Mbe-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ASB", null, "MGEE", null, "ABT", "ABBV", null, null, null, null, "GOOGL", null, null, null, "T", "CAT", "AVGO", "AVEM", null, null, "HD", "MCD", null, null, "UNP", null, null, null, null, null, null, "DSX", "PWR", "MA", "MSFT", "FIS", "ZIM", null, null, "PEP", "VGSH", "PGR", "IVV", "UNH", "AAPL", "ECL", "NVDA", "MRK", "VZ", null, "SCHX", "ROP", "RTX", "GLD", null, "AMT", "SPLG", "ASTS", null, "VCIT", "VIG", "NHTC", "VYM", null, "WEC", "AMZN", "MSI", null, null, null, null, null, "VGT", "ESGV", "VUG", "VEA", null, "VT", "VB", "V", "WMT", null, "LNT", null, "SCHD", "SCHG", null, "SCHF", "SCHA", "SO", "MTUM", null, null, "DGRO", "SPYV", "ESGU", null, "BRK-B", null, "BR", "CHE", "CVX", "CPRT", "COST", "DE", "FANG", null, null, "RSP", "USMV", "NEE", "QQQ", "XOM", "JNJ", "LLY", "PM", "MO", "XLK", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-22
- Total Holdings
- 121
- Total Value
- 209009100
- Accession Number
- 0001951757-25-000408
- Form Type
- 13F-HR
- Manager Name
- Mbe-Wealth-Management
Data Enrichment
66% identified80 identified41 unidentified
Holdings
121 positions • $209.0M total value
Manager:
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G6964L115
Shares:14.0K
Value:$217
% of Portfolio:0.0% ($217/$209.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusipG6964L115)✕ | 14.0K | All Managers (Combined) | $217 | 0.0% ($217/$209.0M) |