269,096$13,449
PACER FDS TR 266,569 +266,569 $10,354
     PTLC266,569+266,569$10,354
AMPLIFY ETF TR (DIVO) 268,383 +268,383 $10,051
     DIVO268,383+268,383$10,051
WORLD GOLD TR 258,033 +258,033 $9,927
     GLDM258,033+258,033$9,927
ISHARES TR (IDEV) 156,014 +156,014 $9,927
     IDEV156,014+156,014$9,927
INNOVATOR ETFS TR (PJAN) 302,209 +302,209 $9,843
     PJAN302,209+302,209$9,843
ISHARES TR (FLOT) 174,923 +174,923 $8,837
     FLOT174,923+174,923$8,837
ISHARES TR (SHY) 85,412 +85,412 $7,119
     SHY85,412+85,412$7,119
INVESCO EXCHANGE TRADED FD T (RSP) 44,172 +44,172 $6,966
     RSP44,172+44,172$6,966
ISHARES TR (SGOV) 67,598 +67,598 $6,763
     SGOV67,598+67,598$6,763
INNOVATOR ETFS TR (UJAN) 218,254 +218,254 $6,753
     UJAN218,254+218,254$6,753
APPLE INC 37,894 +37,894 $6,616
     AAPL37,894+37,894$6,616
VANGUARD BD INDEX FDS (BSV) 81,775 +81,775 $6,370
     BSV81,775+81,775$6,370
PACER FDS TR 158,062 +158,062 $6,236
     PALC158,062+158,062$6,236
LABORATORY CORP AMER HLDGS 23,396 +23,396 $6,169
     LH23,396+23,396$6,169
SPROTT PHYSICAL GOLD & SILVE 273,655 +273,655 $5,303
     CEF273,655+273,655$5,303
ISHARES TR (ISTB) 108,282 +108,282 $5,247
     ISTB108,282+108,282$5,247
MICROSOFT CORP 16,261 +16,261 $5,013
     MSFT16,261+16,261$5,013
PACER FDS TR 136,233 +136,233 $4,699
     PTMC136,233+136,233$4,699
PACER FDS TR 163,747 +163,747 $4,223
     PTIN163,747+163,747$4,223
PIMCO ETF TR (MINT) 41,380 +41,380 $4,145
     MINT41,380+41,380$4,145
PIMCO ETF TR (MUNI) 73,485 +73,485 $3,895
     MUNI73,485+73,485$3,895
ISHARES INC (EMXC) 61,865 +61,865 $3,599
     EMXC61,865+61,865$3,599
BERKSHIRE HATHAWAY INC DEL      $3,557
     BRK.B10,080+10,080$3,557
SSGA ACTIVE ETF TR (TOTL) 73,262 +73,262 $3,280
     TOTL73,262+73,262$3,280
ISHARES TR (IQLT) 86,203 +86,203 $3,178
     IQLT86,203+86,203$3,178
ALPHABET INC 1,043 +1,043 $2,901
     GOOGL1,043+1,043$2,901
ISHARES TR (USMV) 36,170 +36,170 $2,806
     USMV36,170+36,170$2,806
PIMCO ETF TR (BOND) 27,115 +27,115 $2,760
     BOND27,115+27,115$2,760
ABRDN ETFS (BCI) 94,648 +94,648 $2,718
     BCI94,648+94,648$2,718
AMAZON COM INC 768 +768 $2,504
     AMZN768+768$2,504
TESLA INC 2,192 +2,192 $2,362
     TSLA2,192+2,192$2,362
ISHARES SILVER TR (SLV) 101,644 +101,644 $2,326
     SLV101,644+101,644$2,326
VANGUARD INDEX FDS (VO) 9,046 +9,046 $2,152
     VO9,046+9,046$2,152
SPDR GOLD TR (GLD) 11,631 +11,631 $2,101
     GLD11,631+11,631$2,101
SELECT SECTOR SPDR TR (XLV) 15,087 +15,087 $2,067
     XLV15,087+15,087$2,067
VANGUARD INDEX FDS (VNQ) 18,086 +18,086 $1,960
     VNQ18,086+18,086$1,960
SSGA ACTIVE TR 38,972 +38,972 $1,859
     STOT38,972+38,972$1,859
UBS AG LONDON BRANCH 97,867 +97,867 $1,763
     MLPB97,867+97,867$1,763
SCHWAB STRATEGIC TR 32,530 +32,530 $1,752
     SCHX32,530+32,530$1,752
DIREXION SHS ETF TR (COM) 52,207 +52,207 $1,733
     COM52,207+52,207$1,733
ISHARES TR (SUB) 16,525 +16,525 $1,729
     SUB16,525+16,525$1,729
ISHARES TR (IWR) 21,051 +21,051 $1,643
     IWR21,051+21,051$1,643
HOME DEPOT INC 5,367 +5,367 $1,607
     HD5,367+5,367$1,607
STANDARD LITHIUM LTD 170,000 +170,000 $1,496
     SLI170,000+170,000$1,496

See Full List: All Stocks Held By MBL Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By MBL Wealth LLC

Size ($ in 1000's)
At 03/31/2022: $409,790
At 12/31/2021: $0

Combined Holding Report Includes:
MBL Wealth LLC
Capital Wealth Planning LLC

MBL Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MBL Wealth LLC 13F filings. Link to 13F filings: SEC filings

MBL Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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